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Advice and answers from the Navigate Cloud Team
Review Person

Navigate to the Person Search page on side bar. Create a new person that has a matching First name, Last name and DOB as an existing person. The person is created and the party status is set to Pending Review. At the designated time, the worker job checks the people records and deems there are people with matching details so a Review Party task is created with the following attributes:  

  • Task Name - "Review party" 
  • Task description - Review Person for possible matches.  
  • Due date - Current date + 15 business days. 
  • Party for review: <First Name> <Last Name> - This is a link to the Review Person page. 
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