Account matching

When a user creates a new profile in the portal site, Rhythm for Civics attempts to match the account and contact information that they enter to an existing account in Operations and Regulations.

The system attempts to match the user’s account by validating the information that they enter against the account and contact tables in the database. The account matching process follows these steps:

  1. The user provides their account number and last name, and optionally their first name and PIN. The user clicks Search and Continue.
  2. The system first checks that the account number and last name are present. If so, it searches the Billing.Account table for a record where the account number exactly matches the entered account number.
  3. For that account, the system searches the Billing.ResponsibleParty and Billing.ResponsiblePartyLog tables for a current responsible party whose last name matches the value entered by the user. If the user provided a first name, the system also matches that value.
  4. If the portal is configured to show and require a PIN, the system also checks the Resources.ContactIdentity table to confirm that the PIN stored for that responsible party matches the PIN that the user entered.
  5. Only if all the specified values match, the account is considered a successful match and the user can proceed to create an online account.
  6. If any of these checks fail, the account is not a match. The system keeps the user on the account lookup page so they can correct their entries and try again.

You can also use the Portal User > Registration > Billing node in the Portal configuration to specify additional properties, such as birth date and email address, to use to search for matching accounts.

See Portal User node.