Matter Participants are contacts that are related to Matters.
They exist in the table: __M_Matters_Participating_Entities
They have three primary fields:
Field | Description |
Final_Matter_Id | The Id of the Matter. |
Final_Participant_Type | Whether the participant is a Contact or User |
Final_Participant_Id | The Id of the participant. |
Final_Participant_Role |
The Role of the participant (ie. Father, Adjuster, Cousin, Opposing Counsel, etc) |
Some systems treat a Role as a pick-list. This ensures that all roles come from a well-managed list. Apps like these seldom have problems.
However, in some systems, the Role is a free text field allowing any kind of input. Over time, this tends to result in multiple spellings/variants of the same label. For example, such a system may have the following roles:
- Father
- Fahter (A typo of 'Father')
- Dad (Another term for 'Father')
When restor these fields, unifying all these terms will provide a better experience for the firm.
Before fixing anything, you should run this query to see a list of all used roles:
- SELECT DISTINCT
- Final_Participant_Type,
- Final_Role
- FROM
- __M_Matters_Participating_Entities
- ORDER BY
- Final_Participant_Type,
- Final_Participant_Role
When you do, you will see results like this.
You should then visually review the list and determine which items you want to merge. Then you should run a script like this for each item you want to consolidate:
- --The client has multiple variants of the 'Father' role.
- --Unify them.
- UPDATE
- __M_Matters_Participating_Entities
- SET
- --This is our new value
- Final_Participant_Role = 'Father'
- WHERE 1=1
- --Only do this replacement on Contacts.
- AND Final_Participant_Type = '__M_Contacts'
- --These are our old values.
- AND Final_Participant_Role IN ('Dad', 'Fahter')
Once you have done your replacements, you should repeat this process to ensure all records are cleaned up to your satisfaction.