View CPI History via Account Update

These steps explain how to view the history of a loan's force-placed collateral protection insurance (CPI).

  • Information includes the premium, refund, and expiration history posted to the loan.

  • The CPI History button mentioned below will be present only if the following two conditions exist:

    • Your credit union uses the posting and payment adjustment method in CBX.

    • A CPI policy record has been received for the loan (including pending payment changes).

  1. Launch Tool #20 Update Account Information.  

  2. Enter the member's account number on the Sub-Account Maintenance pop-up.

  3. Click the forward arrow.

  4. Select the loan account suffix on the Existing Account Maintenance screen.

  5. Click Select.

  6. Click Loan Coverages on the Account Information Update screen.

  7. Click CPI History on the Payment Protection and Miscellaneous Coverages screen.

Learn More

Learn more about CPI insurance.