Signature Loan Details Screen |
  
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Navigation: Loans > Loan Screens > Account Information Screen Group >
Signature Loan Details Screen |
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The Signature Loan Details screen is only available for specific types of loans called Signature Loans. These loans use Payment Method 16. Two main features of signature loans include:
•No collateral required from the customer.
•The loan payment frequency can be adjusted while the loan is active.
The following is an example of this screen:
Click to expand.
Select an account in the Accounts list view table at the top of the screen to view and edit that account's information on this screen. See Signature Loan list views for more information about the four list views at the top of this screen (visible regardless of which tab is selected).
The buttons on the bottom of the screen open other CIM screens when clicked:
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Loans > History screen |
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Customer Relationship Management > Households screen |
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Loans > Transactions > EZPay screen |
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Loans > Payoff screen |
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Allows you to view all e-Statements on the customer account. For more information about e-statements, see the Remote > E-Statement Reference Guide on DocsOnWeb. |
The tabs on this screen are listed below:
*Note: In CIM GOLD versions 7.9.3 and above, the Late Fees/ACH tab no longer exists and has been replaced with the Late Fees, ACH Payments, and Card Payments tabs. If your institution is using CIM GOLD version 7.9.3 or higher, see help for those three tabs instead of help for the Late Fees/ACH tab.
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Record Identification: The fields on this screen are stored in the FPLN, FPPO, FPML, FPBT, FPRA, CSOT, CSPR, and FPF1 records (Loan Master, Payoff, Miscellaneous Loan Fields, Bank Table, Recurring ACH Information, Loan Origination Tracking, Personal References, Amortizing Fees). You can run reports for these records through GOLDMiner or GOLDWriter. See FPLN, FPPO, FPML, FPBT, FPRA, CSOT, CSPR and FPF1 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, CSOT, CSPR and FPF1 record on the Field Level Security screen/tab. |
