Entity Linkage or Entity Merge Screen |
  
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Navigation: How to Create and Link Entities >
Entity Linkage or Entity Merge Screen |
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CIS > Entity Linkage Screen
CIS > Name/Location Exceptions > Entity Merge Screen
This help file contains information that explains both the Entity Linkage screen and the Entity Merge screen.
This screen can be used to link or merge any two entities associated with your bank. On the CIM GOLD CIS screens, entities are single units that contain data and functionality. Entities can be any of the following:
Account (loan, savings, certificate, or checking account)
Bank card (ATM, check guarantee, or debit card)
Group (combined statement, combined analysis, or combined earnings checks)
Institution info (the bank's name, addresses, and phone numbers for deposits, loans, and A/P IRS forms)
Location (physical, property, or residence address)
Mailing label (the address to which notices, statements and forms will be sent)
Organization
Person
Phone number
Retirement plan (a group of retirement accounts tied together)
Safe deposit box
Special text (additional information that cannot be added with any other field or entity in CIS)
Trust (name on a trust)
When two entities have some relationship to each other, you can link or merge them together using this screen.
The following guidelines apply when linking entities together:
| 1. | It is possible to link the same two entities together with more than one link. For example, two people could be linked as both spouses and business partners. |
| 2. | A location can only be linked to an account as a property address. Mailing labels are used for all other address purposes for accounts. |
| 3. | A bank card requires a link to an address, not to a mailing label. |
| 4. | An organization can only be linked to a bank card as an embossing name, not an owner. |
| 5. | A special text can be linked to a combined interest check group to print memo information on the check. |
| 6. | A bank card can only be linked to other entities through the Entity Maintenance Card screen. |
| 7. | A group is only linked to other entities through the Entity Maintenance Group screen. |
| 8. | A mailing label is only linked to other entities through the Entity Maintenance Mailing Label screen, Group, Safe Deposit Box, or Retirement Plan screens. |
| 9. | A retirement plan is only linked to other entities through the Entity Maintenance Retirement Plan screen. |
| 10. | A safe deposit box is only linked to other entities through the Safe Deposit Box Master screen. |
The following guidelines apply when merging entities together:
| 1. | The purpose of merging is to combine two entities that actually should be one entity (for example, two separate entities exist for the same person). |
2.Merging entities means that you will move information from the entity on the right of the screen to the entity on the left.
3.When you merge entities, the one on the right will be deleted.
4.When you merge entities, you also merge the entity links. You can specify which links to merge by clicking the <Limit Related Entities> button at the bottom of each entity.
To link entities:
1.Perform a search on each side of the screen to identify the exact entities you want to link together.
2.Highlight the entities you want to link, one from the left side and one from the right. A chain icon 
will appear next to the two items you have highlighted.
3.Click <Link Entities> at the bottom of the screen to open the Link Entities dialog.
4.Use this dialog to specify the relationship between the two entities, then click <Link>.
To merge entities:
1.Perform a search on each side of the screen to identify the exact entities you want to merge together.
2.Highlight the entities you want to merge, one from the left side and one from the right. A chain icon will appear next to the two items you have highlighted.
3.Review the "Entities Related to Primary Person" list at the bottom of each selected entity. If you want to limit the related entities that will be merged, click <Limit Related Entities>
4.Click <Merge Right-hand Entity into Left-hand Entity> at the bottom of the screen to open the Merge Fields in Entities dialog.
5.Use this dialog to review the highlighted fields, which contain information that is different between the two entities. This highlighted information will be added to the entity you selected on the left of the screen in Step 2. The entity on the right will be deleted.
6.If you want to move all of the highlighted fields to the first entity, click <OK>.
7.In the Share Entity Links dialog, review the entity links that will be merged.
8.If you want to continue with merge, click <Begin Merging>.
9.A warning dialog reminds you that you will be deleting the second entity. If you are sure you want to do this, click <Yes>.
The following section shows what kind of entities can be linked to each kind of entity. (Asterisks indicate cases for which the link must be created on a screen other than the Entity Linkage screen.)
| Entity | Entities that can be linked to it |
| Account | Bank card*, group*, location, mailing label*, organization, person, retirement plan*, safe deposit box*, special text, trust |
| Bank Card* | Account, location, organization, person |
| Group* | Account, mailing label, organization, person, special text, trust |
| Institution Info | Location, phone |
| Location | Account, bank card*, institution info, organization, person |
| Mailing Label* | Account, group, retirement plan, safe deposit box. The label also contains references to locations, organizations, persons, special text, and trusts. |
| Organization | Account, bank card*, group*, location, person, phone, safe deposit box, special text, trust |
| Person | Account, bank card*, group*, location, organization, person, phone, retirement plan*, safe deposit box*, special text, trust |
| Phone | Institution info, organization, person |
| Retirement Plan* | Account, mailing label*, person |
| Safe Deposit Box* | Account, mailing label*, organization, person, trust |
| Special Text | Account, group*, organization, person, trust |
| Trust | Account, group*, organization, person, safe deposit box, special text |
The following other buttons are available on this screen:
<Limit Related Entities> - This button brings up the Limit Related Entities dialog. This feature can help you more quickly find the precise information you are searching for by limiting the types of related entities that are displayed in the Related Entities list view. To do this, mark the appropriate boxes in the Limit Related Entities dialog. For example, if you only want account numbers and names of people or organizations to be displayed, mark the boxes labeled Account, Organization, and Person. Upon performing a search, only the entity types marked in this field group will be displayed in the Related Entities list view.
<Edit Relationship(s)> - Marking this button brings up the Link Entities dialog, which can be used to make changes to relationships.
<Delete Relationship(s)> - This button will delete relationships between the entities selected in the Search Results and Related Entities list viewes above it.
<Link Entities> - This button will link selected entities together, one from the left side of the screen and one from the right.
<Share Entities> - This button brings up the Share Entity Links dialog, which can be used to link several entities at the same time. For example, if two account holders got married, you could use this function to link entity information such as names, addresses, phone numbers, etc., all at the same time to reflect the new relationship. This function will not merge the entities into one entity; they remain separate entities but they will now be linked.