5.1.11.4 Merging Cases

To merge a related case to the parent case:

1. Click Actions menu and select Related Cases. The Related Cases page for the parent case is displayed with list of related cases.
2. Click Merge under Action column and click Confirm in the confirmation pop-up box.
   After the cases are merged, the related case status is updated to Closed - Merged and the Link Type status of the case is updated to Merged.

   When the two cases merge, the accounts, transactions and RFI information is merged to the parent case.

   The merge information is captured in the Audit History of both the cases (related and parent case) along with attachment and RFI action details.

   Note:

   This is a one time activity. After the cases are merged, you cannot separate the cases again.