Question

• How to merge two MICA™ web jobs together?
• How can I merge to losses in MICA / Mitigate?
• How to move information / drying logs from one job into another in MICA?
• Drying logs are on the wrong job
• Transferring data from one job to another 

Answer

IMPORTANT NOTE: if you have two jobs which are both linked to a claim assignment (Claims Workspace or XactAnalysis), it may be better to reach to our support team for assistance. Since merging two jobs which are both linked to claims, can cause downstream issues - particularly if you utilize the DASH and Validate integrations.

The enhanced Transfer Data tool replaces the traditional merge function, enabling users to either merge projects or securely move data between assignments to correct documentation errors. This feature utilizes intelligent auto-search to identify matching destination projects and enforces logic filters to prevent the improper merging of incompatible claims.

1. Login to your MICA web account and navigate to the Loss Search section
2. Input your search criteria
3. Click Search
4. Select Transfer Data
   
5. To transfer data from one job to another or merge losses, follow the steps below.

Transfer Data

Transferable data includes: Levels, Rooms, Chambers, Readings, Equipment, Photos, Notes, Forms, Line Items, and more.

1. The "Source Project" is the project you selected "Transfer Data" from in the loss search results page.
   
2. Important Note:
   • The "Origin System" field will tell you where the project came from (e.g., was it created in Mitigate or did it come from Claims Workspace, DASH, or XactAnalysis).
   • The "Connections" field will show you which external systems to which the project already has an established link.
3. The "Matching Projects" table displays potentially matching projects based on the data available in the Source Project. Your projects are automatically searched to find candidate projects.
   
4. If no suitable projects are found through the automatic search, you can search for the appropriate project manually using the search bar.
   
5. The "Destination Project" card will be blank until a project is selected from the Matching Projects table. Once a project has been selected, you will be able to easily compare project data to make sure you have the correct Source and Destination projects selected.
   
6. Click "Select" to choose a "Destination Project" from the Matching Projects table.
   

Merge Losses

1. The "Destination Project" card will display comparable information so you can be sure you have the correct projects selected in either position.
   • IMPORTANT NOTE: If you find you'd like to reverse the order (e.g., change the Destination Project to the Source Project) you will need to close the Transfer Data screen and click the "Transfer Data" button next to that project from the Loss Search results.
2.  After selecting the Destination Project, you can choose whether you want to Merge the Source Project into the Destination Project or move the data from the Source Project into the Destination Project.
   IMPORTANT NOTE: If the "Merge" option is disabled, it means both projects are linked to the same Claim Assignment system (Claims Workspace or XactAnalysis). This restriction exists to prevent projects that should not be merged from being merged. In this scenario, you must choose the "Move" option.
   
   
3. When you choose "Move" or "Merge" you will receive a prompt confirming what will happen to the Source and Destination projects.  Click "Continue" to perform the selected function.
   
   
   • When the Merge function is executed, the Source Project is consumed by the Destination Project, and the Source Project ceases to exist. Projects can be unmerged, but this requires a specific user permission. If you do not see the "unmerge" option in the Loss Search results page, you may need to reach out to your account administrator or our support team to have the projects unmerged.
     
     
   • When the Move function is executed, the Source Project's data is moved into the Destination Project. As opposed to the merge function, the Source Project will still exist. Although this process cannot be undone, if you move project data into the wrong project, you can move it back to the original project. This will require you to select the Transfer Data option against the project you incorrectly moved the data to.
     
     
4. After merging or moving projects, you will receive a notification that the merge/move is complete and can open the project from this menu or close the screen.  Click "Go to Project" to open the Destination Project, or click "Close" to close the window.

Questions? Contact Us!