System-Generated Names
When a Name row is created for a constituent, you enter the specific "pieces" of the constituent's name into distinct text boxes and therefore into individual fields in the Name row. The system will use that information to construct several variations of the constituent's name, and will maintain those variations in individual fields in the Name row.
Constituent Name Variations
Formatted Name
This is the complete name, made up of the Title_First Name_Middle Name_Last Name, _Suffix using the exact data that is contained in the individual columns. If the Suffix is a Roman numeral, the comma between the name and Suffix is omitted. ('_' denotes a space.)
Salutation
this is the constituent's Title (if any) and Last Name. Other circumstances can affect this form as described in the Salutation Rules.
Combined Name
When the constituent has a constituent spouse, the system will generate a combined form of the formatted name for use by the Millennium Reporter, according to the options that are activated in that process. Many circumstances can affect this form as described in the Combined Name Rules.
Combined Salutation
When the constituent has a constituent spouse, the system will generate a combined form of the salutation name for use by the Millennium Reporter, according to the options that are activated in that process. Many circumstances can affect this form as described in the Combined Salutation Name Rules.
These "pre-constructed" name forms are beneficial in two ways. First, they can streamline reporting by eliminating the need for the Millennium Reporter to construct the names during the selection and formatting process - the appropriate name field is simply copied from the Name row in the database. Secondly, by storing these forms of the name in the Name row, you have easy viewing and editing access to the system-generated data, in case you or the constituent prefers to use an alternate construction than that generated by the system.
Overriding System-Generated Names
By entering the form of the Name that you want to use and checking the Override check box, you can control the exact construction of the name that will be used. And, each form of the name may be system-generated or it may be overridden, independently of the other three names on that same form.
The Override option on a Combined Name or Combined Salutation may be used regardless of the presence or absence of a spousal relationship in the database, or the presence or absence of a Name row of the same type for a constituent spouse. But, if there is a constituent spouse with a Name row of the same Type, the Combined Name or Combined Salutation (whether system-generated or overridden) for one of the spouses will automatically be copied to the corresponding field in the corresponding row for the other spouse. In other words, if you override the Combined Name or Combined Salutation for one of the spouses, the Combined Name or Combined Salutation for the other spouse will be overridden as well.
If the override check box is not checked, the system will generate data for the name variation.
System Generated Name Rules
- If the Override check box for any of the individual forms of the name is checked, then the information in the text box for that form of the name is accepted as entered by the user, and the system does not attempt to generate one.
- These rules assume that a constituent may have no more than one Relationship with a Type of sp, lp, or cm.
- These rules assume that you are working from Constituent 1's Name row. When any combined name is constructed for Constituent 1, Constituent 2's Name row will also be updated with the same Name information.
- In these rules, Formatted Name refers to the exact data that appears in that field (title, first, middle, last, suffix) in the appropriate Name row.
Salutation Name Rules
| 1. Is the Constituent a corporation, foundation or other organization (coretbltyp = C or F)? |
Yes
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2. Is the name a Contact Name for the corporation, foundation, or other organization (nametype ='con') ? | ||||||
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Yes | No | ||||||
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3. Salutation Name = Formatted Name | |||||
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| 4. Does this Name row have data in the Title column? |
Yes
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5. Does this Name row have data in the Last Name column? | ||||||
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Yes | No | ||||||
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7. Salutation Name = First Name. | ||||||
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| 8. Does this Name row have data in the Last Name column? |
No
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9. Salutation Name = First Name. | ||||||
| Yes | ||||||||
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| 10. Is the Suffix one of the following? M.D., DDS, D.D.S., PhD, Ph.D., PHD, DVM, D.V.M., OD, O.D., DC, D.C., EdD, Ed.D., EDD, DPH, DPT, DrOT, PharmD, D.O., DO |
Yes
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11. Salutation Name = Dr. Last Name (the Suffix is not included in the Salutation name) | ||||||
| No | ||||||||
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| 12. Is gender known? |
No
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13. Salutation Name = First Name | ||||||
| Yes | ||||||||
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| 14. Is gender male? |
Yes
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15. Salutation Name = Mr. Last Name | ||||||
| No | ||||||||
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16. Is gender female? |
Yes
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17. Salutation Name = Ms. Last Name | ||||||
| No | ||||||||
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| 18. Is gender X? |
Yes
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19. Salutation Name = Mx. Last Name | ||||||
Combined Name Rules
* In Step 13, the system will attempt to temporarily assign a Title to a constituent if that constituent has a blank in the Title column in his or her name row. This temporary title is not inserted into the Title column in the Name row, and it will not be used in Steps 15, 18, and 19. These steps use Formatted name data. The temporary title will only be used (if appropriate) in Steps 21 and 22.
