Tracking sub tab

4.15.2 Tracking sub tab

With the Tracking sub screen, you can view collateral or asset tracking details to an account, such as the location of title, liens, and insurance information.

The Tracking Attributes for Line of credit accounts in this screen can also be loaded in bulk through file upload process. While doing so, ensure that the input data file definitions are in sync with attribute names. Before processing the bulk upload, system validates if the Tracking Attributes are already loaded. If not, system loads the Tracking Attributes and then updates the details.

To view the collateral or asset tracking for an account

Open the Customer Service screen and load the account you want to work with.
On the Customer Service screen, click Collateral tab.
On the available screen (Vehicle, Home, or Other), click the Tracking sub tab.

On the Tracking sub screen, enter, view, or edit the following information:

Table 4-94 Tracking

In this field	View this
Tracking Items section
Select	If selected, indicates that this is the current record.
Tracking Item	The tracking type.
Disposition	The disposition.
Start Dt	The tracking start date.
End Dt	The tracking end date.
Follow-up Dt	The next follow-up date.
Comment	Comments if any.
Tracking Item Details section
Enabled	Select to track the information from start date in the Start Dt field.
Parameter	The parameter.
Value	The tracking parameter value.

Parent topic: Customer Service screen’s Collateral tab