Process Purge Batch

1.6 Process Purge Batch

This topic provides the systematic instructions to execute the pre-purge and post-purge process.

On Home screen, type UTDPURBT in the text box, and click Next.
The Purge Batch screen is displayed.

Figure 1-6 Purge Batch

Description of "Figure 1-6 Purge Batch"

On Purge Batch screen, click New to enter the details.

For more information on fields, refer to the field description table.

Table 1-4 Purge Batch - Field Description

Field	Description
Purge Use Case Key	Alphanumeric; 60 Characters; Mandatory Specify the purge use case key. Alternatively, you can select purge use case key from the option list. The list displays all valid purge use case key maintained in the system.
Purge Selection	Mandatory Select the purge status from the drop-down list. The list displays the following values: Pre Purge - A pre purge procedure will run (either manual or during EOD) and will populate relevant records picked up by the pre purge procedure for purge/archival Post Purge - The post-purge process will run manually or automatically or during EOD for purge/archival. For manual operation, you can use Purge Batch screen and for automatic operation, the same will happen during the authorize button click itself. Note: Purge keys with pre/post as manual only will be listed in the purge batch screen option list based on the purge selection.

Field

Description

Purge Use Case Key

Alphanumeric; 60 Characters; Mandatory

Specify the purge use case key. Alternatively, you can select purge use case key from the option list. The list displays all valid purge use case key maintained in the system.

Purge Selection

Mandatory

Select the purge status from the drop-down list. The list displays the following values:

Pre Purge - A pre purge procedure will run (either manual or during EOD) and will populate relevant records picked up by the pre purge procedure for purge/archival
Post Purge - The post-purge process will run manually or automatically or during EOD for purge/archival. For manual operation, you can use Purge Batch screen and for automatic operation, the same will happen during the authorize button click itself.

Note: Purge keys with pre/post as manual only will be listed in the purge batch screen option list based on the purge selection.

Click Execute to execute the purge batch.
There will be a pre purge procedure which will populate the identified records for authorization. The screen will also identify records which cannot be purged for business reasons.

The following information window is displayed.

Figure 1-7 Purge Batch_Information Message

Description of "Figure 1-7 Purge Batch_Information Message"
Authorize the pre purged record.
The system will archive/purge process based on the maintained schedule. The system will also log the detail of records which could not be purged along with reasons.
Once archived or purged, unitholder details will not be visible in any of the following screens:
- Unitholder details including bank, contact details, add info etc (UTDUH)
- UH Deal (UTDUHDEL)
- IDS (UTDUHIDS)
- LOI (UTDUHLOI)
- NPI Preference (UTDUHNPI)
- FATCA/CRS Maintenances (UTDFATMT)
- KYC doc (UTDKYCCD)
- Audit Trail
- Close/reopen (UTDACCLS)
- CIF- UH Mapping (UTDCIFUH)
- Entity Notepad (UTDNTPDE)
- IRRF Preference (UTDUHIOF)
- Non Tax Limits (UTDUHNTX)
- COE Preference (UTDUHCOE)
- Help Desk (UTDHLPDS)
- Distribution Void (UTDDVOID)
- Cheque Book Request (UTDCHKRQ)
- NAV Alert (UTDUHNAV)
- UH KIID
- UH Across Schema Find
- UT transaction screens (UTDTXN01 TO UTDTXN10, UTDADJ02, UTDADJ03, UTDTXNCU, UTDCNTXN, UTDTXNB, UTDCNVTX, UTDTXNLT, UTDSIN, UTDOLT)
- Policy Transaction Screens (LEDPLAN, LEDPLTOP, LEDPLSUR,LEDPLSWI, LEDPLJNL, LEDFINWD, LEDPLREV)
- Consolidated Enquiry (UTSCOINQ)

Parent topic: Administration