Archive and export

Ordinary Dividend & CA No Action archive

  • The CA No Action archive is a dedicated, read-only, paginated view separate from the main Special CA queue; it can be searched by Company name and filtered by date range.
  • The Ordinary Dividend tab is a read-only, paginated and sortable table that can be searched by Company name and filtered by Action type (dividend sub-type), Effective date and Record date; it shows a last-update indicator with manual refresh.

πŸ–ΌοΈ Screenshot placeholder β€” CA No Action / Ordinary Dividend archive view.


Deleting and archiving records

  • A record can be deleted via a confirmation modal that requires a mandatory reason; it is soft-deleted and removed from the active view (not physically destroyed).
  • A dedicated Archive view lists Deleted and Auto-archived records, filterable, with the LPOI scope restriction applied the same way as the main list.
  • Records are automatically archived 90 days after becoming Rejected or Deleted β€” no manual action required.

πŸ–ΌοΈ Screenshot placeholder β€” delete confirmation modal with the mandatory reason field. πŸ–ΌοΈ Screenshot placeholder β€” Archive view listing deleted / auto-archived records.


Exporting data

  1. On the Unified Alert Page, click Export (shown only when at least one record is visible and you are authorised to export).
  2. Choose CSV or XLSX from the format selector and confirm.
  3. The download starts within a few seconds. The exported file mirrors exactly the records currently visible β€” active filters, sort order and role scope (e.g. an LPOI Analyst only exports GEM-scope records) are all applied.
  4. The filename follows the convention Export_CA_YYYYMMDD_HHMM.