5300 Call Report Policy Limits

Screen ID:

Screen Title:

Panel Number:

UN53RAFM-05

Policy Limits

5732

This screen is accessed by using Add/Edit Limits or View Limits on the Choose My Ratios screen.

A goal for the ratio and policy limits can be viewed or updated here. The green range is well within the credit union’s expectation for the ratio. The yellow range is close to credit union preferences, and the red range represents exceptions to credit union preferences. For the green and red ranges, a value of Above or Below must be associated with the ratio percentage.

Some ratios may already have a defaulted range, but can be changed by the credit union as desired.