Merger Tool: Essential Functions for Merging Duplicate Accounts

The Merger Tool tab offers essential merging functionalities, which can be utilized in the following scenarios:

• When two Accounts in the system are identified as duplicates, differing only by one or more parameters.

• When it becomes necessary to merge two or more Accounts for any reason.

To facilitate these actions, the Merger Tool contains three tabs.

• 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.

Account Merger

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.