When a new constituent joins your site, a new constituent record is created. That record is compared against your offline database to determine if there is a suitable match. All comparisons start at 100 points and then deductions are taken from those 100 points. Below is the logic for each potential deduction. The default point assignment can be changed by support at any time. However. changing the point assignment only changes furture pairs not pairs already in Resolve New Registration.

Last Name (default 40)
  • Exact Match: no deduction
  • Last names match with 1 typo; 10% deduction.
  • Last name of one record contains the other ((ex: Smithwick contains Smith); 15% deduction.
  • Last names match for first 7 characters; 12.5% deduction.
  • Last names match for first 5 characters; 20% deduction.
  • Last names match for first 3 characters; 50% deduction.
  • Otherwise, Last names do not match; 100% deduction.

First Name (default 30)
  • Either first name is blank; 66% deduction.
  • First names match; no deduction.
  • First names match with 1 typo; 10% deduction.
  • First name of one record contains the other (ex: Joanne contains Anne) ; 15% deduction.
  • First names match for first 5 characters; 20% deduction
  • First names match for first 4 characters; 25% deduction
  • First names match for first 3 characters; 33% deduction
  • First names match for first 2 characters; 66% deduction
  • Otherwise, First names do not match; 100% deduction.

Middle Name ((default 5)
  • Either Middle name is blank; no deduction.
  • First character of middle names do not match; 100% deduction.
  • One field is a single character long and matches other field; no deduction.
  • Middle names match; no deduction.
  • Otherwise, names do not match, 100% deduction

Suffix (default 15)
  • Either record is missing Suffix; no deduction.
  • Name Suffixes match; no deduction.
  • Otherwise, Name Suffixes do not match; 100% deduction.

Title (default 15)
  • Either record is missing Title; no deduction.
  • Name Titles match; no deduction.
  • Otherwise, Name Titles do not match; 100% deduction.

Home Street 1 (default 40)
  • Street address is missing from either record; 66% deduction.
  • Streets match; no deduction.
  • Streets have 1 typo: 10% deduction.
  • Streets have 2 typos: 20% deduction.
  • Streets have 3 typos: 30% deduction.
  • One Street contains the other (ex: "123 First Street" contains "First St"), 15% deduction.
  • Streets match for first 10 characters; 10% deduction.
  • Streets match for first 7 characters; 14% deduction.
  • Streets match for first 5 characters; 20% deduction.
  • Streets match for first 4 characters; 33% deduction.
  • Streets match for first 2 characters; 50% deduction.
  • Otherwise, Streets do not match; 100% deduction.

Home City (default 10)
  • City missing from at least one record; 66% deduction.
  • Cities match; no deduction.
  • Cities match with 1 typo; 10% deduction.
  • Otherwise, Cities do not match; 100% deduction.

Home State (default 10)
  • Zip codes match, skipping state comparison; no deduction.
  • State is missing from at either record; 66% deduction.
  • States match; no deduction.
  • Otherwise, States do not match; 100% deduction.

Home Zip (default 30)
  • Either record is missing zip code; 66% deduction.
  • Zip codes match; no deduction.
  • Zip codes match for first 5 characters; no deduction.
  • Zip codes match for first 4 characters; 25% deduction.
  • Zip codes match for first 2 characters; 66% deduction.
  • Otherwise, Zip codes do not match; 100% deduction.

Home Phone Number (default 0)
  • Checks Home Street 1, if Streets match, skips the phone comparison; no deduction.
  • Phone is missing from at least one record; no deduction.
  • Phone strings match; no deduction.
  • Numeric-only phones match; no deduction.
  • Otherwise, Phones do not match; 100% deduction.

Primary Email (default 0)
  • Primary email is missing from either record; 66% deduction.
  • Primary emails match; no deduction.
  • Otherwise, Primary emails do not match; 100% deduction.