Mass Party Merge Candidate List Parameters
The Merge Mass Party Merge Candidate List dialog box displays the parameters used when determining party merge candidate pairs listed on the Maintain Mass Party Merge Candidate List page.
The Merge Mass Party Merge Candidate List dialog box displays the parameters used when determining party merge candidate pairs listed on the Maintain Mass Party Merge Candidate List page. These parameters are also used to generate the list of candidates for the Mass Party Merge Candidate List job.
The fields on this dialog box are read-only unless it is launched when scheduling the Mass Party Merge Candidate List job.
Primary Match Criteria
| Parameter | Description |
|---|---|
| Last/Nick/Business/Name |
Select this check box to only search for parties who match the last name, nickname, or business name exactly.
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| First |
Select this check box to find parties who match the first name exactly.
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| Current Only |
Select this check box to only search for parties whose party criteria currently match the search request.
|
Additional Match Criteria
| Parameter | Description |
|---|---|
| Address |
Select this check box to find parties who match the address exactly.
Select the corresponding Current Only check box to only match parties whose current addresses match.
|
| DL Number & State |
Select this check box to find parties who match the driver's license number and state exactly.
Select the corresponding Current Only check box to only match parties whose current driver's license numbers and states match.
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| Social Security Number |
Select this check box to find parties who match the Social Security Number exactly.
Select the corresponding Current Only check box to only match parties whose current Social Security Numbers match.
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| Date of Birth |
Select this check box to find parties who match the date of birth exactly.
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| State ID & State |
Select this check box to find parties who match the state identification number and state exactly.
Select the corresponding Current Only check box to only match parties whose current state identification numbers and states match.
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| FBI Number |
Select this check box to find parties who match the FBI number exactly.
Select the corresponding Current Only check box to only match parties whose current FBI numbers match.
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| Other Agency Number & Agency Code |
Select this check box to find parties who match the agency number and other agency code exactly.
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| Bar Number | Select this check box to find parties who match the bar number exactly. |
Filter By
| Parameter | Description |
|---|---|
| Name Type |
Click
 to select the name type to use to find candidate matches
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| Regular Party / Special Party |
Select Regular Party to include parties with regular party types, such as defendant or ward.
Select Special Party to include parties with special party types.
|
| Party Type |
Click
to select the regular or special party types to include in the list.
|
Target Party
| Parameter | Description |
|---|---|
| Set default target party to |
Select the desired option to set the default target party based on the oldest or newest party record.
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