Merge Profiles
Merge profile is behind-the-scenes functionality you can ask Zipline Support to perform for you.
It combines two worker profiles while preserving all compliance records and historical data.
Details:
- What it is: A feature allowing you to combine duplicate worker profiles (e.g. when the same person was registered twice due to different phone numbers or typos) into a single profile.
- What it does: When you merge Profile A into Profile B:
- Profile B is retained (primary profile) with all its contact details, role, and location
- All compliance records, documents, logs, and messages from Profile A are copied to Profile B
- Any linked applications are updated to point to Profile B
- Profile A is archived and stripped of contact details / external IDs to prevent downstream conflicts
Scope & limitations:
- Irreversible: Once merged, profiles cannot be unmerged (though individual compliance records can now be moved back via SUPER-7091 if needed)
- Compliance preservation: All historical compliance data is retained — no checks are lost
Moving Check Records
You can move individual compliance records between worker profiles by asking Zipline Support. This feature reassigns a specific check from one profile to another while preserving all historical data and audit trails.
Details:
- What it does: When you move a compliance record from Profile A to Profile B:
- The check is reassigned to Profile B with its full history intact (completion date, reviewer notes, decision, attachments)
- Profile A retains all other records — only the selected check moves
- Audit trail and timestamps are preserved (you can see when the move happened and who did it)
- Any linked evidence or documents follow the record
- Scope & limitations:
- Per-record granularity: You move individual checks, not bulk profiles — useful if only one check needs relocation (e.g., a check completed under a typo'd name)
- Reversible: Unlike merge (which is irreversible), you can move a record back if needed
- No data loss: All compliance detail and decision logic travels with the record — no re-review required