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Active and inactive exemption certificates

This article applies to:Exemption Certificate Management Pro

When you upload a new certificate in ECM, the new certificate doesn't automatically replace the existing one. ECM uses a set of rules to determine if the pending or historical certificate is the active exemption certificate.

Understand active, inactive, and partially active exemption certificates

Every exemption certificate should be attached to at least one customer record. Once attached, a certificate is considered one of the following:

  • Active - The certificate is the best one to support the customer's exempt status.
  • Inactive - The certificate is attached to the customer, but is not the best certificate to support the customer's exempt status.
  • Partially active - The certificate is attached to more than one customer record and is active for one but inactive for another.

ECM uses a set of rules to determine which certificate is active for a customer record. Following are the considerations to determine an active and inactive certificate:

Is the new certificate valid? 

In the examples below, A is the existing certificate and B is the newly uploaded certificate.

  • If either A or B is valid, the valid certificate becomes the active certificate and the invalid certificate becomes inactive.
  • If both A and B are valid or invalid, proceed to the next question.

Is the new certificate expired? 

 In the examples below, A is the existing certificate and B is the newly uploaded certificate.

  • If either A or B is expired, the certificate which is not expired becomes the active certificate and the expired certificate becomes inactive.
  • If both A and B are expired, proceed to the next question.
  • If both A and B are not expired, proceed to the next question.

What is the sign date on the certificate?

In the examples below, A is the existing certificate and B is the newly uploaded certificate. 

  • If A’s sign date was more recent than B’s sign date, A is the active certificate and B becomes inactive.
  • If B’s sign date was more recent than A’s sign date, B is the active certificate and A becomes inactive.
  •  If A and B have the same sign date, proceed to the next question.

What is the expiration date on the certificate?

In the examples below, A is the existing certificate and B is the newly uploaded certificate. 

  • If A’s expiration date is later than B’s sign date, A is the active certificate and B becomes inactive.
  •  If B’s expiration date is later than A’s sign date, B is the active certificate and A becomes inactive.
  •  If A and B have the same expiration date, proceed to the next question.

What date was the certificate created?

In the examples below, A is the existing certificate and B is the newly uploaded certificate. 

  • If A’s created date was more recent than B’s sign date, A is the active certificate and B becomes inactive.
  •  If B’s created date was more recent than A’s sign date, B is the active certificate and A becomes inactive.
  •  If A and B have the same created date, proceed to the next question.

What is the certificate ID?

In the example below, A is the existing certificate and B is the newly uploaded certificate.

  • Every certificate added to ECM is assigned a certificate ID. The certificate with the highest certificate ID number becomes the active certificate, the other becomes the inactive certificate.
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