A disconnected bank can still have historical activity in Institution. The disconnect confirmation explains that posted, reviewed, reconciled and locked history remains available, while eligible imports may leave active views.
- Select the company that owned the connection and open the relevant account or transaction view.
- Use the account and date filters to find the historical period. Check the record’s review or posting state when deciding why it remains.
- Compare the remaining activity with the disconnect cleanup result before reporting a missing or unexpected row.
Retained history supports the books and audit trail. If a retained transaction is incorrect, use its proper correction workflow and current permissions. Repeatedly disconnecting cannot replace a financial correction.
Before reconnecting
Check which account mappings and source periods already exist. A reconnection should restore authorized feed access; it should not be used to assume a clean, empty account. Review duplicate candidates when new feed activity overlaps historical imports.
If you believe a protected record disappeared, provide its date, amount, account and prior status to support. If only an unreviewed import left an active view, include the cleanup notice so support can assess that specific result.
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