Member Service Denial Notices

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CDNPRO-01

Denied Application Processing

13

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This screen appears when you use Denied Services (F10) on the initial Membership Services screen, or when you click Deny Membership on the Verify Membership Creation screen.

Check out the video related to this topic: Denying a Membership Application (More videos below!)

Screen Overview

This is the first of several screens used to generate and track laser-printed denial notices for applications other than loan applications handled through the Lending software.

Notice types are credit union-configured, and can include notices for denied checking accounts, ATM cards, Debit cards, applications for membership, or other related member services. Any notice generated is added to a report which can be produced each month to show any applications denied during the month.

First enter the Corporate ID to control which CU name appears on the printed form. Enter the account base (for a member) or Social Security number (for a non-member), then enter one of your credit union's configured Denial Notice Type codes (click the lookup button images\magnifyingglasslookup_shg.gif to see a list of your credit union's configured codes). Also enter the date on which the original application was made (mmddyy).

Before proceeding, use Enter to verify all entries. If an account base was entered, the system will display the member's name and the description of the notice type selected. If a new non-member was entered, a non-member information screen will appear first to allow you to record a name, address, and other basic information into your master non-member database.

If the information shown is correct, use Accept (F10)to proceed to the next screen.

Additional Video Resources

View more membership application-processing videos.

Visit the Show Me the Steps video library to view more videos!

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#CDNPRO-01.htm