# Expectations

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

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

#### Case associations

* 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

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

#### Locked Cases

* 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

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

#### Related Cases

* The universe of related cases will expand to include all constituent members

#### Transactions

* 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

#### Connections Graph

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

#### Snooze Rules

* Snooze rules will not be carried forward for any Constituent Subject

#### Secondary Entity Relationships (bank accounts, crypto wallets, etc)

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

#### Case Data Exclusions

* Cases will inherit the exclusion status from the Primary Profile