Siebel Public Sector Guide > Managing Immigration Contacts >

Adding a Contact Identity Record (End User)


This task is a step in Process of Managing Immigration Contacts.

Before adding a new immigration contact, use the Immigration Contacts Home page to query for the contact to make sure that the contact does not currently exist in the application. From the home page, you can search for the contact by last name, first name, gender, birth date, and citizenship.

You can create a new contact only from the Identity list view. The Identities list view shows all identities regardless of contact. When you create and save an identity record, a contact ID is automatically generated for the Identity. You can then drill down on the Contact ID field and add additional details such as addresses, cases, credentials, photographs, and so on.

When you create a new identity for a contact, the status for the identity record defaults to Active, and the identity record defaults to the primary identity for the contact. The status of any previous active identity for the contact is changed to inactive, and the Expired Date for the identity is populated with the current date. Users can override these defaults by updating the status or selecting a different primary identity.

On the More Info view for Immigration Contacts, the contact's primary identity displays in the identity form. Users can see other identities from the same view. The colored icon in the More Info view header indicates the status of the displayed identity record. For active identities, the icon is green; for inactive identities, the icon is red.

A list of all identities for a contact is available on the Identity History view for Immigration Contacts.

To add an immigration contact

  1. Navigate to the Immigration Contacts screen, then the Identities view.
  2. Expand the identity form to show all fields.
  3. In the Identities list, add an identity, and complete the fields.

    NOTE:  The Secondary Citizenship field is enabled only if you select the Multiple Citizenship check box.

    The following table describes some of the fields.

    Fields
    Description

    Contact ID

    This field is automatically populated with a unique value.

    Contact Type

    For Immigration and Citizenship, typical Type values include Visitor and Alien.

    Days Overdue

    The field is populated by the workflow, PUB Immigration Overdue Days.

    Watchlist Indicator

    Use this check box field to integrate the application with external watchlists.

    Photograph Available

    This check box is automatically selected if a user adds a file to the Photographs view for Immigration Contacts.

  4. Save the Identity.

    After you save the Identity record, the fields become read-only, except for the Status field and the Primary flag. If you want to change the information in a saved identity record, create a copy of the Identity record, update the necessary fields, and save the record. If necessary, change the status of the original Identity record to be deleted.

About Merging Immigration Contacts

You can merge records from the Immigration Contacts view in the Immigration Contacts screen. When you merge two contact records, the identity records from both contacts display in the Identity History view for the merged contact. The primary identity for the primary contact in the merge is the primary identity for the merged contact record, and the merged contacts have a new Contact ID. All identity records keep their existing status values.

For more information about merging duplicate records, see Siebel Fundamentals.

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