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Interface for de-duplicating customer records
Message
From
04/10/2006 18:59:54
 
 
To
04/10/2006 17:14:30
General information
Forum:
Visual FoxPro
Category:
Other
Environment versions
Visual FoxPro:
VFP 9 SP1
Miscellaneous
Thread ID:
01159500
Message ID:
01159550
Views:
37
Thanks for the idea Tracy. I'll see if that will fit in with what I need to do.

>At my previous job I had to match records downloaded with existing records (in order to update data for each customer). I created two treeviews on a form. The treeview on the left was populated with the downloaded customer names who had possible duplicates (matches). The treeview on the right listed possible matching existing records based on different criteria (last name match, account#, ssn, address, etc). The user could drag/drop from right to left to select a customer record to update. The key in the tree node told me which record to update.
>
>
>>Hi,
>>I have a system where customers get manually added regularly to a table which results in duplicate customers. I need to try and merge duplicates into one record (by merge I am just taking the last record entered or letting the user decide which one to keep and then getting rid of the other records after assigning all the customer's transactions to the record being kept). I can check for duplicates based on customer name, address, ID Card#, Phone# and I do so using a "fuzzy" matching technique.
>>
>>I am trying to create an interface that will make this work well and am getting stuck, so I'd appreciate any ideas.
>>
>>I can let the user pick one customer from the list of customers and then search for duplicates, present the duplicates in a multi select grid and let the user select the duplicate records to merge into the originally selected customer. This has the drawback of the user needing to know that a customer record has duplicates, so it won't work well in the situation where the user wants a list of all records that have potential duplicates.
>>
>>So I need to let the user do a search on all customer records and present possible duplicates for each record, then select the record to keep and then select the records to "merge" into the one to keep, bearing in mind that I may have any number of different customers that I am trying to merge at the same time.
>>
>>Is that confusing or what!? :)
Frank.

Frank Cazabon
Samaan Systems Ltd.
www.samaansystems.com
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