Invalidate a financial profile record

You cannot delete an employment, income, expense or financial resource record from a person's financial profile. If the record was entered incorrectly, you invalidate the record. When you do this, "incorrect" appears in the history screen instead of an edit link. An invalid record may not be updated further. Once you invalidate the incorrect record, you can create a new record with the correct information.

Invalidate a financial record as follows:

1. Click the search header link display the person's financial profile. The Person Overview screen appears.

2. Click the Financial link. The Financial Profile screen appears.

3. Click the tab which has the record you want to invalidate.

4. Click the select for the record you want to invalidate. The details of that record appear.

5. Check the Created In Error box.

6. In the confirmation, click OK to verify you want to invalidate this record.

7. Click Save. You are returned to the screen that displays the list of records. The label "Incorrect" appears in the next to the invalid record.