Document history, logging, and reports

In this article learn How To:

  • View Document History
  • View Document logging
  • View and run Document reports

 

Document History

  1. Select the Reporting tab in AccuAccount
  2. Select Document History
  3. Under Input Method, use drop down menu and Select Participation
  4. Max records to return: Default is 25, or use drop down menu to select a larger return result
  5. Select Search

 

Logging

  1. Select the Admin Tab
  2. Select System Log Viewer
  3. Using drop down menu on Event Source, Select AccuAccount Participation Loans Console
  4. Select Search

 

The participation loan functionality has numerous log entries, which are listed below:

  
What is Being Logged Push Type App/Service Logged In
Participation Loans Process Start and End N/A App Origination Bank
Missing affiliate customer number Service Service Origination Bank
Missing affiliate loan number Service Service Origination Bank
Participating Bank Contact does not have a primary email address configured Email Service Origination Bank
Customer specified in origination bank does not exist in affiliate Bank Service Service Affiliate Bank
More than one loan exist with the same number Service Service Affiliate Bank
Loan specified in origination bank does not exist in affiliate Bank Service Service Affiliate Bank
Error sending documents to affiliate bank Service Service Origination Bank
Error sending email Email Service Origination Bank
An origination document associated with customer and loan, des not have an existing group and tab, or is not mapped to the customer type defined in the affiliate database  Service Service Affiliate Bank
An originating document associated with customer and loan, does not have an existing group and tab, or is not mapped to the customer type defined in the affiliate database, preventing the documents from being imported. All documents were copied to the affiliate upload directory. Service Service Affiliate Bank
Error adding new document Service Service Affiliate Bank
Collateral specified in origination bank does not exist in affiliate bank Service Service Affiliate Bank
Physical document is missing from the file system Both App Origination Bank
Document Sub Type is Blocked Both App Origination Bank
Participating Bank Contact is Blocked Service Service Origination Bank
Participation Loan is Blocked Both App Origination Bank
Participation Loan Customer is Blocked Both App Origination Bank

Document Reports

You can get a report of all documents that were sent to the participating bank.

  1. Select the Reporting tab in AccuAccount
  2. Select any report category. Once reporting services launches, back up to the root folder and select "AccuAccount"
  3. Select the folder Participation Loans
  4. Once Report opens you can select different filters and options for the report
    • Customer Name: This is the customer name for which the documents were sent.
    • Customer Number: This is the Customer number for which the documents were sent.
    • Loan Number: This is the Loan number for which documents were sent.
    • Date Sent: This is the date for which the loan documents were sent.
    • Sort By: This allows you to sort the  report results based off you sorting requirements.
  5. You can Select to Print or Save report
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