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 (F10) 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 CU*BASE and your imaging solution

This screen has a link to your imaging solution to further integrate with CU*BASE. 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.