Member Matching & Data Cleanup Service
- Page Views 132
Organizations implementing Single Sign-On (SSO) often find that member records have become fragmented over time because of duplicate accounts, email address changes, previous affiliations, or other account management activities.
To support these efforts, CITI Program offers a Member Matching & Data Cleanup Service. This service helps organizations review member records, identify inactive accounts, remove outdated organizational affiliations, and populate organizational identifiers to support a successful SSO implementation.
These requests often require specialized review and system-level processing beyond our standard support processes. As a result, we coordinate with our Systems team to ensure accuracy and consistency across member records.
Costs
Member Matching & Data Cleanup requests are typically associated with organization-wide account review efforts, particularly during new SSO implementations.
$150 per hour (4-hour minimum)
Minimum charge: $600 per request
Account Review Information
As part of the service, CITI Program will provide a member list containing information to assist with account review, which may include:
- Member names and IDs
- Last account activity dates
- Course completion history
- Other data points that may assist with identifying accounts
It is typically a collaborative process between the organization and CITI Program. Organizations should expect one or more rounds of review and clarification to ensure account affiliations and organizational identifiers are updated accurately before applying changes.
Typical updates include:
- Removal of organizational affiliations from inactive accounts
- Population of organizational identifiers for active member accounts. These identifiers are commonly used during SSO implementations to associate learners with the correct organizational records.
Billing Note
The charge will appear on your invoice as a "Custom Programming Fee."
FAQ's
Q: Is this service only available for organizations implementing SSO?
A: No. While the service is commonly requested during new SSO implementations, organizations can also use it to improve the accuracy of their member records and organizational affiliations.
Q: How does CITI Program determine which accounts are inactive?
A: CITI Program will provide data to assist with account review, including activity and completion information. The organization is responsible for reviewing the information and identifying accounts to consider inactive.
Q: What changes are made as part of the cleanup process?
A: The most common updates include removing organizational affiliations from inactive accounts and populating organizational identifiers for active member accounts.
Q: How long does the review process take?
A: The Member Matching & Data Cleanup Service is a collaborative process between the organization and CITI Program. Depending on the size and complexity of the member roster, multiple rounds of review and clarification may be required before changes are finalized and processed.
A: No. CITI Program no longer performs organization-requested bulk account merges as part of the Member Matching & Data Cleanup Service.
If the review identifies duplicate accounts, organizations may use the information provided to help communicate with affected learners. Learners who wish to merge eligible accounts must contact CITI Program directly to confirm the merge.
Please note: If we receive multiple smaller requests within a short timeframe that together represent a single organization-wide member matching effort, the Member Matching & Data Cleanup fee may still apply. This helps ensure the fee is applied consistently and prevents large requests from being split into smaller submissions.
Need Additional Help?
Call 888-529-5929 during business hours or submit a request through our Support page with detailed information. Our team will follow up during business hours.