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Creating Identity Records for Contacts

Before creating a new identity record for a contact, use the Immigration Contacts Home view to search for the contact to make sure that the contact does not currently exist in Siebel Public Sector. From the home view, you can search for the contact by last name, first name, gender, birth date, and citizenship.

You can create a new identity record for a contact only from the Identities view. The Identities view shows all identities regardless of the contact. When you create 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, and photographs.

When you create a new identity record, the status for the identity record is populated with an value of Active, and the identity record is the primary identity for the contact. The status of any previous active identity for the contact is changed to Inactive, and the Expired Date field of that identity is populated with the current date. Users can override this status.

In the More Info view for an immigration contact, the primary identity for the contact appears in the identity form. Users can see other identities from this 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.

After you create an identity record, the fields become read-only, except for the Status field. If you want to change the information in an identity record, then create a copy of the record, update the necessary fields, and save the record. If necessary, change the status of the original record to a value of To be deleted. A list of all identities for a contact is available on the Identity History view for an immigration contact.

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

To create an identity record for a contact

1. Navigate to the Immigration Contacts screen, then the Identities view.
2. Create a new record, and complete the fields as appropriate.

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

3. Expand the identity form to show all fields.