Duplicate Name Search Window

This window is accessed via the Process Internet Submissions window. It also appears if you have the Duplicate Name Search function turned on in the Maintain Configuration Table window and if duplicate names are found during the Save of a new name (i.e., ID). If the ID Number column is populated, the Duplicate Name Search function will not run.

This window allows you to determine if a specified person is already in the database and thus has an ID Number. If a match is found, it can be selected and brought back into the window from which the duplicate name search was initiated. Also, you can generate new ID Numbers from this window.

The Person to Match row consists of profile values of the person for whom you are looking for a match. The following columns can be populated (but is dependent on the data available on the window from which the duplicate name search was initiated):

Tabs

This window has two tabs: Criteria and Results. If you do not have permissions to the criteria used for a Duplicate Name Search, the Criteria tab is not available. However, since the Duplicate Name Search is performed automatically when the Duplicate Name Search window opens, the Results tab is always available.

How To

ASSUMPTION: The system has been configured to search for duplicate names.

1. From any window where a new ID Number can be created (i.e., the Name Entity window), enter the desired data in the window and Save.

If the ID Number column is populated, the Duplicate Name Search function will not run.

2. If like or matching data exist when compared to the data in the database according to the default duplicate name search configuration for the user, the Duplicate Name Search window will open and will display the entered data in the Possible Matches section of the Duplicate Name Search window. Any found results will display in the Results tab of the window.

3. If you determine that one of the rows is a match, click the Select Match button to pass the information for that ID Number to the window from which you called the Duplicate Name Search function. Any information entered in the Name Entity window prior to searching for duplicate names will be lost.

4. If no like or matching ID Numbers exist, click the No Match New ID button to return to the window where you can assign a new ID Number and enter information.

Name (Last, First Middle)	Preferred Name	Nickname	SSN
Birth Date	Gender	Birth Name	E-mail Address
Address Line 1	Address Line 2	Address Line 3	City
State	ZIP	Phone	Mobile Phone