Before comparing the records, bpm'online converts their data to a single format (data standardization), and afterwards compares the converted values in the fields according to the active duplicate rules.
As part of the data standardization:
•All text messages are made lower case.
•All spaces are deleted.
•All special symbols are deleted: brackets, quotation marks, hyphens, "#", "%", etc.
•Standard text is deleted from website addresses, such as: "http(s):\\", "www", and the items of the domain name, such as .com, .org, etc., except top-level domains.
•When comparing email addresses, symbols “@”, “_”, “.”, integers and Latin characters are taken into account.
•When comparing full names, both integers and Latin characters are taken into account. When comparing values in the [Full name] field, the system will identify duplicates regardless of the order in which first and last names are entered.
•When comparing phone numbers, only the last 10 digits are taken into account.
Note
The records from the [Contacts] and [Accounts] section remain unchanged in the process of data standardization.
When conducting a duplicate search, bpm'online compares standardized field values for leads, contacts and accounts.
All types of phone numbers are compared when conducting a duplicate search: [Business phone], [Mobile phone], [Home phone]. For example a phone number of a contact can be registered as a business phone number in bpm'online, but while adding it to the database it can be registered as a home phone number.
If there are enough matches between several records, the records are marked as potential duplicates when the duplicate search results are displayed.
See also
•How to search for duplicates when saving records
•How to set up rules and schedule for a general duplicate search
•Preconfigured duplicate search rules for contacts and accounts
