DATA CLEANSING Accounts

A) identified relevant data -ignored data that is lapsed, closed or stopped B) identify Main key mandatory fields with exceptions Duplicate Name records P.O Box Records Occupation Records Contacts invalid Phone details C) Action per field: To avoid duplication in effort and save time we need to identify Main Key mandatory Filed onto which each account can have the various field amended or altered at the same time. Contacts UG- Email Blank NO. FIELD EXCEPTION ACTION/PROCEDURE NO. FIELDS AFFECTED 805 AVERAGE DURATIO N TIME DATE OF COMPLETION /No. of Days 2

1.

Duplicate Name Records

Duplicate name records

2.

P.O Box Records

3.

Email Contacts (Main Field)

Identify policy numbers and search for more details, if third party we may have to ignore as walk in clients for third party dont have file Pull out all files with the duplicate names Merge accordingly the clients details and ensure we have one client name remaining for all the policies they hold Encourage third party outlets to capture more information in future Invalid P.O Box Use Town Branch in P. O. Box or region Yellow pages Internet UG Contact Email Actions on Various Fields: Phone Number, Occupation & P. O Box Referring to file- underwriting or claims files Calling up some clients for more details-caution possibility some clients may be hesitate to give their details Phone directory Internet

850

3024

4.

Phone Details

Invalid phone, blank and duplicate phone Blank and invalid occupation records

Occupation records

Pull out individual files Cross check if there is anywhere you could get it from Internet, yellow pages directory Check out Retrieve files Make calls if possible Contact other people and directories as well as the internet

1613

1198

NO. 1. 2. 3. 4. 6.

CONTACT FIELDS Occupation Phone details Email P.O Box records Duplicate Name records TOTAL Approximately

ACTIVE ACCOUNTS 1198 1613 3024 850 805 7,490