https://wiki.vital-soft.com/api.php?action=feedcontributions&feedformat=atom&user=Paulae 2026-07-27T06:11:48Z User contributions MediaWiki 1.31.10 https://wiki.vital-soft.com/index.php?title=Template:Results_IRA_Required_Minimum_Distribution_-_RMD&diff=3657 2024-05-20T20:25:40Z

<p>Paulae: Created page with &quot;&lt;font size=1&gt; &lt;pre&gt; Date: 05/20/2024 IRA - Required Minimum Distribution Page: 1 Time: 1:07 PM RMD using 2024 Life Expect...&quot;</p> <hr /> <div>&lt;font size=1&gt;<br /> &lt;pre&gt;<br /> Date: 05/20/2024 IRA - Required Minimum Distribution Page: 1<br /> Time: 1:07 PM RMD using 2024 Life Expectancy Table<br /> <br /> Account SSN Member Name Birth Date Age<br /> <br /> 600 544-74-3017 EDDIE MURPHY 08-01-1950 73<br /> <br /> Plan #: 1 Desc: IRA SFX: 40 Balance: 1,130.31<br /> Plan #: 1 Desc: 12I SFX: 43 Balance: 50,968.60<br /> <br /> Total: 52,098.91 RMD: 4,407.69<br /> <br /> 601 258-62-3100 BRENDA BROWN 12-25-1946 77<br /> <br /> Plan #: 1 Desc: IRA SFX: 40 Balance: 1,130.31<br /> Plan #: 1 Desc: 12I SFX: 43 Balance: 8,154.98<br /> <br /> Total: 9,285.29 RMD: 978.43<br /> <br /> 602 544-74-3018 ROBIN WILLIAMS 08-02-1950 73<br /> <br /> Plan #: 1 Desc: IRA SFX: 40 Balance: 565.15<br /> Plan #: 1 Desc: 12I SFX: 43 Balance: 510.50<br /> <br /> Total: 1,075.65 RMD: 91.00<br /> <br /> 603 258-62-3101 JACK JONES 02-02-1950 74<br /> <br /> Plan #: 1 Desc: IRA SFX: 40 Balance: 2,260.54<br /> Plan #: 1 Desc: 12I SFX: 43 Balance: 1,000.00<br /> <br /> Total: 3,260.54 RMD: 290.86<br /> &lt;/pre&gt;<br /> &lt;/font&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_Deposit_Reports&diff=3656 2024-05-20T20:23:54Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=Share Dividend Rates|<br /> h1=This context calculates dividends for every share suffix.|<br /> h2=This context is a multi-pass context. It reads four different rate tables from the DFILES database and generates the DIV-RATE for each suffix.|<br /> h3=Each Task/tab must be run in the order they appear.|<br /> link=Share Dividend Rates.ctx|<br /> created=2021/08/23|<br /> results={{Results_Share Dividend Rates|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Aggregate Shares by Dollar Volume|<br /> h1=All open, non charged off shares are grouped by aggregate amounts into nine different ranges. There are total counts, balances and percent of total for each range.|<br /> h2=This context was created with the Report Design and is multipass. A host file is created in the first pass, for use in the second pass.|<br /> link=Aggregate Shares by Dollar Volume.ctx|<br /> created=2021/1/25|<br /> results={{Results_Aggregate Shares by Dollar Volume|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Share YTD-DIV totals by DESC-ABRV and ACC with GL Account Numbers|<br /> h1=YTD Dividends, counts and totals by DESC-ABRV and ACC with GL Account Numbers.|<br /> h2=This context was created with the Report Design and is multipass. A host file is created in the first pass, for use in the second pass.|<br /> link=Share YTD-DIV totals by DESC-ABRV and ACC with GL Account Numbers.ctx|<br /> created=2021/1/25|<br /> results={{Results_YTD Dividends by DESC-ABRV and ACC|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=TOP-100-DEPOSITORS-BY-ACCOUNT|<br /> h1=Created in REPORT. Uses Multi-Pass Reporting and contains 2 REPORTS.|<br /> h2=The first REPORT, or pass, will aggregate all open and non-charged-off shares per ACCOUNT. The second report will sort the aggregate balances descending and print the top 100 depositors.|<br /> link=TOP-100-DEPOSITORS-BY-ACCOUNT.ctx|<br /> created=2016/09/01|<br /> results={{Results_TOP-100-DEPOSITORS-BY-ACCOUNT|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=TOP-100-DEPOSITORS-BY-SSN|<br /> h1=Created in REPORT. Uses Multi-Pass Reporting and contains 2 REPORTS.|<br /> h2=The first REPORT, or pass, will aggregate all open and non-charged-off shares per SSN. The second report will sort the aggregate balances descending and print the top 100 depositors. This report displays up to 10 ACCOUNT numbers associated with the SSN.|<br /> link=TOP-100-DEPOSITORS-BY-SSN.ctx|<br /> created=2016/09/01|<br /> results={{Results_TOP-100-DEPOSITORS-BY-SSN|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Aggregate Share Balance by SSN|<br /> link=AGGREGATE-SHARE-BY-SSN.ctx|<br /> h1= Reports members who have an aggregate share balance of $100,000.00 or more by SSN. Uses Multi-Pass Reporting and contains 2 reports. |<br /> h2=The first report, or pass, will aggregate all open and non-charged-off shares per SSN. The second report is a Summary listing the SSN and the Aggregate Dollar Amount. The third report is a detail listing of each SSN with all of the associated accounts, suffixes and balance.|<br /> created=2016/09/01|<br /> updated=2021/08/23|<br /> results={{Results_AggShareBalanceBySSN}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=CHECKING-WITH-MONEY|<br /> h1=Created in REPORT. Members with a Savings Balance Less Than $5.00 and Positive Checking Balance.|<br /> h2=Members with a Savings (suffix 0) balance less than $5.00 and a positive balance in Checking (suffix 90).|<br /> link=CHECKING-WITH-MONEY.ctx|<br /> created=2016/09/01|<br /> results={{Results_CHECKING-WITH-MONEY|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=SHARES-BY-BEACON-SCORE|<br /> h1=Created in REPORT. Groups shares by Beacon Scores.|<br /> h2=Groups shares by Beacon Scores. There are 5 beacon groups: 700+, 650-699, 610-649, 590-609, LE 589.|<br /> link=SHARES-BY-BEACON-SCORE.ctx|<br /> created=2016/09/01|<br /> results={{Results_SHARES-BY-BEACON-SCORE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=NEGATIVE-SHARES|<br /> h1=Created in LIST. Selects all shares not closed or charged off with a balance less than zero.|<br /> link=NEGATIVE-SHARES.ctx|<br /> created=2016/09/01|<br /> results={{Results_NEGATIVE-SHARES|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=BRANCH-SHARE-SUMMARY|<br /> h1=This report prints a summary of the open SHARE-FILE accounts.|<br /> h2=This report prints a summary of the open SHARE-FILE accounts and summarizes them into user defined account types (i.e. savings, checking, money market, CDs etc.). It prints the number of accounts and total dollar amount for each account type by branch and then a final count and dollar amount for each account type for the entire credit union at the end of the report.|<br /> link=BRANCH-SHARE-SUMMARY.ctx|<br /> created=2016/09/01|<br /> results={{Results_BRANCH-SHARE-SUMMARY|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PAST3MO-AVG-CHK-BAL|<br /> h1=Checking with avg balance in-between $500.01 and $1000.00.|<br /> h2=The purpose of this report is to find checking accounts that have a three month average balance in-between 500.01-1000.00.|<br /> link=PAST3MO-AVG-CHK-BAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_PAST3MO-AVG-CHK-BAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Certificate Maturity Reports|<br /> h1=Certificates Maturing by Day, Month and Year.|<br /> h2=These reports print both Summary and Detail information for all open Certificates.|<br /> link=CD Maturity by Day, Month,Year Summary and Detail.ctx|<br /> created=2024/05/20|<br /> results={{Results_CD-MATURITY|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=CERTIFICATE-COST-PROJECTION|<br /> h1=Certificate cost projection by month and rate.|<br /> h2=This report gathers certificate accounts where the balance is greater than zero.|<br /> link=CERTIFICATE-COST-PROJECTION.ctx|<br /> created=2016/09/01|<br /> results={{Results_CERTIFICATE-COST-PROJECTION|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=CERTIFICATE-MATURITY-SUMMARY|<br /> h1=Reports all open Certificates within a 6 year period.|<br /> h2=This report pulls Certificates that will mature between the current year and the next 6 years and have a balance greater than zero.|<br /> link=CERTIFICATE-MATURITY-SUMMARY.ctx|<br /> created=2016/09/01|<br /> results={{Results_CERTIFICATE-MATURITY-SUMMARY|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=IRA Required Minimum Distribution - RMD|<br /> h1=This report contains the calculations for RMD using the &quot;Life Expectancy Table 2024&quot;.|<br /> link=IRA Required Minimum Distribution - RMD.ctx|<br /> created=2024/05/20|<br /> results={{Results_IRA Required Minimum Distribution - RMD|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=SHARE-BALANCE-GTE-100K|<br /> h1=Share balances &gt;= 100K, totals by SSN.|<br /> h2=This report pulls open share accounts that have a balance greater than or equal to $100,000.00 (MEMBRS.SHARE-FILE.BALANCE &gt;= 10000000). The information is grouped by SSN.|<br /> link=SHARE-BALANCE-GTE-100K.ctx|<br /> created=2016/09/01|<br /> results={{Results_SHARE-BALANCE-GTE-100K|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=NSF-REPORTING|<br /> h1=NSF Report Sorted by DESC-ABRV, ACCOUNT.|<br /> h2=This report pulls all checking suffixes and finds all checking accounts that have a balance greater than 0, have at least one YTD NSF and has a recent NSF before the user input last nsf date.|<br /> link=NSF-REPORTING.ctx|<br /> created=2016/09/01|<br /> results={{Results_NSF-REPORTING|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_CD-MATURITY&diff=3655 2024-05-20T20:15:11Z

