Customer Accounts Functions Overview

Overview

Customer Accounts initial screen is to Find a Customer. The user must find a Customer before performing any functions. Once a user finds a Customer, the initial Customer Account Screen is refreshed with the Customer Information and any associated Loan/Receivables. The Customer Accounts menu item provides authorized users access to functions that can be performed to produce various CRC system reports. User authorization is setup or changed using the Security - Users Maintenance function. Customer functions are accessed via the drop-down Function box that appears in the Navigation Bar of the Customer Accounts Screen. The user can access any function by selecting the appropriate identifier from the drop-down box. When a function is selected it is displayed in the middle section of the Customer Accounts Screen or it creates a pop-up window.

Data Entry

Some functions require Data Entry. For example date entry requires MM/DD/YY or the user can click on the Calendar Icon to the right of the parameter date. Data Entry details are provided in each Function Help page.

Function List

The following table provides a brief description of each function that you select from the drop-down box and a link to the associate help documentation for the function by clicking on the name of the function. Once a Customer is selected, there are also Loan/Receivable Functions.

Customer Accounts Function drop-down list

Function	Description
Customer Accounts Function drop-down box list
ACCOUNTS
Collections Status	A quick-look at the collections status (Queue Placement)of the Customer's Loan/Receivables.
Comments Log	Enter/Review records about Customer contacts and communications. Entry in this field creates a permanent record and may not be edited.
Flags	Add and assign values to flags that are to be associated with the Customer.
History	Review transaction and maintenance histories for Customer-related information.
Loan/Receivables Grid	The Account Grid that displays summary Loan/Receivable-level information for the Customer. This is the default display when the Customer Information screen is initially loaded.
Notepad	Add a general note for internal purposes pertaining to the Customer via a "note pad". This data may be edited and deleted.
CORRESPONDENCE
Coupons	Create a coupon request and/or generate the payment coupons for a Customer.
Disbursement Notices	View or Print Disbursement Notices Letter(s) for Loan/Receivables associated with a Customer.
Invoices	View bills previously generated for the Customer.
Mail	Add/Edit/Print correspondence for a Customer. Selection is from the drop down menu of correspondence in Administration/Letters-Forms
Method	Establish or Override customer communication method preference. Options are Paper, Paperless, or Both
PROCESSES
Add a New Loan/Receivable	Manually add a new Loan/Receivable for the Customer, outside of the Import process.
Benefits/Allowances	Grant Benefits/Allowances for Customers’ Loan/Receivables.
Exit	This function allows a user to process exits on all loan/receivables for a customer providing for amortization across multiple loans and allocations of installment payment amount.
Loan Verification Certificate	Federal Loans ONLY. Generate the Federal Family Education Loan Program (FFELP) Federal Consolidation Loan Verification Certificate for transmittal to consolidation agency.
Payment Plan Calculator (TRA)	Establish temporary repayment arrangements for the Customer. Option to re-set payment terms and clear past due installment counter.
Student System Hold	Add/View/Edit/Delete hold placed in Banner Student.
PERSONAL
ACH Accounts	Add, edit and delete ACH account information for the Customer. This data can be associated with specific Loan/Receivables via the Loan/Receivable-Based Functions.
Addressess	Add, edit and delete Customer addresses, phone numbers and other related information. Designate a Customer address as a mailing address.
Comakers	Add, edit or delete a Comaker for a Customer.
Employment	Add, edit, and delete Customer employer/employment information. This includes employer name and address, occupation, etc.
Family & Personal	Add and edit information about the Customer's spouse and parents. Add and edit Customer personal information including birth date, enrollment date, and driver's license number.
Financial Calculator	Collections utility used to determine the maximum amount a Customer has available for repayment.
Online Personal Data Form	This function allows a user to view Online Exit Data that was performed on the Customer Web Access (CWA) Exit Interview function.
References	Add, edit, and delete Customer Reference information. This includes name and address, employment and personal information.
Loan/Receivable Function drop-down box list	Back to top of Function List
DATA
Comaker	Add/Remove a Comaker for a Loan/Receivable
Credit Report Detail	View the information last reported to the credit bureau for a Loan/Receivable.
Details	Summary of view of financial details related to terms of debt.
Exit Detail	View the Loan/Receivable details related to parameters established during the exit process.
Flags	Add, edit, or remove Loan/Receivable flags that are information tracking variables for a Loan/Receivable.
History	View details of transactions for the selected Loan/Receivable based upon the Transaction Groups selected.
Payment Method	Associate a payment method to a Customer’s Loan/Receivable, e.g. Credit Card, ACH Account, etc.
Payment Plan	View or edit Payment Plan for one or more Loan/Receivable. These parameters include frequency, amounts and rates for Installments, Interest, Late Charges and Collection Costs.
Transaction History	View the Transaction History of all financial transactions that have affected the balance of a selected Loan/Receivable.
CORRESPONDENCE
Comments Log	Enter/review records about Customer contacts and communications. Entry in this field creates a permanent record and may not be edited.
PROCESSES
Amortization Schedule	Create and save amortization schedule to an Export directory and include headers in the schedule. Also can edit the installment amount.
Assignment Form	Federal Loans ONLY: Produces U.S. Dept of Education Assignment Form.
Exit	Process exit for selected Loan/Receivable to generate required notifications, change the status in preparation for repayment, and establish payment plan. If Customer has more than one Federal Loan to be exited, you must exit through Import/Exits or through Select Customer Accounts Function.
Increase/Decrease	Adjust an existing Loan/Receivable.
Payment Plan Calculator	Calculate a Temporary Repayment Arrangement (TRA) for one or more Loan/Receivables. Option to re-set payment terms and clear past due installment counter.
Post a Payment	Manually post a payment directly to a Loan/Receivable or multiple Loan/Receivables, bypassing the payment application rules used as part of the Import/Apply Lock-box Payments function.
Re-Enroll Loan/Receivables	Re-enroll Customer Loan/Receivables that do not currently have a status of “E.”
Refer to Collections Queue	Refer one or more Loan/Receivables to a Custom or External collection queue.
Rehabilitate	Federal Loans ONLY: The Rehabilitation option is used to give Customers who have become delinquent, the opportunity to bring their Loan/Receivables current by agreeing to a payment amount/frequency. Rehabilitations are only valid for Perkins and NDSL Loan/Receivables that are currently in repayment.
Remove From Collections Queue	This function will remove the selected accounts from the existing collection queue; the collections job runs to re-calculate the age and place the receivable in the appropriate system queue if the account is not current. Option it de-celerate is presented.

Overview

Data Entry

Function List

Customer Accounts Function drop-down box list

Loan/Receivable Function drop-down box list