FAQ - Troubleshooting

Frequently asked Questions

 

Why don't I have the option to purge a specific customer or account?

  • Purge may not be configured for the specific Account or Customer Type.
  • Verify Users permissions

Why did my document not purge?

  • Verify the document has not been blocked in Tab and Group Maintenance and/or Required Document maintenance.
  • Verify that the document is not locked from being purged on the individual level.

Why did my account not purge?

  • Verify that there are no documents blocked in Tab and Group Maintenance and/or Required Document Maintenance for that account type.
  • Verify that the account is not locked from being purged.
  • Verify the account's documents are not set to not be purged and locked.
  • Verify the account does not have any collateral that are set to not be purged and locked.
  • Verify that the account does not have any collateral documents that may be blocked or set to not be purged and locked.

Why did my customer not purge?

  • ​Verify that there are no documents blocked in Group and Tab Maintenance and/or Required Document Maintenance for that customer type.
  • Review the customer's credit documents that may be set to not be purged and locked.
  • Review the customer to ensure there are no accounts and/or collaterals set to not be purged and locked.
  • Review the customer's account documents and/or collateral documents that may be blocked or set to not be purged and locked.

Why does the report show customers, accounts/collaterals and documents set to be purged, but did not delete?

  • Review the customer, account and/or collateral for any documents that may be blocked from being purged.  For example, an account document may have previously had a date based purge rule applied or manually set to be purged and then later the document was explicitly blocked either at the Tab and Group Maintenance or Required Document Maintenance level.
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