This batch process merges groups of duplicate records identified by CUS590 after user review using the Duplicate Customer Verification (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. Please note that as of 7.3.1, this dedup process also cleans up SSO records.
If the "DUPADDRESSCHECK" application parameter is set to "N", this batch process moves the CUS_ADDRESS_DETAIL and CUS_ADDRESS_DETAIL_KEY_LINE records from the duplicate company customer to the retained company customer.
If the "DUPADDRESSCHECK" application parameter is set to "Y", this batch process deletes both the CUS_ADDRESS_DETAIL and CUS_ADDRESS_DETAIL_KEY_LINE records from the duplicate company customer which causes the CUS_ADDRESS_DETAIL and CUS_ADDRESS_DETAIL_KEY_LINE record for the individual customer to be updated with the CUS_ADDRESS_ID of the retained company customer.
As
of 7.4.2, CUS595
has been updated to merge duplicate household
records, starting with the household constituent record. For household
members belonging to the duplicate household, the system will populate
the record's End Date and create the household member in the retained
household. The Household Status of the duplicate household will be updated
the "DUPLICATE" and the Status Date will be updated accordingly.
Two reports are generated from this process:
· Duplicate Customer Merged Listing – available in Edit mode
· Duplicate Customer Documents Merge Exception Report – only available at the time of file movement in Prod mode
Merged
duplicates can be viewed from the Relationships
screen in CRM360 when you uncheck the Current checkbox.
Parameter |
Description |
Required? |
|---|---|---|
Subtitle |
This field is used to enter in a subtitle that appears underneath the report heading.
Defaults to “Merged Duplicate Customers”. |
No |
Run Mode |
The mode in which the report runs: · EDIT – does not update the database, but instead generates a report of merged duplicate customers. · PROD – generates the report and updates the database. |
Yes |
Organization |
The Organization ID for which you want to run the report. Defaults to the organization of the logged in user. |
Read-only |
Organization Unit |
The Organization Unit for which you want to run the report. Defaults to the organization unit of the logged in user. |
Read-only |
Advanced Job Parameter |
||
Requirement Criteria |
Filter criteria for selecting records from cus_dup_cust_group and cus_dup_cust_group_detail. |
No |
