Use these commands to import, archive, validate, back up, and transfer DB Precision data.

• Import: Import participant data for the opened Sponsor.
• Data Cleanup Wizard: Run the Data Cleanup Wizard to identify and fix potential participant data problems with the opened Sponsor.
• Delete Reported Amounts: Delete Reported Amounts for participants based upon criteria that you specify.
• Person Notes Import: Import multiple Person Notes from a file.
• Benefit Allocation Import: Import benefit payment allocations for different depository institutions or payees.
• Sponsor Contact Import: Import multiple sponsor contacts for a Plan Sponsor.

• Import: Import multiple archives for participants of the opened Sponsor.
  • Archive Import FAQ: Review common questions about importing archive files.
• Export: Export Person archive documents in bulk.
• QR Code: Add Archive Images to DB Precision and associate to people and Worktrack tasks by scanning embedded QR Codes.

• Check Sponsor Group: Run validation checks for participants of the opened Sponsor.
• Find Duplicate People: Check for participants that have been incorrectly double-counted within the Sponsor.

• Delete All People: Delete all participants associated with the open Sponsor.
• Find People in Other Sponsors: Check for participants within a Sponsor that are also participants of another Sponsor.

• Manage Backups: Backup or restore data for the opened Sponsor.
• Transfer: Transfer data between other database instances of the DB Precision database.