Core iQ is refreshed each time a new set of nightly import files are received and processed by the platform. Historical data is only retained for the following categories:
- Outcomes - All email and survey outcome data is kept for a minimum of one year in order to allow you to preserve this information for future analysis.
- Communications - Information relating to the communications that are sent from Core iQ, as well as contact information for those communications is kept for a minimum of one year.
- Balance History - Loan, Core Deposit, and Time Deposit balances are retained for a minimum period of six months.