---
id: CON-CRM-DQ-002
name: Duplicate Rule
feature: FEAT-CRM-DQ-01
product_area: crm
module: data-quality
revision: 1
status: superseded
product_intent: confirmed
implementation_evidence: observed
source_sha:
  services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
definition: >-
  Duplicate configuration is retained here as a retired concept; its explanation now belongs to the
  possible-duplicate concept.
owned_by: MOD-CRM-DQ
synonyms:
  - duplicate setting
  - matching rule
not_to_be_confused_with:
  - Matching weights belong to the fixed scoring model.
  - Record locks protect particular records rather than selecting a duplicate response.
facets:
  - name: Record type and kind of match
    meaning: Contact or organization scope and evidence patterns determine which matches a setting addresses.
    used_for: Selecting the duplicate evidence important to the workspace.
  - name: Action
    meaning: 'Review, warning and blocking determine the match response while retaining review candidates.'
    used_for: Choosing creation behavior without hiding existing suggestions.
  - name: Minimum band
    meaning: The minimum confidence band determines when the setting qualifies.
    used_for: Avoiding responses below the intended resemblance strength.
  - name: Order and switch
    meaning: Position orders evaluation and active status enables the setting.
    used_for: Resolving precedence between matching configurations.
  - name: Portal switch
    meaning: A portal-check flag is stored but currently has no registration effect.
    used_for: Retaining configuration for a future portal connection.
  - name: Create-form check
    meaning: A read-only draft check returns up to five matches meeting the settings confidence floor.
    used_for: Showing suggestions before staff create a record.
  - name: Block override record
    meaning: 'An override record retains the author, time, reason, blocking rules and bypassed matches.'
    used_for: Accounting for authorized exceptions to creation blocks.
  - name: Re-check
    meaning: A background re-check refreshes one record type with counted progress.
    used_for: Applying changed settings to existing untouched records.
relationships:
  - to: CON-CRM-DQ-001
    statement: Configuration selects the response to a pair without removing it from review.
    provenance: test
    source: >-
      services-crm:modules/duplicates/tests/unit/services/detection/duplicate-rule-actions.spec.js#stores the
      candidate for a block rule too, the block acting at the create and never on the queue (D-32)
  - to: CON-CRM-ENT-001
    statement: Contact blocking controls ordinary creation and associates exceptions with the created contact.
    provenance: test
    source: >-
      services-crm:modules/duplicates/tests/integration/services/persistence/duplicate-block-overrides.integration.spec.js#records
      the override in the create, about the record the create made
  - to: CON-CRM-ENT-002
    statement: Organization blocking applies the same exception model to organization creation.
    provenance: test
    source: >-
      services-crm:modules/duplicates/tests/e2e/organization-block-rules.e2e.spec.js#refuses an ordinary
      user’s create 409 possible_duplicate, naming the held organization
acted_on_by:
  - CAP-CRM-DQ-003
  - CAP-CRM-DQ-004
  - CAP-CRM-DQ-005
visible_to:
  - ACT-CRM-009
  - ACT-CRM-001
  - ACT-CRM-005
evidence:
  - repository: services-crm
    source_sha: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69
    paths:
      - docs/merging/README.md
      - docs/merging/experience/README.md
      - modules/duplicates/tests/e2e/organization-block-rules.e2e.spec.js
      - >-
        modules/duplicates/tests/integration/services/persistence/duplicate-block-overrides.integration.spec.js
      - modules/duplicates/tests/unit/services/detection/duplicate-rule-actions.spec.js
    note: >-
      Static examination uses the cited records and implementation anchors; repository tests are not executed
      by this corpus check.
supersedes: []
intent_sources:
  - 'services-crm:docs/merging/README.md#Status'
  - 'services-crm:docs/merging/experience/README.md#Status'
---

# Duplicate Rule

## What It Is

This retired entry preserves the allocated identity of an earlier concept. Duplicate settings now appear among the facets of a possible duplicate.

## What It Is Not

It is no longer a separate broad concept in the planning layer.

## How It Is Used

Earlier references remain resolvable. New planning reads the parent concept.

## Its Facets

The retained facet rows provide continuity with the earlier classification.

## How It Relates

Possible Duplicate is the current conceptual home.

## What It Could Become

Future additions belong to that parent unless Product establishes a distinct broad outcome.