Also known as 'Search-Match', this process ensures that the process to add a person doesn't create a duplicate on one hand and doesn't identify and use the wrong existing person on the other.
PeopleSoft provides on-line and batch processes to search for the existence of a person prior to creating a new record (and potential duplicate).
Search/Match is an extremely powerful feature in PeopleSoft. At Cornell it is primarily used for maintaining the integrity of the database. Users from many departments enter data into PeopleSoft increasing the chances of duplicate entities. To minimize the entry of duplicates PeopleSoft's Search/Match functionality is utilized as the primary search engine.
Cornell Uses Search/Match in both, on-line transaction processing and batch processing. In both cases the possible matches are reported back to the user in a predefined result table format. The user then makes a decision as to whether a new ID needs to be generated. Search/Match is only as reliable as the underlying data used in its processes. If there are delays in the synchronization of data between applications the risk of duplicates increases.
A process should be defined and maintained for cleaning up duplicates across application systems.
Even though there are several search/match rules in PeopleSoft there are only a few records that can be used by the Search/Match functionality. In order to use Search/Match across multiple application systems (ie: PeopleSoft and Workday) the records/data selected below for the search/match rules must be passed into PeopleSoft:
Record Name |
PS_ADDRESSES |
PS_EMAIL_ADDRESSES |
PS_EXTERNAL_SYSTEM |
PS_EXT_ORG_TBL |
PS_HRS_APP_ADDRESS |
PS_HRS_APP_EMAIL |
PS_HRS_APP_NAMES |
PS_HRS_APP_PHONE |
PS_NAMES |
PS_ORG_LOCATION |
PS_PERSON |
PS_PERSONAL_PHONE |
PS_PERS_DATA_EFFDT |
PS_PERS_NID |
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