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Author Topic: dup matching with membership contribution on behalf of organization  (Read 1930 times)

chrism

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dup matching with membership contribution on behalf of organization
August 06, 2008, 05:52:39 am
I'm not sure what criteria are used for duplicate matching for matching new organizations on 'membership on behalf of' submissions with existing organizations.  If matching is by name only it does not appear to be working:

On the sandbox:
1. Go to a contribution page with memberships and allowing 'on behalf of organization'
2. Create a new organization with a title that exactly matches a organization that already exists exactly once
3. Complete the transaction (although on the Sandbox the final submission didn't fully complete without an error)
4. View related contacts in the database and observe that a second, identically named organization has been created.

The spec for this feature
http://issues.civicrm.org/jira/browse/CRM-2964
suggests that correct behaviour is that the fields from the two records should be merged into a single record.

Deepak Srivastava

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Re: dup matching with membership contribution on behalf of organization
August 07, 2008, 07:04:51 am
There are two cases when a new organization is created -

1. No matching contact found:
A. No matching contact exists in your db.
B. There is a matching contact in your db but Strict dedupe rule is set to something more than just "organization-name" for example: "organization-name + email" which is the default one.

2. If more than one matching organization is found (based on dedupe rule). In this case an email alert with duplicate organization warning is also sent.

On sandbox strict dedupe rule is set to "organization-name + email" which is why matching organization wasn't found and a new organization got created.
« Last Edit: August 07, 2008, 07:10:34 am by Deepak Srivastava »
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Dave Greenberg

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Re: dup matching with membership contribution on behalf of organization
August 07, 2008, 11:16:23 am
Quote from: Deepak Srivastava on August 07, 2008, 07:04:51 am
B. There is a matching contact in your db but Strict dedupe rule is set to something more than just "organization-name" for example: "organization-name + email" which is the default one.

On sandbox strict dedupe rule is set to "organization-name + email" which is why matching organization wasn't found and a new organization got created.

My understanding of the expected behavior in the case above is that a match which meets or exceeds the configured "strict" dupe matching rule threshold for Organizations (and returns only ONE matching contact) should result in the contribution being linked to the found existing record. It "sounds" like Chris' case may be a bug since the default Strict threshold for organizations is 10 and both email and organization have a weight of 10. Hence, either a matching email address OR organization name should meet the threshold.
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pankaj

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Re: dup matching with membership contribution on behalf of organization
August 07, 2008, 11:15:31 pm
The strict rule is EMail OR Organization Name.
And condition for updating the existing organization is there should be one match only.
New organization will be created if zero or more than one match is found.
right.

so while doing contribution if only one organization exists with the same name and you expect it to be updated, but according to the dedupe rule it may find another organization matching with the same email and different name. (don't look at the name only).
As the number of matches is greater than one it will create new one.

I Checked it on sandbox, when there is only one organization matching the dedupe rule criteria it is updating properly. When more then one it is creating new.

Deepak Srivastava

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Re: dup matching with membership contribution on behalf of organization
August 07, 2008, 11:29:49 pm
Due to this OR condition if dedupe finds one contact matching on "name" and another matching on "email", results in finding more than 1 match.

We did a test on sandbox with a name which matches only one contact And with an email which does not match any - resulted in updating the expected contact.
« Last Edit: August 07, 2008, 11:33:22 pm by Deepak Srivastava »
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