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Delete Transactions & Certificates

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  • Updated

Maintain the accuracy of the Securities ledger by removing incorrect or outdated transaction records with precision.

Overview

Deleting transactions allows users to correct errors within the Securities > Ownership section. When initiating a deletion, the system provides a preview of how the change will impact downstream Certificates and Shareholdings.

Availability: All customers.

Access the Transactions Tab

To begin the deletion process, navigate to the specific Entity and locate the target record.

  1. Click the Securities tab in the left sidebar and select Ownership from the dropdown menu

  2. Select the appropriate Class from the top dropdown menu

  3. Click the Transactions tab at the top center of the screen

Initiate Deletion

  1. Locate the Transaction requiring deletion

  2. Click the Trash icon located on the far right of the row

  3. Review the Delete Preview modal to understand the impact on Certificates and Holdings

Follow the steps below to perform deletions safely and effectively. There are 2 types of transaction deletions in Athennian: Delete and Admin Delete.

Perform a (Cascade) Delete

Delete removes the selected Transaction or Certificate and reverses all downstream transactions and certificates affected by it. Use this option to reset impacted records entirely, as it has a cascading effect.

  1. Review the cascading repercussions displayed in the Delete Preview modal

  2. Click Delete to confirm the removal and reset affected records

Note: Pressing Delete will permanently delete all the Transaction and Certificate records showing on the modal. Proceed with caution.

Perform an Admin Delete

Admin Delete removes only the selected Transaction and Certificate, leaving downstream transactions intact.

Note: Admin Delete is only available to Administrators. Using this feature will leave downstream records, such as following Transactions or related Certificates, in an Invalid state which may require manual remediation. Only proceed when sure, as this action is irreversible.

  1. Click the Admin Delete button in the bottom left corner of the Delete Preview modal

  2. Review the Admin Delete Preview modal to confirm that only the selected transaction will be deleted

  3. Click Admin Delete to proceed

Video Instructions