Member Activity on Participation Loans (1)

Screen ID: 

Screen Title: 

Panel Number:

IPLPAC-01

Member Activity on Participation Loans

4082

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Access this screen by selectingTool #766: PL2: Review Mbr Activity on Participation Lns.

This is the selection screen to view member transaction activity for participation loans. A transaction date range is selected along with one or multiple PL investors. This inquiry can be run using any date range but will only provide activity if transactions exist on the member transaction files. The prior 12 months of member activity is available.

Select a date range and investor(s) and press Enter to access the second screen.

Field Descriptions

Field Name

Description

Corporate ID

Corporation ID.

Transaction Date Range

The range of dates for member activity.

PL Investors

This is a Select button that allows you to select one or multiple participation loan investors.

 

For complete details on the PL system, including configuring the necessary codes, creating participation loan records, processing investor settlement and using various reports, refer to the appropriate booklet.