Account Matching Batch Setup
This section is where you define the criteria that will be
used to determine which fields in combination of Boolean
AND/OR conditions will be used to decision whether a new
account entering the system will be deemed a match to
one or more accounts currently existing in your database.
Criteria for the match conditions are chosen from the pick
lists on the fields. Press F1 for additional details when
your cursor is within this input entry area.
You have up to 4 "OR" condition rows of fields and up to
6 "AND" condition fields in each row. Any fields or rows
which are left blank will be ignored/skipped by the process.
The accounts that you select by tagging a list to be run through
the batch process of " Group accounts together" will be checked
for the conditions that you specified, such as Name AND Social
Security Number, OR Name AND Driver's License, OR Name AND
Address, OR Name AND Home phone. If a match is detected, the
accounts are grouped with matches found.
This will include matches found in the existing database
inventory AS WELL as matches found within the tagged list
itself if multiple debts for the same person were assigned
that day but this debtor has no history with your company
before today.
When new accounts are added to an existing group, AND
they have not yet been subjected to any assignment to an
Operator process, manual / batch account toss / contact
plan that assigns your collector desk IDs, THEN
each new account being added to an existing group will receive
the Operator ID of the first matching account found. This does
not guarantee that the first account found will be the Group
Member 1 account. If your company has multiple collectors
working on separate accounts in a group, then procedurally
you would want to still subject the tagged list of new
accounts to your normal course process of assigning accounts
to operators.
When the matching process is comparing by NAME,
an EXACT match for the whole field is required
in order for the process to determine that the
account being compared to is a match. Example,
"Smith, Jonathan Gerard" is not a match for "Smith,
John G".
See Also
- Account Matching Setup
- Matching Accounts
- How To Setup Account Matching
- Batch Processing Topics
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