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Resource Matching: Resolving errors and data issues

  • June 5, 2026
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Fix matching errors quickly and restore clean, accurate data.

Even with careful review, Resource Matching issues can occur and often require manual correction. These issues typically appear as system errors or unexpected behavior after a match is selected or a candidate is processed.

✅ Fix issues quickly and validate data to keep your program accurate and compliant. Use this guide to identify the issue and take the correct action. 

Want to prevent this next time? See: Avoid common mistakes

Why this matters

Unresolved issues can:

  • Break data consistency across records
  • Impact assignments, invoicing, and reporting
  • Create duplicate or conflicting IDs
  • Require time-consuming manual fixes

✅ Resolve issues quickly to keep workflows moving.

 

Start here: identify the issue

Common errors at a glance

Issue What it means
Duplicate Beeline ID error Multiple records share the same identifier
Beeline ID must be unique for a Resource Resource and Security User records are misaligned
Shared Security User record Incorrect match linked two profiles
Offer dates overlap Two records with the same ID have overlapping assignments

 

Resolve each issue

🔷 Duplicate Beeline ID error (expand to troubleshoot)

At-a-glance

Category Details
What you see Error indicating the Beeline ID already exists
Why it happens Multiple records use the same ID
Impact The system cannot uniquely identify the resource

 

Who does what

Role Responsibility
Program office user Correct duplicate IDs across records
Supplier Submit resources using the correct or unique ID

 

Resolve the issue

Program office users

  1. Locate all records using the duplicate Beeline ID
  2. Identify which record is correct
  3. Update incorrect record(s) with a unique Beeline ID
  4. Save and continue the workflow

Suppliers

  1. Review the submitted resource
  2. Confirm whether the resource already exists
  3. If duplicate: use the existing record
  4. If new: update to a unique Beeline ID

Result

Each resource has a unique Beeline ID, and processing can continue.

 

🔷 Beeline ID must be unique for a Resource

At-a-glance

Category Details
What you see System blocks onboarding due to ID conflict
Why it happens Resource and Security User records have different IDs
Impact Records cannot be linked correctly

 

Who does what

Role Responsibility
Program office user Align IDs across records
Supplier Ensure correct record is used or ID is unique

 

Resolve the issue

Program office users

  1. Locate the existing Security User record
  2. Compare the Beeline ID with the Resource record
  3. Determine the correct ID
  4. Update one record so both match
  5. Save and continue

Suppliers

  1. Confirm whether the resource already exists
  2. If yes: resubmit using the existing record
  3. If no: submit with a unique Beeline ID

Result

The Resource and Security User records share a consistent Beeline ID.

 

🔷 Shared Security User record

At-a-glance

Category Details
What you see Multiple resources linked to the same user/account
Why it happens Incorrect match selected
Impact Assignment history and data are merged incorrectly

 

Who does what

Role Responsibility
Program office user Perform full correction and rebuild record
Supplier Support with correct data if needed

 

Resolve the issue

Program office users

  1. Locate the affected assignment
  2. Cancel the assignment
  3. If timesheets exist:
    • Set them to Not Submitted
  4. Go to Resource Pool
  5. Delete the incorrect Resource record
  6. Recreate the resource with correct identifiers
  7. Re-onboard the resource

Suppliers

  1. Notify the program office
  2. Do not reuse the incorrect record
  3. Provide correct resource details if resubmission is required

Result

Each resource has a separate, accurate record and user association.

 

 

🔷 Offer dates overlap current assignment dates

At-a-glance

Category Details
What you see Error indicating overlapping assignment dates
Why it happens Same Beeline ID used across active assignments
Impact Assignment conflict prevents processing

 

Who does what

Role Responsibility
Program office user Resolve ID conflict across assignments
Supplier Confirm correct resource identification

 

Resolve the issue

Program office users

  1. Review both assignments
  2. Confirm whether they represent the same individual
  3. If not:
    • Update the Beeline ID for the new resource
  4. Save and continue

Suppliers

  1. Confirm whether the resource is new or existing
  2. If new: provide a unique Beeline ID
  3. If existing: reuse the correct record

Result

Assignments are tied to the correct unique resource, with no overlap.

 

 

🔷 When to escalate

Situation Action
You cannot determine the correct record Contact program administrator
Multiple records conflict across systems Request data audit
Issue persists after updates Contact support

 

🔷 Prevent future issues

Best practice Why it helps
Review all matching candidates Avoid missed matches
Compare multiple identifiers Improve accuracy
Confirm Beeline ID consistency Prevent duplicates
Follow program standards Reduce data conflicts
Resolve matches carefully Avoid downstream errors

 

 

 


Persona
Clients, program office users, suppliers

Modules

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Contingent Staffing

Services Procurement

Resource Tracking

Documentation release

Beeline Enterprise | Q2 2026

Feedback? Email us:

beelinecommunity@beeline.com

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