<p>Paulae: Created page with &quot;&lt;font size=1&gt; &lt;pre&gt; DATE: 05/20/2024 TIME: 10:38 AM Page: 1 ALL Open Certificates by Maturity Date ~Summary by Month~ Maturity Da...&quot;</p> <hr /> <div>&lt;font size=1&gt;<br /> &lt;pre&gt;<br /> DATE: 05/20/2024 TIME: 10:38 AM Page: 1<br /> <br /> ALL Open Certificates by Maturity Date<br /> ~Summary by Month~<br /> <br /> Maturity Date No. Certs. Total Balance<br /> <br /> 2022/09 1 3,166.09<br /> 2022/10 16 197,322.88<br /> 2022/11 3 47,433.41<br /> 2022/12 10 467,659.99<br /> 2023/01 3 27,454.92<br /> 2023/02 2 5,139.62<br /> 2023/03 31 146,614.84<br /> 2023/04 26 71,566.41<br /> 2023/05 4 55,667.44<br /> 2023/06 40 1,191,817.33<br /> 2023/07 4 16,701.97<br /> 2023/08 1 10,539.46<br /> 2023/09 2 8,295.76<br /> 2023/10 1 819.37<br /> 2023/12 1 19,340.08<br /> 2024/09 3 61,738.55<br /> <br /> 148 Cnt 2,331,278.12 Tot<br /> <br /> <br /> DATE: 05/20/2024 TIME: 10:39 AM Page: 1<br /> <br /> ALL Open Certificates by Maturity Date<br /> ~Details by Month~<br /> <br /> <br /> Maturity Date Account Age Name Suffix Desc Abrv Balance<br /> <br /> 2022/09 47264 14 BRANDON AMEN 60 TYC 3,166.09<br /> 1 Cnt 3,166.09 Tot<br /> <br /> 2022/10 620 50 BRETT BUTLER 30 SMC 10,185.51<br /> 2022/10 626 43 JOHN WILLIAMS 30 SMC 10,694.77<br /> 2022/10 629 40 DAVID TANK 30 SMC 5,092.76<br /> 2022/10 632 64 DEBORAH PITZER 30 SMC 13,241.14<br /> 2022/10 633 47 JOHN PATTERSON 30 SMC 6,111.29<br /> 2022/10 634 56 DENNIS STEIGMANN 30 SMC 15,278.26<br /> 2022/10 7228 62 JANE ANDERSON 60 12C 2,500.00<br /> 2022/10 7228 62 JANE ANDERSON 70 12I 10,000.00<br /> 2022/10 7228 62 JANE ANDERSON 71 12I 6,000.00<br /> 2022/10 7228 62 JANE ANDERSON 72 12I 911.11<br /> 2022/10 41239 13 KIMBERLY N LAMBER 60 TYC 1,860.75<br /> 2022/10 41290 72 SHIRLEY J GEIGER 30 SMC 51,141.00<br /> 2022/10 45138 50 EDWARD A OLIVER 31 SMC 14,323.26<br /> 2022/10 48272 73 IRIS GOLDBLATT 50 OYC 15,216.14<br /> 2022/10 49674 87 LOUIS T GOLDENWOOD 33 SMC 30,692.69<br /> 2022/10 888999 54 MARY SMITH 30 SMC 4,074.20<br /> 16 Cnt 197,322.88 Tot<br /> <br /> 2022/11 35024 58 KENNETH H JEFFERSON 30 SMC 25,985.36<br /> 2022/11 49674 87 LOUIS T GOLDENWOOD 30 SMC 18,182.22<br /> 2022/11 54014 53 JOHANN SORENSON 30 SMC 3,265.83<br /> 3 Cnt 47,433.41 Tot<br /> &lt;/pre&gt;<br /> &lt;/font&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_Deposit_Reports&diff=3654 2024-05-20T17:58:56Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=Share Dividend Rates|<br /> h1=This context calculates dividends for every share suffix.|<br /> h2=This context is a multi-pass context. It reads four different rate tables from the DFILES database and generates the DIV-RATE for each suffix.|<br /> h3=Each Task/tab must be run in the order they appear.|<br /> link=Share Dividend Rates.ctx|<br /> created=2021/08/23|<br /> results={{Results_Share Dividend Rates|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Aggregate Shares by Dollar Volume|<br /> h1=All open, non charged off shares are grouped by aggregate amounts into nine different ranges. There are total counts, balances and percent of total for each range.|<br /> h2=This context was created with the Report Design and is multipass. A host file is created in the first pass, for use in the second pass.|<br /> link=Aggregate Shares by Dollar Volume.ctx|<br /> created=2021/1/25|<br /> results={{Results_Aggregate Shares by Dollar Volume|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Share YTD-DIV totals by DESC-ABRV and ACC with GL Account Numbers|<br /> h1=YTD Dividends, counts and totals by DESC-ABRV and ACC with GL Account Numbers.|<br /> h2=This context was created with the Report Design and is multipass. A host file is created in the first pass, for use in the second pass.|<br /> link=Share YTD-DIV totals by DESC-ABRV and ACC with GL Account Numbers.ctx|<br /> created=2021/1/25|<br /> results={{Results_YTD Dividends by DESC-ABRV and ACC|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=TOP-100-DEPOSITORS-BY-ACCOUNT|<br /> h1=Created in REPORT. Uses Multi-Pass Reporting and contains 2 REPORTS.|<br /> h2=The first REPORT, or pass, will aggregate all open and non-charged-off shares per ACCOUNT. The second report will sort the aggregate balances descending and print the top 100 depositors.|<br /> link=TOP-100-DEPOSITORS-BY-ACCOUNT.ctx|<br /> created=2016/09/01|<br /> results={{Results_TOP-100-DEPOSITORS-BY-ACCOUNT|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=TOP-100-DEPOSITORS-BY-SSN|<br /> h1=Created in REPORT. Uses Multi-Pass Reporting and contains 2 REPORTS.|<br /> h2=The first REPORT, or pass, will aggregate all open and non-charged-off shares per SSN. The second report will sort the aggregate balances descending and print the top 100 depositors. This report displays up to 10 ACCOUNT numbers associated with the SSN.|<br /> link=TOP-100-DEPOSITORS-BY-SSN.ctx|<br /> created=2016/09/01|<br /> results={{Results_TOP-100-DEPOSITORS-BY-SSN|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Aggregate Share Balance by SSN|<br /> link=AGGREGATE-SHARE-BY-SSN.ctx|<br /> h1= Reports members who have an aggregate share balance of $100,000.00 or more by SSN. Uses Multi-Pass Reporting and contains 2 reports. |<br /> h2=The first report, or pass, will aggregate all open and non-charged-off shares per SSN. The second report is a Summary listing the SSN and the Aggregate Dollar Amount. The third report is a detail listing of each SSN with all of the associated accounts, suffixes and balance.|<br /> created=2016/09/01|<br /> updated=2021/08/23|<br /> results={{Results_AggShareBalanceBySSN}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=CHECKING-WITH-MONEY|<br /> h1=Created in REPORT. Members with a Savings Balance Less Than $5.00 and Positive Checking Balance.|<br /> h2=Members with a Savings (suffix 0) balance less than $5.00 and a positive balance in Checking (suffix 90).|<br /> link=CHECKING-WITH-MONEY.ctx|<br /> created=2016/09/01|<br /> results={{Results_CHECKING-WITH-MONEY|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=SHARES-BY-BEACON-SCORE|<br /> h1=Created in REPORT. Groups shares by Beacon Scores.|<br /> h2=Groups shares by Beacon Scores. There are 5 beacon groups: 700+, 650-699, 610-649, 590-609, LE 589.|<br /> link=SHARES-BY-BEACON-SCORE.ctx|<br /> created=2016/09/01|<br /> results={{Results_SHARES-BY-BEACON-SCORE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=NEGATIVE-SHARES|<br /> h1=Created in LIST. Selects all shares not closed or charged off with a balance less than zero.|<br /> link=NEGATIVE-SHARES.ctx|<br /> created=2016/09/01|<br /> results={{Results_NEGATIVE-SHARES|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=BRANCH-SHARE-SUMMARY|<br /> h1=This report prints a summary of the open SHARE-FILE accounts.|<br /> h2=This report prints a summary of the open SHARE-FILE accounts and summarizes them into user defined account types (i.e. savings, checking, money market, CDs etc.). It prints the number of accounts and total dollar amount for each account type by branch and then a final count and dollar amount for each account type for the entire credit union at the end of the report.|<br /> link=BRANCH-SHARE-SUMMARY.ctx|<br /> created=2016/09/01|<br /> results={{Results_BRANCH-SHARE-SUMMARY|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PAST3MO-AVG-CHK-BAL|<br /> h1=Checking with avg balance in-between $500.01 and $1000.00.|<br /> h2=The purpose of this report is to find checking accounts that have a three month average balance in-between 500.01-1000.00.|<br /> link=PAST3MO-AVG-CHK-BAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_PAST3MO-AVG-CHK-BAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Certificate Maturity Reports|<br /> h1=Certificates Maturing by Day, Month and Year.|<br /> h2=These reports print both Summary and Detail information for all open Certificates.|<br /> link=CD Maturity by Day, Month,Year Summary and Detail.ctx|<br /> created=2024/05/20|<br /> results={{Results_CD-MATURITY|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=CERTIFICATE-COST-PROJECTION|<br /> h1=Certificate cost projection by month and rate.|<br /> h2=This report gathers certificate accounts where the balance is greater than zero.|<br /> link=CERTIFICATE-COST-PROJECTION.ctx|<br /> created=2016/09/01|<br /> results={{Results_CERTIFICATE-COST-PROJECTION|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=CERTIFICATE-MATURITY-SUMMARY|<br /> h1=Reports all open Certificates within a 6 year period.|<br /> h2=This report pulls Certificates that will mature between the current year and the next 6 years and have a balance greater than zero.|<br /> link=CERTIFICATE-MATURITY-SUMMARY.ctx|<br /> created=2016/09/01|<br /> results={{Results_CERTIFICATE-MATURITY-SUMMARY|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=SHARE-BALANCE-GTE-100K|<br /> h1=Share balances &gt;= 100K, totals by SSN.|<br /> h2=This report pulls open share accounts that have a balance greater than or equal to $100,000.00 (MEMBRS.SHARE-FILE.BALANCE &gt;= 10000000). The information is grouped by SSN.|<br /> link=SHARE-BALANCE-GTE-100K.ctx|<br /> created=2016/09/01|<br /> results={{Results_SHARE-BALANCE-GTE-100K|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=NSF-REPORTING|<br /> h1=NSF Report Sorted by DESC-ABRV, ACCOUNT.|<br /> h2=This report pulls all checking suffixes and finds all checking accounts that have a balance greater than 0, have at least one YTD NSF and has a recent NSF before the user input last nsf date.|<br /> link=NSF-REPORTING.ctx|<br /> created=2016/09/01|<br /> results={{Results_NSF-REPORTING|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_Deposit_Reports&diff=3653 2024-05-20T17:53:35Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=Share Dividend Rates|<br /> h1=This context calculates dividends for every share suffix.|<br /> h2=This context is a multi-pass context. It reads four different rate tables from the DFILES database and generates the DIV-RATE for each suffix.|<br /> h3=Each Task/tab must be run in the order they appear.|<br /> link=Share Dividend Rates.ctx|<br /> created=2021/08/23|<br /> results={{Results_Share Dividend Rates|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Aggregate Shares by Dollar Volume|<br /> h1=All open, non charged off shares are grouped by aggregate amounts into nine different ranges. There are total counts, balances and percent of total for each range.|<br /> h2=This context was created with the Report Design and is multipass. A host file is created in the first pass, for use in the second pass.|<br /> link=Aggregate Shares by Dollar Volume.ctx|<br /> created=2021/1/25|<br /> results={{Results_Aggregate Shares by Dollar Volume|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Share YTD-DIV totals by DESC-ABRV and ACC with GL Account Numbers|<br /> h1=YTD Dividends, counts and totals by DESC-ABRV and ACC with GL Account Numbers.|<br /> h2=This context was created with the Report Design and is multipass. A host file is created in the first pass, for use in the second pass.|<br /> link=Share YTD-DIV totals by DESC-ABRV and ACC with GL Account Numbers.ctx|<br /> created=2021/1/25|<br /> results={{Results_YTD Dividends by DESC-ABRV and ACC|}}<br /> }}<br /> <br /> <br /> {{SampleContext|<br /> name=TOP-100-DEPOSITORS-BY-ACCOUNT|<br /> h1=Created in REPORT. Uses Multi-Pass Reporting and contains 2 REPORTS.|<br /> h2=The first REPORT, or pass, will aggregate all open and non-charged-off shares per ACCOUNT. The second report will sort the aggregate balances descending and print the top 100 depositors.|<br /> link=TOP-100-DEPOSITORS-BY-ACCOUNT.ctx|<br /> created=2016/09/01|<br /> results={{Results_TOP-100-DEPOSITORS-BY-ACCOUNT|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=TOP-100-DEPOSITORS-BY-SSN|<br /> h1=Created in REPORT. Uses Multi-Pass Reporting and contains 2 REPORTS.|<br /> h2=The first REPORT, or pass, will aggregate all open and non-charged-off shares per SSN. The second report will sort the aggregate balances descending and print the top 100 depositors. This report displays up to 10 ACCOUNT numbers associated with the SSN.|<br /> link=TOP-100-DEPOSITORS-BY-SSN.ctx|<br /> created=2016/09/01|<br /> results={{Results_TOP-100-DEPOSITORS-BY-SSN|}}<br /> }}<br /> <br /> <br /> {{SampleContext|<br /> name=Aggregate Share Balance by SSN|<br /> link=AGGREGATE-SHARE-BY-SSN.ctx|<br /> h1= Reports members who have an aggregate share balance of $100,000.00 or more by SSN. Uses Multi-Pass Reporting and contains 2 reports. |<br /> h2=The first report, or pass, will aggregate all open and non-charged-off shares per SSN. The second report is a Summary listing the SSN and the Aggregate Dollar Amount. The third report is a detail listing of each SSN with all of the associated accounts, suffixes and balance.|<br /> created=2016/09/01|<br /> updated=2021/08/23|<br /> results={{Results_AggShareBalanceBySSN}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=CHECKING-WITH-MONEY|<br /> h1=Created in REPORT. Members with a Savings Balance Less Than $5.00 and Positive Checking Balance.|<br /> h2=Members with a Savings (suffix 0) balance less than $5.00 and a positive balance in Checking (suffix 90).|<br /> link=CHECKING-WITH-MONEY.ctx|<br /> created=2016/09/01|<br /> results={{Results_CHECKING-WITH-MONEY|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=SHARES-BY-BEACON-SCORE|<br /> h1=Created in REPORT. Groups shares by Beacon Scores.|<br /> h2=Groups shares by Beacon Scores. There are 5 beacon groups: 700+, 650-699, 610-649, 590-609, LE 589.|<br /> link=SHARES-BY-BEACON-SCORE.ctx|<br /> created=2016/09/01|<br /> results={{Results_SHARES-BY-BEACON-SCORE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=NEGATIVE-SHARES|<br /> h1=Created in LIST. Selects all shares not closed or charged off with a balance less than zero.|<br /> link=NEGATIVE-SHARES.ctx|<br /> created=2016/09/01|<br /> results={{Results_NEGATIVE-SHARES|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=BRANCH-SHARE-SUMMARY|<br /> h1=This report prints a summary of the open SHARE-FILE accounts.|<br /> h2=This report prints a summary of the open SHARE-FILE accounts and summarizes them into user defined account types (i.e. savings, checking, money market, CDs etc.). It prints the number of accounts and total dollar amount for each account type by branch and then a final count and dollar amount for each account type for the entire credit union at the end of the report.|<br /> link=BRANCH-SHARE-SUMMARY.ctx|<br /> created=2016/09/01|<br /> results={{Results_BRANCH-SHARE-SUMMARY|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PAST3MO-AVG-CHK-BAL|<br /> h1=Checking with avg balance in-between $500.01 and $1000.00.|<br /> h2=The purpose of this report is to find checking accounts that have a three month average balance in-between 500.01-1000.00.|<br /> link=PAST3MO-AVG-CHK-BAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_PAST3MO-AVG-CHK-BAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Certificate Maturity Reports|<br /> h1=Certificates Maturing by Day, Month and Year.|<br /> h2=These reports print both Summary and Detail information for all open Certificates.|<br /> link=CD Maturity by Day, Month,Year Summary and Detail.ctx|<br /> created=2024/05/20|<br /> results={{Results_CD-MATURITY|}}<br /> }}<br /> <br /> <br /> {{SampleContext|<br /> name=CERTIFICATE-COST-PROJECTION|<br /> h1=Certificate cost projection by month and rate.|<br /> h2=This report gathers certificate accounts where the balance is greater than zero.|<br /> link=CERTIFICATE-COST-PROJECTION.ctx|<br /> created=2016/09/01|<br /> results={{Results_CERTIFICATE-COST-PROJECTION|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=CERTIFICATE-MATURITY-SUMMARY|<br /> h1=Reports all open Certificates within a 6 year period.|<br /> h2=This report pulls Certificates that will mature between the current year and the next 6 years and have a balance greater than zero.|<br /> link=CERTIFICATE-MATURITY-SUMMARY.ctx|<br /> created=2016/09/01|<br /> results={{Results_CERTIFICATE-MATURITY-SUMMARY|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=SHARE-BALANCE-GTE-100K|<br /> h1=Share balances &gt;= 100K, totals by SSN.|<br /> h2=This report pulls open share accounts that have a balance greater than or equal to $100,000.00 (MEMBRS.SHARE-FILE.BALANCE &gt;= 10000000). The information is grouped by SSN.|<br /> link=SHARE-BALANCE-GTE-100K.ctx|<br /> created=2016/09/01|<br /> results={{Results_SHARE-BALANCE-GTE-100K|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=NSF-REPORTING|<br /> h1=NSF Report Sorted by DESC-ABRV, ACCOUNT.|<br /> h2=This report pulls all checking suffixes and finds all checking accounts that have a balance greater than 0, have at least one YTD NSF and has a recent NSF before the user input last nsf date.|<br /> link=NSF-REPORTING.ctx|<br /> created=2016/09/01|<br /> results={{Results_NSF-REPORTING|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Webinar_Reports&diff=3542 2022-10-26T21:54:33Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=Loan Portfolio|<br /> h1=Context created during the &quot;Askplus and Visimage3 New Features&quot; 10/20/2022 webinar|<br /> f1=This context requires an SD Indexed file called &quot;LOANTYPES&quot;. The LOANTYPES file was created from an Excel spreadsheet using the Data Import option in Visimage3. An example Excel spreadsheet can be downloaded using the Loan Categories link below.|<br /> link=Loan-Portfolio-EOM.ctx|<br /> created=2022/10/20|<br /> results={{Results_Loan Portfolio Formatted Excel Output|}}<br /> }}</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_Loan_Portfolio_Formatted_Excel_Output&diff=3541 2022-10-26T21:29:59Z

