Work with Merge Follow-up records

As an intake processor, you can verify the records associated with the Merge Follow-up task, then merge them with existing cases. When the system automatically matches an incoming record with an existing case, you can check the data of both records side by side and select specific fields to merge.

Understand why a record has been flagged as Merge Follow-up

The Merge Follow-up task is associated with a record in one of the following scenarios:

• For files compliant with the E2B standard: the system has found a matching case among the existing cases in your Oracle Safety One Intake environment. Moreover, your administrator has not configured Oracle Safety One Intake to automatically accept cases as follow-ups from the source of the new record.
• Whenever a record has been accepted as follow-up but has failed due to an error.

Whenever you accept an incoming record as follow-up, you may also be prompted to hold the record. For more information, see Using the On Hold Worklist.

For more details on the fields available in the View Differences dialog, see Use the View Differences Report in the Oracle Argus Interchange User's Guide.

1. Make sure you are on the Intake Worklist. For more info on navigating to the Intake Worklist, see Navigating.

   Tip:

   You may also access records from the Intake Monitor. For a list of all available views and charts, see Monitor records as a workflow manager.
2. Check the box of the record you would like to work on, select Expand Details, then select Start Work. You can also select the ID of the record you wish to work on.
3. In the View Differences dialog, compare the data of the incoming record with that of the existing case. Fields containing differences are highlighted.
4. Perform one of the following:
   • Select the checkboxes of the fields you wish to merge. Select Accept Follow-up, then confirm by selecting Yes.
   • Reject the record by selecting Reject ICSR.
   • Select Search to manually find other cases. For more information, see Processing Duplicate Search records.
5. Once you are prompted to re-authenticate, enter your credentials and provide a justification for your choice.