Establishing Optional Records

Complete the following steps to create an optional record for an existing loan.

1. Select the Loans In Process node from Loans.
   The Loans In Process screen appears.
   

   

   
   
2. Select the Edit icon associated with a customer account.
   The Parties To The Loan menu appears.
3. Select the Optional Records node.
   The Optional Records screen appears.
4. Complete the fields within the related tabs as required, and then select Save.
5. Select the Validate icon on each applicable tab to run error checking on the core system.
   Note When validation is not successful, a list of all errors appears. Tabs not completed through the validation process are highlighted with an asterisk and highlighted and warning icons.