# About the Person Settings Page

The **Admin > Settings > Person Settings** page allows you to enable duplicate record detection on the _Person_ object and configure duplicate match rules.

## Duplicate Person Detection

To reduce the need for data clean-up, Vault can detect and prevent the creation and update of duplicate _Person_ records. Based upon your configuration, Vault can use exact or fuzzy matching rules to detect duplicate records before users create or update them. You can also allow users to proceed with the creation of a duplicate record.

Vault can detect records when a user creates or updates a _Person_ record from:

  * **Business Admin > Objects** or a custom object tab
  * Copying an existing _Person_ record
  * Object reference field on a document or object record

### Configuring Duplicate Person Detection {#duplicate-person}

To configure duplicate _Person_ detection:

  1. Navigate to **Admin > Settings > Person Settings**. Select the **Enable duplicate detection on person records** checkbox. This setting is enabled by default.
  2. Optional: Select **Match persons only in the same object type** to enable Vault to search for duplicate records that share the same _Person_ object type when creating records. If disabled, Vault does not take the object type into account when returning results.
  3. Optional: Select **Allow user to proceed with creating or editing duplicate person records** to allow users to save a record that is detected as a duplicate. When enabled, Vault displays the **Similar Records Found** dialog when a user attempts to save a record with duplicates detected, either during creation or editing. This dialog displays the duplicate record and the duplicate values. The dialog allows users to continue with the create or edit operation or cancel it. When editing a _Person_ record, this dialog only displays on save when an enabled [duplicate match rule field][0] is edited, such as _First Name_, _Last Name_, or _Mobile Phone_. If the user does not have access to view the duplicate record, an error message displays with only the options to edit or create the record. If disabled, Vault prevents users from saving the duplicate record.

To configure duplicate match rules:
{: #duplicate-match-rules-id}

  1. Optional: Select **Exact match on Email**. If a duplicate email address is detected, Vault displays red error text below the _Email_ field.
  2. Optional: Select **Exact match on First Name and Last Name**.
  3. Optional: Select **Fuzzy match on First Name and Last Name**; **Exact match on Mobile Phone**. Unlike exact match, fuzzy match identifies texts that closely match with a difference of up to two (2) characters. Fuzzy match works best with Latin characters. If users are working with international data (for example, Chinese characters), we recommend using exact match rules.
  4. Optional: Select **Exact match on First Name Initial and Last Name**; **Exact match on Mobile Phone**.
  5. Optional: Select **Fuzzy match on First Name and exact match on Last Name**.
  6. Optional: Select **Enable duplicate detection in an additional field** to enable duplicate detection in an additional field on the _Person_ object, along with the preferred matching method. Some field types only allow for one matching method, while others (_Formula_, _DateTime_, _Time_, and _Currency_) are excluded from both fuzzy and exact match.
  7. When finished editing, click **Save**.

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      <p><strong>Note</strong>: You cannot configure duplicate match rules on a <em>Text</em> field when its default value is a formula expression.</p>
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[0]: #duplicate-match-rules-id