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Navigation
- Log in to Colleague PROD.
- In the top search bar, type:
PEMR - Person Match Requests.
- Press Enter to access the screen listing potential duplicates.
What you will see: A list of individuals with incoming applications that might match existing person records in Colleague.
Screen Layout & Interpretation
Viewing Details
Click the page icon located to the left of a name to view full details for that specific match request.
Resolution Logic
The Data Screen is split into two main sections:
- Left Side: The incoming request (new application data).
- Right Side: The existing record currently in Colleague.
1. Category: "Duplicate"
- Action: The system has pre-identified this as a match.
- Resolution Field: Set
Y (Yes).
2. Category: "Possibly Duplicate"
- Action: Manual verification is required. You must compare the records side-by-side.
- Key Data Points to Verify:
- Social Security Number (SSN)
- Address
- Phone Number
- Email Address
- Date of Birth (DOB)
- Decision Criteria:
- If critical identifiers (SSN, Address, Phone, Email, or DOB) do not match → Treat as a new person.
- If one or more match → Treat as a duplicate.
Note on "Full Match Request": Clicking this button is not necessary. The fields required to make your determination are already visible in the Resolve Person Match Request (RPMR) section of the current screen.
Step-by-Step Resolution Workflow
Scenario A: Confirmed Duplicate
If you determine the incoming request matches an existing person:
- Locate the Resolve Duplicate field.
- Enter
Y (for Yes).
- Click Save at the top right.
- Click Update.
- Click Finish.
Scenario B: Not a Duplicate (Create New Person)
If you determine the incoming request is not a duplicate and requires a new ID:
- Ensure the
Resolve Duplicate field remains set to N (No) or is left default depending on your specific system configuration for non-matches.
- If there are other entries that are marked as true duplicates, skip to step 5
- If there are no other duplicate entries, scroll to the bottom right of the screen.
- Enter
Y in the field labeled "Reject all Duplicates and Create NEW Person".
- Click Save at the top right.
- Click Update.
- Click Finish.
📝 Quick Reference Checklist
☐ Navigate to PEMR - Person Match Requests
☐ Review Left (Incoming) vs. Right (Existing) data
☐ Verify SSN, Address, Phone, Email, and Date of Birth for "Possibly Duplicate" cases
☐ Set "Resolve Duplicate" field:
Y if confirmed duplicate
N if not a duplicate
☐ If only creating new person: Set "Reject all Duplicates and Create NEW Person" to Y at the bottom right
☐ Click Save, Update, and Finish