7.5.7 Existing Account Sub Tab

The Existing Account Sub Tab displays the applicant's details, if it has been previously maintained in the system. Also along with the applicant's details, the account number of the applicant is displayed as a hyperlink. Clicking on the hyperlink will display the respective account details through the Customer Service screen of Servicing module.

In case you do not see a hyperlink associated with the account number, then you might have restricted access to the Servicing module. You can request your system administrator to navigate to Setup > User > Access screen, and enable the ACCESS TO SERCOLL UCS CUSTOMER SERVICE TAB option in Security Access Definition section available in the Screen tab. For more information, on defining user privileges, refer to 3.3.2 Screen section in Setup guide.

View the following details:

Table 7-12 Existing Account

Field View this
Account # The account number.
Title The account title.
Relation The customer relationship.
Product The Lease product.
Payoff Amount The payoff amount.
Amount Due The delinquent amount due.
Oldest Due Dt The due date.
Status The account status.
Company The company.
Branch The branch.
Total Pay Off Amt The payoff amount.
Total Amt Due The total due amount.