Flag investment accounts for offboarding so that they no longer trigger scoping and follow data retention periods.
- Full Offboarding of the Investor: If an investor is offboarded in full, all investment accounts will be automatically offboarded.
- Offboarding of a Single Investment Account: A button will be added to the investment account task that will allow for offboarding of a single investment account.
- Data Deletion: A data deletion process will be set against the investment account. A data deletion journey will be automatically triggered for the account dependent on the deletion process.
User Guide Reference: Investment Account Configuration Guide