Overview
Consolidate Records is a powerful tool for identifying and merging duplicate database records. Using this power requires some caution, with an understanding of how Slate identifies duplicates and merges the 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. |
|
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. |