Quorum Overnight Process

This document is based on Quorum’s description of their overnight process for the SFTP of the two files.

Quorum is the third-party software program used for ALTA’s Grassroots Advocacy efforts to provide notifications to TAN members and for them to take specific actions to contact policymakers about issues of importance to the land title and settlement services industry.

ALTA Overnight Script

• The Quorum push occurs after REM Report Server data is flattened, which then includes all “Advocacy Data” necessary for DDC and Quorum.

• This is noted here: https://dw.alta.org/dashboard-nightly.php

• The Quorum Push is done by the ALTA Database MSSQL Server (db1) at Hostek, triggered along with other steps, with an SPROC “QuorumPush”.

• This creates two text CSV files via BCP commands for Individuals and Organizations based on the “ALTA_AdvocacySnapshot” table from the above processes, which then also need some encoding conversions for Quorum’s requirements. These files are saved in “E:\TANfiles” on “db1”.

• WinSCP then securely transmits them to Quorum via SFTP with password and host key as part of the MSSQL SPROC script.

Quorum SFTP File Processing

Contacts File

• File Name Structure

  • ALTA-Quorum_INDs_YYYYMMDD.csv

• Runs daily at 5:25am

• Mapping

  • Email to Email

  • Employer_name to Organization

  • First_Name to firstname

  • Last_Name to lastname

  • Middle_Name to middlename

  • Mobile_Phone to secondary_phone

  • Personal_Address_1 to street_address

  • Personal_Address_2 to street_address_2

  • Personal_City to city

  • Personal_State to state

  • Personal_Zip to postal_code

  • Prefix to prefix

  • Suffix to suffix

  • Work_phone to phone_number

  • Work_Title to title

  • _Employer_ALTA_ID to alta_organization_id

  • _Individual_ALTA_ID to individual_alta_id

  • _Individual_SSO_ID to unique_identifier

• File uploaded is deleted after import

• Contacts that are in Quorum that are not in file are “deactivated/archived”

  • They no longer appear in the data.

  • Their history IS KEPT attached to the record.

  • Within Quorum, users do have the ability to archive/unarchive contacts manually

• Contacts that were never in Quorum are created new.

• Contacts that used to be in Quorum, were archived, and then were included again are “unarchived” so they are active again, with their history attached.

Organizations File

• File Name Structure

  • ALTA-Quorum_ORGs_YYYYMMDD.csv

• Runs after Contacts file is completed.

• Mapping

  • _Employer_ALTA_ID to unique_identifier

  • _Employer_ALTA_ID_2 to employer_alta_id

  • Employer_Address_1 to shipping_street

  • Employer_Address_2 to address_line2

  • Employer_City to shipping_city

  • Employer_State to shipping_state

  • Employer_Zip to shipping_postal_code

  • Employer_Name to name

• File uploaded is deleted after import.