Selecting a Potential Match for a Client

When the search and match process is invoked as part of the application case creation process, potential matches may be identified by the system. Potential matches are identified when multiple conclusive matches are returned, or when one or more inconclusive matches are returned for a client. When this occurs, the client is registered as a prospect, and the worker must review the potential matches identified by the system and determine whether any of them is a conclusive match for the client. When the worker selects a potential match, the selected person effectively replaces the prospect as a case participant on the application case. Any evidence that was previously associated with the prospect on the application case is now associated to the person. The prospect is marked as a duplicate of the person, and is no longer displayed in the clients list on the application case. Any additional potential matches found by the system are no longer displayed.