Client Code Setup Screen |
  
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Navigation: Loans > Loan Screens > System Setup Screens >
Client Code Setup Screen |
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The System Setup > Client Code Setup screen is a variable screen that is used to designate which client codes are available to select in certain fields throughout the Loan system.
For example, you can designate which hold/action codes appear in the Hold Code and Action Code fields on the Loans > Account Information > Actions, Holds and Event Letters screen.
This screen is only available to employees at your institution who have security to use this screen. Any information that is changed on this screen by one employee will affect the CIM GOLD screens and fields for everyone at your institution.
This screen combines both institution-defined descriptions for fields and GOLDPoint System-established descriptions for fields.
Use the Data to choose selections for field at the top of this screen to indicate which type of client codes to set up from this screen. Possible selections in this field are listed below. Follow the links for more information about the functions and appearance of the screen that correspond to each selection:
Account Adjustment Reason Codes
Consumer Information Indicator
Tran 660-678 Descriptions - help documentation currently unavailable
Example:
You want to establish which action codes appear in the Action Code field that is found on various screens in CIM GOLD, specifically the Actions, Holds and Event Letters screen. You are in charge of setting this up for everyone at your institution. You want to create some action codes that are specific to your institution as well as GOLDPoint System-defined action codes. To do so, you would complete the following steps:
1.Access the Loans > System Setup Screens, click the list icon 
, and select "Action Code Descriptions."
2.Click 
and fill in the fields with the action code information you want added to the system.
3.After the institution-defined action codes have been set up, access the Loans > System Setup Screens then click the list icon , and select "Client Code Setup."
4.In the Data to choose selections for field, click the list icon and select "Loan Action Codes." All of the action codes—both the ones your institution defined on the Loans > System Setup Screens > Action Code Descriptions screen and the ones already defined by GOLDPoint Systems—will appear.
5.Check the box next to all the action codes you want to appear in the Action Code field as found on other screens in the Loan System. Note: These action codes will appear for all CIM GOLD users at your institution.
6.Click 
to save your changes.
In order to use this screen, your institution must:
•Subscribe to System Setup Screens on the Security > Subscribe To Mini-Applications screen.
•Set up employees and/or profiles with either Inquire (read-only) or Maintain (edit) security for System Setup Screens on the CIM GOLD tab of the Security > Setup screen. |