<p>Paulae: </p> <hr /> <div>&lt;font size=1&gt;<br /> &lt;pre&gt;<br /> DATE: 10/26/2022 TIME: 2:12 PM<br /> Loan Portfolio for Vital Soft Employees CU <br /> All loans as of 09-30-2022 <br /> <br /> Loan Type Nbr of Loans Tot Balance Weighted APR Delq Cnt Delq Bal <br /> <br /> Vehicle 72 283,053.38 5.1939% 46 179,589.69 <br /> Real Estate 12 1,096,931.33 7.8403% 6 540,483.83 <br /> LOC 3 92,660.88 7.5857% 0 0.00 <br /> HELOC 7 224,650.49 7.5098% 3 32,433.87 <br /> VISA 65 77,888.78 10.0900% 40 34,278.47 <br /> Other 7 51,948.89 12.8152% 3 19,606.30 <br /> 166 1,827,133.75 98 806,392.16 <br /> &lt;/pre&gt;<br /> &lt;/font&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_Loan_Portfolio_Formatted_Excel_Output&diff=3540 2022-10-26T21:29:27Z

<p>Paulae: Created page with &quot;&lt;font size=1&gt; &lt;pre&gt; DATE: 10/26/2022 TIME: 2:12 PM Loan Portfolio for Vital Soft Employees CU All loa...&quot;</p> <hr /> <div>&lt;font size=1&gt;<br /> &lt;pre&gt;<br /> DATE: 10/26/2022 TIME: 2:12 PM<br /> Loan Portfolio for Vital Soft Employees CU <br /> All loans as of 09-30-2022 <br /> <br /> Loan Type Nbr of Loans Tot Balance Weighted APR Delq Cnt Delq Bal <br /> <br /> Vehicle 72 283,053.38 5.1939% 46 179,589.69 <br /> Real Estate 12 1,096,931.33 7.8403% 6 540,483.83 <br /> LOC 3 92,660.88 7.5857% 0 0.00 <br /> HELOC 7 224,650.49 7.5098% 3 32,433.87 <br /> VISA 65 77,888.78 10.0900% 40 34,278.47 <br /> Other 7 51,948.89 12.8152% 3 19,606.30 <br /> 166 1,827,133.75 98 806,392.16 <br /> &lt;/pre&gt;<br /> &lt;/font&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Webinar_Reports&diff=3539 2022-10-26T21:17:06Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=Loan Portfolio|<br /> h1=Context created during the October 20th 2022 webinar|<br /> h2=&quot;Askplus and Visimage3 New Features&quot;|<br /> link=Loan-Portfolio-EOM.ctx|<br /> created=2022/10/20|<br /> results={{Results_Loan Portfolio Formatted Excel Output|}}<br /> }}</div>

Paulae https://wiki.vital-soft.com/index.php?title=Webinar_Reports&diff=3538 2022-10-26T20:59:12Z

<p>Paulae: Created page with &quot;{{SampleContext| name=Loan Portfolio| h1=Context created during the October 20th 2022 webinar| h2=&quot;Askplus and Visimage3 New Features&quot;| link=Loan-Portfolio-EOM.ctx| created=20...&quot;</p> <hr /> <div>{{SampleContext|<br /> name=Loan Portfolio|<br /> h1=Context created during the October 20th 2022 webinar|<br /> h2=&quot;Askplus and Visimage3 New Features&quot;|<br /> link=Loan-Portfolio-EOM.ctx|<br /> created=2022/10/20|<br /> results={{Results_Formatted Excel Loan Portfolio|}}<br /> }}</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_Context_Library&diff=3537 2022-10-26T20:52:09Z

<p>Paulae: </p> <hr /> <div><br /> The Spectrum Context Library consists of contexts that have been developed for and with our clients. Supported customers may download, modify and use the contexts. <br /> <br /> Sample contexts are grouped by category.<br /> <br /> *[[Spectrum Member Reports]]<br /> <br /> *[[Spectrum Deposit Reports]]<br /> <br /> *[[Spectrum Loan Reports]]<br /> <br /> *[[Spectrum History Reports]]<br /> <br /> *[[Teller Reports]]<br /> <br /> *[[Spectrum Product Reports]]<br /> <br /> *[[Miscellaneous Reports]]<br /> <br /> *[[Webinar Reports]]<br /> <br /> <br /> Vital Soft does not warranty that contexts will run as expected. Please contact our support department if you have any questions.</div>

Paulae https://wiki.vital-soft.com/index.php?title=Teller_Reports&diff=3525 2022-10-05T15:46:10Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=All Related Teller Accounts|<br /> h2=Uses TELLER-FILE to display all related accounts.|<br /> h1=All Shares and Loans for the related accounts are displayed.|<br /> link=Teller%20Related%20Accounts%20Shares%20and%20Loans.ctx|<br /> created=2020/08/31|<br /> updated=2020/09/01|<br /> results={{Results_Teller Related Accounts Shares and Loans|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Teller Transactions Daily|<br /> h2=This report selects all monetary transaction from the SH-HISTORY and LN-HISTORY datasets for the prior day.|<br /> h1=The report is sorted by the BRANCH-GL-LOC field and TELLER-INTL and gives totals for each. The transactions are counted in one hour increments.|<br /> link=Teller Transactions Daily.ctx|<br /> created=2016/09/01|<br /> results={{Results_TELLER-TRANSACTIONS-DAILY|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Teller Transactions by Branch and Teller|<br /> h2=This report selects all monetary transaction from the SH-HISTORY and LN-HISTORY datasets for a given month.|<br /> h1=The report is sorted by the BRANCH-GL-LOC field and TELLER-INTL and gives totals for each. The transactions are counted in one hour increments.|<br /> link=Teller Transactions by Branch and Teller.ctx|<br /> created=2020/08/31|<br /> updated=2020/09/01|<br /> results={{Results_Teller Transaction Counts|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Teller_Reports&diff=3524 2022-10-05T15:41:33Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=All Related Teller Accounts|<br /> h2=Uses TELLER-FILE to display all related accounts.|<br /> h1=All Shares and Loans for the related accounts are displayed.|<br /> link=Teller%20Related%20Accounts%20Shares%20and%20Loans.ctx|<br /> created=2020/08/31|<br /> updated=2020/09/01|<br /> results={{Results_Teller Related Accounts Shares and Loans|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Teller Transactions Daily|<br /> h2=This report selects all monetary transaction from the SH-HISTORY and LN-HISTORY datasets for the prior day.|<br /> h1=The report is sorted by the BRANCH-GL-LOC field and TELLER-INTL and gives totals for each. The transactions are counted in one hour increments.|<br /> link=Teller Transactions Dailype.ctx|<br /> created=2016/09/01|<br /> results={{Results_TELLER-TRANSACTIONS-DAILY|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Teller Transactions by Branch and Teller|<br /> h2=This report selects all monetary transaction from the SH-HISTORY and LN-HISTORY datasets for a given month.|<br /> h1=The report is sorted by the BRANCH-GL-LOC field and TELLER-INTL and gives totals for each. The transactions are counted in one hour increments.|<br /> link=Teller Transactions by Branch and Teller.ctx|<br /> created=2020/08/31|<br /> updated=2020/09/01|<br /> results={{Results_Teller Transaction Counts|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_Context_Library&diff=3450 2022-04-22T16:10:55Z

<p>Paulae: </p> <hr /> <div><br /> The Spectrum Context Library consists of contexts that have been developed for and with our clients. Supported customers may download, modify and use the contexts. <br /> <br /> Sample contexts are grouped by category.<br /> <br /> *[[Spectrum Member Reports]]<br /> <br /> *[[Spectrum Deposit Reports]]<br /> <br /> *[[Spectrum Loan Reports]]<br /> <br /> *[[Spectrum History Reports]]<br /> <br /> *[[Teller Reports]]<br /> <br /> *[[Spectrum Product Reports]]<br /> <br /> *[[Miscellaneous Reports]]<br /> <br /> <br /> Vital Soft does not warranty that contexts will run as expected. Please contact our support department if you have any questions.</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_IRA_RMD&diff=3445 2022-03-21T18:18:46Z

