Deleting trust and company organisation links 043-04150030

Is the link to be deleted due to being linked to a multiple or intertwined Centrelink CRN?

Note: for multiple organisation records, see Searching for and indexing private trusts and companies.

• Yes, replicate all coding from the multiple CRN to the primary CRN. Go to Step 5
• No, go to Step 2

Has any attribution or distribution data (including zeros) been recorded on the Trust/Company Attribution (TRA), Trust/Company Distribution (TRD) or Trust/Company Liabilities (TRLD) screens?

• Yes, go to Step 4
• No, go to Step 3

Was link created incorrectly (for example, the wrong CRN was coded)?

• Yes, go to Step 5
• No, go to Step 4

Code '0' (zero) in the attribution and distribution fields (and liabilities, if appropriate) on the Trust/Company Attribution (TRA), Trust/Company Distribution (TRD) and Trust/Company Liabilities (TRLD) screens.

If this is a final distribution and it is confirmed that the entity has been wound up, code a 'Y' on the Wound-up Indicator on the T&C Miscellaneous Details (TRMD) screen.

Procedure ends here.

Before deleting a trust or company link, check the TTL screen to ensure any ripples to the customers have been received and are completed.

Go to the TTL screen of the customer record.

The ripple triggers from an entity (organisation) to a customer show up in the 'EDX/Trig' column on the TTL screen as a 'RIPUPD' trigger. No other types of triggers will affect the deletion of these links.

If the status of the 'RIPUPD' is #COM, then the rippled data should show on the Trust/Company Income/Assets Summary (TRCIAS) screen of the customer. The trigger has completed and the links can be deleted.

If the status of the 'RIPUPD' is not #COM, take action to ensure the 'RIPUPD' trigger is finalised before deleting the links.

LS screen

Go to Links Summary (LS) screen of the organisation record (in Environment 'A').

• Code 'S' in the line to be deleted

OCL screen

The Other Customer Links (OCL) screen will then be displayed:

• Code 'D' in the Action: field. The Confirm Delete: field will appear
• Code 'Y' in the Confirm Delete: field

The link will remain on the LS screen, but it will be hidden.

Check that the link has been deleted by coding a 'Y' in the Display all: field on the LS screen of the organisation record.

The deleted link will be shown in a different colour and will be protected.

Record the details of deletion on a DOC.