LoanPro Archive Process

This needs to be completed for AWL & WithU

Below are the steps for the Archive Process:

Identify LoanPro LoanIDs to Archive
1. Loans where closed date is greater than 8 months in the past
2. Loan cannot be closed in the current calendar year
Download excel template from LoanPro
1. Settings>Import>Instructions & Samples>Loan Account>Tools>Actions
Create excel for import
1. Action = update
2. loanId = LoanPro LoanID
3. tool = archive
Run Import on the corresponding Tenant
1. Loan Account > Tools > Actions
Run a sample file with only 1 loan to validate
Validate in UI / Database / etc.
Run larger import file for the remaining loans
1. Run a 2nd file of 1,000 loans
Validate in UI / Database / etc.
Run a 3rd import with remaining ≈85k loans
Validate in UI / Database / etc.

Quiry to get list of IDs to archive:

SELECT
le.display_id
, lse.loan_id
, 1 AS 'count'
, ls.title AS 'Status'
, lsse.title AS 'SubStatus'
, lse.loan_status_id
, lse.loan_sub_status_id
, ISNULL(lse.closed_date,0) AS 'ClosedDate'
FROM loanpro..loan_settings_entity lse
JOIN loanpro..loan_status_entity ls
ON ls.id = lse.loan_status_id
JOIN loanpro..loan_sub_status_entity lsse
ON lsse.id = lse.loan_sub_status_id
join loanpro..loan_entity le
on le.settings_id = lse.id
and le.archived = 0
and le.mod_id is null
and le.deleted = 0
where
lse.loan_status_id not in ('1', '10')
AND lse.closed_date < '09/01/2022'
order by lse.closed_date DESC

https://otoeconfluence.caliberfs.com/display/ITOPS/LoanPro+Archive+Process