Inactive/Dormant Accounts (FPSDR048) |
  
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Inactive/Dormant Accounts (FPSDR048) |
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Availability
This report is normally run monthly in the afterhours. Consult your GOLDPoint Systems banking consultant about how you want to schedule this report.
Purpose
The Inactive/Dormant Accounts report provides information on accounts that have an inactive or dormant status. The length of time varies by the type of account and is controlled by the inactive and dormant term fields present on each account. Closed accounts are excluded from this report. Accounts that were inactive or dormant during the month and then became active are included on this report.
The report is sorted by account number unless the institution requests a different sort.
In addition to the standard sort fields, sorts may be done by inactive/dormant status (length=1)(80) and by date the account went inactive or dormant (length=4)(81).
Report Column Information
See FPSDR048 Example for an example of this report.
Column |
Description |
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Account Number |
This is the office number (DMACTO), account number (DMACTA), and check digit (DMCKDG) for the account. |
Short Name |
This is the short name of the IRS owner of the account, taken from the CIF System (SHNAME). |
Household Number |
This is the household number in which this account resides, taken from the CIF System (MNHHLD). |
Current Balance |
This is the current balance of the account, taken from the Current Balance field (DMCRBL) on the Deposit Master Fields screen (function 1/2). |
Dte Last Contact |
This is the date the customer was last contacted by the institution, taken from the Last Contact field on the Account Activity Fields screen (function 36). |
Inactive/Dorm. Date |
This is calculated by using the Last Contact and Term Until Dormantfields from the Account Activity Fields screen (function 36). |
Hold Codes |
There are 11 separate columns here for a possible 11 hold codes to be displayed on the report for a single account. The system will allow up to 12 hold codes per account, but only 11 can be displayed on the report. These codes are taken from the Hold/Action Codes screen (function 11/12). |
Account Status |
This is the status of the account on this line. It will be either INACTIV, DORMANT, WASINAC, or WASDORM. |
Prod |
This is the product code for the account. It is pulled from the Product Code field (DMPDCD) on the Deposit Master Fields screen (function 1/2). |
Totals and Subtotals Provided
Institution totals are provided at the end of the report for the total number of accounts read, and the total number of accounts that were inactive or dormant.