DuplicateClient

This business rule defines the criteria that indicates a duplicate client. If it does not exist the system will not perform a check for duplicated clients. The rule exists as a primary company override. The rule supports the resolution of copybooks.

DuplicateClient Elements and Attributes
Element/Tag Definition Attribute Element/Attribute Value and Description

<DuplicateClient>

The opening and closing tag of the DuplicateClient Business Rule.

   

<Client>

 

 

 

Required, Repeatable:

Defines the field(s) that identify a duplicate client. The error message and response from the system are defined within the <Client> element.

   

Required:

Indicates the response from the system if the specified field data exactly matches the same field(s) in one or more client data records.

RESTRICTION

Warning - Allows the client data to be added after the user accepts possible client duplication. The user may cancel the update.

Denied - Does not allow the client data to be added.

Required, Unique:

Indicates the client type to which this <Client> definition will apply.

TYPE

A valid client type code from AsCodeClientType.

<Message>

Optional:

Specifies a message to be displayed when a duplicate client is found. If this is omitted, the system displays a default message based on the setting of the RESTRICTION attribute.

 

Text string containing the message.

<Fields>

Required:

Element to hold one or more <Field> elements.  A duplicate client condition exists when all data in the <Field> elements match the same fields in an existing database record.

   

<Field>

Required, Repeatable:

The name of a client screen field; the value entered here is compared with the value of the same field for other clients.

   

XML Example

<DuplicateClient>
<Client RESTRICTION=”Warning” TYPE=”02”>
<Message>Based on entered first, last name, ssn and sex, a matching client 
was found in the AS database. Continue?</Message>
<Fields>
<Field>FirstName</Field>
<Field>LastName</Field>
<Field>Sex</Field>
<Field>TaxId</Field>
</Fields>
</Client>
</DuplicateClient>

 

 

 

 

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