Advanced Conflict Check Pro: Admin Setup

  • Updated

Who can use this feature?

Neodeluxe Users with Conflict Check Admin role.
For more information about roles, please visit:
Manage Neodeluxe Users.

Summary

Advanced Conflict Check Pro in the Neodeluxe Sidebar enables users to easily identify potential conflicts by generating custom reports based on specific search criteria—such as possible names, date of birth, emails, phone numbers, or custom data from Filevine or Lead Docket.

The form can be completed in three ways:

  • Autofill Form (Default): Populate fields using data from a Filevine Project.
  • Autofill Form (Lead Docket): Populate fields using data from a Lead Docket ID.
  • Manual Entry: Enter information directly into the Neodeluxe Sidebar.

Setup Requirements

  • Neodeluxe Sidebar Additional Sections: Before using Advanced Conflict Check Pro in the Neodeluxe Sidebar, Admins can create and map additional sections and fields to customize the conflict check.

Conflict Check Setup Interface

  1. To access the Conflict Check Setup page, navigate to Admin > Conflict Check Setup. Here you can manage Additional Sections and Mapping options.

Additional Sections Interface

After navigating to Admin > Conflict Check Setup > Additional Sections option, the Additional Sections page is displayed.

Admins can configure the sections that appear in the Neodeluxe Sidebar Conflict Check form, and manage their associated fields.

The following elements are displayed:

Element Description
  1. Additional Sections Edition
 Open the configuration page. Previously configured sections and fields will be shown.
  1. Search
 Filter the items in the Additional Sections list based on the entered text
  1. Section Name

The name of the section. 

Click the chevron icon next to the section name to expand or collapse the existing fields within the section.
  1. Field Name 
 The name of the field.
  1. Field Type
 The type of field: String, Date, Dropdown, Multiple String, or Numeric.
  1. Mandatory
 Indicates whether the field is required.
  1. Options
 The available options for dropdown fields.

Mapping Interface

After navigating to Admin > Conflict Check Setup >Mapping, the Mapping page is displayed. 

This interface contains the Filevine Mapping and Lead Docket tabs. These tabs allow you to configure and manage the mappings necessary for the autofill feature. 

Proper mapping is required for the autofill feature to populate fields automatically from Filevine or Lead Docket.

  • Filevine Mapping Tab

The Filevine Mapping tab includes the following elements:

 

Element Description
  1. + New Mapping
 Add a new Project Type mapping.
  1. Mapping List
 The configured mappings.
  1. Project Type Name
 Displays the name of a mapped Project Type. 
  1. Delete Icon
 Permanently delete a mapping in the list.
  1. Chevron Icon
 Expand or collapse the mapping details.

Mapping Setup Options

When a Project Type is expanded, a table with the available fields for mapping will appear.

The table contains the following columns and elements:

If mappings for specific Conflict Check Fields have been previously configured, the cells for the Section and Field Columns will appear with information. Otherwise, these cells will be empty.

 

Element Description
  1. Conflict Check Section
 The sections that are connected to the Conflict Check additional sections in Neodeluxe Sidebar.
  1. Conflict Check Field
 The available mappable conflict check fields within the corresponding section which are connected to the Conflict Check fields in Neodeluxe Sidebar.
  1. Section
 All the existing sections in the selected Project Type in Filevine.
  1. Field
 All the existing fields in the selected section.
  1. Actions
 The Options Mapping Configuration icon allows the user mapping options in dropdown fields to possible custom values from the source (Filevine).
  1. Role Lookup
 Identify the Person field within a Collection Item and map the corresponding role to that person field.
  1. +Add Role Lookup
 Configure a Person field that is located within a Collection item.
  1. Identify the Person Field into the Collection Item
 Select the Filevine Section where the person field is located, and then select the corresponding Person Filevine Field that needs to be mapped.
  1. Map the Role corresponding to that Person Field
 Select the Filevine Field that contains the role that will be mapped to the selected Person Filevine Field in 8.
  1. Save
 Save the mapped fields.
  • By default, the Personal Info section and its Conflict Check Fields: Possible Last Names, Possible First Names, Date of Birth, Possible Emails, and Possible Phone Numbers are displayed to be mapped.
  • The fields in the Personal Info section are the same in the Conflict Check Personal Info section in the Neodeluxe Sidebar.
  • The Role Lookup setup is only required when the Person field is sourced from Collection Items, to mapping the corresponding field with the corresponding role.

