How the System Processes the Close Codes for Changing Primary Accounts Feature

• RMEx will look at accounts that closed during the day and any new business accounts loaded during the day; will change the primary to the newest open account (most recent placement date) found. (To know what accounts were closed, we will read your payments and notes added during the day).                          
• This will happen at the end of the nightly processing, after all smart codes and any special processing has completed.                                                                                                      
• RMEx will run account processing after the program to change primaries has completed.                                                                                                                                      
• The account will be notated. A note on the new primary will show old and new link numbers. 
• Changes made are not retroactive.                    

NOTE: We have provided a program to look at all existing closed primary accounts and change the primary based on the current rules you have set up in the close codes for changing primary accounts system control. This program can be ran if the rules have been changed and you need the new rules to be retro active. 

Keywords - Article Close Codes Article Close Code Primary Accounts