How ContactManager determines duplicate contacts for a person

When checking for a duplicate person in PolicyCenter, you must enter the first name and at least one of the following:

• Primary address
• Phone number
• Date of birth
• Driver’s license
• Tax ID

In the base configuration, ContactManager first determines if the person is a potential match. If the person is a potential match, then ContactManager determines whether the person is an exact match.

ContactManager first looks for a potential match. The following illustration shows the various paths through which ContactManager determines that a person 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, cell, and fax match.
• Primary address – The primary address matches if Address line 1, state, city, and ZIP code match.
• License – The license matches if license number and license state match.

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