Account Detail Screen |
  
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Navigation: Loans > Loan Screens > Account Information Screen Group >
Account Detail Screen |
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The Loans > Account Information > Account Detail screen is the main screen in the Loan system. This screen displays detail information about loans. Some fields are file maintainable from this screen, but other fields require transactions to change information. For example, to change the amount in the Principal Balance field, the customer must make a loan payment (either through your Web site, through a walk-in payment, mailed-in payment, etc.). Information for many of the fields on this screen is created when the loan is originated or purchased.
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At the top of each screen is the Account Status line.
The tabs on this screen are as follows:
See also:
Special Delinquency Calculations for Consumer Loans
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Record Identification: The fields on this screen are stored in the FPLN, FPML, FPND, FPNA, FPP0, and FPE0 records (Loan Master, Miscellaneous Loan Fields, CIF Name, CIF Address, CIF Phone Numbers, CIF Email Addresses). You can run reports for these records through GOLDMiner or GOLDWriter. See FPLN, FPML, FPND, FPNA, FPP0, and FPE0 in the Mnemonic Dictionary for a list of all available fields in these records. Also see field descriptions in this help manual for mnemonics to include in reports. |
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In order to use this screen, your institution must:
•Subscribe to it on the Security > Subscribe To Mini-Applications screen.
•Set up employees and/or profiles with either Inquire (read-only) or Maintain (edit) security for it on the CIM GOLD tab of the Security > Setup screen.
•Set up the desired field level security in the FPML, FPND, FPNA, FPP0, and FPE0 records on the Field Level Security screen/tab. |
