7.5.6 Duplicate Applicant Sub Tab

This topic provides information on the duplicate applicant. It enables users to identify, review, and manage duplicate applicant records within the request.

Click De-dupe Applicants to display the existing customer details of the applicant. While reviewing the de-dupe results, if the current applicant's credentials are exactly matching with an existing customer record, user can attach the current application to the existing customer. The same can be done by just keying in the customer ID in the applicants tab and clicking save.

In case a particular customer has more than one account, on clicking De-dupe Applicants the system displays only one account in Duplicate sub tab. However, user can view all the accounts held by customer in Existing accounts sub tab.

To View duplicate applicant’s details, click Duplicate Applicant sub tab. In this section user can view the duplicate applicant’s details.

A brief description of the fields is given below:

Table 7-12 Duplicate Applicant

Field Description
Source Type Displays the source type of the duplicate applicant.
Applicant Id/ Cus Id Displays the applicant ID if the source type is applicant and the customer ID if the source type is customer.
Application # Displays the application number of the existing applicant details for the respective records.
Days since last application Displays the total number of days elapsed since the last application date. System auto calculates this value as Current system date (minus) Last application date.
ID Displays the applicant ID.
First Name Displays the first name of the duplicate applicant.
Middle Name Displays the middle name of the duplicate applicant.
Last Name Displays the last name of the duplicate applicant.
Date of Birth Displays the date of birth of the duplicate applicant.
CIF Displays the CIF no of the duplicate applicant.
SSN # / National ID Displays the national ID or SSN number of the duplicate applicant.
Driving License # Displays the driving license number of the duplicate applicant.
City Displays the city of the duplicate applicant.
State Displays the state of the duplicate applicant.
Zip Displays the zip of the duplicate applicant.