# Customer Search, Verification & Duplicate Prevention

# Customer Search, Verification & Duplicate Prevention

**Product:** i2i Core OSS/BSS  
 **Company:** i2i Tech Services Private Limited

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## Purpose

 Search and verification reduces duplicate creation, prevents ownership errors, and ensures operational accuracy. This workflow must be executed before creating any new customer or account in production.

## Minimum Verification Checks

- Search by primary phone and email
- Search by identity reference (customer code/ID, document reference if used)
- Search by address keywords (when phone/email are unknown)
 
## Duplicate Prevention Rules

- Do not create a new customer if the same legal entity already exists.
- If multiple records exist, escalate for merge/dedup policy handling.
- Prefer updating verified contact fields rather than creating a second customer.
 
## Operational Workflow

1. Search using strongest identifiers first (phone/email/customer ID).
2. Open matching record and verify classification and active services.
3. If match confirmed → proceed with account/service actions under the existing customer.
4. If uncertain → escalate for verification before creation.
 
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## Screenshots

*Screenshots not yet added.*