Purge or prune a job with the purging test tool

About this task

Follow these step-by-step instructions to purge or prune a particular job with the Purging Test tool.

Procedure

  1. Enter the policy transaction number of the job you wish to purge.
  2. Click Find/Refresh Job to fetch the job from the database.

    Field

    Description

    Job Number

    The number of the job to purge or prune.

    Subtype

    The job subtype.

    Close Date

    The job close date.

    DoNotDestroy flag (Policy)

    The value of the DoNotDestroy flag on Policy.

    Policy Period(s)

    The number of policy periods associated with this job. The Prune -- Purge Policy Period(s) section displays more information about each policy period.

    Coverage End

    The coverage end date of the policy.
    PolicyCenter displays a Purge or Prune Job section. This section displays the following information about the job:

    You can select to purge or prune the selected job.

  3. To purge or prune the job without checking to see if the job is eligible for purging or pruning, select Skip configurable Purging checks or Skip configurable Pruning checks.

    If you did not choose to skip checks, then the job is purged or pruned based on the current configuration, including the PurgePlugin implementation.

    If you choose to skip checks, then the job is purged or pruned regardless of the Subtype, Close Date, or Coverage End.

    If you choose to skip checks, a job can be purged or pruned only if the following are true:

    • The job’s CloseDate is not null.
    • The DoNotDestroy flag is not set on the policy associated with the job.
    • The job has no open activities.
    • The job is not archived.

      Additionally, if you choose to skip checks, the following criteria also apply. For purging, each policy period on the job must meet this criteria. For pruning, the policy period being pruned must meet this criteria.

    • The PolicyPeriod is not bound.
    • The DoNotDestroy flag on the PolicyPeriod is not set.
    • The PolicyPeriod has no workflows.
  4. Click Purge Job or Prune Job to purge or prune the selected job.
    PolicyCenter does not run the Purge batch process but performs equivalent actions to purge or prune the selected job. The purge or prune accesses the configuration parameters and runs the PurgePlugin implementation.