Write-off/Charge-off Analysis: Annual Summaries

Screen ID:	ILNWO-03
Screen Title:	Bankruptcy/Judgement Data by Year or Board Approval Information by Year
Panel ID:	5991
Tool Number:	476
		Click here to magnify

This window appears after choosing Bankruptcy or Board Approval on the Write-off/Charge-off Analysis screen.

This window summarizes written off and charged off loans according to calendar year.  Remember that board approval dates and bankruptcy details may not be available prior to the time when this software was introduced (spring 2015).

Use the  button to drill down to a particular year.  From there you can also drill down one step further to see the detail for a specific month.

Board Approval Summary

Depending on what you were viewing on the original write-off/charge-off dashboards, when it first displays this summary will show either written-off loans or charged-off loans. Use the Show Written Off or Show Charged off button to see the others.

Loans are organized according to the date on which they were written off (or charged off), regardless of when the actual board approval was logged.

 Remember that you must enter that approval date when you are writing or charging off the loan account (see Writing Off a Loan Account for more details).

Use the lookup next to the month to view a detail of the members included in the grouping.

Bankruptcy Summary

In the bankruptcy summary, loans are organized according to the bankruptcy judgment date entered when the loan was written off or charged off.

Items will be shown in this summary only if they were properly coded as bankruptcies when they were written off/charged off (see Writing Off a Loan Account for more details).  Keep in mind that this may or may not correspond with the reason codes that were assigned, since those codes are CU defined and not used by this bankruptcy summary analysis.