Settings

Configure matching rules, partners, and system options

Matching Rules
Partners
Template
System

Profile:

Layer 1: exact ID match

Direct ID comparison — always active, cannot be disabled

ID number

Always on
Flag for review
Same ID + same assistance
Flag for review
Same ID + different assistance

Layer 2: composite key match

Select fields and weights — records matching above threshold are flagged

Minimum to flag:

70%

Layer 3: fuzzy match

Catches typos and near-matches — slower but catches what layers 1 and 2 miss

ID with 1 digit difference (Hamming distance)

Name similarity

Min:

80%

Phone with 1 digit difference

Minimum to flag:

50%

Rejoining the server...

Rejoin failed... trying again in seconds.

Failed to rejoin.
Please retry or reload the page.

The session has been paused by the server.

Failed to resume the session.
Please retry or reload the page.