<p>Paulae: Created page with &quot;&lt;pre&gt; Date: 03/21/2022 IRA - Required Minimum Distribution Page: 1 Time: 10:50 AM RMD using 2022 Life Expectancy Table...&quot;</p> <hr /> <div>&lt;pre&gt;<br /> Date: 03/21/2022 IRA - Required Minimum Distribution Page: 1<br /> Time: 10:50 AM RMD using 2022 Life Expectancy Table<br /> <br /> Account SSN Member Name Birth Date Age<br /> <br /> 600 544-74-3017 EDDIE MURPHY 09-01-1947 74<br /> <br /> Plan #: 1 Desc: IRA SFX: 40 Balance: 1,130.31<br /> Plan #: 1 Desc: 12I SFX: 43 Balance: 50,968.60<br /> <br /> Total: 52,098.91 RMD: 2,043.09<br /> <br /> 601 258-62-3100 BRENDA BROWN 12-25-1946 75<br /> <br /> Plan #: 1 Desc: IRA SFX: 40 Balance: 1,130.31<br /> Plan #: 1 Desc: 12I SFX: 43 Balance: 8,154.98<br /> <br /> Total: 9,285.29 RMD: 377.45<br /> <br /> 602 544-74-3018 ROBIN WILLIAMS 09-02-1947 74<br /> <br /> Plan #: 1 Desc: IRA SFX: 40 Balance: 565.15<br /> Plan #: 1 Desc: 12I SFX: 43 Balance: 510.50<br /> <br /> Total: 1,075.65 RMD: 42.18<br /> <br /> 603 258-62-3101 JACK JONES 02-02-1947 75<br /> <br /> Plan #: 1 Desc: IRA SFX: 40 Balance: 2,260.54<br /> Plan #: 1 Desc: 12I SFX: 43 Balance: 1,000.00<br /> <br /> Total: 3,260.54 RMD: 132.54<br /> &lt;/pre&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_Product_Reports&diff=3444 2022-03-21T18:13:03Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=VISA 10 PCT OVER CREDIT-BAL|<br /> h1=Visa Accounts More Than 10% Over Credit Limit|<br /> h2=This report is designed to select all members who are 10% or more above their credit limit on their Visa Loans. This version selects VISA loans, suffix 96.|<br /> link=VISA-10-PERCENT-OVR-CREDIT-BAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_VISA-10-PERCENT-OVR-CREDIT-BAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=BALANCE-GREATER-THAN-CREDIT-LIMIT|<br /> h1=This reports specified loans where the balance is greater than the credit limit.|<br /> h2=This REPORT pulls all loan suffixes (MEMBRS.LOAN-FILE.SUFFIX), where the balance is greater then the credit limit (MEMBRS.LOAN-FILE.BALANCE &gt; MEMBRS.LOAN-FILE.CREDIT-LIM) and members that have been over the their credit limit more then once (MEMBRS.LOAN-FILE.OVERLIMIT-CNT &gt; 1). To specify suffixes, add to the begining of the search criteria: membrs.loan-file.suffix = ??,??,?? AND ...etc|<br /> link=BALANCE-GREATER-THAN-CREDIT-LIMIT.ctx|<br /> created=2016/09/01|<br /> results={{Results_BALANCE-GREATER-THAN-CREDIT-LIMIT|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=SAFE-DEPOSIT-BOX|<br /> h1=Created in LIST. Reports all Rented and Non-rented Safe Deposit boxes.|<br /> link=SAFE-DEPOSIT-BOX.ctx|<br /> created=2016/09/01|<br /> results={{Results_SAFE-DEPOSIT-BOX|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=IRA Required Minimum Distribution|<br /> h1=Reports detail information for all Members 72 years of age and older with IRA accounts.|<br /> h2=Calculates the RMD amount using the 2022 Life Expectancy Chart.|<br /> link=IRA Required Minimum Distribution.ctx|<br /> created=2022/03/21|<br /> results={{Results_IRA RMD|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_Product_Reports&diff=3443 2022-03-21T18:12:17Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=VISA 10 PCT OVER CREDIT-BAL|<br /> h1=Visa Accounts More Than 10% Over Credit Limit|<br /> h2=This report is designed to select all members who are 10% or more above their credit limit on their Visa Loans. This version selects VISA loans, suffix 96.|<br /> link=VISA-10-PERCENT-OVR-CREDIT-BAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_VISA-10-PERCENT-OVR-CREDIT-BAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=BALANCE-GREATER-THAN-CREDIT-LIMIT|<br /> h1=This reports specified loans where the balance is greater than the credit limit.|<br /> h2=This REPORT pulls all loan suffixes (MEMBRS.LOAN-FILE.SUFFIX), where the balance is greater then the credit limit (MEMBRS.LOAN-FILE.BALANCE &gt; MEMBRS.LOAN-FILE.CREDIT-LIM) and members that have been over the their credit limit more then once (MEMBRS.LOAN-FILE.OVERLIMIT-CNT &gt; 1). To specify suffixes, add to the begining of the search criteria: membrs.loan-file.suffix = ??,??,?? AND ...etc|<br /> link=BALANCE-GREATER-THAN-CREDIT-LIMIT.ctx|<br /> created=2016/09/01|<br /> results={{Results_BALANCE-GREATER-THAN-CREDIT-LIMIT|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=SAFE-DEPOSIT-BOX|<br /> h1=Created in LIST. Reports all Rented and Non-rented Safe Deposit boxes.|<br /> link=SAFE-DEPOSIT-BOX.ctx|<br /> created=2016/09/01|<br /> results={{Results_SAFE-DEPOSIT-BOX|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=IRA Required Minimum Distribution|<br /> h1=Reports detail information for all Members 72 years of age and older, with IRA accounts.|<br /> h2=Calculates the RMD amount using the 2022 Life Expectancy Chart.|<br /> link=IRA Required Minimum Distribution.ctx|<br /> created=2022/03/21|<br /> results={{Results_IRA RMD|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_Product_Reports&diff=3442 2022-02-23T19:39:51Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=VISA 10 PCT OVER CREDIT-BAL|<br /> h1=Visa Accounts More Than 10% Over Credit Limit|<br /> h2=This report is designed to select all members who are 10% or more above their credit limit on their Visa Loans. This version selects VISA loans, suffix 96.|<br /> link=VISA-10-PERCENT-OVR-CREDIT-BAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_VISA-10-PERCENT-OVR-CREDIT-BAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=BALANCE-GREATER-THAN-CREDIT-LIMIT|<br /> h1=This reports specified loans where the balance is greater than the credit limit.|<br /> h2=This REPORT pulls all loan suffixes (MEMBRS.LOAN-FILE.SUFFIX), where the balance is greater then the credit limit (MEMBRS.LOAN-FILE.BALANCE &gt; MEMBRS.LOAN-FILE.CREDIT-LIM) and members that have been over the their credit limit more then once (MEMBRS.LOAN-FILE.OVERLIMIT-CNT &gt; 1). To specify suffixes, add to the begining of the search criteria: membrs.loan-file.suffix = ??,??,?? AND ...etc|<br /> link=BALANCE-GREATER-THAN-CREDIT-LIMIT.ctx|<br /> created=2016/09/01|<br /> results={{Results_BALANCE-GREATER-THAN-CREDIT-LIMIT|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=SAFE-DEPOSIT-BOX|<br /> h1=Created in LIST. Reports all Rented and Non-rented Safe Deposit boxes.|<br /> link=SAFE-DEPOSIT-BOX.ctx|<br /> created=2016/09/01|<br /> results={{Results_SAFE-DEPOSIT-BOX|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_Product_Reports&diff=3441 2022-02-23T19:39:07Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=VISA 10 PCT OVER CREDIT-BAL|<br /> h1=Visa Accounts More Than 10% Over Credit Limit|<br /> h2=This report is designed to select all members who are 10% or more above their credit limit on their Visa Loans. This version selects VISA loans, suffix 96.|<br /> link=VISA-10-PERCENT-OVR-CREDIT-BAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_VISA-10-PERCENT-OVR-CREDIT-BAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=BALANCE-GREATER-THAN-CREDIT-LIMIT|<br /> h1=This reports specified loans where the balance is greater than the credit limit.|<br /> h2=This REPORT pulls all loan suffixes (MEMBRS.LOAN-FILE.SUFFIX), where the balance is greater then the credit limit (MEMBRS.LOAN-FILE.BALANCE &gt; MEMBRS.LOAN-FILE.CREDIT-LIM) and members that have been over the their credit limit more then once (MEMBRS.LOAN-FILE.OVERLIMIT-CNT &gt; 1). To specify suffixes, add to the begining of the search criteria: membrs.loan-file.suffix = ??,??,?? AND ...etc|<br /> link=BALANCE-GREATER-THAN-CREDIT-LIMIT.ctx|<br /> created=2016/09/01|<br /> results={{Results_BALANCE-GREATER-THAN-CREDIT-LIMIT|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=SAFE-DEPOSIT-BOX|<br /> h1=Created in LIST. Reports all Rented and Non-rented Safe Deposit boxes.|<br /> h2=N/A|<br /> link=SAFE-DEPOSIT-BOX.ctx|<br /> created=2016/09/01|<br /> results={{Results_SAFE-DEPOSIT-BOX|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_BALANCE-GREATER-THAN-CREDIT-LIMIT&diff=3440 2022-02-23T19:37:04Z

<p>Paulae: Created page with &quot;&lt;pre&gt; DATE: 02/23/2022 PAGE: 1 TIME: 11:35 AM VITAL SOFT CRE...&quot;</p> <hr /> <div>&lt;pre&gt;<br /> DATE: 02/23/2022 PAGE: 1<br /> TIME: 11:35 AM VITAL SOFT CREDIT UNION<br /> ACCOUNTS OVER CREDIT LIMIT<br /> ****************************************************************************************************************<br /> <br /> ACCOUNT: 5138 CDT LMT: $5,000.00 LAST PYMT: 09/30/2002 LOAN BEACON: 800<br /> SFX : 96 CUR BAL: 12,470.00 DUE DATE: 07/31/2006 APR: 9.7500%<br /> NAME : STANLEY W JOHNSON AMT OVR: $7,470.00 DATE OVR LMT: 09/04/1996 MBR BEACON: 734<br /> % OVR: 149.40%<br /> TIMES OVR: 12 PMT HISTORY: 2-2-2-2-1-1-1-0-1-1-1-1<br /> ---------------------------------------------------------------------------------------------------------------<br /> &lt;/pre&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_Product_Reports&diff=3439 2022-02-23T19:20:53Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=VISA 10 PCT OVER CREDIT-BAL|<br /> h1=Visa Accounts More Than 10% Over Credit Limit|<br /> h2=This report is designed to select all members who are 10% or more above their credit limit on their Visa Loans. This version selects VISA loans, suffix 96.|<br /> link=VISA-10-PERCENT-OVR-CREDIT-BAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_VISA-10-PERCENT-OVR-CREDIT-BAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=BALANCE-GREATER-THAN-CREDIT-LIMIT|<br /> h1=This reports specified loans where the balance is greater than the credit limit.|<br /> h2=This REPORT pulls all loan suffixes (MEMBRS.LOAN-FILE.SUFFIX), where the balance is greater then the credit limit (MEMBRS.LOAN-FILE.BALANCE &gt; MEMBRS.LOAN-FILE.CREDIT-LIM) and members that have been over the their credit limit more then once (MEMBRS.LOAN-FILE.OVERLIMIT-CNT &gt; 1). To specify suffixes, add to the begining of the search criteria: membrs.loan-file.suffix = ??,??,?? AND ...etc|<br /> link=BALANCE-GREATER-THAN-CREDIT-LIMIT.ctx|<br /> created=2016/09/01|<br /> results={{Results_BALANCE-GREATER-THAN-CREDIT-LIMIT|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PRODUCT-TRACKING-CURR-MONTH|<br /> h1=Reports new products by teller for the current month.|<br /> h2=This report tracks new products for the current month by teller. This report requires the following databases be opened; UNIX(membrs, membr2 and histry) and MPE (membrs.data, membr2.data and histr? - whatever the current month history is.) This report requires branch name modification in the final pass as well as product type via suffix in the first pass. Other modifications may be required.|<br /> link=PRODUCT-TRACKING-CURR-MONTH.ctx|<br /> created=2016/09/01|<br /> results={{Results_PRODUCT-TRACKING-CURR-MONTH|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PRODUCT-TRACKING-PRIOR-MONTH|<br /> h1=Reports new products by teller for the prior month.|<br /> h2=This report tracks new products for the current month by teller. This report requires the following databases be opened; UNIX(membrs.report, membr2.report and histry) and MPE (membrs.report, membr2.report and histr? - whatever the prior month history is.) This report requires branch name modification in the final pass as well as product type via suffix in the first pass. Other modifications may be required.|<br /> link=PRODUCT-TRACKING-PRIOR-MONTH.ctx|<br /> created=2016/09/01|<br /> results={{Results_PRODUCT-TRACKING-PRIOR-MONTH|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=SAFE-DEPOSIT-BOX|<br /> h1=Created in LIST. Reports all Rented and Non-rented Safe Deposit boxes.|<br /> h2=N/A|<br /> link=SAFE-DEPOSIT-BOX.ctx|<br /> created=2016/09/01|<br /> results={{Results_SAFE-DEPOSIT-BOX|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_VISA-10-PERCENT-OVR-CREDIT-BAL&diff=3438 2022-02-23T19:19:17Z

<p>Paulae: Created page with &quot;&lt;pre&gt; Date: 02/23/2022 Page: 1 Visa Accounts 10% + Over Cred...&quot;</p> <hr /> <div>&lt;pre&gt;<br /> Date: 02/23/2022 Page: 1<br /> Visa Accounts 10% + Over Credit Limit<br /> # of Days<br /> Account Name and Address Credit Limit Balance %Over Due Date Past Due<br /> ========================================================================================================<br /> 47842 KEVIN H SIMONDS $3,000.00 $12,470.00 315.66% 10/31/2006 5594<br /> 3517 LASSEN AVE<br /> PHILADELPHIA, PA 19102<br /> <br /> 5138 STANLEY W JOHNSON $5,000.00 $12,470.00 149.40% 07/31/2006 5686<br /> 3456 S.E. ALDERSON<br /> MANCHESTER, NH 3108<br /> <br /> 1032 CHRIS MANZUK $5,000.00 $5,615.38 12.30% 12/31/2006 5533<br /> 2233 11TH AVE<br /> PANAMA CITY, FL 32413<br /> <br /> ========================================================================================================<br /> Grand Totals -&gt; $13,000.00 $30,555.38 135.04%<br /> &lt;/pre&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_BANK-SECRECY-ACT&diff=3406 2021-12-28T16:59:45Z

<p>Paulae: Created page with &quot;&lt;pre&gt; Date: 12/28/2021 Page: 1 Time: 7:56 AM Bank Secrecy Act Reporting by SSN...&quot;</p> <hr /> <div>&lt;pre&gt;<br /> Date: 12/28/2021 Page: 1<br /> Time: 7:56 AM<br /> Bank Secrecy Act Reporting by SSN<br /> (Will report if: Cash Received total GT $5000.00 OR Cash Dispersed total LT $5000.00-)<br /> <br /> SSN Member Name Cash Received Cash Dispersed<br /> _________________________________________________________________________________________<br /> 238-38-5192 CHERYL M ALTENHEISS $10,763.74 $0.00<br /> 252-98-8282 BEVERLY HOLLIS $11,893.63 $0.00<br /> 420-19-1113 MAURICE GOODWIN $5,045.73 $2,191.95-<br /> 528-95-2050 JUDY PANDS $5,664.62 $123.21-<br /> 539-75-0835 JASON MICHEALS $6,652.99 $6,308.94-<br /> 540-73-2166 LARRY D PAULSON $17,441.05 $1,145.35-<br /> 540-81-0270 TIMOTHY BLESS $62,113.59 $4,224.55-<br /> 541-89-2858 SCOTT R ERNEST $26,933.13 $922.54-<br /> 543-70-8208 CHRISTOPHER PETTERSON $9,164.71 $7,648.50-<br /> &lt;/pre&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_History_Reports&diff=3405 2021-12-28T16:56:42Z

<p>Paulae: </p> <hr /> <div><br /> {{SampleContext|<br /> name=Bank Secrecy Act (BSA)|<br /> h1=Created in REPORT. Aggregates the Cash Received and Cash Dispersed for each SSN in a single day.|<br /> h2=If the Cash Received is greater than $5000.00 or if the Cash Dispersed is less than $5000.00, the Member SSN, Name and cash amounts are displayed.|<br /> link=Bank Secrecy Act.ctx|<br /> created=2016/09/01|<br /> results={{Results_BANK-SECRECY-ACT|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Teller_Reports&diff=3404 2021-12-27T18:49:42Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=All Related Teller Accounts|<br /> h2=Uses TELLER-FILE to display all related accounts.|<br /> h1=All Shares and Loans for the related accounts are displayed.|<br /> link=Teller%20Related%20Accounts%20Shares%20and%20Loans.ctx|<br /> created=2020/08/31|<br /> updated=2020/09/01|<br /> results={{Results_Teller Related Accounts Shares and Loans|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Teller Transactions Daily|<br /> h2=This report selects all monetary transaction from the SH-HISTORY and LN-HISTORY datasets for the prior day.|<br /> h1=The report is sorted by the BRANCH-GL-LOC field and TELLER-INTL and gives totals for each. The transactions are counted in one hour increments.|<br /> link=Teller Transactions Daily.ctx|<br /> created=2016/09/01|<br /> results={{Results_TELLER-TRANSACTIONS-DAILY|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Teller Transactions by Branch and Teller|<br /> h2=This report selects all monetary transaction from the SH-HISTORY and LN-HISTORY datasets for a given month.|<br /> h1=The report is sorted by the BRANCH-GL-LOC field and TELLER-INTL and gives totals for each. The transactions are counted in one hour increments.|<br /> link=Teller Transactions by Branch and Teller.ctx|<br /> created=2020/08/31|<br /> updated=2020/09/01|<br /> results={{Results_Teller Transaction Counts|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_TELLER-TRANSACTIONS-DAILY&diff=3403 2021-12-27T18:48:36Z

