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.

DuplicateClient rules in Global Explorer

Rules in Global Explorer for DupicateClient Configuration

     
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