Merging Duplicates

The Merging Duplicates interface provides tools for identifying and resolving duplicate player accounts in your database. This functionality helps maintain data integrity by allowing staff to combine multiple profiles for the same player into a single comprehensive record.

What It Does

The Merging Duplicates tab automatically identifies potential duplicate accounts based on matching name and date of birth information. It then presents these matches to authorized staff, who can review the accounts, compare the information, and selectively merge the records to create a single master profile.

Who It's For

Database administrators, compliance officers, and player development managers who need to maintain clean player records while preserving important historical data and ensuring regulatory compliance.

Accessing Merging Duplicates

1. From the main CardOpz menu, click on the Users icon (gold person icon)

2. Click the "Merging Duplicates" tab in the top navigation bar

3. The system will display potential duplicate matches found in your database

Interface Components

Duplicate Detection Grid

Displays potential duplicate accounts automatically identified by the system:

• No.: Sequential listing number

• Player ID: Unique identifier for each potential duplicate

• Name: Player's full name for visual comparison

• DOB: Date of birth for verification

• Actions: Merge button for detailed profile comparison

Duplicate Comparison Modal

When a potential duplicate is selected for review:

• Master Selection: Radio buttons to select which profile becomes the master, this is the profile that everything will be merged into (We recommend keeping the original account created as the master from a historical data perspective)

• Creation Date: When each profile was created

• Player Info: Side-by-side comparison of basic information

• ID Information: Comparison of different ID types (Driver's License, Passport, etc.)

• Address Information: Comparison of address details

• Selection Checkboxes: Select which data elements to retain

• Action Buttons: Cancel or Confirm Merge

Using Merging Duplicates

Identifying Duplicates

1. The system automatically identifies potential duplicate accounts

2. Review the duplicate listing for obvious matches

3. Click "Compare" to review account details side-by-side

Comparing Records

1. Carefully review all information from both accounts

2. Note any differences in personal information

3. Check for ID documentation in each profile

4. Review address history and contact information

5. Determine which profile should be the "master" record

Merging Accounts

1. Select the appropriate master profile (usually the one with ID on file)

2. Use radio buttons to select which information to retain

3. Note that driver's license details automatically become master if available

4. Review all selections before proceeding

5. Click "Confirm Merge" to combine the accounts

Best Practices

Selection Guidelines

• Always select the profile with verified ID documentation as the master

• When both profiles have ID, select the one with the most recent documentation

Verification Procedures

• Visually verify that profiles truly belong to the same person

• Check for significant discrepancies that might indicate different people

• Consider contacting the player to verify information if uncertainty exists

• Follow a consistent protocol for all merges

Data Management

• Regularly review potential duplicates to keep database clean

• Train staff on proper registration procedures to minimize duplicates

• Document any special circumstances in player notes

• Maintain records of merged accounts for audit purposes

• Review merge results to ensure data integrity

Common Questions

What happens to the history from merged accounts?

All history of the master account selected, including visit records and play data, is preserved and associated after merging.

Can I unmake a merge if I discover it was incorrect?

Once accounts are merged, the process cannot be reversed automatically. Contact your CardOpz system administrator if you believe accounts were merged incorrectly.

How does the system identify potential duplicates?

The system uses matching algorithms based primarily on name, date of birth (DOB), and ID#

What if the same person has significant differences in their profiles?

Use your best judgment to select the most accurate information. If necessary, contact the player to verify details before completing the merge.

Related Features

For more information on maintaining player data integrity, see:

• Patron List

• Player Profile Management

• SMS Registration Verification

• Player Data Reports