Siebel Public Sector Guide > Administering Benefits Cases > Process of Configuring Applications >

Configuring Contact Matching


When an agent performs contact matching, the social security number fields in the submitted application are compared to the social security number fields in contact records in Siebel Public Sector to find matching contact records. Administrators can configure the criteria for contact matching by specifying other data fields, such as the date of birth and last name for the contact, to include in this comparison processing. They can also configure the contact fields that appear during the contact matching process when the agent views matching contact records and creates a new contact record. These contact fields are populated with available data from the submitted application.

Administrators can also disable contact matching so that an agent can upload the data in a submitted application into Siebel Public Sector without finding matching contact records for that application. They can also designate that agents must match all contact records before they can upload an application. For more information, see Finding Matching Contact Records.

This task is a step in Process of Configuring Applications.

To configure contact matching

  1. Log in to Siebel Tools as an administrator.
  2. Select Business Component in the Object Explorer, and then select the PUB Application Contact Matching VBC business component.
  3. Lock this business component so that you can change it.
  4. Navigate to Business Component, then Business Component User Prop in the Object Explorer, and configure the following user properties:
    1. For the ContactMatchingFields user property, enter a comma separated list of the contact fields that Siebel Public Sector uses when finding matching contact records.
    2. For the DefaultFields user property, enter a comma separated list of the contact fields that appear when agents create a new contact during contact matching.
    3. For the ContactMatchingEnabled user property, enter N to disable contact matching.
    4. For the EnableContactMatchingCheckBeforeUpload user property, enter Y to indicate that agents must perform contact matching for all contacts in an application.
  5. Compile the object for your changes into the Siebel Repository File.
  6. Unlock the business component.
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