If any of the clients associated with the application already exist as a registered person on the system, any existing integrated cases that the client has must be reviewed by the intake worker, and he or she must decide whether the new application should be transferred to the existing case.
The option to transfer an application is not available until all prospect persons on the application have been either matched to an existing registered person or fully registered. When the worker selects to transfer the application, the application is associated with the existing case. The application data, including participant data and evidence is transferred with the application. The evidence is added to the existing case with a status of in edit.
When an application is transferred, the evidence on the existing case and the evidence that has been transferred on the application must be manually reconciled by the intake worker. Evidence issues, such as conflicting evidence, can be identified by the advisor when the application has been transferred, and highlighted in the evidence workspace for the application (see Managing Application Evidence).
The intake worker can also undo a transfer, if he or she mistakenly transferred the application to an existing case. This removes the association between the application and the existing case, and reasssociates the application with new integrated case that was initially created when the application was submitted. See Establishing a Case for an Application for more information on establishing a case for an application.