Triggering Dedupe on Create Merchant

3min

Dedupe can be triggered on the create merchant﻿ step of the journey. It can be done in a few simple steps:
Select the parameter on which dedupe will be triggered - Dedupe can be done only on 2 parameters for this right now- 
Name of the merchant/applicant and mobile number 
Mobile Number.
Dedupe is triggered as soon as the create merchant is hit.
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In the case of Positive Dedupe, we have two 'Call to Action' options. We can select one or both of them by selecting the checkbox.
Allow users to (Select at least one)
Prefill Applications: If an applicant has begun the journey of some product, then when they apply for some other product of the same organization, they get an option to prefill the fields/pages﻿ that are common in the two journeys when the dedupe is triggered.
Prevent Subflow Prefilling: Enabling this toggle will prevent prefilling of a subflow that exists in the main flow even in the case of positive dedupe.
Select Variable To Filter Applications: Select the variable from the journey based on which applications will be filtered. Ex: product code can be a variable/field against which applications will be filtered. For now, if you don’t have any such field then you can pass a hardcoded default value which will be for each applicant. (You can hide it from the user and backops)
Resume Applications: If an applicant has begun the journey of some product and has dropped mid-journey, then when they apply for some other product of the same organization, they get an option to resume the journey for the previous product that they dropped off when the dedupe is triggered.
We can also select the information that will be visible in case of a positive dedupe by checking these checkboxes. 
Application Number
Name
Status
Reason
Date of last update of Application
Getting help
Please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better.

You can reach out to us at [email protected].
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Updated 11 Oct 2024

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