Merge entity records into a single profile!
Use the Combine tool to clean up multiple entries of the same entity in the database. This tool helps maintain clean, accurate, and reliable corporate records.
Availability: All customers.
What it does:
Combining entities removes a redundant (retiring) profile and merges its data—including Interests and Addresses—into a single, surviving record. This action helps prevent fragmentation and ensures entity data remains centralized and reliable.
Follow these steps to combine entity records:
- Select the Entities tab from the left navigation menu
- Use the Search bar in the top-right corner to find the duplicate Entity records
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Enter a common part of the Entity name to locate similar records
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Select the checkbox beside each record located on the left
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Click on the Actions button in the top-right corner of the list
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Choose Combine from the dropdown menu
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In the Combine modal, confirm the following:
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The Retiring Profile is the one to be removed
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The Surviving Profile is the one to be kept
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The Entity Status of the Retiring Profile must be set to Not Managed before combining
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- In the Link to Access Group(s) dropdown, select the applicable Access Group(s) you would like the Surviving Profile to be part of
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Confirm that:
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The Retiring Profile will be removed
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The Surviving Profile will inherit all Interests (Principal Affiliations and Securities) and Addresses (Unique Addresses will be combined) from the Retiring Profile
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Select Combine
A green confirmation message will appear at the bottom-left corner of the screen once the records are combined. Now you can click on the surviving entity, and you will be redirected to the surviving entity's Overview tab.
Video instructions: