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Mercedes Rothwell

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  • Duplicate Merger

  • Account Merger

  • Account Merger by Reporting Company

Duplicate Merger

The Duplicate Merger conveniently displays all identified duplicate sets on the left side of the screen. It’s important to note that some of these apparent duplicates may simply be individuals with the same or similar names. For example, take John Smith (1955-2003) and John Smith (1958-2020). The Duplicate Merge feature allows you to compare these potential duplicates and make informed decisions about which ones to merge.

Rw ui steps macro
Rw step

Select your search parameters:

  • By checking the Ignore Account Type (1) box, the system will consider potential duplicates across various account types.

  • By selecting the Include Shell Accounts (2) box, the system will also include potential duplicate accounts that have been created but are not yet funded.

Rw step

Click SEARCH (1) to begin a search for all potential duplicate accounts.

[Optional] If you wish to select an account, click on the corresponding row (2), and then click DETAIL (3). The system will display the details of the selected account, enabling you to compare the results and decide whether to merge them.

Account Details.png
Rw step

To merge two accounts, begin by selecting the check box (1) next to the account you wish to keep. This account will act as the base account in the system. After making your selection, click MERGE (2). Once the merge process is complete, any data not included in the base account will be transferred from the other account.

[Optional] If you wish to merge multiple accounts at once, click BATCH MERGE (3). Follow the same steps: select a base account, move to the next record, and repeat the selection for each base account accordingly.

Account Merger

Rw ui steps macro
Rw step

Open the Account Merger tab (1) to search for the specific account and click SEARCH (2).

Rw step

Specify search parameters and click FILTER (1). Select an account from the list (2) and click SELECT (3). Add other accounts the same way.

Rw step

In the Account Merger window, click the check box (1) for the base account and MERGE (2).

Account Merger by Company

Different files may contain specific carriers, potentially resulting in duplicate accounts. To effectively identify these duplicates, use the Merger tool. This tool operates similarly to the Account Merger, detecting duplicates based on the carrier information.

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