This could be a valid limitation to prevent the merge and delete. You can find a full list of the merge validation criteria in this article. A merge cannot be performed if the source person has delivered actuals.
You can check this by:
Note the person ID from the error message.
In the Finance menu, to the Find Payment Cycle or Find Billing Cycle section.
Search for the Service User ID.
Review whether they've been a part of a cycle where actuals are the key driver.
You may find that this person ID has passed multiple delivered actuals through a number of payment cycles.
Mosaic will not allow the deletion of financial data that fits the merge prevention criteria so you will need to see the section below.
Reason for this functionality
The restrictions around deletion are to ensure finance data is retained, as required by law, for six years.
Where there is a reason to remove the personal data on these cases, you may want to consider restricting a case that has not yet reached the six-year stage and then scheduling delete following that time. You can also delete workflows, attachments, and case notes etc. from the case where these do not relate to financial records.
The requirement for retaining finance information is a valid reason for retaining personal data, but it should only be accessible for that purpose. Hence, we would recommend restricting the case so that the information cannot be viewed by other users during that time.
In the case of this delivered actuals validation, you could try and see if this will merge in the other direction, but if not, you may have to make clear on one of the records that the other person ID is to be used going forward, and could even look to restrict the record you do not want workers to be working on.
If you need assistance
If you are unable to locate where this person would have actuals, then please raise a new case online and reference the title of this article.
Please provide the two Person IDs that you are looking to merge and a screenshot of the error box you see on screen.
For self-hosted customers, you should be able to identify that by running the following query:
Select * from delivered_actuals_applied
where person_ID in (**PERSON ID - SOURCE**, **PERSON ID - TARGET**)
order by WE_DATE desc