<p>Paulae: Created page with &quot;&lt;pre&gt; Date: 12/27/2021 Page: 1 Time: 10:39 AM Daily Trans...&quot;</p> <hr /> <div>&lt;pre&gt;<br /> Date: 12/27/2021 Page: 1<br /> Time: 10:39 AM<br /> Daily Transactions by Branch, Teller and Hour<br /> For 08/23/2002<br /> <br /> 00:01 08:01 09:01 10:01 11:01 12:01 13:01 14:01 15:01 16:01 17:01 18:01<br /> Drawer Teller Total 08:00 09:00 10:00 11:00 12:00 13:00 14:00 15:00 16:00 17:00 18:00 24:00<br /> <br /> Transactions for Branch: 0<br /> <br /> 54D3 2 2 0 0 0 0 0 0 0 0 0 0 0<br /> 54P3 1 1 0 0 0 0 0 0 0 0 0 0 0<br /> 54S3 1 1 0 0 0 0 0 0 0 0 0 0 0<br /> _________________________________________________________________________________________<br /> Total 4 4 0 0 0 0 0 0 0 0 0 0 0<br /> Transactions for Branch: 1 EVERYBODY&#039;S CU - MAIN OFFICE<br /> <br /> 54C3 1 0 0 0 0 0 0 0 0 0 0 0 1<br /> 54D3 1 1 0 0 0 0 0 0 0 0 0 0 0<br /> BOA 65 65 0 0 0 0 0 0 0 0 0 0 0<br /> BOP 6 6 0 0 0 0 0 0 0 0 0 0 0<br /> C24 7 7 0 0 0 0 0 0 0 0 0 0 0<br /> _________________________________________________________________________________________<br /> Total 80 79 0 0 0 0 0 0 0 0 0 0 1<br /> <br /> _________________________________________________________________________________________<br /> Grand Total 84 83 0 0 0 0 0 0 0 0 0 0 1<br /> &lt;/pre&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Teller_Reports&diff=3402 2021-12-27T18:32:37Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=All Related Teller Accounts|<br /> h2=Uses TELLER-FILE to display all related accounts.|<br /> h1=All Shares and Loans for the related accounts are displayed.|<br /> link=Teller%20Related%20Accounts%20Shares%20and%20Loans.ctx|<br /> created=2020/08/31|<br /> updated=2020/09/01|<br /> results={{Results_Teller Related Accounts Shares and Loans|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=TELLER-TRANSACTIONS-DAILY|<br /> h2=This report selects all monetary transaction from the SH-HISTORY and LN-HISTORY datasets for the prior day.|<br /> h1=The report is sorted by the BRANCH-GL-LOC field and TELLER-INTL and gives totals for each. The transactions are counted in one hour increments.|<br /> link=TELLER-TRANSACTIONS-DAILY.ctx|<br /> created=2016/09/01|<br /> results={{Results_TELLER-TRANSACTIONS-DAILY|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Teller Transactions by Branch and Teller|<br /> h2=This report selects all monetary transaction from the SH-HISTORY and LN-HISTORY datasets for a given month.|<br /> h1=The report is sorted by the BRANCH-GL-LOC field and TELLER-INTL and gives totals for each. The transactions are counted in one hour increments.|<br /> link=Teller Transactions by Branch and Teller.ctx|<br /> created=2020/08/31|<br /> updated=2020/09/01|<br /> results={{Results_Teller Transaction Counts|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Teller_Reports&diff=3401 2021-12-27T18:29:51Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=All Related Teller Accounts|<br /> h2=Uses TELLER-FILE to display all related accounts.|<br /> h1=All Shares and Loans for the related accounts are displayed.|<br /> link=Teller%20Related%20Accounts%20Shares%20and%20Loans.ctx|<br /> created=2020/08/31|<br /> updated=2020/09/01|<br /> results={{Results_Teller Related Accounts Shares and Loans|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=TELLER-TRANSACTIONS-DAILY|<br /> h2=This report selects all monetary transaction from the SH-HISTORY and LN-HISTORY datasets for a given day.|<br /> h1=The report is sorted by the BRANCH-GL-LOC field and TELLER-INTL and gives totals for each. The transactions are counted in one hour increments.|<br /> link=TELLER-TRANSACTIONS-DAILY.ctx|<br /> created=2016/09/01|<br /> results={{Results_TELLER-TRANSACTIONS-DAILY|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Teller Transactions by Branch and Teller|<br /> h2=This report selects all monetary transaction from the SH-HISTORY and LN-HISTORY datasets for a given month.|<br /> h1=The report is sorted by the BRANCH-GL-LOC field and TELLER-INTL and gives totals for each. The transactions are counted in one hour increments.|<br /> link=Teller Transactions by Branch and Teller.ctx|<br /> created=2020/08/31|<br /> updated=2020/09/01|<br /> results={{Results_Teller Transaction Counts|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_History_Reports&diff=3400 2021-12-27T18:27:35Z

<p>Paulae: </p> <hr /> <div><br /> {{SampleContext|<br /> name=BANK-SECRECY-ACT|<br /> h1=Created in REPORT. Aggregates the Cash Received and Cash Dispersed for each SSN in a single day.|<br /> h2=If the Cash Received is greater than $5000.00 or if the Cash Dispersed is less than $5000.00, the Member SSN, Name and cash amounts are displayed.|<br /> link=BANK-SECRECY-ACT.ctx|<br /> created=2016/09/01|<br /> results={{Results_BANK-SECRECY-ACT|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Teller_Reports&diff=3399 2021-12-27T18:24:06Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=All Related Teller Accounts|<br /> h2=Uses TELLER-FILE to display all related accounts.|<br /> h1=All Shares and Loans for the related accounts are displayed.|<br /> link=Teller%20Related%20Accounts%20Shares%20and%20Loans.ctx|<br /> created=2020/08/31|<br /> updated=2020/09/01|<br /> results={{Results_Teller Related Accounts Shares and Loans|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Teller Transactions by Branch and Teller|<br /> h2=This report selects all monetary transaction from the SH-HISTORY and LN-HISTORY datasets for a given month.|<br /> h1=The report is sorted by the BRANCH-GL-LOC field and TELLER-INTL and gives totals for each. The transactions are counted in one hour increments.|<br /> link=Teller Transactions by Branch and Teller.ctx|<br /> created=2020/08/31|<br /> updated=2020/09/01|<br /> results={{Results_Teller Transaction Counts|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_Teller_Transaction_Counts&diff=3398 2021-12-21T20:07:06Z

<p>Paulae: </p> <hr /> <div>&lt;font size=1&gt;<br /> &lt;pre&gt;<br /> Date: 09/10/2020 Page: 1<br /> Time: 8:48 AM<br /> Monthly Teller Transactions by Teller by Hour<br /> Totals for: June 2020<br /> <br /> Teller Total 08:00 09:00 10:00 11:00 12:00 13:00 14:00 15:00 16:00 17:00 18:00 24:00<br /> <br /> <br /> Transactions for Branch: 1 EVERYBODY&#039;S CU - MAIN OFFICE<br /> <br /> 03D4 1 0 0 0 0 0 0 0 0 0 0 0 0<br /> 30I2 4 0 0 0 0 0 0 0 0 0 1 1 0<br /> 31I1 4 1 0 1 0 0 0 0 0 0 0 0 0<br /> 31I3 4 1 0 0 0 0 0 0 0 0 1 0 0<br /> 31I4 3 0 0 0 0 0 0 0 0 0 1 0 0<br /> 59I1 3 0 0 0 0 0 0 0 0 1 0 1 0<br /> 60I1 1 0 0 0 0 0 0 0 0 0 0 0 0<br /> 61I2 4 1 0 0 0 0 0 0 0 1 0 0 0<br /> 61I4 3 0 0 0 0 0 0 0 0 0 0 1 0<br /> 62I3 4 1 0 0 0 0 0 0 0 0 0 0 0<br /> 90I1 3 1 0 0 0 0 0 0 0 1 0 0 0<br /> 91I1 1 1 0 0 0 0 0 0 0 0 0 0 0<br /> 91I2 4 1 0 0 0 0 0 0 0 0 0 0 0<br /> 92I3 4 2 0 0 0 0 0 0 0 0 0 0 0<br /> 92I4 3 0 0 0 0 0 0 0 0 0 2 0 0<br /> BOA 260 260 0 0 0 0 0 0 0 0 0 0 0<br /> BOP 745 601 108 1 23 0 0 0 0 6 0 0 0<br /> C24 28 28 0 0 0 0 0 0 0 0 0 0 0<br /> ZZZ 10 4 1 1 0 0 0 0 0 1 3 0 0<br /> __________________________________________________________________________________________________<br /> Branch: 1 Total 1,089 902 109 3 23 0 0 0 0 10 8 3 0<br /> <br /> &lt;/pre&gt;<br /> &lt;/font&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_NEW-LOANS-BY-COLLATERAL&diff=3397 2021-12-21T20:00:44Z

<p>Paulae: Created page with &quot;&lt;font size=1&gt; &lt;pre&gt; DATE: 12/21/2021 TIME: 11:43 AM Page: 1...&quot;</p> <hr /> <div>&lt;font size=1&gt;<br /> &lt;pre&gt;<br /> DATE: 12/21/2021 TIME: 11:43 AM Page: 1<br /> <br /> New Loans November 2021<br /> Sorted by Officer<br /> <br /> Officer Coll. Orig Credit Account/SFX Entry Entry Credit Description APR Due Payment<br /> Branch Score Date Amount Limit Date Amount<br /> <br /> AF 131 1 870 18774-98 05-01-1997 462.59 15,000.00 VISA GOLD 10.7500% 06-01-2006 100.00<br /> 1 Cnt 462.59 Tot<br /> <br /> SU 1 1 750 35016-11 09-05-1996 2,100.00 2,100.00 PERSONAL 14.5000% 10-24-1998 132.57<br /> 1 600 35172-19 03-28-1995 3,865.78 3,865.78 PERSONAL 12.0000% 07-03-1997 85.82<br /> 5 1 675 35063-41 03-15-1996 17,546.13 10,000.00 1996 DUTCHMAN CLASSI 8.2500% 10-17-2000 350.00<br /> 30 1 680 19994-96 10-27-1992 1,532.71 5,000.00 VISA CLASSIC 13.5000% 10-01-2006 75.00<br /> 1 700 35016-96 03-28-1994 1,196.77 5,000.00 VISA CLASSIC 9.7500% 10-31-2006 36.00<br /> 31 1 690 14108-98 09-11-1990 1,969.00 10,000.00 VISA GOLD 9.7500% 02-01-2001 25.00<br /> 109 1 695 46214-60 07-17-1995 14,000.00 14,000.00 SHARES IN 46214-00 6.0000% 02-01-2001 267.70<br /> 999 1 800 211-40 03-13-1989 24,676.87 25,000.00 EQUITY LOC 8.4300% 02-01-2001 449.00<br /> 1 890 35617-11 07-28-1989 5,000.00 5,000.00 CHARGED OFF LOANS 14.2500% 04-02-1991 50.25<br /> 9 Cnt 71,887.26 Tot<br /> <br /> 10 Cnt 72,349.85 Tot<br /> <br /> &lt;/pre&gt;<br /> &lt;/font&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_Loan_Reports&diff=3396 2021-12-21T19:55:59Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=Accrued Interest Calculations|<br /> h1=Context contains a List Design and Report Design with the Accrued Interest Calculations.|<br /> h2=One part of the calculation is to calculate the number of days between the last-int-date and a given date. Currently the given date is the end of the prior month. Modify the global variable #as-of-date for different results.|<br /> link=Accrued Interest Calculations.ctx|<br /> created=2021/08/20|<br /> results={{Results_Accrued Interest Results|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Loans Maturing by Branch and Date|<br /> h1=This is a summary report with counts and totals of loans maturing by branch and date.|<br /> link=Loans Maturing by Branch and Date.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-OFFICER-OR-BRANCH-MAT-DATE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=VEHICLE-LOANS-PAID-OFF-6-8-MONTHS|<br /> h1=Created in List. Selects open Vehicle loans that will be paid off in the next six to eight months.|<br /> h2=|<br /> link=VEHICLE-LOANS-PAID-OFF-6-8-MONTHS.ctx|<br /> created=2016/09/01|<br /> results={{Results_VEHICLE-LOANS-PAID-OFF-6-8-MONTHS|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PLEDGE REPORT|<br /> h1=Share Secured Loan Report|<br /> h2=This REPORT lists all Loans, by Account, that have been secured with Shares. It totals the Loan amount and the Share amount, and gives a message: &quot;Loans are fully pledged.&quot; or &quot;WARNING: &quot;Insufficient shares.&quot;|<br /> link=PLEDGE-REPORT.ctx|<br /> created=2016/09/01|<br /> results={{Results_PLEDGE REPORT|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Weighted Average by Collateral|<br /> h1=The weighted average of loans by collateral code.|<br /> link=WEIGHTED-AVERAGE-BY-COLLATERAL-CODE.ctx|<br /> created=2016/09/01|<br /> results={{Results_Weighted Average by Collateral|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Weighted Average by Credit Tier|<br /> h1=The weighted average of loans by credit tiers.|<br /> link=WEIGHTED AVERAGE BY Credit Tier.ctx|<br /> created=2016/09/01|<br /> results={{Results_Weighted Average by Credit Tier|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=LOANS-BY-APR|<br /> h1=Created in LIST. Reports all open loans sorted, totaled, and counted by APR.|<br /> h2=N/A|<br /> link=LOANS-BY-APR.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-APR|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=INSURED-LOANS-BY-OFFICER|<br /> h1=Pulls all loans that were opened in the prior month. Sorts and totals by type of Insurance for each officer.|<br /> link=INSURED-LOANS-BY-OFFICER.ctx|<br /> created=2016/09/01|<br /> results={{Results_INSURED-LOANS-BY-OFFICER|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PAID-OFF-REALESTATE|<br /> h1=Created in REPORT. Tracks paid off Real Estate Loans.|<br /> link=PAID-OFF-REAL-ESTATE.ctx|<br /> created=2016/09/01|<br /> results={{Results_PAID-OFF-REALESTATE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=DELINQUENT-LOANS-BY-COLLATERAL|<br /> h1=Created in REPORT. Example of how to create arrays in Visimage.|<br /> h2=The report includes detail information as well as totals for each collateral code.|<br /> link=DELINQUENT-LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_DELINQUENT-LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=FIRST-LOAN-PAYMENT-MISSED|<br /> h1=Created in REPORT. All loans where the first scheduled payment (FIRST-PAY-DATE) is past due.|<br /> h2=All loans where the first scheduled payment (FIRST-PAY-DATE) is past due. Output includes the primary memberÎs name, SSN, phone number and any co-borrower name(s).|<br /> link=FIRST-LOAN-PYMT-MISSED.ctx|<br /> created=2016/09/01|<br /> results={{Results_FIRST-LOAN-PAYMENT-MISSED|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=OFFICER-LOANS-BY-CREDIT-SCORE|<br /> h1=Created in REPORT. Will find all Open Loans, sort by Officer and group by Credit Score.|<br /> link=OFFICER-LOANS-BY-CREDIT-SCORE.ctx|<br /> created=2016/09/01|<br /> results={{Results_OFFICER-LOANS-BY-CREDIT-SCORE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=DELINQUENT-LOANS-BY-OFFICER|<br /> h1=Gathers and displays all delinquent loans by loan officer.|<br /> h2=This report pulls loans that have a balance greater than zero that are 15 days or more past due and are not charged off. It is sorted by loan officer and shows how many loans and the total loan balance that are 15-30, 31-60, 61-90, and over 90 days delinquent.|<br /> link=DELINQUENT-LOANS-BY-OFFICER.ctx|<br /> created=2016/09/01|<br /> results={{Results_DELINQUENT-LOANS-BY-OFFICER|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=LOANS-BY-COLLATERAL|<br /> h1=Loan Portfolio Summary by Collateral Code.|<br /> h2=This report pulls all open loans that have a balance &gt; 0. It sorts the loans by COLLATERAL and displays a summary by collateral code showing the collateral code, the collateral description, the total number of loans for that collateral code, the total outstanding balance and the average rate on loans in each collateral code.|<br /> link=LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=New Loans by Officer|<br /> h1=New Loans detail by Officer.|<br /> h2=This report pulls all loans opened in the prior month.|<br /> link=New Loans by Officer.ctx|<br /> created=2016/09/01|<br /> results={{Results_NEW-LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Loan Payment Breakdown Using LN-HISTORY|<br /> h1=Loan Payments for the prior month, showing Beginning Balance, Principal, Interest, Fees and Ending Balance.|<br /> h2=This report pulls all monetary transactions for a given month from the LN-HISTORY dataset from the HISTRY database.|<br /> h3=Account numbers and Names are not shown in Results.|<br /> link=Loan%20Payment%20Breakdown%20using%20LN-HISTORY.ctx|<br /> created=2016/09/10|<br /> results={{Results_Loan Payment Breakdown|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Number of Late Payments|<br /> h1=This report uses the LOAN-FILE.PMT-HISTORY field to count the number of times a loan has been late.|<br /> h2=The late payments are broken into 30, 60, 90 and 120 day buckets.|<br /> link=PMT-HISTORY%20NUMBER%20OF%2030%2060%2090%20TIMES%20LATE.ctx|<br /> created=2016/09/10|<br /> results={{Results_Late Payment Counts|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_Late_Payment_Counts&diff=3395 2021-12-20T17:07:22Z

