Combining Duplicate Entity Records

Victoria
Victoria
  • Updated

Merge existing duplicate Entity records to create one Entityrecord

Athennian has created a tool to clean up multiple entries of an entity in the database. A great addition to your Athennian arsenal to keep those corporate records solid and reliable!

 

Follow these steps on your epic journey to superior corporate records:

  1. Navigate to the Entity tab at the left of your screen;

  2. Once selected the screen will open up to all entities created in your environment;

  3. Use the Search function at the top right of the screen to find the multiple names to be cleaned up;

  4. Type in the similarity of the related names and these parties will appear;

  5. Check off the duplicate records, and select # Selected at the top of the list of Entities; 

  6. Select Combine from the dropdown list - a new window will pop up;
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  7. Confirm that the Surviving Profile and the Retiring Profile are correctly set. Note: The Entity Status of the retiring profile must be set to NOT MANAGED before merging. 

  8. Confirm that you would like Athennian to remove the retiring profile, and make the surviving profile inherit all of the Interests (Principal Affiliations and securities) and Addresses of the retiring profile;
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  9. Select Confirm;

  10. A screen will open that indicates the surviving profile will merge with the retiring profile - select Yes to confirm - the duplicated profile will be removed and all of its attributes will be inherited by the surviving profile;
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  11. If there are more than two duplicated entities, repeat steps one through 10 to combine the remaining duplicate records;

  12. A small green note will appear at the bottom left of the screen noting that the duplicate profile has been removed and consolidated to your currently selected profile. Select View Now in this note;

  13. This will bring you to the General > Overview tab of the surviving entity record and will indicate all related shareholding and principal information