This chapter provides an overview of the configurations available for configuring person search and match. If configured, person search and match automatically searches for, and either matches or registers the clients as part of the application case creation process. The search process returns registered persons that meet some or all of the search criteria configured. The match process determines, based on the weights assigned to the configured search criteria, and thresholds configured in System Administration, whether the registered person is a conclusive match with the client, an inconclusive match with the client, or is not a match.
If no match is found, or if person search and match is not configured, the client on the application form is registered on the system as part of the application case creation process. A system property is provided to dictate whether the client is registered as a prospect, or as a person.
There are two main aspects to configuring person search and match:
This chapter outlines these aspects in more detail.