Related Party Duplicate Search — Data Group Field Support

The related party duplicate search within journeys has been enhanced to support searching by data group fields such as Address Details and Tax Identifiers. Previously, users could only search using standard policy fields, requiring separate searches outside the journey to verify identity using critical identifiers. Configurators can now designate one or more data groups as part of the duplicate search scope on the Related Parties, Related Parties Data & Documents, and Hierarchy Capture task types in Journey Schema Builder. When configured, users will see additional input fields for those data groups in the search panel when adding a related party. Providing all mandatory data has been entered, users may search using only policy field values, only data group field values, or a combination of both. Matching entities are returned in the existing Potential Duplicates panel. This reduces the risk of duplicate related party creation, improves data integrity, and keeps users within the journey workflow throughout the onboarding process.

User Guide Reference: Related Party Management->Configuration