Add Constituent Merge Processes

A constituent merge process merges duplicate constituent records by moving data from a source record to a target record. The process uses the merge configuration you select to determine which data is moved from source to target records. The source and target records are determined by the record source you select. The record source is generated when you run a search process.

You can use the default process included with the system or create your own. Before you can add and start a merge process, you must run the SSIS package or the full or incremental search process to identify potential duplicates. This provides the record source that the process uses to merge constituents. For more information about the workflow and steps to take before your add and start a merge process, see Duplicate Search Workflow.

Note: Social Security Numbers are not merged as part of a duplicate constituent merge process. If a source record and a target record have different Social Security Numbers, the number on the target constituent is retained. If the target constituent record has no Social Security Number, the Social Security Number field stays blank after the merge. The program does not retain Social Security Number of the source constituent.