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  1. UX Product
  2. UXPROD-2646

Future Fees/Fines: Delete fee/fine data after interval set by institution

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    Details

    • Template:
      UXPROD features
    • Epic Link:
    • Development Team:
      UNAM
    • Calculated Total Rank:
      20
    • Kiwi Planning Points (DO NOT CHANGE):
      10
    • PO Rank:
      0
    • Rank: Chalmers (Impl Aut 2019):
      R1
    • Rank: Chicago (MVP Sum 2020):
      R4
    • Rank: Cornell (Full Sum 2021):
      R4
    • Rank: Duke (Full Sum 2021):
      R4
    • Rank: 5Colleges (Full Jul 2021):
      R4
    • Rank: GBV (MVP Sum 2020):
      R5
    • Rank: Grand Valley (Full Sum 2021):
      R4
    • Rank: Mainz (Full TBD):
      R3
    • Rank: MO State (MVP June 2020):
      R4
    • Rank: U of AL (MVP Oct 2020):
      R4

      Description

      Update on September 3, 2020

      Holly presented this topic to the RA SIG on September 3, 2020. See her slide deck at https://docs.google.com/presentation/d/1gCwAlZ-UTUHj_65EshjHRKcIu0oFLIDPijqvJzS1nXw/edit?usp=sharing (with decisions documented in blue text). We need to "scrub" fee/fine data in two ways:

      1. Scrub the loan information X intervals after the fee/fine has been closed (which is covered by UXPROD-1853).
      2. Delete the fee/fine record X intervals after it has been closed (which is covered by new feature UXPROD-2646).

      After a certain period of time has passed, an institution may want to delete fees/fines that have been closed for a certain interval. For tax purposes a US library may need to keep the transactions for 7-10 years, but a library in another country might not want to keep the fees/fines around that long.

      After the fee/fine record has been anonymized (identifying loan data removed), the institution may elect to keep the fee/fine records as an indicator of how many overdue fines or lost item fines that patron has incurred, or how often they have had fees/fines waived, cancelled, refunded, etc.

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                Assignee:
                hollyolepm Holly Mistlebauer
                Reporter:
                ecboettcher Emma Boettcher
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                  Updated:

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