Inquiry: Closed Loan and LOC Account Detail

Screen ID:  ICLACT-05
Screen Title: Closed Account Inquiry
Panel ID: 129
Tool Number: Multiple
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This screen will appear when a loan or line of credit (LOC) account type suffix is entered on the Closed Account Type screen.

This is the Account Detail screen used to display detailed information about a closed loan or LOC account.

In the Transaction Inquiry Date field at the bottom of the screen, type a date and use Enter to proceed to the Closed Account Transaction History screen.

CU*TIP: Use Report History to view the Credit Bureau Reporting History screen, showing information about how this loan was reported to the credit bureau(s) over time.

If a Custom Fields button is shown, this means that custom data is attached to this account.  Click the button to view the custom data.

For a description of the fields which appear on this screen, refer to the Loan and LOC Account Detail screen for current accounts.

Integration between the core and your imaging solution

This screen has a link to your imaging solution to further integrate with the core. The “Scan e-Document” button is used for scanning a document into your imaging solution. The “View e-Document” button is for retrieving images from your imaging solution.

  • Remember: Only documents warranted by the CU*Spy online vault can be scanned into that vault.

  • Clients with in-house imaging solutions should contact Imaging Solutions for assistance configuring links for use with your vault.