7.2.2 Alternate Channel Account Phone De-duplication

This page contains documentation on analysis, proposed steps to de-dupe phone numbers in Alternate Channels (Account) object

Approach:

Phone numbers linked to contact records were isolated and cleaned to remove -

• Any special characters, blank spaces etc.,

• +61 was replaced with 0

• 00s & 000s were replace with 0

• 00011 was replace with blank

Most recently created record of a unique phone number on each contact was considered ‘Primary Phone’ and any previous occurrence of the same number was considered ‘Duplicates’.

‘Primary Phone’ was used as an anchor to look up potential duplicates for each ‘Primary Phone’.

Duplicates found were grouped by ‘Primary Phone’ and segmented into two:

1. ‘Primary Phone’ created by mulesoft

2. ‘Primary Phone’ not created by mulesoft

Exclusions: Contact Type - ‘Student’ , Linked To - ‘Contact’ Object

Overarching Rule:
Given the Status of Primary Record is Former/Good:

For records that have been modified:

Given a TAP user modified any of the duplicate records and the last modified date of that record is the latest, the record with the latest last modified date will be retained.
For records that have never been modified:

• Given a TAP user created the most recent record, the data will be considered as recently validated by a user and will be retained.

• Given, the record was created by a System user and not modified by a TAP user, the oldest record will be retained.