How ContactManager determines duplicate contacts for a company

When checking for a duplicate company in PolicyCenter, you must enter the company name and at least one of the following: tax ID, primary address, or phone number.

ContactManager first determines if the company is a potential match. If the company is a potential match, then ContactManager determines whether the company is also an exact match.

ContactManager finds a potential match if it finds a potential match through any path. The following illustration shows how ContactManager determines that a company is a potential match.

ContactManager uses the following criteria to determine if each of the following matches:

• Phone numbers – The phone numbers match if the numbers for home, work, and fax match.
• Primary address – The primary address matches if Address line 1, state, city, and ZIP code match.

If a company is a potential match, then ContactManager determines if that company is also an exact match. The following illustration shows how ContactManager determines if a company is an exact match in the base configuration.