Duplicate Detection
Review and resolve potential client duplicates
How to Handle Duplicate Clients
Mark as Duplicate
Confirms these are the same person
Not Duplicate
Confirms these are different people
Merge Clients
Combines information from both clients
Total Duplicates
0
All flagged relationships
Total Duplicates
This shows the total number of potential duplicate client relationships that have been flagged by the system for review.
Pending Review
0
Awaiting your decision
Pending Review
This shows the number of duplicate relationships that are waiting for your review and decision (mark as duplicate, not duplicate, or merge).
High Confidence
0
Likely duplicates
High Confidence
This shows the number of duplicate relationships that the system has identified with high confidence based on matching criteria like name, date of birth, and contact information.
Filter & Search
No Duplicates Found
All clients appear to be unique. Great job maintaining clean data!