Defining Identifier Types

When you set up a person, you may define the various types of identification associated with the person, e.g., their driver's license number, their tax identity, etc. Every piece of identification associated with a person has an identification type. These identifier type codes are defined using Admin > Identifier Type.

Note:

How are person identifiers used? The reason why identifiers are defined on a person is so that users you can look for a taxpayer using one of their person identifiers. In addition, person identifiers help prevent duplicate persons from being added to the database. This is because the system warns a user before they add a new person when a person exists with the same identifier.

Note:

Person identifier types are optional. An installation option controls whether at least one identifier type is required on every person.

Description of Page

Enter an easily recognizable ID Type and Description for the Identifier Type.

If the identifier type has a format against which validation can be performed, use Identifier Format to define the algorithm. To do this:

Where Used

Follow this link to open the data dictionary where you can view the tables that reference CI_​ID_​TYPE.