7.5.6 Duplicate Applicant Sub Tab
Click De-dupe Applicants to display the existing customer details of the applicant. While reviewing the de-dupe results, if the current applicant's credentials are exactly matching with an existing customer record, you can attach the current application to the existing customer. The same can be done by just keying in the customer ID in the applicants tab and clicking save.
In case a particular customer has more than one account, on clicking De-dupe Applicants the system displays only one account in Duplicate sub tab. However, you can view all the accounts held by customer in Existing accounts sub tab.
To View duplicate applicant’s details, click Duplicate Applicant sub tab. In this section you can view the duplicate applicant’s details.
Table 7-11 Duplicate Applicant
| Field | Do this |
|---|---|
| Source Type | View the source type of the duplicate applicant |
| Applicant Id/ Cus Id | View the applicant ID if the source type is applicant and the customer ID if the source type is customer. |
| Application # | View the application number of the existing applicant details for the respective records. |
| Days since last application | View the total number of days elapsed since the last application date. System auto calculates this value as Current system date (minus) Last application date |
| ID | View the applicant ID |
| First Name | View the first name of the duplicate applicant |
| Middle Name | View the middle name of the duplicate applicant |
| Last Name | View the last name of the duplicate applicant |
| Date of Birth | View the date of birth of the duplicate applicant |
| CIF | View the CIF no of the duplicate applicant |
| SSN # / National ID | View the national ID or SSN number of the duplicate applicant |
| Driving License # | View the driving license number of the duplicate applicant |
| City | View the city of the duplicate applicant |
| State | View the state of the duplicate applicant |
| Zip | View the zip of the duplicate applicant |
Parent topic: Applicant Tab