Person Merge Rules
UC78_BR_TBL
When submitting a Merge Request |
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The two Person records selected for a merge must pre-exist in the database. |
CND136 |
BR198 |
When submitting a Merge Request |
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The two Person records selected for a merge cannot be the same Person record. |
CND136 |
BR199 |
When submitting a Merge Request |
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Two Person records cannot be merged if they have different SID Numbers. |
CND136 |
BR200 |
When submitting a Merge Request |
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If a Merge Request has previously been submitted for the two records, display message, Error: A Merge Request has already been submitted for these two records. |
CND136 |
BR202 |
When submitting a Merge Request where the Merge record has a SID Number but the Into record does not |
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The system will swap the names around and perform merge.
The defendant Master Name record with the SID will display on the right side of the ‘Person Merge Request’ screen labeled “Into” and the defendant ‘Master Name’ record without the SID will display in the “Merge this Record” field and will become combined with the defendant Master Name record with the SID once merged.
Display a warning message, “Your Person Merge Request will be submitted as, Person Y into Person X with SID#”. Note: When the records are swapped on the ‘Person Merge Request’ Screen, disable/hide the CLEAR and SEARCH FOR PERSON buttons. |
CND137 |
BR853 |
When displaying an estimated Date of Birth in the Person Search Results |
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The Date of Birth will be displayed with a "+" sign beside the date of birth field. A screen instruction message is displayed to show "+=Estimated Date of Birth". |
CND480 |
BR638 |
When submitting a Merge Request and if the request has already been denied by the State System Administrator |
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Display message, "Error: The Merge request has been denied by the State System Admin" |
CND516 |
BR688 |
When recording the Action by Agency and User Name in the Merge Administration Record |
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The information is taken from the current logged in user for both manual and automated requests. |
CND834 |
BR1089 |
For every action applied to a person or business merge
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The status changes according to the state diagram in Appendix B. See the current status and the action applied to determine the new status. The diagram also indicates whether there should be a change in the merge state of the requested person or business records - there can be no change, a merge, or an undo merge.
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CND985 |
BR1254 |
When submitting a Merge Request, if the two person records have different PIDs with the same PID Agency
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Display an error that "Persons cannot be merged because <PID Agency> has identified these two persons to be distinct individuals. PID #1: <PID1>; PID #2: <PID2>." |
BR5094 | |
When submitting a Merge Request, if the merged person record would have the same PID but a different SID than another person record in the database
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Display an error, "Persons cannot be merged because another person record with the same <PID Agency> PID number, <PID>, has been positively identified by the SBI with a different SID number, <SID2>. The merged person record would have SID number, <SID1>. Two person records must not be positively identified as being the same by PID number and, at the same time, positively identified to be distinct by SID number."
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BR5098 |