There is a new feature in Horizon to help avoid making a
duplicate card for the same borrower.
This is the duplicate borrower check feature. This
feature looks at the name, birthdate and phone fields. If the new record
you are creating and an existing record match on 2 of the 3 fields, Horizon will
show you the matching record(s) and give you the opportunity to check the match
in more detail. This feature is to assist in finding duplicates, not be
the only method. You will still want to check manually with a DL number and
name. The duplicate check feature doesn’t have the option to check on the
DL number, so it is important you do this manually, as always.
In order for this duplicate borrower check to match, it must
be an exact match on 2 of 3 parameters:
Name: the
name has to match exactly (although case and punctuation are not
considered). For instance, "smith, john" and "SMITH
JOHN" are a match. "Smith, John J" and "Smith,
John" are not a match
Phone: the
phone number has to match on all characters, including dashes. However,
phone type isn't considered in the match
Birth
Date
You will see the duplicate borrower check screen if there is
a matching record after you press “save” when creating a new record.
rev. 5/2018
