Skip to content

BPPE Career

Admissions Representative

All sections
Ask Otto AI
Help

What is this page?

Admissions duplicates

Role aware

This page proves duplicate candidate review and merge planning for admissions leads, including email, phone, and name plus date-of-birth signals.

Audience
Staff
Current limits
It uses local invented proof data only. It does not run production matching, write duplicate candidate statuses, merge records, reassign timeline items, write audit logs, send clarification messages, create Person, Student, Enrollment, or Student 360 records, or convert applicants.

Related Otto Guide links

Review duplicate candidatestaskMerge review referencereferenceAdmissionsconceptCommunicationsconceptOpen reference page placeholder

Support request boundary

Use Sev3 if duplicate signals, survivor choices, or preservation rules are unclear and Sev4 for labels, ordering, or proof-copy feedback. This panel does not submit a support case.

Sev1: Critical outage or data-risk emergency

Target: 1-hour response, 24/7 paging during pilot

Sev2: Major workflow blocked

Target: 4 business hours

Sev3: Standard product question or non-urgent issue

Target: 1 business day

Sev4: How-to, cosmetic, or future enhancement

Target: 2 business days

These preview controls are placeholders. Real AI answers, search, walkthroughs, and support submission come in later tickets.

Notifications11

Static proof preview

Real notification feeds, delivery, and preferences arrive in a later ticket.

Mina Patel

Mina Patel

mina.patel@otto-fixture.test

Switch local proof role

StudentInstructorSchool Administrator

This changes only the local shell proof. Production role changes remain server-validated future work.

Search is a keyboard-focusable skeleton. No real index or permissioned search results are implemented in this ticket.

Admissions CRM

Admissions duplicates

A local proof surface for duplicate candidate review, email/phone/name+DOB signals, merge preview, preservation planning, and disabled merge actions.

Otto Fixture BPPE Career School · duplicate proof

Admissions Representative · Mina Patel

Admissions duplicates

Duplicate detection and merge review

Local proof of candidate review for duplicate leads and applicants. Staff can inspect email, phone, and name plus date-of-birth signals, preview merge field choices, and see preservation rules without writing data.

PipelineContact recordApplication formPerformanceAPI contract

Candidates

Candidates

2

Local candidate pairs waiting for staff review.

High risk

High risk

1

Candidates above the high-risk local threshold.

Signals

Signals

6

Signals across email, phone, and name plus DOB.

Conflicts

Conflicts

5

Fields that require staff judgment.

Writes

Writes

0

Merge writes stay disabled.

Candidate queue

Pairs are sorted by score, with the riskiest pair selected for the merge preview below.

Score 96

Priya Shah / Priya S.

High duplicate riskOpen

Primary

Priya Shah

existing-lead
Email
priya.shah@example.test
Phone
(510) 555-0199
Date of birth
1997-04-18
Stage
Contacted
Program
Dental Assistant Certificate
Source
Referral · Graduate referral
Last activity
Phone call logged today

Possible duplicate

Priya S.

incoming-lead
Email
priya.shah@example.test
Phone
(510) 555-0199
Date of birth
1997-04-18
Stage
CSV dry-run row
Program
Dental Assistant Certificate
Source
CSV import · Community event
Last activity
Import preview 20 minutes ago

Email · +42

Exact

Normalized email matches exactly.

Phone · +34

Exact

Normalized phone number matches exactly.

Name plus DOB · +20

Strong

Legal name and date of birth match.

Review attribution and consent, then merge into Priya Shah when production merge execution exists.

Score 78

Evelyn Ross / Evie Ross

Review duplicateNeeds review

Primary

Evelyn Ross

applicant
Email
evelyn.ross@example.test
Phone
(415) 555-0137
Date of birth
1994-11-02
Stage
Enrollment agreement sent
Program
Medical Assistant Certificate
Source
API · Partner workforce program
Last activity
Agreement sent this morning

Possible duplicate

Evie Ross

incoming-lead
Email
evie.ross@example.test
Phone
(415) 555-0137
Date of birth
1994-11-02
Stage
Partner API inquiry
Program
Medical Assistant Certificate
Source
API · Partner workforce program
Last activity
Partner inquiry 2 hours ago

Email · +12

Possible

Different email, but same domain and preferred-name alias.

Phone · +34

Exact

Normalized phone number matches exactly.

Name plus DOB · +32

Strong

Legal name variant and date of birth match.

Confirm legal name and email ownership before merging into Evelyn Ross.

Merge field preview

The preview shows survivor-field choices before any merge transaction, audit event, or record archive exists.

Selected pair

Priya Shah receives retained history

Preview only

Field

Legal name

Primary
Priya Shah
Duplicate
Priya Shah
Keep primary

Same legal name.

Field

Email

Primary
priya.shah@example.test
Duplicate
priya.shah@example.test
Keep primary

Exact normalized match.

Field

Source

Primary
Referral · Graduate referral
Duplicate
CSV import · Community event
Needs staff review

Attribution needs policy review before a merge can write.

Field

Program

Primary
Dental Assistant Certificate
Duplicate
Dental Assistant Certificate
Keep primary

Same program interest.

Field

Consent

Primary
EMAIL, PHONE
Duplicate
EMAIL
Keep primary

Keep richer existing consent until legal merge rules exist.

History preservation plan

Merge review protects the no-copy admissions record by preserving history, tasks, consent, applications, and document context.

Timeline

Activity timeline

3

Future merge should retain both histories in sequence.

Tasks

Open tasks

1

Existing follow-up task stays with the surviving record.

Consent

Consent evidence

2

Both consent sources should remain auditable.

Actions

Merge and dismiss stay disabled

No mutation handlers

Merge execution, survivor rules, and audit events are later work.

Duplicate candidate status writes and reviewer notes are later.

Messaging templates, quiet hours, and communication events are later.

The production duplicate matching algorithm is not wired in this proof.

Proof boundary

Ticket 034 stays review-only

No merge writes
Production duplicate matching algorithm or background matching jobs
Duplicate candidate status writes, reviewer notes, or audit-log events
Merge execution, survivor updates, archive records, or rollback tooling
Timeline, task, consent, application, or document reassignment writes
Person, Student, Enrollment, or Student 360 conversion
Messaging, clarification requests, or fake inbox delivery