Dealing with duplicate Clients

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Summary

It is important to remove duplicate client records when they are identified within the system.

In the simplest case, where the client(s) exist but there are no policy details associated with the duplicate record it is simply a matter of deleting the erroneous client record to remove it from the system.

In more complicated circumstances, where policies have been recorded against each client or a large number of duplicates exist, an automated solution is usually preferable.

The Service Desk team have tools to automatically identify and merge duplicate clients. Please contact servicedesk@bluecoatsoftware.com or use in the in-app web-form if you would like assistance dealing with duplicate client records.

In some cases it is not possible or appropriate to automatically merge records and manual re-entry of policy details against the ‘true’ client record may be required.

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