Plan Cleanup identifies missing or inconsistent client data that can block planning, distort a result, or require confirmation. Open the client and choose Office → Plan Cleanup before relying on Insights, Financials, Visualize, or a client deliverable.
What does Plan Cleanup check?
Plan Cleanup can flag incomplete information across accounts, investments, goals, insurance, debts, cash flow, taxes, estate planning, and beneficiaries. Current checks include missing balances, owners, subtypes, birthdays, model portfolios, ticker data, debt rates or payments, insurance benefits or premiums, property-policy links, goal funding, tax-scenario selection, estate review, and beneficiary information.
Items marked Blocks analysis prevent specific dependent Insights from being treated as reliable. Other findings may distort results or need confirmation without blocking every analysis in the client file.
How do I resolve a Plan Cleanup item?
Open Office → Plan Cleanup.
Expand the finding group.
Read what the missing field affects.
Confirm the named client record is the correct subject.
Enter the supported value directly in Plan Cleanup, or use the action link to open the full source record.
Save the change.
Return to Plan Cleanup and confirm the open count and evaluation receipt changed.
Recheck the affected Financials, Visualize, Goal, Insurance, Tax, or Insights result.
Plan Cleanup supports direct edits for selected fields such as insurance coverage or premiums, debt rates or payments, model portfolios, and asset balances. Other findings route you to the appropriate source record.
When should I dismiss a finding?
Choose Dismiss only after confirming that the finding does not require a source-data correction for this client. Dismissal hides the item from the open list; it does not complete the missing data and does not prove the plan is clear.
If live findings remain handled or dismissed, Plan Cleanup says No cleanup items are currently open but does not mark the plan clear. Correct the source whenever the information is known and material.
What do the verification results mean?
No material cleanup issues found means all applicable checks completed without an open finding.
No cleanup items are currently open can mean findings remain handled or dismissed; the plan is not marked clear.
Plan cleanup could not be fully verified means one or more checks were blocked or errored. The plan is not marked clear.
The evaluation receipt lists checks passed, not applicable, blocked, or errored.
A finding can disappear after a valid correction because Kerdora reevaluates the current source data. If it remains, reopen the source and verify the exact field, subject, and plan inclusion.
What is the difference between Plan Cleanup and Insights?
Plan Cleanup addresses data readiness. Insights identifies planning gaps or opportunities after the available inputs can support the conclusion. Resolve material Plan Cleanup findings first so missing data does not masquerade as advice.
Related articles
The Office Tab: Your Advisor-Only Command Center
Insights: Finding Planning Gaps and Opportunities
The Financials Tab: Client-Ready Plan Summaries
The Visualize Tab: Seeing the Plan as a System