9.2 Analysis Group Tab
The Escrow Analysis Maintenance (Analysis Group) page enables you to review and maintain escrow analysis for each account in a selected analysis group (batch).
With the Escrow Analysis Group tab, you can:
- Review the analysis results for a selected batch
- Approve the analysis
- Cancel the analysis.
An escrow analysis for a batch may retrieve more than one account. These accounts appear in the Escrow Analysis section, along with the:
- Parameters used for the analysis
- Results of the analysis (standard payment, along with additions or deductions and the resulting new payment)
- Any surplus or shortage
- Escrow items used for analysis and the disbursement rule
- Analysis details, which lists all the escrow transactions.
The system then enables you to:
- Re-analyze the account after making changes to the account on the Customer Service window if the status of the analysis is OPEN, ERROR, REVIEW or APPROVED.
- Delete an analysis.
This section consists of the following topics: