Edit Tradehouse Data Filter template:
Names
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Match first name exactly
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Match first name with wildcard
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Match nicknames
Search standard variations based on applicant name.
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Nickname level
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Match middle initial
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Include records with no middle name
This happens by default with most vendors but needs to be turned on for RapidCourt. Otherwise records with no middle name will be excluded when middle initial matching is turned on.
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Match last name exactly
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Match last name with wildcard
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Dates
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Use DOB year range
Use a fuzzy date of birth range to return other possible matches. Set the number of years +/- the entered DOB you want to search.
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Match only on DOB year
Use a fuzzy date of birth range that will return other possible matches within the same year of birth.
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Limit timeframe on returned records
Set a year limit to not return results on that are older than that number of years in the past.
Set year limit below:
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Match with empty DOB
Return results that are missing a date of birth.
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Match with incomplete DOB
If the date of birth is incomplete but the existing information matches, return the results.
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Match with any 2 parts of DOB
If two pieces of the date of birth match but not the full date, return the results.
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Limit date matching
By default, the system will use all the following dates in order of most to least recent to verify a record, but later dates can be excluded if desired.
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Disposition Date
Disposition Date
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Plea Date
Plea Date
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File Date
File Date
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Offence Date
Offence Date