Reason For Change Screen |
  
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Navigation: Loans > Loan Screens > System Setup Screens >
Reason For Change Screen |
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Use this Loans > System Setup screen to set up institution-defined reason codes. These reason codes are used on the Options/Balance Information tab of the Loans > Cards and Promotions screen to indicate why certain file maintenance was performed on a customer account.
This information is primarily used by your institution for reference purposes.
Loans > System Setup Screens > Reason For Change Screen
Reason codes are created and added to the list view on this screen by clicking <Create New>, entering institution-defined information in the fields on this screen, and clicking <Save Changes>. The information displayed in the list view corresponds directly to the other fields on this screen. Select a reason code in the list view to edit that code's Description and/or Opt Out status.
Use the Opt Out field to indicate whether the reason code being created/edited is a change that can be opted out of.
Click any column header to organize the list view by that column's information type.
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Record Identification: The fields on this screen are stored in the CSRC record (Reason For Change). You can run reports for this record through GOLDMiner or GOLDWriter. See CSRC in the Mnemonic Dictionary for a list of all available fields in this record. 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 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. |
