5.3.12 Master Account tab
The Master Account tab in Customer Credit Limit screen displays all the Customer / Business Master Accounts and its associated accounts maintained in the system.
Using the Master Account tab, you can generate a consolidated payoff quote for a selected combination of master and its associated accounts. You can also post account terminate transaction for lease accounts. For more information, refer to Consolidated Payoff Quote and Terminate Multi Account section.
In the Master Account Details section, you can view the following information:
Table 5-2 Master Account Details
| In this field | View this |
|---|---|
| Account # |
The master account number. Clicking on the hyperlink opens the respective account in Customer Servicing screen. |
| Title | The title of the account. |
| Relation | Customer’s relationship to the account. |
| Product | The type of product associated with the account. |
| Currency | The disbursement currency. |
| Billing Cycle | The billing frequency. |
| Delq Days | The number of days the account has been delinquent. |
| Pay Off Amount | The total pay off amount on the account. |
| Amount Due | The total amount due on the account. |
| Oldest Due Dt | The oldest payment due date on the account. |
| Status | The status of the account. |
| Asset Type | The type of asset associated with the account. |
| Asset Sub Type | The asset sub type. |
| Collateral Description |
Details of primary collateral associated with account. In case of Home Collateral, no Collateral Description is displayed. |
| Identification # | The identification number of the asset. |
| Company | The portfolio company. |
| Branch | The portfolio branch. |
| Product Type | The product type of Master Account. |
| Funding Type | The funding type as either OPEN ENDED or CLOSED ENDED. |
This section consists of the following topics: