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Person aggregation scenarios

There are several key scenarios in person aggregation:

Manual merge

The manual merge scenario applies when you Manually merge persons.

  1. All Contracts of non-main persons are moved to the main person.

  2. Any entitlements that were granted to non-main persons via Contract conditions are granted to the main person.

  3. All Entitlements of non-main persons remain in target systems, but are unmanaged by HelloID (see Unmanage).

Manual unmerge

The manual unmerge scenario applies when you Manually unmerge persons.

  1. Any Contracts that had been moved to the main person are returned to the non-main persons.

  2. During the next enforcement of the business rules, all entitlements will be recalculated.

    Any Entitlements that had been granted to the main person via Contract conditions are revoked (see Revoke) from the main person and re-granted (see Grant) to the non-main person.

    Note

    Since the original entitlements belonging to non-main persons were unmanaged during the merge, the re-grant step may create duplicate entitlements in target systems (e.g., duplicate accounts). To re-correlate accounts, Re-correlate a person's target account.

  3. All account data (View a person's target accounts), audit logs (see View a person's audit logs) and person history (see View a person's history) remain with the main person.

Merge suggestion approved

The merge suggestion approved scenario applies when you Approve merge suggestions.

  1. All Contracts of non-main persons are moved to the main person.

  2. Any entitlements that were granted to non-main persons via Contract conditions are granted to the main person.

  3. If you replace the main person with a newly imported person and enable the Transfer toggle for an existing person, the following also occurs:

    1. All Entitlements that were granted to the old main person via non-contract conditions are granted to the new main person.

      Note

      Transferred entitlements may be revoked during the next enforcement if the new main person is not in scope of any business rules that grant them.

    2. All account data (see View a person's target accounts) of the old main person are moved to the new main person.

    3. All audit logs (see View a person's audit logs) of the old main person are moved to the new main person.

    4. All person history (see View a person's history) of the old main person is moved to the new main person.

  4. All Entitlements that are not transferred from non-main persons remain in target systems, but are unmanaged by HelloID (see Unmanage).

Unmerge/replace suggestion resolved by unmerging

The unmerge/replace suggestion resolved by unmerging scenario applies when you Resolve unmerge/replace suggestions by unmerging.

  1. Any Contracts that had been moved to the main person are returned to the non-main persons.

  2. Any Entitlements that had been granted to the main person via Contract conditions are revoked (see Revoke) from the main person and re-granted (see Grant) to the non-main person.

    Note

    Since the original entitlements belonging to non-main persons were unmanaged during the merge, the re-grant step may create duplicate entitlements in target systems (e.g., duplicate accounts). To re-correlate accounts, Re-correlate a person's target account.

Note

In this scenario, the new main person does not have any account data, audit logs or history.

Unmerge/replace suggestion resolved by replacing

The unmerge/replace suggestion resolved by replacing scenario applies if you Resolve unmerge/replace suggestions by replacing the main person and enable the Transfer toggle.

  1. All Entitlements of the missing main person are transferred to the new main person.

    Note

    Transferred entitlements may be revoked during the next enforcement if the new main person is not in scope of any business rules that grant them.

  2. All audit logs (see View a person's audit logs) of the missing main person are transferred to the new main person.

  3. All person history (see View a person's history) of the missing main person are transferred to the new main person.

  4. All account data (see View a person's target accounts) of the missing main person are transferred to the new main person.

Automatic merge

Note

Automatic merges only occur with newly imported persons.

If the newly imported person matches an already aggregated person, an automatic merge can only take place if you've also set up Automatic transfer.

The automatic merge scenario applies during Automatic merges.

  1. The main person is determined based on the primary contract calculation.

    Note

    The exact moment a person is first imported from the source system – before or after their contract start date – can affect the primary contract calculation and thus who becomes the main person in the merged person. The main person is not re-determined when a contract starts or changes.

  2. All Contracts are moved to the new main person.

  3. All entitlements that were granted to the old main person are granted to the new main person.

    Note

    Transferred entitlements may be revoked during the next enforcement if the new main person is not in scope of any business rules that grant them.

  4. All account data (View a person's target accounts) of the old main person are moved to the new main person.

  5. All audit logs (see View a person's audit logs) of the old main person are moved to the new main person.

  6. All person history (see View a person's history) of the old main person is moved to the new main person.

Main person manually replaced

The main person manually replaced scenario applies when you Manually replace a main person in a merge set.

  1. All Contracts of the old main person are moved to the new main person.

  2. All entitlements that were granted to the old main person are granted to the new main person.

    Note

    Transferred entitlements may be revoked during the next enforcement if the new main person is not in scope of any business rules that grant them.

  3. All audit logs (see View a person's audit logs) of the old main person are moved to the new main person.

  4. All person history (see View a person's history) of the old main person is moved to the new main person.

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