Duplicate people can sometimes appear in Firmcheck after importing or adding clients, especially through Companies House records being pulled in. The merge tool lets you combine two individual records at a time while keeping all key information intact.
We recommend reviewing your People list regularly, especially after a bulk import, to ensure there aren’t any new duplicates.
Limitations
Only one of the records can be a client. Two client records cannot be merged due to historical AML records. Please contact support if you have two duplicate people who are both clients.
Two individuals cannot be merged if both are selected as CDD candidates in the same in-progress AML check. You can de-select one candidate in the AML before merging.
Only two individuals can be merged at once.
What is automatically merged:
Verification status: automatically merged
AML status: automatically merged
Client connections: all connections from both records are preserved
Steps to merge
Go to Clients > People.
Click the Actions button and select Manage duplicates.
You can also filter the list using Show duplicate people to quickly find matches by first and last name.
Select the two records you want to merge and click Manage duplicates.
If any fields conflict (e.g. different email addresses), choose which value to keep.
Review the preview of the final record and confirm the merge.
⚠️ Important: Merges cannot be undone.