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V11 Dupe searching

Beth Varro
$organization

Hi all,

We just ran some extensive tests on duplicate searching in V11, with great results.  However, we have one outstanding issue: two household records which are clearly dupes, but are not being identified as such.

Here's my question: on household type records, what field is used to check for name duplicates?  Is it using the combined "name" field, the"sort name" field, or something else?  I can't find anything about it in the documentation, and this might explain our anomaly.

Thanks!

Beth

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  • $organization

    Unknown said:

    on household type records, what field is used to check for name duplicates?  Is it using the combined "name" field, the"sort name" field, or something else?  I can't find anything about it in the documentation, and this might explain our anomaly.

    We are noticing many Household potential dupes showing up that aren't very good matches, and it appears that AP_IDENTIFY_DUPLICATES is using the same matching rules as always, i.e. "Duplicate Matching" from T_DEFAULTS, which in our case is "fname=2,lname=3,postal_code=4,street1=4".

    That "lname=3" is not very many characters for matching household records, e.g. something like "John and Mary Smith Household" and "John and Esmeralda Gonzlalez", or whatever, which I think explains some of what we're seeing.

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  • $organization

    Unknown said:

    on household type records, what field is used to check for name duplicates?  Is it using the combined "name" field, the"sort name" field, or something else?  I can't find anything about it in the documentation, and this might explain our anomaly.

    We are noticing many Household potential dupes showing up that aren't very good matches, and it appears that AP_IDENTIFY_DUPLICATES is using the same matching rules as always, i.e. "Duplicate Matching" from T_DEFAULTS, which in our case is "fname=2,lname=3,postal_code=4,street1=4".

    That "lname=3" is not very many characters for matching household records, e.g. something like "John and Mary Smith Household" and "John and Esmeralda Gonzlalez", or whatever, which I think explains some of what we're seeing.

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