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. For more information, refer to Consolidated Payoff Quote 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: