The Potential Merge Extract selection displays a report listing potential members that can be merged, based on the criteria selected.
Click POTENTIAL MERGE EXTRACT.
The JU3SV Search Criteria screen will be displayed.
Filter by Values
Capture one or more details for the member.
Filter Duplicates
Tick the box(es) to indicate which of the fields must be filtered.
Click SUBMIT.
The following message will confirm that the export has commenced:
Export started to email address: (User)
A report will be exported to the email address of the user logged on.
This extract lists potential members that can be merged, based on the criteria selected on the JU3SV Search Criteria screen. The following data is displayed:
- Scheme Code
- Reference Number
- Surname
- Initials
- Date of Birth
- ID Number
- Start Date
- Exit date
- Company Reference No
- Status