16.4.8 Account Details Tab
The Account Conversion Account’s screen allows you to view and add comments regarding an account at any time.
To complete the Account Details section
- Click Servicing > Servicing > Interfaces > Conversion > Account Boarding > Accounts link.
The Account screen contains the following sub screens:
- Conditions
- Balances
- Transactions
- ACH
- Bankruptcy
- Charge off
- Compensation
- Line of credit Details
- Tracking Attributes
- Perform any of the Basic Operations mentioned in Navigation chapter.
A brief description of the fields is given below:
Table 16-14 Account Details
Field Do this Account# View the value entered in Xref field. Status Select the account status. Effective Dt Enter the effective date of the account. Paid Off Dt Enter the paid off date of the PAID account. Pool Enter the pool the account is in. 30 Enter the number of times 30 days delinquent over the life of the account. 60 Enter the number of times 60 days delinquent over the life of the account. 90 Enter the number of times 90 days delinquent over the life of the account. 120 Enter the number of times 120 days delinquent over the life of the account. Next Due Dt Enter the Next Due date. Last Pmt Amt Enter the last payment amount. Due Day Enter the due day of the account. Last Activity Dt Enter the date of last activity on the account. Maturity Dt Enter the maturity date of the account. Last Pmt Dt Enter the date the last payment was received. Excess Amt Pd Enter the amount paid that needs to be applied towards future due dates. - Perform any of the Basic Actions mentioned in Navigation chapter.
- In the Extensions block, perform any of the Basic Operations mentioned in Navigation chapter.
A brief description of the fields is given below:
Table 16-15 Extensions
Field Do this # of Extensions (Year) Enter the number of times extensions granted (year). # of Extensions (Life) Enter the number of times extensions granted (life). # of Extension Term (Year) Enter the number of terms extensions granted (year). # of Extension Term (Life) Enter the number of terms extensions granted (life). Last Extn Dt View the last extension date. - Perform any of the Basic Actions mentioned in Navigation chapter.
- In the Due Dates block, perform any of the Basic Operations mentioned in Navigation chapter.
A brief description of the fields is given below:
Table 16-16 Due Dates
Field Do this Due Dt 1 Enter the latest due date for which the account is due. Amt Due 1 Enter the amount due on the latest due date of the account. Amt Paid 1 Enter the amount paid on the latest due date of the account. Due Dt 2 Enter the (latest - 1) due date of the account. Amt Due 2 Enter the amount due on the (latest -1) due date of the account. Amt Paid 2 Enter the amount paid on the (latest - 1) due date of the account. Due Dt 3 Enter the (latest - 2) due date of the account. Amt Due 3 Enter the amount due on the (latest -2) due date of the account. Amt Paid 3 Enter the amount paid on the (latest - 2) due date of the account. Due Dt 4 Enter the (latest - 3) due date of the account. Amt Due 4 Enter the amount due on the (latest -3) due date of the account. Amt Paid 4 Enter the amount paid on the (latest - 3) due date of the account. Due Dt 5 Enter the (latest - 4 cycle) due date of the account. Amt Due 5 Enter the total due amount less the sum of the last 4 due amounts on the account. Amt Paid 5 Enter the amount paid on the account till date less the value in paid buckets 1 through 4. - Perform any of the Basic Actions mentioned in Navigation chapter.
- In the Conditions block, perform any of the Basic Operations mentioned in Navigation chapter.
A brief description of the fields is given below.
Table 16-17 Conditions
Field Do this Condition View the condition. Start Dt View the start date. Followup Dt View the next follow-up date. - Perform any of the Basic Actions mentioned in Navigation chapter.
Parent topic: Account Conversion