Enable Fuzzy Matching for Duplicate Candidate Detection

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Step 1: Log in to your agent dashboard and click More > Global Settings as shown in the screenshot below.



Step 2: Scroll down to the Candidate Verification option and click it to expand the details.



Step 3: Check the “Enable 'fuzzy matching' of candidate applicants: the system will try to identify duplicates beyond exact email and phone number matches and notify you if it thinks someone is a repeat applicant” checkbox.

The settings will be saved automatically.

 

Step 4: Click More > Application & Profile Builder as shown in the screenshot below.
  


Step 5: Click the Filter by type box to open the dropdown list.



Step 6: Select the Application option from the dropdown list.



Step 7: Click the corresponding Gear icon to the Candidate Application.
  


Step 8: Click the Notifications tab from the available tabs.



Step 9: Enter the email address where you want to receive alerts for potential duplicate applicants in the “Submission Notification Email” field. 



Step 10: Scroll to the bottom and click the Save button to confirm your changes.
  


When a candidate submits an application, the system compares their name, phone number, and address with existing records. If a similar match is found, the candidate is flagged as a potential duplicate with a match score.
  


Admins will also be notified about potential duplicate matches at the configured email address.