Quote purging configuration overview

Quote purging is accessed through the Purge and Purge Orphaned Policy Periods batch processes. These batch processes make use of configuration parameters and a purge plugin.

You can configure quote purging by making modifications to the following:

  • Batch processes – Specify how often, if ever, to run the batch processes that remove jobs and policy periods from the database. For more information, see Quote purging batch processes.
  • Configuration parameters – You can use these parameters to specify the number of days that must pass before purging a job or pruning a policy period. For more information, see Quote purging configuration parameters.
  • Purge plugin – Modify quote purging through Gosu code. By configuring the purge plugin, you can control which jobs are purged or pruned. You can also choose to retain certain information related to those jobs. For more information, see Quote purging plugin.

In addition, you can access quote purging through:

  • Web services – From an external system, set a flag to prevent a job or policy period from being purged or pruned. For more information, see Quote purging web services.