Consolidating Criteria for Person Records

Overview

Consolidate Records is a powerful tool for identifying and consolidating duplicate records within the database. With this power must come caution and an understanding of how Slate identifies duplicates and how Slate merges these records.

This article covers the matching criteria used in the Consolidate Records tool to match a Main record to a Duplicate record.

Matching Criteria

Matching Criteria Description
First+Last+Email

Exact match on first name, last name, and rank #1 email address.

Reversed Name+Email

Match on rank #1 email address and name, where the first name exactly matches the last name of the other record and the last name exactly matches the first name.

Address + Partial (First + Last)

Exact match on street address and postal code and partial match (first 3 letters) of first name and last name.

First + Last + Birthdate

Exact match on first name, last name, and birthdate.

Reversed Name + Birthdate

Exact match on birthdate and name, where the first name exactly matches the last name of the other record and the last name exactly matches the first name.

Nickname + Last + Birthdate

Exact match on last name and birthdate, where the first name of one record is a common nickname for the first name of the other record. For example, Abby is a common nickname for Abigail.

Using the SQL 'select * from [world].dbo.[nickname]' in a custom SQL query will return the current list of nicknames and associated first name.  

Nickname + Last + Email

Exact match on last name and rank #1 email address, where the first name of one record is a common nickname for the first name of the other record.

Using the SQL 'select * from [world].dbo.[nickname]' in a custom SQL query will return the current list of nicknames and associated first name. 

Email

Exact match on rank #1 email address.

SSN

Exact match on SSN, excluding generic numbers like 000000000, 111111111, 999999999, and 123456789.

First + Last + CEEB

Exact match on first name, last name, and the rank #1 overall schools CEEB code, excluding generic CEEBs like 0000, 9999, 000000, and 999999.

Custom Unique for Matching Fields

Any custom field that has been configured to be unique for matching (Banner Advance ID, Millennium ID, SIS ID, etc.).

Slate ID

Exact match on Slate Override IDs.

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