Client settings

Various settings can be configured via the Portal interface.

INFO

You will need "Update config" permissions in order to access these pages.

General Settings

Rules settings:

Fuzzy matching

Controls fuzzy matching levels for name checks across the platform. For example: "Name on document vs name on case". Enable which options you want to accept as a match from this screen.

INFO

If no fuzzy options are enabled, then exact matches will be used.

Level	Description
Abbreviations	This will allow common shortened versions of names to be deemed a match. An example would be Chris Vs Christopher and Matt Vs Matthew. It is important to note that this does not include scenarios where characters are changed, such as Andy Vs Andrew.
Variations	This will allow common alternative spellings of names to be deemed a match. An example would be Stephen Vs Steven and Mohammed Vs Muhammed.
Nicknames	This will allow common alternative versions of names, often referred to as nicknames, to be deemed a match. An example would be Bob Vs Robert and Mike Vs Michael.
Initials	This will allow the first initial of first name to be deemed a match with the full name. An example would be J Smith Vs John Smith.

INFO

The result will be considered an overall match if at least 1 of your selected options matches. For example, if you enable Abbreviations and Initials but only Initials matches, the overall result will still be a match.

Document Age Threshold

Controls the age threshold for the "Document age" rule. Documents older than this value will flag.

INFO

Leaving this option blank will use the platform default option of 90.