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Why Has My Record Not Auto-Linked in Directory Manager?

Why Has My Record Not Auto-Linked in Directory Manager?

In Directory Manager, a record will auto-link only when its matching score meets or exceeds a specific threshold. This threshold and the scores assigned to different fields vary depending on the system configuration. Key factors influencing auto-linking include:

Common Attributes for Auto-Linking:

  • National Insurance (NI) Number and Date of Birth (DoB): These attributes often carry significant weight in the matching process and can be decisive in achieving the auto-link threshold.

Reasons for Non-Auto-Linking:

  • Threshold Not Met: If the accumulated matching score of a record does not reach the required threshold, it will not auto-link.
  • Variable Configurations: Different configurations may assign different weights to various attributes, affecting the likelihood of auto-linking.
  • Data Accuracy: Inaccuracies or inconsistencies in data input can also affect the matching score, potentially preventing auto-linking.

What to Do Next:

  • Manual Review: Records not meeting the auto-link threshold require manual review to determine the appropriate action.
  • Verify Data: Ensure that all relevant data fields are accurate and complete to facilitate accurate matching.

For further assistance with understanding auto-linking thresholds or to resolve specific issues with record linking, please consult the Directory Manager documentation or contact our support team.

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