Purpose
Update preferred-name and name-change information across systems based on HR-maintained values.
Current state
Preferred-name logic is active in the production staff export and downstream directory sync path as a component of Staff AD Account Management.
Next step
Document the full downstream target map, reconciliation rules, and exceptions process inside the parent staff AD runbook.
Interfaces
Inputs- preferred-name and legal-name HR fields
- staff export SQL
- directory sync configuration
Outputs- updated display names
- directory-sync inputs
- identity reconciliation artifacts
Reality to Action trace
Reality IngestionContributes in this stage.
Canonical StorageNot in scope.
Automation EnginesContributes in this stage.
Human InterfacesNot in scope.
Operational AdoptionContributes in this stage.
Core workflow
TBD. Document the 5-10 steps that define the core workflow.
Data integrity and contracts
Source of truth rules
- OCDE HR is canonical for preferred-name and legal-name source fields.
- Downstream directories should mirror the export path unless an explicit exception is approved.
Safe handling
- Limit access to HR extracts and identity logs.
- Document rollback expectations before changing downstream mappings.
Operational notes
Reliability posture
Preferred-name handling is embedded in the production staff export path, but exception handling and rollback are still lightly documented.
Observability
- Integr8r logs
- post-processing logs
- directory sync outcomes
Security and privacy
Confidential staff identity data; name-change workflows should remain restricted to authorized staff.
Dependencies
Upstream- OCDE HR 2.0
- ActiveDirectoryStaff export
- Google directory sync path
Downstream- Active Directory
- Google Workspace display names
- other downstream account displays
Ownership
OwnersTechnology Services, Josh Barton
UsersTechnology Services, HR, Josh Barton (owner)
HR / Aeries / Google Preferred Name Synchronization
Operational Notes
- The registry points to
ActiveDirectoryStaff/SQL/BOUSD-Staff.sql as the place where preferred-name precedence is defined. - The same production job then flows into local PowerShell processing and Google directory sync.
- Failure results in inconsistent names and manual correction work across staff-facing systems.
Registry Alignment
- Former standalone registry entry
INT-011 is now documented as component scope within Staff AD Account Management. - Registry clarified: preferred-name handling is embedded in the active identity export path and is not only a downstream cleanup routine.
- Validation gaps: document the exact downstream systems touched and the reconciliation rules for exceptions.