Overview
An account that is not uploaded into the system sits on the platform for 15 days before it falls off. If an account falls off the platform before it is uploaded, the entire account will need to be created again. The purge override allows associates to extend the date on an account so that it doesn't fall off before they have the opportunity to upload it to the system.
For example:
A business client comes into an office but does not have all signers present. The client takes the signature card to obtain the other officer signatures and indicates they will return the next business day. The client does not return timely and on day 12 the client indicates they are out of town and it will be a few days longer before they can get back into the office.
The purge override will extend the date so the account doesn't fall off the platform.
Procedures
To add a purge override, do the following:
- In Xperience > SilverLake > StreamLine Platform Menu > Account Maintenance
- A list of accounts that have not been uploaded displays.
- Click on the account you want to purge override.
- Note: just highlight the account DO NOT double click.
- Click CIF.
- In the top right corner click Purge Override.
- Enter a date in the future to extend the drop off time limit.
- Click OK.