<p>Paulae: </p> <hr /> <div>&lt;font size=1&gt;<br /> &lt;pre&gt;<br /> Date: 09/10/2020 Number of Times a Loan Payment has been Late Page: 1<br /> Time: 8:16 AM<br /> <br /> Account SFX Collateral PMT HISTORY 30 Days 60 Days 90 Days 120 Days Total 60+ days<br /> 239 98 31 999999999999999999999999999999 0 0 0 0 30<br /> 273 87 22 999999999999999999999887766555 0 0 0 0 30<br /> 318 98 31 999999999999999999999999999999 0 0 0 0 30<br /> 354 98 31 999999999999999999999999999999 0 0 0 0 30<br /> 472 11 1 999999999999999999999999999999 0 0 0 0 30<br /> 549 82 8 999999999999999999999999999999 0 0 0 0 30<br /> 600 10 11 333322222222111110000000000000 5 8 4 0 12<br /> 600 12 109 333322222222111110000000000000 5 8 4 0 12<br /> 600 76 28 333322222222111110000000000000 5 8 4 0 12<br /> 601 10 11 333322222222111110000000000000 5 8 4 0 12<br /> 602 10 11 444432333333222221101000000000 3 6 7 4 17<br /> 603 10 11 444432333333222221101000000000 3 6 7 4 17<br /> 604 10 11 444432333333222221101000000000 3 6 7 4 17<br /> 605 10 11 444432333333222221101000000000 3 6 7 4 17<br /> 606 10 11 444432333333222221101000000000 3 6 7 4 17<br /> 608 10 11 444432333333222221101000000000 3 6 7 4 17<br /> &lt;/pre&gt;<br /> &lt;/font&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_Loan_Payment_Breakdown&diff=3394 2021-12-20T17:06:20Z

<p>Paulae: </p> <hr /> <div>&lt;font size=1&gt;<br /> &lt;pre&gt;<br /> DATE: 09/01/2020 TIME: 8:45 AM Page: 1<br /> <br /> Loan Payment Breakdown <br /> <br /> Suffix Collateral Transaction-Date Trans-Type Command Beginning-Balance Total-Payment Principal-Amount Interest-Amount Fee-Amount Ending-Balance<br /> <br /> 45 2 2020/08/01 101 153 $1,856.20 $155.80 $155.80 $0.00 $0.00 $1,700.40<br /> 07 1 2020/08/01 101 153 $1,460.84 $85.00 $81.76 $3.24 $0.00 $1,379.08<br /> 45 2 2020/08/01 101 290 $515.32 $60.22 $60.22 $0.00 $0.00 $455.10<br /> 01 401 2020/08/01 101 156 $17,641.18 $600.00 $525.69 $74.31 $0.00 $17,115.49<br /> 45 2 2020/08/01 101 153 $223.65 $100.00 $100.00 $0.00 $0.00 $123.65<br /> 45 2 2020/08/01 101 153 $93.59 $93.59 $93.59 $0.00 $0.00 $0.00<br /> 46 2 2020/08/01 101 288 $6,785.49 $99.85- $99.85- $0.00 $0.00 $6,885.34<br /> 45 2 2020/08/01 101 288 $814.82 $24.39- $24.39- $0.00 $0.00 $839.21<br /> 45 2 2020/08/01 101 153 $5,023.30 $50.00 $50.00 $0.00 $0.00 $4,973.30<br /> 08 901 2020/08/01 101 153 $127,949.36 $610.84 $197.67 $413.17 $0.00 $127,751.69<br /> 08 19 102 153 $11,630,879.04 $181.00 $0.00 $0.00 $181.00 $11,630,879.04<br /> &lt;/pre&gt;<br /> &lt;/font&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_Loan_Reports&diff=3393 2021-12-15T19:19:30Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=Accrued Interest Calculations|<br /> h1=Context contains a List Design and Report Design with the Accrued Interest Calculations.|<br /> h2=One part of the calculation is to calculate the number of days between the last-int-date and a given date. Currently the given date is the end of the prior month. Modify the global variable #as-of-date for different results.|<br /> link=Accrued Interest Calculations.ctx|<br /> created=2021/08/20|<br /> results={{Results_Accrued Interest Results|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Loans Maturing by Branch and Date|<br /> h1=This is a summary report with counts and totals of loans maturing by branch and date.|<br /> link=Loans Maturing by Branch and Date.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-OFFICER-OR-BRANCH-MAT-DATE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=VEHICLE-LOANS-PAID-OFF-6-8-MONTHS|<br /> h1=Created in List. Selects open Vehicle loans that will be paid off in the next six to eight months.|<br /> h2=|<br /> link=VEHICLE-LOANS-PAID-OFF-6-8-MONTHS.ctx|<br /> created=2016/09/01|<br /> results={{Results_VEHICLE-LOANS-PAID-OFF-6-8-MONTHS|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PLEDGE REPORT|<br /> h1=Share Secured Loan Report|<br /> h2=This REPORT lists all Loans, by Account, that have been secured with Shares. It totals the Loan amount and the Share amount, and gives a message: &quot;Loans are fully pledged.&quot; or &quot;WARNING: &quot;Insufficient shares.&quot;|<br /> link=PLEDGE-REPORT.ctx|<br /> created=2016/09/01|<br /> results={{Results_PLEDGE REPORT|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Weighted Average by Collateral|<br /> h1=The weighted average of loans by collateral code.|<br /> link=WEIGHTED-AVERAGE-BY-COLLATERAL-CODE.ctx|<br /> created=2016/09/01|<br /> results={{Results_Weighted Average by Collateral|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Weighted Average by Credit Tier|<br /> h1=The weighted average of loans by credit tiers.|<br /> link=WEIGHTED AVERAGE BY Credit Tier.ctx|<br /> created=2016/09/01|<br /> results={{Results_Weighted Average by Credit Tier|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=LOANS-BY-APR|<br /> h1=Created in LIST. Reports all open loans sorted, totaled, and counted by APR.|<br /> h2=N/A|<br /> link=LOANS-BY-APR.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-APR|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=INSURED-LOANS-BY-OFFICER|<br /> h1=Pulls all loans that were opened in the prior month. Sorts and totals by type of Insurance for each officer.|<br /> link=INSURED-LOANS-BY-OFFICER.ctx|<br /> created=2016/09/01|<br /> results={{Results_INSURED-LOANS-BY-OFFICER|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PAID-OFF-REALESTATE|<br /> h1=Created in REPORT. Tracks paid off Real Estate Loans.|<br /> link=PAID-OFF-REAL-ESTATE.ctx|<br /> created=2016/09/01|<br /> results={{Results_PAID-OFF-REALESTATE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=DELINQUENT-LOANS-BY-COLLATERAL|<br /> h1=Created in REPORT. Example of how to create arrays in Visimage.|<br /> h2=The report includes detail information as well as totals for each collateral code.|<br /> link=DELINQUENT-LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_DELINQUENT-LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=FIRST-LOAN-PAYMENT-MISSED|<br /> h1=Created in REPORT. All loans where the first scheduled payment (FIRST-PAY-DATE) is past due.|<br /> h2=All loans where the first scheduled payment (FIRST-PAY-DATE) is past due. Output includes the primary memberÎs name, SSN, phone number and any co-borrower name(s).|<br /> link=FIRST-LOAN-PYMT-MISSED.ctx|<br /> created=2016/09/01|<br /> results={{Results_FIRST-LOAN-PAYMENT-MISSED|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=OFFICER-LOANS-BY-CREDIT-SCORE|<br /> h1=Created in REPORT. Will find all Open Loans, sort by Officer and group by Credit Score.|<br /> link=OFFICER-LOANS-BY-CREDIT-SCORE.ctx|<br /> created=2016/09/01|<br /> results={{Results_OFFICER-LOANS-BY-CREDIT-SCORE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=DELINQUENT-LOANS-BY-OFFICER|<br /> h1=Gathers and displays all delinquent loans by loan officer.|<br /> h2=This report pulls loans that have a balance greater than zero that are 15 days or more past due and are not charged off. It is sorted by loan officer and shows how many loans and the total loan balance that are 15-30, 31-60, 61-90, and over 90 days delinquent.|<br /> link=DELINQUENT-LOANS-BY-OFFICER.ctx|<br /> created=2016/09/01|<br /> results={{Results_DELINQUENT-LOANS-BY-OFFICER|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=LOANS-BY-COLLATERAL|<br /> h1=Loan Portfolio Summary by Collateral Code.|<br /> h2=This report pulls all open loans that have a balance &gt; 0. It sorts the loans by COLLATERAL and displays a summary by collateral code showing the collateral code, the collateral description, the total number of loans for that collateral code, the total outstanding balance and the average rate on loans in each collateral code.|<br /> link=LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=NEW-LOANS-BY-COLLATERAL|<br /> h1=New Loans Summary by Collateral Code.|<br /> h2=This report pulls all new loans that are put on the books during a year, month. The year and month are specified by an entry in the user prompt in CCYYMM format. It sorts the loans by COLLATERAL and displays a summary by collateral code.|<br /> link=NEW-LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_NEW-LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Loan Payment Breakdown Using LN-HISTORY|<br /> h1=Loan Payments for the prior month, showing Beginning Balance, Principal, Interest, Fees and Ending Balance.|<br /> h2=This report pulls all monetary transactions for a given month from the LN-HISTORY dataset from the HISTRY database.|<br /> h3=Account numbers and Names are not shown in Results.|<br /> link=Loan%20Payment%20Breakdown%20using%20LN-HISTORY.ctx|<br /> created=2016/09/10|<br /> results={{Results_Loan Payment Breakdown|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Number of Late Payments|<br /> h1=This report uses the LOAN-FILE.PMT-HISTORY field to count the number of times a loan has been late.|<br /> h2=The late payments are broken into 30, 60, 90 and 120 day buckets.|<br /> link=PMT-HISTORY%20NUMBER%20OF%2030%2060%2090%20TIMES%20LATE.ctx|<br /> created=2016/09/10|<br /> results={{Results_Late Payment Counts|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_LOANS-BY-COLLATERAL&diff=3392 2021-12-15T19:18:16Z

