Where members of a scheme are duplicated because they leave and then later rejoin with slightly different details, the system can identify these members and allow an authorized user to merge the duplicated records.
For existing members on the system that could be possible duplicates, these memberships can be merged. When memberships have been merged, all individual investment and contribution transactions are also moved.
When members are merged on the system (Core), all individual investment and contribution transactions will be moved. A batch job will run and create a pre-authorised record. Once authorized, all accounting transactions will be reversed from the new membership number to the oldest one via a new accounting process MERGE MEMBERS using a new bulk purpose update of MERGEMEMREV and MERGEMEMNEW. Once the accounting has moved, the membership status of the old membership number/s will be set to MERGED.
The following terminology is used for describing the merging of members:
|
Target Member |
The main member into which potential members will be merged. |
|
Potential Members |
Members that can potentially be merged with the Target Member. |
Note:
On Payroll duplicated records can be merged with the membership number with the oldest contributions.
For more details refer to Member Merge in Data Capture Summary under
Processes
Contributions
Payroll
Data Capture
For more information, refer to
Clients
Merge Members Process
For more information, refer to Membership Merge and Member Extract under
Reports
Member