Entities retained after archiving

When PolicyCenter archives a policy term, PolicyCenter does not archive some entity instances that are part of the policy term. PolicyCenter archives but also retains some other entity instances.

PolicyCenter does not archive the PolicyTerm object.

The PolicyPeriod and associated instances of the EffectiveDatedFields entity are written to the archive, but also retained in the active database. These instances are available for read-only tasks, such as display and searches.

PolicyCenter archives but also retains Note, Document, and UWIssueHistory entity instances. After archiving, PolicyCenter removes the following retained entity instances from the PolicyCenter database:

• PolicyCenter removes Note entity instances associated with the policy transaction of the archived policy period if the Note does not have an associated Activity.
• PolicyCenter removes UWIssueHistory entity instances for auto-approvable issues.