<p>Paulae: Created page with &quot;&lt;pre&gt; DATE: 12/15/2021 TIME: 11:09 AM PAGE: 1 Loan Portfolio Summary by Collateral Code COL CODE DESCRIPTION #Count...&quot;</p> <hr /> <div>&lt;pre&gt;<br /> DATE: 12/15/2021 TIME: 11:09 AM PAGE: 1<br /> <br /> Loan Portfolio Summary by Collateral Code<br /> <br /> COL CODE DESCRIPTION #Count Total Bal Avg Rate<br /> -------- -------------------- ------- ------------ --------<br /> 1 PERSONAL 3 $17,714.37 12.64%<br /> 8 REAL ESTATE 2 $13,331.37 9.66%<br /> 9 SHARES 1 $70.40 6.00%<br /> 11 NEW CAR 23 $84,726.28 8.92%<br /> 12 USED CAR 2 $11,341.85 9.01%<br /> 15 MISCELLANEOUS 1 $7,065.90 8.25%<br /> 21 EQUITY LOC 1 $3,344.43 7.50%<br /> 22 LNG TRM 1ST MRTG RE 7 $548,668.35 7.79%<br /> 25 EQUITY LOC 1 $80,000.00 7.25%<br /> 28 HOME EQUITY LOC 2 $142,745.31 6.51%<br /> 30 CLASSIC VISA 22 $30,055.54 9.85%<br /> 31 GOLD VISA 16 $23,994.90 10.53%<br /> 32 FIXED EQUITY LOC 1 $9,316.45 10.50%<br /> 101 PERSONAL 1 $12,470.00 14.50%<br /> 108 REAL ESTATE 1 $140,000.00 8.00%<br /> 109 SHARES 1 $2,825.11 11.00%<br /> 111 NEW CAR 42 $139,253.05 1.41%<br /> 112 USED CAR 3 $28,369.93 8.69%<br /> 122 LNG TRM 1ST MRTG RE 3 $395,792.98 7.78%<br /> 127 HOME EQUITY 3 $57,307.41 9.25%<br /> 129 HOME EQUITY LOC 2 $24,597.77 9.25%<br /> 130 CLASSIC VISA 10 $15,228.56 9.75%<br /> 131 GOLD VISA 18 $7,377.87 10.69%<br /> 999 CHARGED OFF LOANS 19 $41,099.00 13.04%<br /> --------------------------------------------------------------------<br /> TOTAL 185 $1,836,696.83 7.68%<br /> &lt;/pre&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_DELINQUENT-LOANS-BY-OFFICER&diff=3391 2021-12-15T18:42:37Z

<p>Paulae: Created page with &quot;&lt;font size=1&gt; &lt;pre&gt; Date: 12/15/2021 Time: 10:33 AM Vital Soft Credit Union Delinquency Report _______________________...&quot;</p> <hr /> <div>&lt;font size=1&gt;<br /> &lt;pre&gt;<br /> Date: 12/15/2021<br /> Time: 10:33 AM<br /> Vital Soft Credit Union Delinquency Report<br /> <br /> ___________________________________________________________________________________________________________________________________________________<br /> Officer | 15-30 | 31-60 | 61-90 | over 90 | Officer Total |<br /> ---------------------------------------------------------------------------------------------------------------------------------------------------<br /> AF | 0 $0.00 | 0 $0.00 | 0 $0.00 | 17 $7,207.36 | 17 $7,207.36 |<br /> CM | 0 $0.00 | 0 $0.00 | 0 $0.00 | 1 $75.35 | 1 $75.35 |<br /> SFL | 0 $0.00 | 0 $0.00 | 0 $0.00 | 16 $141,044.50 | 16 $141,044.50 |<br /> SU | 0 $0.00 | 0 $0.00 | 0 $0.00 | 71 1098,591.39 | 71 $1,098,591.39 |<br /> ZZ | 0 $0.00 | 0 $0.00 | 0 $0.00 | 66 $584,365.20 | 66 $584,365.20 |<br /> ---------------------------------------------------------------------------------------------------------------------------------------------------<br /> Final total: | 0 $0.00 | 0 $0.00 | 0 $0.00 | 171 $1,831,283.80 | 171 $1,831,283.80 |<br /> ---------------------------------------------------------------------------------------------------------------------------------------------------<br /> &lt;/pre&gt;<br /> &lt;/font&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_Loan_Reports&diff=3390 2021-12-15T18:41:41Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=Accrued Interest Calculations|<br /> h1=Context contains a List Design and Report Design with the Accrued Interest Calculations.|<br /> h2=One part of the calculation is to calculate the number of days between the last-int-date and a given date. Currently the given date is the end of the prior month. Modify the global variable #as-of-date for different results.|<br /> link=Accrued Interest Calculations.ctx|<br /> created=2021/08/20|<br /> results={{Results_Accrued Interest Results|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Loans Maturing by Branch and Date|<br /> h1=This is a summary report with counts and totals of loans maturing by branch and date.|<br /> link=Loans Maturing by Branch and Date.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-OFFICER-OR-BRANCH-MAT-DATE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=VEHICLE-LOANS-PAID-OFF-6-8-MONTHS|<br /> h1=Created in List. Selects open Vehicle loans that will be paid off in the next six to eight months.|<br /> h2=|<br /> link=VEHICLE-LOANS-PAID-OFF-6-8-MONTHS.ctx|<br /> created=2016/09/01|<br /> results={{Results_VEHICLE-LOANS-PAID-OFF-6-8-MONTHS|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PLEDGE REPORT|<br /> h1=Share Secured Loan Report|<br /> h2=This REPORT lists all Loans, by Account, that have been secured with Shares. It totals the Loan amount and the Share amount, and gives a message: &quot;Loans are fully pledged.&quot; or &quot;WARNING: &quot;Insufficient shares.&quot;|<br /> link=PLEDGE-REPORT.ctx|<br /> created=2016/09/01|<br /> results={{Results_PLEDGE REPORT|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Weighted Average by Collateral|<br /> h1=The weighted average of loans by collateral code.|<br /> link=WEIGHTED-AVERAGE-BY-COLLATERAL-CODE.ctx|<br /> created=2016/09/01|<br /> results={{Results_Weighted Average by Collateral|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Weighted Average by Credit Tier|<br /> h1=The weighted average of loans by credit tiers.|<br /> link=WEIGHTED AVERAGE BY Credit Tier.ctx|<br /> created=2016/09/01|<br /> results={{Results_Weighted Average by Credit Tier|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=LOANS-BY-APR|<br /> h1=Created in LIST. Reports all open loans sorted, totaled, and counted by APR.|<br /> h2=N/A|<br /> link=LOANS-BY-APR.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-APR|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=INSURED-LOANS-BY-OFFICER|<br /> h1=Pulls all loans that were opened in the prior month. Sorts and totals by type of Insurance for each officer.|<br /> link=INSURED-LOANS-BY-OFFICER.ctx|<br /> created=2016/09/01|<br /> results={{Results_INSURED-LOANS-BY-OFFICER|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PAID-OFF-REALESTATE|<br /> h1=Created in REPORT. Tracks paid off Real Estate Loans.|<br /> link=PAID-OFF-REAL-ESTATE.ctx|<br /> created=2016/09/01|<br /> results={{Results_PAID-OFF-REALESTATE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=DELINQUENT-LOANS-BY-COLLATERAL|<br /> h1=Created in REPORT. Example of how to create arrays in Visimage.|<br /> h2=The report includes detail information as well as totals for each collateral code.|<br /> link=DELINQUENT-LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_DELINQUENT-LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=FIRST-LOAN-PAYMENT-MISSED|<br /> h1=Created in REPORT. All loans where the first scheduled payment (FIRST-PAY-DATE) is past due.|<br /> h2=All loans where the first scheduled payment (FIRST-PAY-DATE) is past due. Output includes the primary memberÎs name, SSN, phone number and any co-borrower name(s).|<br /> link=FIRST-LOAN-PYMT-MISSED.ctx|<br /> created=2016/09/01|<br /> results={{Results_FIRST-LOAN-PAYMENT-MISSED|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=OFFICER-LOANS-BY-CREDIT-SCORE|<br /> h1=Created in REPORT. Will find all Open Loans, sort by Officer and group by Credit Score.|<br /> link=OFFICER-LOANS-BY-CREDIT-SCORE.ctx|<br /> created=2016/09/01|<br /> results={{Results_OFFICER-LOANS-BY-CREDIT-SCORE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=DELINQUENT-LOANS-BY-OFFICER|<br /> h1=Gathers and displays all delinquent loans by loan officer.|<br /> h2=This report pulls loans that have a balance greater than zero that are 15 days or more past due and are not charged off. It is sorted by loan officer and shows how many loans and the total loan balance that are 15-30, 31-60, 61-90, and over 90 days delinquent.|<br /> link=DELINQUENT-LOANS-BY-OFFICER.ctx|<br /> created=2016/09/01|<br /> results={{Results_DELINQUENT-LOANS-BY-OFFICER|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=LOANS-BY-COLLATERAL|<br /> h1=Loan Portfolio Summary by Collateral Code.|<br /> h2=This report pulls all loans that have a balance &gt; 0. It sorts the loans by COLLATERAL and displays a summary by collateral code showing the collateral code, the collateral description, the total number of loans for that collateral code, the total outstanding balance and the average rate on loans in each collateral code.|<br /> link=LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=NEW-LOANS-BY-COLLATERAL|<br /> h1=New Loans Summary by Collateral Code.|<br /> h2=This report pulls all new loans that are put on the books during a year, month. The year and month are specified by an entry in the user prompt in CCYYMM format. It sorts the loans by COLLATERAL and displays a summary by collateral code.|<br /> link=NEW-LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_NEW-LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Loan Payment Breakdown Using LN-HISTORY|<br /> h1=Loan Payments for the prior month, showing Beginning Balance, Principal, Interest, Fees and Ending Balance.|<br /> h2=This report pulls all monetary transactions for a given month from the LN-HISTORY dataset from the HISTRY database.|<br /> h3=Account numbers and Names are not shown in Results.|<br /> link=Loan%20Payment%20Breakdown%20using%20LN-HISTORY.ctx|<br /> created=2016/09/10|<br /> results={{Results_Loan Payment Breakdown|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Number of Late Payments|<br /> h1=This report uses the LOAN-FILE.PMT-HISTORY field to count the number of times a loan has been late.|<br /> h2=The late payments are broken into 30, 60, 90 and 120 day buckets.|<br /> link=PMT-HISTORY%20NUMBER%20OF%2030%2060%2090%20TIMES%20LATE.ctx|<br /> created=2016/09/10|<br /> results={{Results_Late Payment Counts|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_OFFICER-LOANS-BY-CREDIT-SCORE&diff=3389 2021-12-15T18:31:32Z

