Real-time DeDuplication Popup Applet Is Empty or Shows Incorrect Records When Stepping Off Record (Implicit Save) in Open UI (Doc ID 1641662.1)

Last updated on MARCH 02, 2017

Applies to:

Siebel CRM - Version 8.1.1.9 [23016] to 8.1.1.11.5 [IP2013] [Release V8]
Siebel CRM - Version 8.2.2.2 SIA[23016] to 8.2.2.4.5 [IP2013] [Release V8]
Information in this document applies to any platform.

Symptoms

ACTUAL BEHAVIOR
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Using Open UI along with deduplication. When creating records (that are checked by data matching e.g. Contacts and Accounts) in a list applet, when a user steps off the record onto another record, the user is shown either an empty 'Possible Matching Records' applet or matches for the record that is clicked on, rather than the one being committed to the database. The issue occurs for both Accounts and Contacts in real-time matching.

The same issue is NOT seen when using the ActiveX client. Also if the record is explicitly saved (e.g. Ctrl+S or Menu > Save Record) then the matching popup applet works correctly.

EXPECTED BEHAVIOR
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User should be displayed 'Possible Matching Records' for the record created.

STEPS
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The issue can be reproduced at will with the following steps:
1. Set up Siebel 8.1.x or 8.2.x with Open UI and data matching
2. In Open UI client create Contact record in main Contact List Applet and ensure record is committed to the database. (e.g.Phil Jon)
3. Create a second Contact record, based on the record created in step 1. Make the Last name to be something similar but different e.g. Jon -> Jonn.
4. Step off the record onto another record in the list applet e.g Liz Jones (do NOT press Ctrl+S or Menu > Save Record).

Cause

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