Duplicate Household Match Overview

The duplicate household matching page is for merging potential duplicate household matches in the system.  This will typically occur if one of the following is true:

  • A contact that inquired filled out an application form and the household address is the same
  • A contact that inquired filled out an application form and typed the address slightly different
  • A related contact of an existing inquiry or applicant student has the same address as the existing contact

Within the duplicate household matching page, you will see the following columns:

Household 1 (1): The first household in the system that has a potential match with household 2.

Household 2 (2): The second household in the system that has a potential match with household 1.

Status (3): The status is listed as pending review until you resolve the match.  The filter options are defaulted to show matches that are in a status of pending review and failed merge.  If you expand the filter options, you will see the following statuses:

  • Pending Review: The match hasn’t been reviewed and is in a pending status.
  • Ignored: The match was ignored by an Admin.
  • Pending Merge: It’s pending a merge.Failed Merge: The merge failed.

Match Score (4): This indicates how weak or strong the match is.

  • 0-124: unknown (very unlikely a match)
  • 125-149: weak match
  • 150-224: medium match
  • 225-300: strong match
  • 301 and above: herculean match (extremely likely the householdss are a match)

Match Strength (5): This is the verbal strength of the match according to the match score.  Match strengths include unknown, weak, medium, strong, and herculean.  Herculean is the strongest match and is typically safe for bulk merging householdss.

Last Checked (6): This is the date that the duplicate match checker ran.

Resolve (7): Click here to resolve the match.

Resolve a Duplicate Household Match

Click resolve along the far right to start the duplicate matching process.  When merging households, you’ll be asked to pick a household that will take precedence in the case of conflicts, which we’ll refer to as the “winning record.”  This means that whichever household you select as the winning record, will be the one who’s information the system keeps in the case of matching fields.  When merging, the following behavior will occur:

  • The fields on the winning record that also exist on the losing record will take precedence.
  • For any fields that exist in the losing record and not in the winning record, those fields of information will carry over from the losing record to the winning record.
  • Merging doesn’t delete information, even if it only exists on the losing record and not on the winning record.  Those details will carry over to the winning record.
  • All of the related contacts from both the winning and losing record should end up on the merged record.
  • If a contact was related to both the winning and losing record, the contact should only be related to the merged record once and the relationship from the winning Record should be used.

Lets look at an example.  For the households shown below, the only field that differs is that there’s a contact in household 1 and not in household 2.  We’ll choose household 1, however, even if we choose household 2, the contact will still carry over because merging doesn’t delete information.  Click on the yes, merge them button.  If you select no, hide them then the system will hide the match from the list.  You can search for hidden matches in the filter options.

You can select household 1 or household 2 for which one takes precedence because the merged household will be the same either way.

In the example below, the address is the same except for United States.  Within the household contacts, two of the contacts are the same and the other two only show up in household 1.  Whichever household takes precedence, all of the information below will carry over since nothing gets deleted in the merge.  However, let’s say the house number for household 1 was 1008 Aiken Drive.  Choosing household 1 would then take that house number as precedence over 1004 Aiken Dr.  All remaining details would carry over.  In this example, either household will give you the same results.

Additional Resources

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