Loan Maintenance/Main - General Information

The following table provides information regarding the various data elements of the Loan Maintenance - Main Information screen.

Field Name

Purpose/Usage

General Information - 1

SSN

Borrower's social security number. Used for loan identification purposes.

School ID

Internal CLM identifier for school.

Note Link ID

Internal CLM identifier of the Note Type this loan was based on when the loan was originated.

Loan Type

There are 4 loan types within the system: Federal, Institution, Health Profession, House Account. This is derived from the Note Type the loan was based on when the loan was originated.

Loan Name

This is derived from the Note Type the loan was based on when the loan was originated.

Loan Sub Name

This is derived from the Note Type the loan was based on when the loan was originated.

Vintage

This is derived from the Note Type the loan was based on when the loan was originated.

FAO Loan Name

This value was used during the Origination process (came from the Inbound record) to identify the proper Note Type to base the loan on.

Last Activity

The date this record was last updated.

Last Amount

The last amount of any kind (payment, late charge, etc.) that was applied against the loan.

Last Pay Amount

The last payment amount applied to the loan.

Campus Code

Set during the Origination process, based upon the school the loan is associated with.

Status

Current status of the loan. See Loan Status Codes for more information.

Priority

Payment priority of this loan; zero (0) being the highest. All Federal loans have a priority of "0".

Condition

This value is set by payments received from an outside party (such as a consolidation), and indicate if the loan was repurchased.

Open Date

Set by the Origination process. This is the date the loan was created/opened.

Closed Date

The date the loan was closed.

Enroll Begin Date

The start of the borrower's enrollment period.

Enroll End Date

The date the borrower's enrollment ends.

Collections Information

Collector ID

Internal CLM identifier of the Collector this loan has been assigned to. This is the Collector's user ID.

Queue ID

Internal CLM identifier of the Collection Queue this loan has been assigned to.

Review Date

Set as part of the Collections process. This is the next scheduled review date for the loan.

In Since Date

This is the date the loan was (most recently) put into Collections.

Credit Bureau Information

Rating

Set by the Metro 2000 Credit Bureau reporting process.

Report Date

Set by the Metro 2000 Credit Bureau reporting process.

General Information - 2

Comment

General information

FISAP AOR

Line number where this loan appears on the FISAP report.

Held By Whom

Identifies the person who placed a Bill Hold Flag on this loan. This value is a CLM user ID.

Archive Date

Date the Archive Flag for this loan was set to "Y" (i.e., when the loan was deleted).

Archive Flag

If the loan has been marked for deletion, the value is equal to "Y"; otherwise the value is "N".

Field Name	Purpose/Usage
General Information - 1
SSN	Borrower's social security number. Used for loan identification purposes.
School ID	Internal CLM identifier for school.
Note Link ID	Internal CLM identifier of the Note Type this loan was based on when the loan was originated.
Loan Type	There are 4 loan types within the system: Federal, Institution, Health Profession, House Account. This is derived from the Note Type the loan was based on when the loan was originated.
Loan Name	This is derived from the Note Type the loan was based on when the loan was originated.
Loan Sub Name	This is derived from the Note Type the loan was based on when the loan was originated.
Vintage	This is derived from the Note Type the loan was based on when the loan was originated.
FAO Loan Name	This value was used during the Origination process (came from the Inbound record) to identify the proper Note Type to base the loan on.
Last Activity	The date this record was last updated.
Last Amount	The last amount of any kind (payment, late charge, etc.) that was applied against the loan.
Last Pay Amount	The last payment amount applied to the loan.
Campus Code	Set during the Origination process, based upon the school the loan is associated with.
Status	Current status of the loan. See Loan Status Codes for more information.
Priority	Payment priority of this loan; zero (0) being the highest. All Federal loans have a priority of "0".
Condition	This value is set by payments received from an outside party (such as a consolidation), and indicate if the loan was repurchased.
Open Date	Set by the Origination process. This is the date the loan was created/opened.
Closed Date	The date the loan was closed.
Enroll Begin Date	The start of the borrower's enrollment period.
Enroll End Date	The date the borrower's enrollment ends.
Collections Information
Collector ID	Internal CLM identifier of the Collector this loan has been assigned to. This is the Collector's user ID.
Queue ID	Internal CLM identifier of the Collection Queue this loan has been assigned to.
Review Date	Set as part of the Collections process. This is the next scheduled review date for the loan.
In Since Date	This is the date the loan was (most recently) put into Collections.
Credit Bureau Information
Rating	Set by the Metro 2000 Credit Bureau reporting process.
Report Date	Set by the Metro 2000 Credit Bureau reporting process.
General Information - 2
Comment	General information
FISAP AOR	Line number where this loan appears on the FISAP report.
Held By Whom	Identifies the person who placed a Bill Hold Flag on this loan. This value is a CLM user ID.
Archive Date	Date the Archive Flag for this loan was set to "Y" (i.e., when the loan was deleted).
Archive Flag	If the loan has been marked for deletion, the value is equal to "Y"; otherwise the value is "N".