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#2125359 - 04/06/17 07:30 PM KDFI Record Retention Schedule
tryin2comply Offline
Member
Joined: Jun 2013
Posts: 90
In reviewing record retention at our bank, there was some discussion over the KDFI's 2006 code for the schedule, in particular for "A - after date of record." Can anyone define after date of record? Our operations area is wanting to do a system purge and we want to make sure they are using the correct dates. Thanks!

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#2149057 - 10/06/17 05:35 PM Re: KDFI Record Retention Schedule tryin2comply
Live 2 Comply Offline
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Live 2 Comply
Joined: Sep 2009
Posts: 341
I have always thought of that date as the date of account opening or origination.

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#2149096 - 10/06/17 07:49 PM Re: KDFI Record Retention Schedule tryin2comply
Elwood P. Dowd Offline
10K Club
Elwood P. Dowd
Joined: Aug 2001
Posts: 21,939
Next to Harvey
KDFI could define it. Call them.
_________________________
In this world you must be oh so smart or oh so pleasant. Well, for years I was smart. I recommend pleasant.

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