Specifying the MCIF Purge Criteria

The MCIF Purge - Update window lets you define the purge criteria for a product group. To open the MCIF Purge - Update window, under Cross Sell on the Portico Explorer Bar, click Administration. On the Administration top menu bar, click MCIF, then click Product Groups. The MCIF Product Group - List window appears. Click the Vendor drop-down arrow and select a vendor to display the MCIF product groups associated with the vendor. Select the product group row and click Purge to open the MCIF Purge - Update window.

MCIF Purge - Update

How do I? and Field Help

The Purge Criteria grid displays the purge criteria for each product group. The following purge criteria can be set up for a product group:

In the Referral field, enter the number of days until a referral record will be purged. Valid values are 0 through 365 days. System default is 365 days.
In the Decline field, enter the number of days until a decline record will be purged. Valid values are 0 through 365 days. System default is 365 days.
In the Decline with interest field, enter the number of days until a decline with interest record will be purged. Valid values are 0 through 365 days. System default is 365 days.
In the Decline with follow-up field, enter the number of days until a decline with follow-up record will be purged. Valid values are 0 through 365 days. System default is 365 days.
In the Open/Book field, enter the number of days until an open/book sale record will be purged. Valid values are 0 through 365 days. System default is 365 days.
In the Opportunity History field, enter the number of days until an opportunity record will be purged from history. Valid values are 0 through 90 days. System default is 90 days.

Click Apply to apply the purge criteria. Click Save to save the purge criteria and close the window.

Click Cancel to close the window without saving the purge criteria.

Use the navigation drop-down list in the upper right corner of the MCIF Purge - Update window to transfer to other Product Group windows and set up additional plan options.