| 1. Is the Constituent a corporation, foundation or other organization (coretbltyp = C or F)? |
Yes
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2. Combined Name = Formatted Name | ||||
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| 3. Does Constituent 1 have a Relationship with a Type of sp, lp, or cm with any other (Constituent 2)? |
No
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4. Combined Name = Formatted Name | ||||
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| 5. Does this Name row have a Type of comb or csal? |
Yes
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6. Combined Name = Formatted Name | ||||
| No | ||||||
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| 7. Does Constituent 2 have a Name row of the same Type as this Name row? |
No
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8. Combined Name = Formatted Name | ||||
| Yes | ||||||
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| 9. Do Constituent 1 and 2's Name rows of this Type have different Last Names, OR is the Relationship Type lp or cm? |
Yes
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10. Can the gender of the constituents be determined to be one male and one female? | ||||
| No | Yes | No | ||||
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Yes
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12. Combined Name = Formatted Name 1 and Formatted Name 2 | |||
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| *13. If either constituent has a blank Title column, attempt to assign a temporary title (for one or both, as needed) If the Suffix is one of: M.D., DDS, D.D.S., PhD, Ph.D., PHD, DVM, D.V.M., OD, O.D., DC, D.C., EdD, Ed.D., EDD, DPH, DPT, DrOT, PharmD, D.O., DO then the temporary title will be 'Dr.'. If the temporary title is not Dr., determine gender. If male, then the temporary title = 'Mr.'. If female, then the temporary title = 'Mrs.'. If gender cannot be determined, then the temporary title is blank. |
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| 14. Do both constituents now have a Title? |
No
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15. Combined Name = Formatted Name 1 and Formatted Name 2. | ||||
| Yes | ||||||
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| 16. Do both constituents have a Last Name? |
No
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17. Can the gender of the constituents be determined to be one male and one female? | ||||
| Yes | Yes | No | ||||
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19. Combined Name = Formatted Name 1 and Formatted Name 2. | ||||
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| 20. Can the genders be determined to be one male and one female? |
Yes
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21. Combined Name = male's Title_and_female's Title_male's First Name_male's Middle Name_male's Last Name,_male's Suffix (unless Suffix begins with 'Esq', or Title is Dr. - in which case Suffix is suppressed.) | ||||
| No | ||||||
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| 22. Combined Name = Constituent 1's Title_and_Constituent 2's Title_ Constituent 1's First Name_ Constituent 1's Middle Name_ Constituent 1's Last Name,_ Constituent 1's Suffix (unless Suffix begins with 'Esq' in which case Suffix is suppressed.). | ||||||
Combined Salutation Rules
* In Step 13, the system will attempt to temporarily assign a Title to a constituent if that constituent has a blank in the Title column his or her name row. This temporary title is not inserted into the Title column in the Name row, and it will not be used in Steps 15, 18, and 19. These steps use the already-formatted Salutation. The temporary Title will only be used (if appropriate) in Steps 21 and 22.
| 1. Is the Constituent a corporation, foundation or other organization (coretbltyp = C or F)? |
Yes
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2. Combined Salutation Name = Salutation Name | ||||
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| 3. Does Constituent 1 have a Relationship with a Type of sp, lp, or cm with any other (Constituent 2)? |
No
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4. Combined Salutation Name = Salutation Name | ||||
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| 5. Does this Name row have a Type of comb or csal? |
Yes
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6. Combined Salutation Name = Salutation Name | ||||
| No | ||||||
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| 7. Does Constituent 2 have a Name row of the same Type as this Name row? |
No
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8. Combined Salutation Name = Salutation Name | ||||
| Yes | ||||||
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| 9. Do Constituent 1 and 2's Name rows of this Type have different Last Names, OR is their Relationship Type lp or cm? |
Yes
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10. Can the gender of the constituents be determined to be one male and one female? | ||||
| No | Yes | No | ||||
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Yes
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12. Combined Salutation = Salutation Name 1 and Salutation Name 2 | |||
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| *13. If either constituent has a blank Title column, attempt to assign a temporary title (for one or both, as needed) If the Suffix one of: M.D., DDS, D.D.S., PhD, Ph.D., PHD, DVM, D.V.M., OD, O.D., DC, D.C., EdD, Ed.D., EDD, DPH, DPT, DrOT, PharmD, D.O., DO then the temporary title will be 'Dr.'. If the temporary title is not Dr., determine gender. If male, then the temporary title = 'Mr.'. If female, then the temporary title = 'Mrs.'. If gender cannot be determined, then the temporary title is blank. |
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| 14. Do both constituents now have a Title? |
No
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15. Combined Salutation = Salutation Name 1 and Salutation Name 2. | ||||
| Yes | ||||||
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| 16. Do both constituents have a Last Name? |
No
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17. Can the gender of the constituents be determined to be one male and one female? | ||||
| Yes | Yes | No | ||||
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19. Combined Salutation Name = Salutation Name 1 and Salutation Name 2. | ||||
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| 20. Can the genders be determined to be one male and one female? |
Yes
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21. Combined Salutation = male's Title_and_female's Title_Last Name. | ||||
| No | ||||||
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| 22. Combined Salutation = Constituent 1's Title_and_Constituent 2's Title_ Constituent 1's Last Name,_. | ||||||