S33 Consolidate Parties

Purposes:

This screen allows the MIMS user to delete a party that has been identified as a duplicate.

Prerequisites:

1. MIMS user must have applicable security authorization to access this screen.

The following groups have access to this screen:

· Call Center (view only, search button is available but consolidate button is not).

· Collection Agents (RGPU, File Intervention, Comp4)

· Compliance Agents (Comp5)

· Finance Agents

· Finance Trust Accountants

· Registration Agents

· ISO Agents

· Special Investigations Unit Agents

· Supervisors/Team Leads (for the agents listed above)

· System Administrators

Navigation:

Party è Consolidate è Get

Helpful Hints:

• The MIMS User must have made note of the duplicate party numbers.
• The ‘Keeper’ party must have all of the party information that the ‘Throwaway’ party has.
• Consolidation will not be allowed due to an active collection tool on the ‘Throwaway’ party.

Procedure:

1. Begin by selecting Party Tab.

2. On the left-hand side of the screen, click the hyperlinked word ‘Consolidate’ located under the current date.

3. Enter a party number in the ‘First Party Nbr’ field and a different party number in the ‘Second Party Nbr’ field. Click on the ‘Get’ button.

4. MIMS user visually compares the ‘First Party Information’ and the ‘Second Party Information’ as displayed.

5. Select the party that will become the ‘Keeper’ party by clicking on the ‘Keep Party’ button. The party that was not selected is referred to as the “throwaway” party.

6. Scroll down and click on “consolidate’ button.

7. The system displays an informational message.

8. Click ‘OK’ on the informational message to continue consolidation.

9. Click ‘Cancel’ on the informational message to return to the screen.

10. The system displays an informational message confirming consolidation.

S33 Consolidate Parties – Screen 1

S33 Consolidate Parties – Screen 2

Screen Label		Description/Instructions
	Consolidate Parties
	First Party Nbr	Enter the first party number.
	Second Party Nbr	Enter the second party number that is assigned to the same party.
		Click this button to retrieve the two similar parties.
	First Party Information
	Party Number	Displays the party number entered in the ‘First Party'.
	Party Alerts	Displays all the active alerts for this party.
	Keep Party	If this is selected, this party number will remain. Known as the ‘Keeper’.
	Related Files – Display for Individual Party Type
	File Nbr	Displays the MEP and Provisional file numbers related to the party in question.
	Role	Displays the party’s role as it relates to this file.
	Status	Displays the status of the file.
	Compliance	Displays the compliance level of the file.
	Current Name	Displays the party’s name.
	Gender	Displays party’s gender.
	Birth Date	Displays party’s date of birth. Display date in format YYYY-MM-DD where Y = Year, M = Month and D = Day.
	Date of Death	Display party’s date of death (if applicable). . Display date in format YYYY-MM-DD where Y = Year, M = Month and D = Day.
	Mailing Address	Displays the most current mailing address.
	Address Status	Displays the status of the address (i.e. good, bad).
	SIN	Displays the party’s Social Insurance Number.
	PHN	Displays the party’s Personal Health Number.
	Client MV ID	Displays the party’s Motor Vehicle Identification Number.
	MVD Operator Nbr	Displays the party’s Motor Vehicle Operator Number.
	First Party Information – Display for Organization Party Type
	Current Name	Displays party’s name.
	Status	Displays organization party status.
	Legal Name	Displays the legal name of the organization.
	Mailing Address	Displays the most current mailing address.
	Address Status	Displays address status (i.e. good, bad).
	Second Party Information – Same as First Party Information
	Keep Party	If not selected, this will be the “Throwaway” party.
		Click this button to consolidate the two selected parties.

Possible Error Messages/System Warnings:

ID	Error Message Description	Action
572	First Party Nbr is invalid.	Confirm party number. Check typing.
572	Second Party Nbr is invalid.	Confirm party number. Check typing.
761	Two different party numbers must be entered in order to consolidate.	Ensure other first and second party fields are filled in.
760	Parties must be of the same type in order to consolidate.	Confirm party numbers entered.
762	Consolidation is not allowed on party 1, 2, 98, 99, 3610, 50035.	Check party number. Or quit party consolidation.
772	Consolidation is not allowed on parties that are related to the same file.	Check party number. Or quit party consolidation.
767	The keeper party does not have the same classifications as the throwaway party.	Quit consolidation. Check information.
767	Consolidation is not allowed due to an active MV Restriction collection tool on the throwaway party.	Quit consolidation. Check information.
767	Consolidation is not allowed due to an active MV Cancellation collection tool on the throwaway party.	Quit consolidation. Check information.
767	Consolidation is not allowed due to an active Statement of Finances collection tool on the throwaway party.	Quit consolidation. Check information.
776	The keeper party and the throwaway party are both active income sources for the same debtor.	Quit consolidation. Check information.
777	The keeper party does not have an active income support reference.	Quit consolidation. Check information.
778	Consolidation is not allowed on parties that are related to the same provisional file.	Quit consolidation. Check information.

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