Summary:
This article explains how ProviderTrust identifies and handles Name Mismatch Alerts by comparing first, middle, and last names using letters only. A name match occurs when a name reasonably corresponds to the verified name, but differences such as “Robert” vs. “Bob” trigger alerts. A mismatch results in a “Needs Review” status, even if the license is active, and the details are shown in the Alert Reason field.
Overview:
A Name Mismatch occurs when the names provided do not contain each other after being reduced to letters only. For example, “Robert” and “Bob” are mismatched, while “Billy-Jean” and “Billy” are not. In ProviderTrust, a Name Mismatch Alert appears when the verified board name differs from the subject name. The Alert Reason will state “Subject name does not match the name from the board,” triggering a Needs Review status even if the license remains active.
What Counts as a Name Match?
ProviderTrust compares first, middle (if provided), and last names during verification.
Names are considered a match when they are compared using only their letters and reasonably correspond (for example, one name contains the other or aligns with an initial).
Examples of matching names:
John and John
John and JOHN
Billy-Jean and Billy
Billy-Jean and Jean
Billy-Jean and BILL
Billy-Jean and Billy Jean
Billy-Jean and BILLYJEAN
Robert and Rob
John A Smith and John Allen Smith
John Allen Smith and John A Smith
Examples of a non-matching name:
Robert and Bob
William and Bill
A Name Mismatch alert will be generated when the name information cannot be verified across first, middle, or last name.
Middle Name Matching Logic
A middle name or middle initial is considered a match in the following situations:
When it is an exact match
When a provided middle initial matches the first letter of a returned middle name
When a provided middle name matches a returned middle initial
If no middle name is provided by the client, but one is returned in the verification record, the middle name still appears in the results and no review is needed.
However, if the client provides a middle name or middle initial and the returned middle name or middle initial does not match, a Name Mismatch is returned and the license is marked as Needs Review.
Examples of matching middle names:
Marie Anne Smith and Marie Anne Smith are a match
Marie Anne Smith and Marie A Smith are a match
Marie A Smith and Marie Anne Smith are a match
Marie Smith and Marie Anne Smith are a match when no middle name was provided by the client
Examples of non-matching middle names:
- Marie Anne Smith and Marie P Smith are not a match
- Marie J Smith and Marie Brown Smith are not a match
Reviewing Alert Details
To review all Name Mismatches, navigate to the Alerts tab and use the following filters to display all subjects with Board Actions
Alert Type: Licenses
Select Issuer(s)
Select Type(s)
Select Result(s)
Alert Reasons: License Name Mismatch or License Middle Name Mismatch.
When reviewing a license name mismatch, reference the Alert Reason field, under From the Primary Source. It will read, “Subject name does not match the name from the board.”
Even when a license status is active (green), an Alert Reason with the note "Subject name does not match the name from the board” can still appear within the alert details and will cause the license to be in a "Needs Review" status.
Returning Verified Names:
- If the Client gives us a subject named “John” and the licensing board returns “Jonathan” then “Jonathan” will be in this field
- These fields are populated for all Licenses with results, whether they are mismatched or not
- These fields are displayed in the UI in the Verified Name column of the License Verification table on a Subject’s Monitoring tab on their provider page, where we combine them into one display name
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