Combining CIFs

Occasionally a client may have more than one Client Information File (CIF). If you discover multiple CIFs for a client you must submit a Synapsys Service Event to request the CIFs be combined.

To combine CIFs when multiple are created, do the following: 

  1. Within the clients CIF or Account click Related Functions > CRM.
  2.  In the CRM tab, select New Event/Activity > Create New Event > Service Session. 
  3. Click the sign for Deposit Services.
  4. Select DS - Other Maintenance.
  5. In the Summary section type Combine CIFs
  6.  In the Comment section, explain what CIFs need to be combined and specify which one to keep (For example: Please Combine CIF #AAA123 and CIF #AAA179, keeping CIF #AAA179.)
  7. Click Save > Save and Submit Session.

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