Clean up Interface Tables

You can clean out Interface data stored in the Epic temporary tables. When you click Run, data is deleted from your temporary tables permanently, which means you no longer have access to it. This might be necessary if a carrier sends invalid data or if errors are caused after version upgrade. Only Interface tables are purged, so data that is already in your system will not be affected. This includes policies, claims, transactions, and activities.

Because data is being deleted from your systems, it is recommended that you use this utility only when directed by Applied Systems Customer Support to prevent any unintended consequences that can come with purging data.

1. To access Utilities from the Home screen, do one of the following:
   
   
   • Click Utilities on the navigation panel.
   • Click Areas > Utilities on the menubar.
   • Click the down arrow next to Home on the options bar and select Utilities.

To access Utilities from another area of the program, do one of the following:

2. • Click Home > Utilities on the menubar.
   • Click the down arrow next to Home on the options bar and select Utilities.

2. Click Interface on the navigation panel, or Areas > Interface on the menubar.
3. Click Cleanup on the navigation panel.

4. Specify the tables to be cleaned up:

   • All Interface Tables: This option purges all Interface tables.

   • Policy Suspense Tables: This option removes all policies from Procedures > Interface Management > Assign Items in Suspense > Assign Policies in Suspense and from Procedures > Interface Management > Suspense Recycle Bin.

   • Communication Log Tables: This option purges all Communication Log tables. If selected, prior Communication Logs cannot be reprinted.

   • eDocs & Messages Suspense Tables: This option removes all eDocs & Messages from Procedures > Interface Management > Assign Items in Suspense > Assign eDocs & Messages in Suspense and from Procedures > Interface Management > Suspense Recycle Bin.

   • Automated Download Invoicing Suspense Tables: This option removes all invoices from Procedures > Interface Management > Assign Items in Suspense > Assign Automated Download Invoicing Items in Suspense and from Procedures > Interface Management > Suspense Recycle Bin.

   • Policies Received Tables: This option removes all Policies within Procedures > Interface Management > Assign Items in Suspense > Policies Received.

   • Claims Suspense Tables: This option removes all Claims from Procedures > Interface Management > Assign Items in Suspense > Assign Claims in Suspense and from Procedures > Interface Management > Suspense Recycle Bin.

   • Direct Bill Suspense Tables: Use this option to remove all commissions, commissions within a specified date range, and/or commissions associated to a specific premium payable entity from Procedures > Interface Management > Assign Items in Suspense > Assign Direct Bill Items in Suspense and the Suspense Recycle Bin. If you remove commissions associated to a specific premium payable entity, items with a blank Premium Payable field that have the selected PPE associated to their issuing company or NPN are also removed.
     
     To limit the number of items to be purged, select a PPE and/or enter a From date, a To date, or both. To permanently delete all items from Direct Bill Commission Suspense, leave the PPE field and both dates blank to permanently delete all items in Direct Bill Suspense. Enter only a From date to delete all items after that date, or only a To date to delete all items before that date. Select only a PPE to delete all items associated to that premium payable entity.
     You can create a preview report before performing the purge to confirm the items you are deleting and document the actions for internal recordkeeping and compliance purposes. After setting purge criteria, click Purge Report Preview, then click Generate Preview to generate the report.

5. Click the Run button.
6. A confirmation message displays. Click Run to continue.

7. When the purge is complete, click OK on the popup message.