Description
This page allows you to merge one or more contacts from a duplicate record to the master record. A master record is the valid record to be used by case processing. If the organization registers the same individual more than once, any conflicting or additional information recorded can be merged from the duplicate record to the master record as required. For example, if two contacts exist on the master record and an additional or more up to date contact exists on the duplicate record, you can select the additional contact and merge it to the master record. This essentially copies the additional contact to the master record.
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Fields
Contacts
LabelTypeDescriptionMandatory
NameCONTACT_NAMEName of the contact.No
TypeCONTACT_TYPE_CODEContact type, e.g., family member or guardian.No
FromCURAM_DATEDate from which the contact is valid.No
ToCURAM_DATEDate until which the contact is valid.No
StatusRECORD_STATUSThe status is "active", unless the record has been deleted, in which case, the status is "canceled".No
Merge Contacts
LabelTypeDescriptionMandatory
NameCONTACT_NAMEName of the contact.No
TypeCONTACT_TYPE_CODEContact type, e.g., family member or guardian.No
FromCURAM_DATEDate from which the contact is valid.No
ToCURAM_DATEDate until which the contact is valid.No
StatusRECORD_STATUSThe status is "active", unless the record has been deleted, in which case, the status is "canceled".No
Links and Actions
Page Level Actions
LabelDescription
SaveThe Save action creates a new record from the information entered on the page.
Expanded Row for: Contacts
LabelDescription
Link
Expanded Row for: Merge Contacts
LabelDescription
Link
Messages
When page is loaded
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
The login ID %1s does not map to a user name.LinkNo
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
A client cannot be a contact for themselves.LinkNo
A client that is currently marked as a duplicate cannot be selected as a new client contact.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
From date must not be later than the to date.LinkNo
New contacts cannot be added for a client that is currently marked as a duplicate.LinkNo
No security implementation is supported for this transaction type. Please contact an Administrator.LinkNo
The contact name must contain at least 2 characters.LinkNo
The end date for the contact cannot be later than the client's end date.LinkNo
The end date for the contact cannot be later than their own end date.LinkNo
The from date for the contact must be entered.LinkNo
The Key Server cache and the Key Server database values are out of sync and therefore this record cannot be inserted. LinkNo
The start date for the contact cannot be later than the client's end date.LinkNo
The start date for the contact cannot be later than their own end date.LinkNo
The start date for the contact must be no earlier than the client's start date.LinkNo
The start date for the contact must be no earlier than their own start date.LinkNo
This concern already exists as a contact for this client.LinkNo
This name has previously been selected for another contact for this client please choose another.LinkNo
Related Entities
Technical Information
Page IDParticipant_mergeContacts
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\Participant\ClientMerge\Participant_mergeContacts.uim
Page Load InterfaceClientMerge.listConcernContactsForMerge
Page Submit InterfaceClientMerge.mergeContacts
Linked From PagesMerge Duplicate (Participant_mergeContacts)