View CPI History via Member Inquiry

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 the Member Inquiry tool by clicking the magnifying glass icon on your home screen.

  2. Enter the member's account number.

  3. Click the forward arrow.

    • You may need to click the forward arrow again to move past the Member Account Comments pop-up.

  4. Select the loan account.

  5. Click Select.

  6. Click the lookup button beside the Delinquent field in the top left corner of the screen.

  7. Click the CPI History button on the Payment Information pop-up.

Learn More

Learn more about CPI insurance.