Purpose

CDM conversion connects an approved resident portal application to a CDM Client record. This can create a new Client or link to an existing strong identity match.

When Conversion Is Available

Conversion is available after the application is approved and has not already been converted.

Identity Match Banner

Before conversion, CDM checks existing Clients in the same account and displays identity match guidance.

Possible outcomes include:

• Strong identity match.
• Identity mismatch.
• Possible duplicate.
• No existing Client match.

Strong Match

A strong match means email and SSN match the same Client role. CDM allows staff to link the application to that Client.

Partial or Unsafe Match

If CDM finds possible matches without a safe identity match, linking is blocked. Staff can review the candidate and then create a new Client if appropriate.

Conversion Actions

After approval, staff may be able to:

• Link Selected Client.
• Create New Client.
• Attach Application to Linked Client.