Mandate Renewal Mechanism (LEM)

What is it ❓

The Mandate Renewal Mechanism helps you renew mandates, keep a clear history of Renewal dates and Expiry dates, and make corrections when needed. It replaces the one-value “last renewal” approach with a proper, auditable history so you can track every renewal over time.

Why it matters: Some organizations need to renew before expiry and still keep every past renewal on record—now you can, with a simple UI and structured history.

What’s new ⭐

• Single pop-in to manage both Renewal and Expiry dates together.
• Full history of renewal entries; each renew entry is paired with an associated expiry value.
• Delete a renewal value and its associated expiry in one action.
• Rectify wrong expiry for a given historized entry (with existing constraints).
• Renew before expiry is supported.

Before you start ☝

• Ensure you have permission to edit mandates in LEM.
• Confirm your organization’s naming consistency for the “Renew Date” pop-in (matches “Initial Date”).
• If migrating from older data, note that legacy entries will appear with a proper history (see Admin & Migration below).

Renew a mandate (end-users) ✍

1. Open the Mandate you want to renew.
2. Click Renew to open the unified pop-in (Renewal + Expiry).
3. Enter the Renewal date and the new Expiry date:
   • You may renew even if the current mandate hasn’t expired yet.
   • Dates must follow your organization’s format/policy. ☝
4. Click Save. Your renewal is added to the history with its associated expiry.

Tip: Keep internal guidelines handy for how far in advance to renew. ✅

View renewal & expiry history ✨

Each renewal creates a new line in the history, pairing:

• Renewal date
• Associated expiry date (can be empty for older migrated items; see migration note).

You can review the full list of historized values in the history view.

Edit an expiry date ✂️

If an expiry value is wrong for a given entry, you can rectify the expiry (subject to existing constraints).

1. Open the mandate’s history.
2. Select the entry and choose Edit expiry.
3. Set the correct date and Save.

Note: In v1, rectifying the renewal date itself is not supported. ❗

Delete a renewal + its expiry ❌

Use this when a renewal was recorded by mistake and you need to remove both values:

1. Open the mandate’s history.
2. Choose the target entry and click Delete.
3. Confirm to remove the renewal value and its associated expiry in one action.

Limitations (v1) ⛔

• No rectification of renewal date in v1 (expiry rectification only).
• Translations and final designs for the history section may evolve prior to MEP.

FAQ ❔

Can I renew before the current mandate expires?
Yes. Early renewal is supported and recorded as a new entry in the history. ✅

Where do I see past renewals?
In the history view for the mandate. Each entry shows a renew date with its linked expiry.{index=20}

Can I fix a wrong entry?
You can edit expiry on an entry. In v1 you cannot edit the renewal date itself. ❗