  • Lead Docket Mapping Tab

This tab is only visible when Neodeluxe is connected to the Lead Docket instance. For more information about the Lead Docket Setup, please visit: Neodeluxe Integration: Lead Docket Setup

The Lead Docket Mapping tab includes the following elements:

Element Description
  1. Conflict Check Section
 The available mappable conflict check sections which are connected to the Conflict Check additional sections in Neodeluxe Sidebar.
  1. Conflict Check Field
 The available mappable conflict check fields within the corresponding section which are connected to the Conflict Check fields in Neodeluxe Sidebar.
  1. Section
 All the existing sections in Lead Docket.
  1. Field
 All the existing fields in the selected section.
  1. Actions
 The Options Mapping Configuration icon allows the user mapping options in dropdown fields to possible custom values from the source (Lead Docket).
  1. Save
 Save the mapped fields.
  • By default, the Personal Info section and its Conflict Check Fields: Possible Last Names, Possible First Names, Date of Birth, Possible Emails, and Possible Phone Numbers are displayed to be mapped.
  • The fields in the Personal Info section are the same in the Conflict Check Personal Info section in the Neodeluxe Sidebar.

Create Custom Sections and Fields 

To capture additional data in your conflict checks, Admins can create custom sections and fields:

  1. In the Conflict Check Setup page, select Additional Sections, and then click the Additional Sections Edition button.

  1. Click the Add Section button.
  2. In the Section Settings panel, enter the Section Name and the optional Section Helper text, which will appear in the help icon next to the section in the Sidebar, then click Apply. 
  3. Within the new section, click the Add Field button.
  4. In the Add Field panel, enter the Field Name*, then select the Field Type* based on the type of data to be entered, toggle the Mandatory switch on or off to set the field as required or optional, and click Apply to add the new field, which will then appear in the corresponding section.

  • Users can create as many additional sections as needed, and add required fields within each section by repeating the steps above.
  • Available Field Type* are listed below:
    • String: A single line of text (e.g., name, title, or ID).
    • Date: A calendar-based field for selecting a specific date.
    • Dropdown: A list of predefined options from which the user can select one.
    • Multiple String: A field that allows entry of multiple text values, usually as a list or tags.
    • Numeric: A field for entering numbers only (e.g., quantity, amount, percentage).
  • If the selected  Field Type* is Dropdown, also enter the Dropdown Options* that will appear when the field is expanded. To remove an option, click the × icon next to it.

  • Drag and drop the dots next to a section or field to rearrange its order in the form.
  • Click the delete icon next to a section or field to remove it from the form.
  1. Once all sections and fields are properly configured, the user can click the Preview Mode button to open the form preview. Select the desired Displayed Sections to see how the configured sections and fields will appear. To return to the creation view, click Creation Mode.

  1. When all sections and fields are properly configured, click Save to finish the setup. A confirmation message will appear indicating that the sections were updated.

  • After saving the setup, the sections and their fields are displayed in the Additional Sections table. These sections and fields will be available in the Conflict Check form in the Neodeluxe Sidebar.
  • Mapping is required to enable the autofill feature.

Edit Additional Sections and Fields 

Follow the steps below to edit the additional sections and fields:

  1. In the Conflict Check Setup page, select the Additional Sections option, and then click the Additional Sections Edition button.
  2. Click the Add Section button.
  3. To edit a section, select the desired section.
  4. In the Section Settings, edit the Section Name, and/or Section Helper text, and click Apply.
  5. To edit a field, select the desired field.
  6. In the Field Settings panel, edit the Field Name*, toggle the Mandatory switch on or off to set the field as required or optional, and click Apply.

The Field Type* cannot be edited.

  • Drag and drop the dots  next to a section or field to rearrange its order in the form.
  • Click the delete icon next to a section or field to remove it from the form.
  1. Once all sections and fields are edited, the user can click the Preview Mode button to open the form preview. Select the desired Displayed Sections to see how the configured sections and fields will appear. To return to the creation view, click Creation Mode.
  2. When all modifications are complete, click Save to finish the setup. A confirmation message will appear indicating that the sections have been successfully updated.

