Third Party Duplicates

The Third Party Duplicates page in System Management (System Management >Third Party Duplicates) displays any accounts imported from a third party that match multiple accounts with the same Third Party ID. For example, a third party may send over an account with the account number 12345. If there are two accounts in the database that have the same Third Party ID associated to that account number, both accounts display on this page.

From this page, administrators can Merge accounts, print the page, and export the page to an Excel spreadsheet.

The following columns display within this page:

Column Name	Description
Third Party ID	Displays the account's Third Party ID.
Account Identifier	Displays the Account Identifier of the account listed.
Primary	Displays the name of the Primary on the account.
DQ Amount	Displays the DQ Amount on the account.
Connector	Displays the name of the connecter that sent the account into Temenos Infinity.

To Merge Accounts:

Prior to Merging Accounts, ensure that all the information is correct as this action cannot be undone.

Select the accounts from the list that are to be merged.
Click Merge. A confirmation message appears. Click Yes to merge the accounts. Click No to cancel merging the accounts and return to the Third Party Duplicates page.
After clicking Yes, a success message appears showing the accounts were successfully merged.

The Account Merge details appear in the Workflow History screen of the account into which they were merged.

The account that was merged into the other account is then moved to a Closed status.
If an account is delinquent and merged into another account, it is closed but the delinquent values are not removed. The account will still fall into queues, reports, etc. unless the criteria contains "Closed Flag = 0," "Delinquent Flag = 1" or the delinquent values are manually removed from the account.