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Oracle® Insurance Rules Palette 9.4.0.0 E18894_01

# Manage Duplicate Clients

The new DuplicateClient business rule was created to check for duplicate clients based on parameters that are configured in the business rule. Fields can be used together to determine if a duplicate client exists. The rule may be configured as a warning that the user can override or as a restriction that prevents the user from adding the duplicate client.

## Configuration Requirements

The following configuration examples were created to demonstrate this new feature.

- A new Global Business rule called Duplicate Client was created at the System level. An override was created for the Prototype Company. Navigate to Global Explorer | Business Rules | System | DuplicateClient | Company Overrides | DuplicateClient-PrototypeCompany
  - Individual Clients: The following will be used to check duplicates for Individual clients: First Name, Last Name, Tax ID, Sex. The restriction for Individual clients was set to Denied. This means that duplicate clients cannot be added.
  - Corporate Clients: The following will be used to check duplicates for Corporate clients: Company Name and Tax ID. The restriction was set to Warning. This means that a pop-up warning will alert the user that a duplicate record exists. The user can click OK to add the record or Cancel to either change the entry date or remove the clients addition.
  - Producer Clients: The following will be used to check duplicates for Producer clients: First Name and Last Name. The restriction for Producer clients was set to Warning. This means that a pop-up warning will alert the user that a duplicate record exists. The user can click OK to add the record or Cancel to change the client or remove it.
- The CopyBook-CorporateDuplicateClient was created and placed in the duplicate rule for the corporate record type to demonstrate a potential use of a CopyBook in this rule. Navigate to Global Explorer | Business Rules | CopyBooks | CopyBook-CorporateDuplicateClient. This rule is referenced in the Prototype Company override.
- An override of the ClientScreen business rule was created at the Prototype Company level. Navigate to Global Explorer | Business Rules | Screen | ClientScreen | Company Overrides | ClientScreen-PrototypeCompany. Three client types were added to this rule so they could be referenced by the DuplicateClient rule.
  - Individual: typecode "02"
  - Corporate: typecode "01"
  - Producer: typecode "17"

Rules in Global Explorer for DupicateClient Configuration

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