  • After saving the setup, edited sections and fields are displayed in the Additional Sections table. These edited sections and fields will be available in the Conflict Check form in the Neodeluxe Sidebar.
  • Mapping is required for the new or edited sections and fields to enable the autofill feature.

Filevine Mapping

Map Filevine data to the correct fields in the Conflict Check form in the Neodeluxe Sidebar. This mapping also ensures the correct data is referenced to generate the report after the user performs the Conflict Check.

 

To configure the Conflict Check fields, follow the steps below:

  1. Navigate to the Admin > Conflict Check Setup> Mapping option.

  1. In the Filevine Mapping tab, click +New Mapping, select the Project Type to map, and click Create. 

  1. Locate the created item, and click on it to expand the fields that can be mapped. For the desired Conflict Check Field, select the Filevine Section that will be mapped as per the availability of the project type, and its configuration in your Filevine instance.
  • The Section dropdown displays the options according to the selected Filevine Project Type.
  1. Select the Field that will be mapped.

  1. If the Conflict Check Field is a Dropdown, and it is required, configure the custom map.

  1. Locate the Role Lookup section, and click on it to expand the options.

If a Person field in the mapping comes from a Collection Item, and if desired, you can configure the Role Lookup  section, to associate a specific field as a role for that person. If not, proceed to step 10.

  1. Click + Add Role Lookup.
  2. Select the Filevine Section, and Filevine Field to identify the Person Field in the Collection Item.
  3. In Map the Role corresponding to that Person Field, select the Filevine Field that contains the role that will be mapped to the person field, and click Save.

  • Users can configure as many Person fields as needed by repeating the steps above.
  • Click the delete icon next to a configured Role Lookup row to remove it from the setup.
  1. When all the desired fields are properly mapped, click Save.

The message Mapping saved successfully is displayed. 

  • After saving the setup, clicking the Autofill Form: Filevine button populates the mapped fields in the Neodeluxe Sidebar with data from the Filevine project.
  • Fields that are not mapped will remain empty when the Autofill Form: Filevine button is clicked.
  • For more information about configuring Override Section/Field Values, please contact our Support team.

Delete Filevine Mapping

To delete mapped Project Types for Conflict Check, follow the steps below:

  1. In the Filevine Mapping tab, locate the item to delete, and click the delete icon.
  2. Click Confirm to delete the mapping. The message Mapping deleted successfully is displayed.

After deleting the setup, Project Types that are not mapped will remain empty when the Autofill Form: Filevine button is clicked.

Lead Docket Mapping

Map Lead Docket data to the corresponding fields in the Conflict Check form in the Neodeluxe Sidebar. This mapping ensures the correct data is referenced to generate the report after the user performs the Conflict Check.

To configure the Conflict Check fields, follow the steps below:

  1. Navigate to the Admin > Conflict Check Setup> Mapping option.
  2. Select the Lead Docket Mapping tab.

  1. For the desired Conflict Check Field, select the Section that will be mapped in your Lead Docket instance.
  2. Select the Field that will be mapped.

  1. If the Conflict Check Field is a Dropdown, and it is required, configure the custom map by clicking the Options Mapping Configuration icon in the Actions column.
  2. When all the desired fields are properly mapped, click Save.

The message Mapping saved successfully is displayed. 

  • After saving the setup, clicking the Autofill Form: Lead Docket button populates the mapped fields in the Neodeluxe Sidebar with data from the indicated Lead Docket ID.
  • Fields that are not mapped will remain empty when the Autofill Form: Lead Docket button is clicked.
  • For more information about configuring Override Section/Field Values, please contact our Support team.

Remove Lead Docket Mapping

To delete Lead Docket mapped section/fields Conflict Check, follow the steps below:

  1. In the Lead Docket Mapping tab, locate the Section or Field to remove, and click the Clear icon.
  2. When all the desired sections/fields are properly cleared, click Save.

The message Mapping saved successfully is displayed.

After saving the setup, fields that are not mapped will remain empty when the Autofill Form: Lead Docket button is clicked.

Have Questions or Issues?

If you have any questions or are experiencing issues with Advanced Conflict Check Pro, please contact our Product Support Team:

Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.

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