Content Comparison

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• Birth date Buffer (default: 5) specifies the maximum difference (in years) between the birth date specified in Community Connect and the registry that would qualify the entry as a potential match.

• AnchormembershipInactiveBuffermembershipInactiveBufferMembership Inactive Buffer (default: 60) specifies the number of days after a membership has passed the end date to continue running the member through the registry. AnchorminimumAgeminimumAge

• Minimum Age (default: 18) a member must be at least this age to run the name through the registry.

• States (default: <none>) the list of state abbreviations to search.  At least one state is required for the search to run.

• Services (default: FILL, MATCH) specifies the services to run on a monthly basis.  The available services are:

  • FILL fills the search queue with the list of members to scan (see details below on how members are queued).

  • MATCH runs the match queries against the registry to determine potential matches.

  • SALES fills and matches any recently added customers.  This is run every 5 minutes by default and is not required to be set in the configuration options.

• Email Recipients (default: <none>) specifies the list of emails addresses where notification emails for potential matches should be sent.

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There are two occasions during which the search queue is loaded with customer records for searching the registry:

• The SALES The SALES service scans when scans when a new customer record is created, and

• The monthly service runs when runs when all memberships are scanned.

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• Any customer who is at least the minimum age years old, regardless of membership or activity status.

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Monthly Service Runs

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• Any billing customer who:

  • is at least the minimum age years old, and

  • has an active membership plan, or

  • the membership end date was less than the membership inactive buffer days ago.

• Any family member who:

  • is currently linked to a billing customer found in the above criteria, and

  • is at least the minimum age years old.

• Any customer without a membership plan who:

  • is registered for any class activity, and

  • is at least the minimum age years old, and

  • does not have a billing customer linked to their record, and

  • the class activity has taken place within the last month or will take place within the next three months.

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• If the user determines that the suggested match is not a match, the customer record is removed from the queue of potential matches and will be scanned again upon the next run if the customer meets the criteria specified abovespecified above.

• If the user determines that the suggested match is actually a match, the customer record is added to a match list.  Once on the match list, the customer record is no longer queried in the registry.  NOTE This does NOT automatically flag the customer as a DENY ENTRY customer.  The user must update the customer's record in RMS to flag the customer and deny entry.