Customer reports in OC Loans App
In Calculation status you find reports in Financing Card, in section Reports:
Offer
Contract
Payments Calendar
Clicking on button Create Attachments you find concretely report in the table Attachments. In OneCore Setup set reports you want to save in the attachment table.
In Active Contract status you find:
Offer
Contract
Payments Calendar
Payments Calendar Changes Overview
Available for Interest Model
It's the place where you can see interventions with the basis of the contract.
Principal and Financing Rate Changes
Available for Annuit Model
It's the place where you can see interventions with the basis of the contract.
Loan Statement
Available only for interest calculation model
An overall overview for the customer, what is valid and what influenced his payments.
Early Termination Request
Within the process of early termination of the contract you will find report named Early Termination Request.
In Closing Contract status:
Early Termination Calculation
Available in case when customer requests for early termination of the contract and wants to see the rest of outstanding payments which must pay.
Follow up:
How to work with contract changes