This program is the second of three used in the De-Duplication logic which examines and combines multiple customer records that have been created for the same person. Refer to the chapter Overview - Data De-Duplication for more information about required set up steps and an overview of the process itself.

This program is used to:

To access the Edit De-Duplication Records program, type EDITDUP (RET) at any menu "OPTION:" field or the appropriate line number from the Data De-Duplication menu. The screen will display as follows:


OPTION: __ EDIT DE-DUPLICATION RECORDS


1 Customer #
2 Last
3 First
4 Addrs-2
5 City
6 State
7 Zip
8 DL Number
9 DL State
10 Birth Date
11 Change To
12 Cust Type
13 Dedup Priority



1SAVE 2NEXT 3ERASE 4DELETE 5BACKUP 6SEARCH 7HELP 8PRINT



Press F8 to display or print a report of the records that are currently nominated for merging. If changes are needed, use the following instructions.


To prevent records from being merged:

Enter data as follows:

1. CUSTOMER #

Enter the Customer Number of the record you do not want to merge and then press F4 to delete it out of the De-Dup File.

EXAMPLE Type 5000 (RET)

Press F4


To change which record will be the surviving record:

The selection report lists as a group all records that will be merged into a single record. The first record listed is nominated to be the surviving record within the group. If another record within the group should be the surviving record, each record in the group must have Field 11 changed. .

By default, the record with the most recent Modification Date is nominated as the record that will survive. An exception to the Modification Date is made if Priority Codes have been set up for Customer Types. Refer to the chapter Select Records for De-duplication for details.

NOTE: Records where Field 1 and Field 11 are the same are skipped.

Enter data as follows:

1. CUSTOMER #

Enter the Customer Number of each record within a group whose survivor is to be changed.

EXAMPLE Type 5000 (RET)

11. CHANGE TO

This field contains the Customer number of the surviving customer. Enter the Customer Number of the record you want to be the survivor of the merge.

EXAMPLE Type 6120 (RET)

12. CUST TYPE

Enter the customer type that should be placed on the old record. (Remember, that records where Fields 1 and 11 are the same are skipped.) However, for records that are being merged into other records, this is an opportunity to change the customer type on the customer records that are not the surviving records.

EXAMPLE: Type PUR (RET)


To manually enter records for merging:

As an alternative to having the system examine the entire Customer File for duplicate records, you may want to manually enter certain customer records that should be merged.

Enter data as follows:

1. CUSTOMER #

Enter the Customer Number of the record that should be merged to into another customer record.

EXAMPLE Type 5920 (RET)

FIELDS 2 - 10

Data from the Customer Record entered in Field 1 displays in these fields.

11. CHANGE TO

Enter the Customer Number of the record you want to be the survivor of the merge.

EXAMPLE Type 16034 (RET)

12. CUST TYPE

Enter the customer type that should be placed on the old record. (For records that are being merged into other records, this is an opportunity to change the customer type on the customer record that is not the surviving record).

EXAMPLE: Type PUR (RET)
13. DEDUP PRIORITY
 A field in the Customer Type record can be used to assign a priority to that Customer Type when processing de-duplication records. The priority assigned to the Customer Type is used when the de-duplication program finds duplicate records and nominates which one should be the survivor record. For reference purposes, this field displays the priority assigned to the Customer Type entered in the above field.


PRESS "F1"AT "OPTION:" TO SAVE.

A report of records that were manually entered can be obtained by pressing F8 from this program as well as from the Select Records for De-Dup program.

User tip: The Process Data De-Duplication program marks each record in the De-Duplication file as having been "processed". As a result, these records will not be processed again on future runs of the program. If, after running the Process Data De-Duplication program, new records are added to the De-Duplication file -- either manually via the Edit De-Duplication program or automatically via the Select Records for De-Duplication program -- only those new records will be processed on a subsequent run. If a formerly processed customer record needs to be processed again, please contact the Thermeon Customer Support Department and request that the Data De-Duplication file be initialized.