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With the deployment of the cumulative patch alexandria-sql-patch-alpa-3636-20191101, on-site CLAIMS Direct installations now have the ability to utilize family and citation functionality in-house. What was previously only available using the remote CLAIMS Direct shared API is now possible internally with simple SQL functions. The following post will outline the steps required to prepare the data tables as well as presenting a brief walk-through of the functionality.

Preparation

Note

Note: If your initial load occurred after May 13, 2020, these tables were included in the initial load and you do not need to follow the preparation instructions here. However, to maintain the supplemental tables required for on-site family and citation functionality, you must add --api, e.g., CD_OTHER_OPTIONS='--api' to the apgupd configuration file.

Sequential Loading

In order to leverage the new functionality, the necessary lookup tables need to be populated on-site. The functions available to achieve this are:

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