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Middle name and initial appearing in first or last name fields causing lots of manual dedupe
Open, Needs TriagePublic2 Story Points

Description

The DS team is manually deduping a lot of donors who add their middle name or middle initial to either the first or last name fields.

DS first suggested adding a middle name field to our forms. We also discussed a change to the automatics scripts we have. I'm looping in fr-online to comment on the former. We could proceed with the latter regardless of what form changes are discussed.

Event Timeline

DStrine created this task.Aug 21 2019, 8:01 PM
Restricted Application added a subscriber: Aklapper. · View Herald TranscriptAug 21 2019, 8:01 PM
Ejegg changed the point value for this task from 0 to 2.Aug 26 2019, 8:09 PM

Change 546774 had a related patch set uploaded (by Eileen; owner: Eileen):
[wikimedia/fundraising/crm@master] Extend conflict resolution to cover an initial in last name - ie

https://gerrit.wikimedia.org/r/546774

Change 547072 had a related patch set uploaded (by Eileen; owner: Eileen):
[wikimedia/fundraising/crm@master] Resolve scenario where the other contact already has an inital but it's the same as the one extracted from the first name

https://gerrit.wikimedia.org/r/547072

Change 546774 merged by jenkins-bot:
[wikimedia/fundraising/crm@master] Extend conflict resolution to cover an initial in last name - ie

https://gerrit.wikimedia.org/r/546774

Change 547072 merged by Eileen:
[wikimedia/fundraising/crm@master] Resolve scenario where the other contact already has an inital but it's the same as the one extracted from the first name

https://gerrit.wikimedia.org/r/547072

Looks like all the patches linked to this ticket are merged so I will move this into pending deployment

I think there are still a few variants that can be seen in the deduper & fixed to be handled - I'll deploy all these & we can see what jumps out

@DStrine @MBeat33 I'm moving this to Done - the situation is that I fixed a bunch of patterns & significantly more are being automaticially merged (or will merge in the deduper with 'safe merge') but I feel like maybe the window for working on his has closed for now so I think it makes sense to close this & maybe create a new one to keep working on more patterns? Or do I keep this running & keep chipping away during BE but we don't merge until Jan?

Pcoombe removed a subscriber: Pcoombe.Fri, Nov 29, 1:23 PM