This report is produced when Perkins Loan Totals is selected from the Reports drop-down list. The report is a listing of the Perkins Loan principal balances for all borrowers. A separate detail line is produced for each borrower Perkins loan. Each detail line identifies the borrower, Perkins loan identifiers, and the principal balances for the Perkins loan. The report detail lines are grouped/sorted by:
Social Security Number
Campus
Vintage
Borrower and Summary report totals are also provided.
The following is a sample Perkins Loan Totals report:
The data elements which comprise the Perkins Loan Totals report are described in the following table:
|
Column Name |
Description |
|
Detail Lines |
|
|
Social Security Number |
Borrower's social security number. |
|
State Code |
State code for where the borrower address is located. |
|
Campus Code |
The Campus this Perkins loan is associated with. |
|
Loan Vintage |
The Vintage value for this Perkins loan. |
|
Loan Status |
The current status of this Perkins loan. See Loan Status Codes for more information. |
|
Loan Principal Amount |
The principal amount of this loan. |
|
Loan Principal Paid |
The principal paid amount for this loan. |
|
Loan Principal Cancelled |
The principal cancelled amount for this loan. |
|
Loan Principal Defaulted |
The principal defaulted amount for this loan. |
|
Loan Principal Balance |
The principal balance amount for this loan. |
|
Borrower Total Line |
|
|
Borrower Principal Amount |
The total principal amount for all of this borrower's Perkins loans. |
|
Borrower Principal Paid |
The total principal paid amount for all of this borrower's Perkins loans. |
|
Borrower Principal Cancelled Total |
The total principal amount cancelled for all of this borrower's Perkins loans. |
|
Borrower Principal Defaulted Total |
The total principal amount defaulted for all of this borrower's Perkins loans. |
|
Borrower Principal Balance Total |
The total principal balance amount for all of this borrower's Perkins loans. |
|
Report Totals Line |
|
|
Total Principal Amount |
The total principal amount of all borrowers' Perkins loans. |
|
Total Principal Paid |
The total principal paid amount of all borrowers' Perkins loans. |
|
Total Principal Cancelled |
The total principal cancelled amount of all borrowers' Perkins loans. |
|
Total Principal Defaulted |
The total principal defaulted amount of all borrowers' Perkins loans. |
|
Total Principal Balance |
The total principal balance amount of all borrowers' Perkins loans. |
This report retrieves all Loan data (and associated Customer information) from the CLM database that meets the following conditions:
The loan is not deleted
The loan name is "Perkins"
The loan status is not "Z" (closed)
A separate report detail line is created for each borrower/Perkins loan that is retrieved from the database.