Are You Ready? Tracker Purges Begin in March!

ATTENTION ONLINE CREDIT UNIONS

Monday, March 1st is when the first initial purges of tracker data will begin. Don’t forget, you can review and update retention periods for your tracker types; for more information on the minimum and maximum limits, visit online help. If you choose to not edit the retention period on your trackers, these conversations will still be purged based on the default selection! Remember that we are no longer allowing you to keep unlimited trackers for the Audit (AT), Notice (NT), and Sales Tracker (ST) Types.

Starting March 1, and continuing throughout the month based on tracker volume, we will manually purge all tracker conversations that are outside of individual CU-configured retention periods. Purged data is permanently deleted unless you choose to activate the optional archival options (see more about archiving below). Then, in April we will initiate the regular monthly purge.

Reminder! If you choose to not edit the retention period on your trackers, these conversations will still be purged based on the default selection! Remember that we are no longer allowing you to keep unlimited trackers for the Audit (AT), Notice (NT), and Sales Tracker (ST) Types.

Last Chance to Secure a Data Warehouse for Archival!

Tracker archival is available only for credit unions with a CU*Answers Data Warehouse. Read more about the tracker data purge and about archival in this presentation: cuanswers.com/wp-content/uploads/UnderstandingtheTrackerDataPurge.pdf

Remember that in order to archive trackers you must activate your Data Warehouse and adjust your retention configurations before March 1st! Visit the CU*Answers store to get started: https://store.cuanswers.com/product/data-warehouse-library/