Expectations

Merging profiles have far-reaching implications

Primary Profile - this is the one used for filing. Constituent Profiles are any pre-merge profile that compose the newly merged record.

Open cases including any member of a merge will update to include the new entity

If PersonA and PersonB are both in a case, and then merged and PersonB is merged into PersonA, PersonA will appear in the case twice.
All other information, including 2nd level entity information will be merged (in all cases).

Past cases containing any Constituent Subject will reflect the Primary Subject, unless they are locked...

No information in locked cases should ever change while in a locked state.
The standard disclosure modal will be shown upon unlocking a case, at which time any subjects that were subsequently merged will be updated.
When unlocking a case in the event Subject B was merged into Subject A:
- Subject A will be updated to the merged entity
- If both Subject A and Subject B were in the case at time of lock, they would each be replaced by the new Subject A and would inherit Subject A and Subject B’s relationship to the case.
- Expectation is that the user will remove the redundant Subject A if necessary.

Future cases that involve any Constituent Member of a merge will surface the merged Subject instead

Any current and future transaction that relates to any member of a merged subject should be updated to reflect the new subject, locked cases excluded

The connections graph should now show all connections from the Primary and Secondary Subjects

Tags and institution relationships for the Secondary Entities will be de-duplicated and carried to the Primary Subject.

Last updated 9 months ago