Statement Hold Code Restrictions Screen |
  
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Navigation: Loans > Loan Screens > System Setup Screens >
Statement Hold Code Restrictions Screen |
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Use this Loans > System Setup screen to indicate restrictions that should be placed on statement distributions if certain hold codes are active on customer accounts.
Loans > System Setup Screens > Statement Hold Code Restrictions Screen
Hold codes on individual customer accounts can be viewed and edited on the Loans > Account Information > Account Detail screen. If a hold code designated on this screen is active on a customer account, that customer account will only distribute paper statements regardless of what is entered in the Statements field on the CIF tab of the Loans > Marketing and Collections screen.
For example, if "2 - Charge-Off" is added to the list view on this screen, the statement distribution for any account with a Charge-Off hold code at your institution will be restricted to printed paper.
To add a hold code to the list view on this screen, click <Create New>, select a Hold Code (mnemonic SRCDX1), and click <Save Changes>. Click any column header to organize the list view by that column's information type.
See the Hold Code help page for a complete list of all hold codes available for selection on this screen.
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Record Identification: The fields on this screen are stored in the CSSR record (Statement Hold Code Restrictions). You can run reports for this record through GOLDMiner or GOLDWriter. See CSSR 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. |
