Merge accounts

About this task

This topic describes how to merge a source account to a target account.

Note: You must have the Merge accounts permission to view the Actions > Merge Account into this Account menu item. The code for this permission is mergeaccounts.

Procedure

  1. Navigate to the target account.
  2. From the Actions menu select Merge Account into this Account.
    PolicyCenter displays the Select Account to Merge into Account screen. The screen includes the usual account search fields. The search has the same minimum search criteria, validation, and security rules as other account search screens.

    Use the Related to account number check box to restrict the search to related accounts only.

    Since there is no reason to merge an account with itself, the Search Results filters out the target account. If you attempt to search for the Account Number of the target account, PolicyCenter displays a warning message, and the search returns no results.

  3. Click Select to select a source account in the Search Results.
    PolicyCenter displays the Merge Account into Account screen. This screen displays the following information about the source account:
    • Account information
    • Current Activities
    • Policy Terms
    • Pending Policy Transactions

    This screen displays a message that the two accounts will be merged, and that the source account will be removed.

  4. To merge the two accounts, Click Merge Accounts.
    PolicyCenter displays a prompt asking you to confirm the merge. This prompt is to avoid accidentally removing the source account.
  5. Click OK to merge the source account to the target account.
    PolicyCenter creates a history event on the target account. The history event includes the account number of the source account.

What to do next

See also