Follow-up merge enhancements

Follow-up case merge functionality has been updated in release 2026.1.01 with a redesigned Merge Viewer, advanced comparison logic, and enhanced automation capabilities.

Merge Viewer updates

• When you access the new Merge Viewer, follow-up information is overlaid onto the Intake Form, presenting the updated case data from follow-up documents clearly so you can merge or reject individual pieces of data.
• The rightmost panel contains the navigation pane, accessed by clicking Case at the top of the panel, as well as the new Quality Check feature, accessed by clicking Quality Check at the top of the panel.
• Much like the navigation pane on the Intake Form, you can click any of the sections or field names under Case to load that part of the form for review.
• You can view all of the system-recommended changes to the merged record in the Quality Check panel. Items in the Quality Check panel list are marked as "Added", "Updated", or "Removed"; a Verify button is available so you can quickly approve updated information for the merge. Like the navigation pane, clicking an item in the Quality Check list takes you directly to the field where information has been changed.

Follow-up merge comparison logic

• You can access the predefined comparison logic for evaluating follow-up data against existing case information in the Default Merge Configuration spreadsheet, available in Argus Console.
• To access and update the merge logic configuration, navigate to the Argus Console > System Configuration and click the new menu option Intake Follow-up Merge Configuration.
  • A “Default” configuration is available with the associated “Default_Merge_Configuration.xlsx” file. You can download the default file directly from Argus Console and use that file as the starting point for any additional follow-up configurations you may need to implement.
  • You can create new merge configurations, adjust comparison logic, and have different intake sources follow specific configuration logic by uploading the modified configuration spreadsheet to the Intake Follow-up Merge Configuration section of Argus Console.

    Note:

    This new mode of configuration replaces previous custom procedures and logic for processing follow-ups for E2Bs (R2 and R3):

    • The customization done for E2B R3 profile Follow-up Receive > ICSR Follow-up case identification logic remains intact.
    • E2B R3 Follow-up Processing: Console > System Configuration > Interchange > Manage Profile > Follow-up Receive > “Custom comparison logic” and “PK Element Configuration” is no longer applicable.
    • E2B R2 Follow-up processing: The customization done for E2B R2 import using custom procedures is no longer applicable.

Merge Process enhancements

• In addition to replacing or rejecting any follow-up information in the large text data fields like Narrative and Reporter Comments, you now have option to prepend or append follow-up text to large text fields like Narrative and Reporter Comments. Previously, you were only able to replace or reject any follow-up information in large text data fields.
• You can now merge an intake record with an existing, pending intake record in addition to cases.
• You can now merge an intake record on a closed case.

  Note:

  In this situation, the system continues to automatically merge E2B follow-ups, while applying the existing the Reporting Destinations’ “Auto-accept ICSR” configuration for follow-ups.

Audit Log enhancements

You can track any changes made to follow-up configurations in Audit Log with three new categories:

• Intake Follow Up Merge Configuration
• Intake Follow Up Merge Configuration – Details
• Intake Follow Up Merge Configuration – Sources