Configuring Effective-Dated Account Adjustments
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Screen ID: Screen Title: Panel Number: |
UEFDTE-03 Effective Dated Configuration 3829 |
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Access this screen by choosing Configure adjustments on the entry configuration screen.
CU*BASE has special tools that let you post a transaction to a member’s account and have the system automatically calculate the adjustment to interest or paid dividends according to the effective date of the adjustment. In a nutshell, it effectively back-dates simple, common types of transactions with a notation in transaction history indicating the effective date.
This screen lets you configure rules to control effective-dated account adjustments. After making your selections, press Enter to save and return to the initial screen.
Refer to the Effective Dating for Member Transactions booklet for complete rules on using effective dating tools, and details on your configuration choices.