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How does Dualoo combine new online applications with existing dossiers?
How does Dualoo combine new online applications with existing dossiers?

Learn how Dualoo automatically assigns a new online application to an existing dossier.

Raphael Mösch avatar
Written by Raphael Mösch
Updated over a week ago

Why does it need an automatic assignment?

In order to have all the information from an applicant in one dossier, it is important that Dualoo assigns online applications to a (possibly) already existing dossier. This ensures that each applicant has only one dossier. It doesn't matter whether he or she has applied via paper or online.

Matching rules for a successful assignment

There are five different rules, which result in an automatic assignment. Dualoo starts with the first rule. As soon as a rule is true, an assignment is done.

The following fields must match between the new online application and the existing dossier:

1. email address AND (

OR (date of birth AND (first name or mobile))

OR (first name AND (postcode OR city OR last name OR street))

OR mobile number

)

2. mobile number AND (

OR date of birth

OR (first name AND (postcode OR city OR last name OR street))

)

3. first name AND last name AND date of birth AND (

OR postcode

OR city

)

4. first name AND last name AND gender-title AND street AND (

OR postcode

OR city

)

5. first name AND date of birth AND gender-title AND street AND (

OR postcode

OR city

)

With these five rules, marriage, relocation and common spelling mistakes can be intercepted and an assignment still be possible.

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