Repository to Locator Auto Population Setting

This setting determines whether general information for all customers and related entities associated with the repository is updated when there is an import from your core system.

Your setting in this field overrides the setting in the Auto Update Repository / Lock Fields field on the Repository Setup screen.

Select one of the following:

•     None—Select this option if you do not want to update general information for all customers and related entities when there is an import. If you select this option, information is only updated for a customer when you access the customer in the application.

•     Update Existing Customers—Select this option to update general information for all customers and related entities when there is an import.

Clear Old Repository Loan and Deposit Records

This setting determines whether all existing information in the repository is replaced with the information from the most recent import.

Select one of the following:

•     No—The information in the repository is not replaced with the information from the most recent import.

•     Yes—The information in the repository is replaced with the information from the most recent import.

Repository Snapshot Search Setting

This setting determines the extent of information that is available for repository searches on various screens in the application.

Note Use the As of Date on the Manage Repository Imports screen to determine the most recent import.

Select one of the following:

•     Current—Only the information in the most recent import is available for searches.

•     Current & 12 Month End Periods—Only the information in the current import, and up to the last twelve imports that have the End of Month Load check box selected on the Manage Repository Imports screen, is available for searches.

Not   The most recent import with the End of Month Load check box selected overrides the current import if both are in the same calendar month.

•     Current & Selected Periods—Only the information in the current import, and up to the last twelve imports that have the Available for Historical Searches check box selected on the Manage Repository Imports screen, is available for searches.