Changes between Version 5 and Version 6 of UserGuidelines/Import/UpdateDetection


Ignore:
Timestamp:
09/13/12 08:19:19 (9 years ago)
Author:
Dominic König
Comment:

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  • UserGuidelines/Import/UpdateDetection

    v5 v6  
    2727=== Person Records ===
    2828
     29Person records are primarily identified by:
     30
     31  - an exact match of first name and last name (if both are present in the import item), or
     32  - alternatively, an exact match of the initials (if present in the import item)
     33
     34If any matching records can be found, they will be ranked by:
     35
     36  - an exact match of the first name (+2/-2 points)
     37  - an exact match of the last name (+2/-2 points)
     38  - an exact match of the date of birth (+2/-2 point)
     39
     40  - an exact match of the email address (+1/-1 point)
     41  - an exact match of the mobile phone number (+1/-1 point)
     42  - an exact match of the initials (+1/-1 point)
     43
     44If any of the criteria is missing from either the existing record or the import item, the test will not be performed (0 points).
     45
     46If the sum of the points is less than 0, the record will not be regarded as a match.
     47
     48The highest ranking match will be used to identify the record to update.
    2949   - ''tbw''