Real-World Example
A company reaches the point where inactive records should be soft-deleted or cleaned up. The platform cleanup job should apply only the intended rules and avoid removing records that still matter for billing, reporting, or consumer history.
The existing membership-expiry cleanup remains separate from failed weekly platform billing. A weekly platform case reaching Day 14 is only a review event and is never passed to cleanup automatically.
Visual Flow
How It Should Work
- It should apply cleanup only to records that meet the intended criteria.
- It should preserve history needed for billing, reporting, legal, or consumer account support.
- It should keep soft-deleted records accessible where Super Admin routes intentionally include them.
- The membership-expiry cleanup should continue to close companies only when a cancelled plan has expired with profile removal requested, or when an inactive failed membership has passed its existing grace period.
- Membership cleanup and explicit Super Admin creditor closure should use the same closure rules so creditors, consumers, billing profiles, and memberships remain consistent.
- An explicit Super Admin closure should retain consumers as Closed by Creditor for consumer-side history while removing their access from the creditor side.
- The billing case and Super Admin closure decision should remain auditable.
How It Should Not Work
- It should not permanently delete important business history without a reviewed rule.
- It should not remove active creditors, active consumers, or records still needed by scheduled jobs.
- It should not make support pages fail when viewing soft-deleted records intentionally.
- It should not send a Day 14 weekly platform case through automatic company cleanup.
- It should not close a company merely because a Super Admin marked the case reviewed, extended it, or recorded an arrangement.
Last modified on August 6, 2026
