Near Match Resolution

Resolve Near Matches

Open a record to view the Source Record and the Near Match information. From here you can begin your analysis and review of records before assigning an FLEID or resolving a record to the associated Near Match.

View Contributor Records

Click the plus sign icon next to the FLEID to view the Contributor Records.

Near Match result list showing Plus icon to open Contributor Record

Click Exit to return to the Source Record/Near Match screen when you are finished reviewing.

Contributor Record pop up window

View Additional Information

Click the Add'l Info icon in the last column to view any information not visible from the Source Record/Near Match Record screen.

Additional Information icon in the last column of the Source Record result list Additional Information pop up window

Resolve a Near Match

Once your review and analysis of the record is complete, you may decide to resolve the Near Match with the Source Record. Resolving a Near Match will assign the Source Record's FLEID to the Near Match in question.

  1. Click the checkmark icon in the Select column of the Near Matches list.
    Near Match Results Screen showing green arrow in the Select column
  2. Click Yes to confirm the assignment to the existing FLEID.
    Assign to existing FLEID popup window
  3. The existing FLEID from the Near Match Record displays, showing where it has been assigned. Click OK.
    Existing FLEID Assigned window
  4. The Source Record used during your review and analysis is now a Contributor Record to the Near Match. The Near Match Record status changes to Resolved and the FLEID is displayed in the "FLEID" column.
    The newly resolved Source Record on the Near Match Resolution list

Assign a New FLEID to a Record

If the Source Record is not the same individual represented in the Near Match record, you may need to create a new FLEID for the Source Record.

  1. Click the New FLEID button in the upper right corner of the Source Record result list.
    New FLEID button on the Source Record screen
  2. Click Yes to confirm issuing a new FLEID.
    Issue New FLEID screen
  3. The Source Record has been assigned a new FLEID and the number is displayed. Click OK to complete the action.
    FLEID has been issued screen
    The record now shows as Resolved.Near Match Resolution list showing file with newly assigned FLEID
Close

FLEID System Training

  1. Introduction
  2. General Information and Logging In
  3. File Management
  4. Near Match Directory
  5. Look-Up
  6. Near Match Resolution

Training Sign-Off

  1. Reflect
  2. Sign Off Form

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