If the online nomination form is being used to enter nominations, then there is a chance that nominators will enter a new record for a customer that already exists in the database. For example, the nominator may provide a different email address or street address. The system pre-screens new customers added from the web form and matches them to existing records where possible. However, if a conclusive match is not found, then a new customer record is created and flagged so the awards team can review it.
Regarding duplicate online self-nominations, when the duplicate merge process is run, both the nominee and nominator duplicates will be merged. All attachments will be preserved during the merging of duplicate online self-nominations.
Consider the following scenarios:
1. Nominators
a. If any one nominator has nomination answers, it will remain with retained nominator.
b. If both nominators have answers, then only retaining nominator’s answers will remain and duplicate nominator answers will be deleted.
c. Order number and order line number will be copied from duplicate nominator, if the retained nominator does not have it.
d. Nominator status will remain for the retained nominator.
e. Attachments from both nominators will be preserved with the retained nominator.
f. Duplicate nominator record will be deleted.
2. Nominee Reviewers
a. If any one reviewer has scoring answers, it will remain with retained nominator.
b. If both reviewers have scoring answers with COMPLETE status, then only retained reviewer’s answers will remain and duplicate reviewer’s answers will be deleted.
c. If duplicate reviewer has COMPLETE status and retained reviewer does not has COMPLETE status, then scoring question from duplicate reviewer will remain and the retained reviewer’s answers will be deleted.
d. If reviewer status is COMPLETE for any one, then the retained reviewer’s status will be COMPLETE.
e. Duplicate reviewer record will be deleted.
The
AWD1001PI
- Customers Created from Online Nomination Form report indicates the
results of the matching process that occurs before a new customer record
is created. When a 100% match probability is detected, an existing customer
record is used rather than creating a new one. Lower probability matches
will result in new customer records, which can be reviewed and merged
if necessary.
The CUS595 process merges groups of duplicate records identified by CUS590 after user review using the CUS100 screen to identify one record for each duplicate group as the primary or maintained record. CUS595 updates all other data for the duplicate records associated with the maintained record.
This process will take file attachments from a merged customer and insert them into the retained customer’s folder. If the file names are exactly the same in both locations, they will be merged into one file. The Duplicate Customer Documents Merge Exception Report displays a list of file attachments that have the same name.
The
CUS595 – Merge Verified Duplicates batch process can be run in Edit mode
to generate the Duplicate Customer Merged Listing to review potential
duplicates and resolve any attachment issues before the files are merged
into one. The Duplicate Customer Documents Merge Exception Report will
only be generated in Production mode.