The user can search or filter servicing transactions that have been worked on and view the current status of the servicing transaction through Servicing Transaction Inquiry. This screen displays all the servicing transactions.

The user can search for a specific servicing transaction by using the filters for Service Reference, Account Number, or Customer ID from the drop-down.

Refresh - The user stays on the screen while the data is continuously refreshed. However, when the screen is closed and reopened, the data is automatically refreshed.

Filter By Status - Pending Approval, Handoff in Progress, Failed, Rejected, In Progress, and Approved are included in the drop-down list. With one filter criteria or multiple, you will fetch the results from the searches.

The following information is displayed on the screen:

• Service Reference
• Process Name
• Stage
• Status
• Customer ID
• Account Number
• Owner
• Details

Figure 1-9 Servicing Transaction Inquiry

Description of "Figure 1-9 Servicing Transaction Inquiry"

When the user clicks the Details button on a transaction, the audit details of that transaction are displayed on the screen.

• Process Name
• Service Reference
• Application Status
• Stage
• Date and Time
• User ID
• Status
• Outcome

Figure 1-10 Transaction Details

Description of "Figure 1-10 Transaction Details"