Checking for a Duplicate Borrower

If you location has enabled duplicate borrower checking, but has not made the check automatic, you can check for duplicate borrower records when you create or copy borrower records.

To check if a duplicate borrower record already exists

1 Add a new borrower record. See Copying a Borrower Record.

2 Before saving the record, choose Check For Duplicates.

Horizon opens the Duplicate Borrowers window, which lists any of the borrower records that match the fields selected for the Borrower Duplication Alert:

This window lists the borrowers that match the duplication criteria specified in the Borrower Duplication Alert selected for your location.

3 To view the details of a borrower in the list, select the borrower, then choose Review Duplicate.

The Edit: Borrower window opens.

You can view the details of the borrower record, but you cannot make changes to the record.

4 Determine whether the borrower in this record is the same as the borrower for whom you are creating the new record.
5 When you have finished, close the Borrower window and the Duplicate Borrowers window.

 


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