Once it has been determined that a duplicate person exists, the user must evaluate the case and program history and decide if any data should be retained and added to the valid person. This involves reviewing all non-financial and financial data collection pages of the duplicate person.
NOTE: The re-entry of information on the data collection pages for the valid person should be done by the worker/user only AFTER the duplicate person has been designated in KEES by Help Desk staff. This will require collaboration between KEES Help Desk staff and the worker.
The following steps must be done in the context of the case of the person with the valid client ID.
Non-Financial Data Collection guidance:
Financial Data Collection guidance:
Program eligibility determination uses online rules aligned with policy. If transferring any of the duplicate person’s data to the valid person changes the current information used for eligibility determination, then the user must run EDBC.
Create a Journal Entry to summarize actions taken on valid person. See Adding a Journal Entry for guidance.
In the context of the case of the duplicate person, create a Journal Entry for a quick reference in the future as to whether the person’s data was transferred to the valid person. See Adding a Journal Entry for guidance.