Withdraw accounts

Account Withdraw Evaluation batch processing changes the status of accounts to withdrawn.

The Account Withdraw Evaluation work queue marks the account status as withdrawn (Withdrawn) if:
  • There are no policies associated with the account.
  • The Account.CreateTime or Account.OriginationDate is older than a configurable number of months in the past. The AccountsWithdrawnAfterMonths parameter in config.xml specifies the number of months. In the base configuration, this parameter is set to 37 months.
  • There are no open activities associated with the account.