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Case Central® Knowledge Base

System of Record Refresh

System of Record Refresh Preferences

System settings related to the designated System of Record(s) control the mechanisms and timing of refreshing the data that will be used for comparison to the information received in a dispute or used to open a case.

An on-demand manual refresh option is offered to facilitate accuracy in the Data Compare step of an Investigation Checklist.

In addition, automatic refreshes (or background refreshes) of System of Record data can be enabled to help ensure that each case contains the most recent account data available. When the System of Record Background Check setting is enabled, values can be entered to ensure the update is finished before launching the Investigation Checklist and to set the time interval between automated data refreshes.

To set up System of Record Refresh Preferences, navigate to the the Manage System Preferences page by clicking Settings on the vertical sidebar menu. Then go to System Setup → System Preferences.

  • Allow System of Record Refresh from Data Compare

    • This setting allows a team member to manually initiate the refresh of System of Record data from the Data Compare step within an Investigation Checklist.

    • To enable the Allow System of Record Refresh from Data Compare setting, click the Toggle Off icon to move the toggle switch to the right Toggle On position.

  • System of Record Background Check

    • When enabled, this setting automatically refreshes the System of Record data after the initial case import.

    • To enable System of Record Background Check, click the Toggle Off icon to move the toggle switch to the right Toggle On position.

  • System of Record Lock Timeout

    • This setting controls the length of time the system waits for a background refresh to complete before allowing the user to access the Investigation Checklist.

    • The time value is set in milliseconds and must be a minimum of 1000. The default value is 20000.

  • System of Record Update Interval

    • This setting controls the length of time between System of Record refreshes. If a team member accesses a case prior to the time limit indicated, the system will not do a new background refresh.

    • The time value is set in minutes and must be a minimum of 1. The default value is 1400 (or 23 and a third hours).

Note

The System of Record settings on the Manage System Preferences page are only applicable if your organization's Case Central® implementation has a System of Record integration.

The System of Record Lock Timeout and the System of Record Update Interval settings are only applicable if the System of Record Background Check setting is enabled.

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