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.
Element/Tag | Definition | Attribute | Element/Attribute Value and Description |
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<DuplicateClient> |
The opening and closing tag of the DuplicateClient Business Rule. |
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<Client>
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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. |
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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. |
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Required, Unique: Indicates the client type to which this <Client> definition will apply. |
TYPE |
A valid client type code from AsCodeClientType. |
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<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. |
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<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. |
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<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>