Preserve member connections through transfers and unit merges

Purpose

A member relocation and an association’s unit merger both change where membership is held. Staff need a dated account of that change so the current roster does not erase earlier connections.

How It Works

Staff transfer an individual affiliation by choosing a target and effective date. The operation checks the proposed resulting set before writing the change. Dues-bearing targets require the purchase-related path rather than a direct staff transfer. An administrator instead uses a unit merge to account for every affected affiliation together. The merge plan distinguishes a move from removal of an overlapping survivor tie. Future ties can change their unit in place because they have not yet held in the old unit. Staff inspect the merge’s counts and each affected membership’s lifecycle record. Identity-bound memberships are considered alongside the affiliation rows. Missing publication for some merge actions and loss of a primary flag onto an existing survivor remain findings.

Relationships

• Dated affiliations supply the rows and effective rules for transfers and merge planning.
• Organizational structure owns the unit merge and reparenting operations that invoke this membership work.
• Membership purchases supply the amendment route needed for dues-bearing changes.