1. Loan Servicing User Guide
  2. Customer Service
  3. Customer Service screen’s Customer Service tab
  4. Tracking Attributes sub tab

4.5.6 Tracking Attributes sub tab

The Tracking Attributes screen enables you to link information to an account that is not tracked by default in the system, but is part of your company’s business practices; for example, the location of important documents, how customers receive pay checks, or the hint questions for remembering a PIN. Such attributes are defined during system setup.
The Tracking Attributes for Loan 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 use the Customer Service screen’s Tracking Attributes screen

  1. Open the Customer Service screen and load the account you want to work with.
  2. Click the Customer Service tab, then click Tracking Attributes sub tab.
  3. Click Load Tracking. The system loads the tracking parameters.

    Figure 4-8 Customer Service - Tracking Attributes


    Description of Figure 4-8 follows
    Description of "Figure 4-8 Customer Service - Tracking Attributes"

  4. Complete Tracking section by entering the requested parameter in the Value field.
  5. Save any changes you made to the account.

Parent topic: Customer Service screen’s Customer Service tab