Inbound Exit Records

You can find the Inbound Exit Records function under the Inbound tab. Use this function to inbound (upload) borrower exit data into CLM from a batch or from an external data file already created.

NOTE: The Exit Record data file is created outside of CLM and must have a specific format. Click on the following link for information about how to set up the file: Exit Inbound File Format.

You also have the option to create and enter batches of exit records in lieu of uploading an external data file. To find out how to create your own batch for processing, see the Create an Inbound Exit Batch help topic.

After you inbound the data, you will need to apply it to the system using the Apply Exit Records function.

To inbound a batch or a file, enter the following data on the Inbound Exit Records screen and click on the Upload button. When the upload is complete, you are notified and the system creates an entry on the Apply Exit Records screen. Your data is now ready to be applied to the system.

To inbound additional files, click on the Upload Additional Files link. This returns you to the file name entry screen.

Field Name	Required?	Size/Format	What to Enter
File to Inbound	Enter either a Batch Name or a File Name	Alphanumeric; or use the Browse button to select a file	Enter the name of the file you wish to upload. The file name should include the file access path, including the directory name, and should end in an .exi extension. The file can be located in any directory on any file server to which you have access. Example:  s:\clm\inbound_files\exits.exi
Transaction Date	Required	10 characters; alphanumeric	Format must be mmddyyyy.

Upload Process Errors

The Upload process can potentially result in one of three errors. Each of these is described below.

No File Name Specified

If you receive this error, you have not entered a file name. Click on OK, and enter the name and location of the file you want to upload.

Invalid File Extension

You must enter a file name with an extension of .exi. Click the Upload Additional Files link to enter a valid file name and proceed with the Inbound process.

File Not Found/File Empty

An error will occur if you provide a file name for which CLM cannot find the file at the specified location, or the file is located but is found to be empty (contains no records). Click the Upload Additional Files link to enter a valid file name and proceed with the Inbound process.