How does Core iQ determine whether a customer is a Current or Past Relationship?

Within Core iQ, any customer can either be a Current Relationship or a Past Relationship. This designation is simply based on whether that customer has any Active product relationships or not. Whether those products are Core Deposit or just Ancillaries, it doesn’t matter. If the customer has at least one Active product of any type, they will be considered a Current Relationship in Core iQ. Any audience for which they qualify will continue to queue items for them based on their open or closed accounts.