<p>Paulae: Created page with &quot;&lt;font size=1&gt; &lt;pre&gt; Date: 12/15/2021 Page: 1 Time: 10:22 AM...&quot;</p> <hr /> <div>&lt;font size=1&gt;<br /> &lt;pre&gt;<br /> <br /> Date: 12/15/2021 Page: 1<br /> Time: 10:22 AM Open Loans by Officer by Credit Score<br /> <br /> Officer # of Loans A+ A B C D E Total<br /> <br /> AF 17 0.00 0.00 0.00 0.00 0.00 7,207.36 7,207.36<br /> CM 1 0.00 0.00 0.00 0.00 0.00 75.35 75.35<br /> SFL 16 106,284.34 0.00 0.00 0.00 34,273.43 486.73 141,044.50<br /> SU 71 0.00 0.00 0.00 0.00 0.00 1,098,591.39 1,098,591.39<br /> ZZ 66 0.00 0.00 0.00 0.00 0.00 584,365.20 584,365.20<br /> <br /> =========== =============== =============== =============== =============== =============== =============== ===============<br /> Total: 171 106,284.34 0.00 0.00 0.00 34,273.43 1,690,726.03 1,831,283.80<br /> &lt;/pre&gt;<br /> &lt;/font&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_Loan_Reports&diff=3388 2021-12-15T18:22:00Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=Accrued Interest Calculations|<br /> h1=Context contains a List Design and Report Design with the Accrued Interest Calculations.|<br /> h2=One part of the calculation is to calculate the number of days between the last-int-date and a given date. Currently the given date is the end of the prior month. Modify the global variable #as-of-date for different results.|<br /> link=Accrued Interest Calculations.ctx|<br /> created=2021/08/20|<br /> results={{Results_Accrued Interest Results|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Loans Maturing by Branch and Date|<br /> h1=This is a summary report with counts and totals of loans maturing by branch and date.|<br /> link=Loans Maturing by Branch and Date.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-OFFICER-OR-BRANCH-MAT-DATE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=VEHICLE-LOANS-PAID-OFF-6-8-MONTHS|<br /> h1=Created in List. Selects open Vehicle loans that will be paid off in the next six to eight months.|<br /> h2=|<br /> link=VEHICLE-LOANS-PAID-OFF-6-8-MONTHS.ctx|<br /> created=2016/09/01|<br /> results={{Results_VEHICLE-LOANS-PAID-OFF-6-8-MONTHS|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PLEDGE REPORT|<br /> h1=Share Secured Loan Report|<br /> h2=This REPORT lists all Loans, by Account, that have been secured with Shares. It totals the Loan amount and the Share amount, and gives a message: &quot;Loans are fully pledged.&quot; or &quot;WARNING: &quot;Insufficient shares.&quot;|<br /> link=PLEDGE-REPORT.ctx|<br /> created=2016/09/01|<br /> results={{Results_PLEDGE REPORT|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Weighted Average by Collateral|<br /> h1=The weighted average of loans by collateral code.|<br /> link=WEIGHTED-AVERAGE-BY-COLLATERAL-CODE.ctx|<br /> created=2016/09/01|<br /> results={{Results_Weighted Average by Collateral|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Weighted Average by Credit Tier|<br /> h1=The weighted average of loans by credit tiers.|<br /> link=WEIGHTED AVERAGE BY Credit Tier.ctx|<br /> created=2016/09/01|<br /> results={{Results_Weighted Average by Credit Tier|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=LOANS-BY-APR|<br /> h1=Created in LIST. Reports all open loans sorted, totaled, and counted by APR.|<br /> h2=N/A|<br /> link=LOANS-BY-APR.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-APR|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=INSURED-LOANS-BY-OFFICER|<br /> h1=Pulls all loans that were opened in the prior month. Sorts and totals by type of Insurance for each officer.|<br /> link=INSURED-LOANS-BY-OFFICER.ctx|<br /> created=2016/09/01|<br /> results={{Results_INSURED-LOANS-BY-OFFICER|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PAID-OFF-REALESTATE|<br /> h1=Created in REPORT. Tracks paid off Real Estate Loans.|<br /> link=PAID-OFF-REAL-ESTATE.ctx|<br /> created=2016/09/01|<br /> results={{Results_PAID-OFF-REALESTATE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=DELINQUENT-LOANS-BY-COLLATERAL|<br /> h1=Created in REPORT. Example of how to create arrays in Visimage.|<br /> h2=The report includes detail information as well as totals for each collateral code.|<br /> link=DELINQUENT-LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_DELINQUENT-LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=FIRST-LOAN-PAYMENT-MISSED|<br /> h1=Created in REPORT. All loans where the first scheduled payment (FIRST-PAY-DATE) is past due.|<br /> h2=All loans where the first scheduled payment (FIRST-PAY-DATE) is past due. Output includes the primary memberÎs name, SSN, phone number and any co-borrower name(s).|<br /> link=FIRST-LOAN-PYMT-MISSED.ctx|<br /> created=2016/09/01|<br /> results={{Results_FIRST-LOAN-PAYMENT-MISSED|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=OFFICER-LOANS-BY-CREDIT-SCORE|<br /> h1=Created in REPORT. Will find all Open Loans, sort by Officer and group by Credit Score.|<br /> link=OFFICER-LOANS-BY-CREDIT-SCORE.ctx|<br /> created=2016/09/01|<br /> results={{Results_OFFICER-LOANS-BY-CREDIT-SCORE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=DELINQUENT-LOANS-BY-OFFICER|<br /> h1=Gathers and displays all delinquent loans by loan officer.|<br /> h2=This report pulls loans that have a balance greater than zero that are 15 days or more past due and are not collateral 999 (charged off). It is sorted by loan officer and shows how many loans and the total loan balance that are 15-30, 31-60, 61-90, and over 90 days delinquent.|<br /> link=DELINQUENT-LOANS-BY-OFFICER.ctx|<br /> created=2016/09/01|<br /> results={{Results_DELINQUENT-LOANS-BY-OFFICER|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=LOANS-BY-COLLATERAL|<br /> h1=Loan Portfolio Summary by Collateral Code.|<br /> h2=This report pulls all loans that have a balance &gt; 0. It sorts the loans by COLLATERAL and displays a summary by collateral code showing the collateral code, the collateral description, the total number of loans for that collateral code, the total outstanding balance and the average rate on loans in each collateral code.|<br /> link=LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=NEW-LOANS-BY-COLLATERAL|<br /> h1=New Loans Summary by Collateral Code.|<br /> h2=This report pulls all new loans that are put on the books during a year, month. The year and month are specified by an entry in the user prompt in CCYYMM format. It sorts the loans by COLLATERAL and displays a summary by collateral code.|<br /> link=NEW-LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_NEW-LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Loan Payment Breakdown Using LN-HISTORY|<br /> h1=Loan Payments for the prior month, showing Beginning Balance, Principal, Interest, Fees and Ending Balance.|<br /> h2=This report pulls all monetary transactions for a given month from the LN-HISTORY dataset from the HISTRY database.|<br /> h3=Account numbers and Names are not shown in Results.|<br /> link=Loan%20Payment%20Breakdown%20using%20LN-HISTORY.ctx|<br /> created=2016/09/10|<br /> results={{Results_Loan Payment Breakdown|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Number of Late Payments|<br /> h1=This report uses the LOAN-FILE.PMT-HISTORY field to count the number of times a loan has been late.|<br /> h2=The late payments are broken into 30, 60, 90 and 120 day buckets.|<br /> link=PMT-HISTORY%20NUMBER%20OF%2030%2060%2090%20TIMES%20LATE.ctx|<br /> created=2016/09/10|<br /> results={{Results_Late Payment Counts|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_FIRST-LOAN-PAYMENT-MISSED&diff=3387 2021-12-14T18:36:39Z

<p>Paulae: Created page with &quot;&lt;pre&gt; Date: 12/14/2021 Page: 1 Time: 10:27 AM F...&quot;</p> <hr /> <div>&lt;pre&gt;<br /> Date: 12/14/2021 Page: 1<br /> Time: 10:27 AM<br /> First Loan Payment Missed<br /> <br /> Account-Sfx Primary Member Primary First Due # of Days Balance Phone Number<br /> Co-borrower SSN Date Past Due<br /> -------------------------------------------------------------------------------------------------------------<br /> 18774-98 FLORRIE J CLARK 541-81-7816 06/01/1997 8,962 172.22 (503) 555-9995<br /> <br /> 56401-98 ROBERT LONGFIELD 273-59-4281 11/01/1996 9,174 391.56 (415) 525-5100<br /> <br /> 52051-98 EARL F PEELER 543-03-8704 06/01/1997 8,962 172.22 (503) 555-3954<br /> <br /> 239-98 DAVID R WALLING 240-49-9605 06/01/1997 8,962 1,580.95 (503) 555-6819<br /> <br /> 273-87 KATHY MASON 140-43-4901 04/28/1986 13,014 140.15 (581) 532-4070<br /> STEVE GROVES<br /> <br /> 318-98 MIKE RULLINS 243-57-8925 06/01/1997 8,962 520.42 (503) 555-9137<br /> <br /> 354-98 DONNA OAKLEY 142-57-9445 06/01/1997 8,962 520.42 (503) 555-8614<br /> <br /> 472-11 CYNTHIA O&#039;BRIEN 840-41-7535 11/11/1984 13,547 666.89 (503) 555-1066<br /> <br /> 549-82 WAYNE DOUGLAS 643-55-5139 05/20/1989 11,896 861.37 (055) 5 -<br /> NORIKA NAMBA<br /> <br /> 644-98 GUY MORRIS 737-39-5977 09/01/1996 9,235 4,060.01 (503) 555-1124<br /> <br /> <br /> Number of Accounts Past Due: 10 Total Amount Past Due: 9,086.21<br /> &lt;/pre&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_DELINQUENT-LOANS-BY-COLLATERAL&diff=3386 2021-12-14T18:30:06Z

<p>Paulae: </p> <hr /> <div>&lt;font size=1&gt;<br /> &lt;pre&gt;<br /> DATE:12/14/2021 PAGE: 1<br /> TIME:10:20 AM<br /> DELINQUENT LOANS BY COLLATERAL<br /> DELINQUENT AS OF DATE: 01-01-2021<br /> COLLATERAL: 1<br /> <br /> ACCOUNT-SFX BALANCE DUE-DATE<br /> --------------------------------------------<br /> 472-11 $666.89 2006/04/27<br /> 5138-11 $12,470.00 2006/11/26<br /> 12535-01 $4,577.48 2006/06/30<br /> -----------------------------------------<br /> PAST DUE TOTALS<br /> <br /> 0 - 10 DAYS PAST DUE | 11 - 20 DAYS PAST DUE | 21 - 30 DAYS PAST DUE | 31 DAYS OR MORE PAST DUE | TOTAL CNT TOTAL AMT<br /> --------------------------------------------------------------------------------------------------------------------------------<br /> | 0 $0.00 | 0 $0.00 | 0 $0.00 | 3 $17,714.37 | 3 $17,714.37<br /> --------------------------------------------------------------------------------------------------------------------------------<br /> <br /> <br /> COLLATERAL: 8<br /> <br /> ACCOUNT-SFX BALANCE DUE-DATE<br /> --------------------------------------------<br /> 549-82 $861.37 2006/06/23<br /> 5138-72 $12,470.00 2006/11/24<br /> -----------------------------------------<br /> PAST DUE TOTALS<br /> <br /> 0 - 10 DAYS PAST DUE | 11 - 20 DAYS PAST DUE | 21 - 30 DAYS PAST DUE | 31 DAYS OR MORE PAST DUE | TOTAL CNT TOTAL AMT<br /> --------------------------------------------------------------------------------------------------------------------------------<br /> | 0 $0.00 | 0 $0.00 | 0 $0.00 | 2 $13,331.37 | 2 $13,331.37<br /> --------------------------------------------------------------------------------------------------------------------------------<br /> <br /> &lt;/pre&gt;<br /> &lt;/font&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_Loan_Reports&diff=3385 2021-12-14T18:24:10Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=Accrued Interest Calculations|<br /> h1=Context contains a List Design and Report Design with the Accrued Interest Calculations.|<br /> h2=One part of the calculation is to calculate the number of days between the last-int-date and a given date. Currently the given date is the end of the prior month. Modify the global variable #as-of-date for different results.|<br /> link=Accrued Interest Calculations.ctx|<br /> created=2021/08/20|<br /> results={{Results_Accrued Interest Results|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Loans Maturing by Branch and Date|<br /> h1=This is a summary report with counts and totals of loans maturing by branch and date.|<br /> link=Loans Maturing by Branch and Date.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-OFFICER-OR-BRANCH-MAT-DATE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=VEHICLE-LOANS-PAID-OFF-6-8-MONTHS|<br /> h1=Created in List. Selects open Vehicle loans that will be paid off in the next six to eight months.|<br /> h2=|<br /> link=VEHICLE-LOANS-PAID-OFF-6-8-MONTHS.ctx|<br /> created=2016/09/01|<br /> results={{Results_VEHICLE-LOANS-PAID-OFF-6-8-MONTHS|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PLEDGE REPORT|<br /> h1=Share Secured Loan Report|<br /> h2=This REPORT lists all Loans, by Account, that have been secured with Shares. It totals the Loan amount and the Share amount, and gives a message: &quot;Loans are fully pledged.&quot; or &quot;WARNING: &quot;Insufficient shares.&quot;|<br /> link=PLEDGE-REPORT.ctx|<br /> created=2016/09/01|<br /> results={{Results_PLEDGE REPORT|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Weighted Average by Collateral|<br /> h1=The weighted average of loans by collateral code.|<br /> link=WEIGHTED-AVERAGE-BY-COLLATERAL-CODE.ctx|<br /> created=2016/09/01|<br /> results={{Results_Weighted Average by Collateral|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Weighted Average by Credit Tier|<br /> h1=The weighted average of loans by credit tiers.|<br /> link=WEIGHTED AVERAGE BY Credit Tier.ctx|<br /> created=2016/09/01|<br /> results={{Results_Weighted Average by Credit Tier|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=LOANS-BY-APR|<br /> h1=Created in LIST. Reports all open loans sorted, totaled, and counted by APR.|<br /> h2=N/A|<br /> link=LOANS-BY-APR.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-APR|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=INSURED-LOANS-BY-OFFICER|<br /> h1=Pulls all loans that were opened in the prior month. Sorts and totals by type of Insurance for each officer.|<br /> link=INSURED-LOANS-BY-OFFICER.ctx|<br /> created=2016/09/01|<br /> results={{Results_INSURED-LOANS-BY-OFFICER|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PAID-OFF-REALESTATE|<br /> h1=Created in REPORT. Tracks paid off Real Estate Loans.|<br /> link=PAID-OFF-REAL-ESTATE.ctx|<br /> created=2016/09/01|<br /> results={{Results_PAID-OFF-REALESTATE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=DELINQUENT-LOANS-BY-COLLATERAL|<br /> h1=Created in REPORT. Example of how to create arrays in Visimage.|<br /> h2=The report includes detail information as well as totals for each collateral code.|<br /> link=DELINQUENT-LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_DELINQUENT-LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=FIRST-LOAN-PAYMENT-MISSED|<br /> h1=Created in REPORT. All loans where the first scheduled payment (FIRST-PAY-DATE) is past due.|<br /> h2=All loans where the first scheduled payment (FIRST-PAY-DATE) is past due. Output includes the primary memberÎs name, SSN, phone number and any co-borrower name(s).|<br /> link=FIRST-LOAN-PYMT-MISSED.ctx|<br /> created=2016/09/01|<br /> results={{Results_FIRST-LOAN-PAYMENT-MISSED|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=OFFICER-LOANS-BY-CREDIT-SCORE|<br /> h1=Created in REPORT. Will find all Open Loans, sort by Officer and group by Credit Score.|<br /> h2=N/A|<br /> link=OFFICER-LOANS-BY-CREDIT-SCORE.ctx|<br /> created=2016/09/01|<br /> results={{Results_OFFICER-LOANS-BY-CREDIT-SCORE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=DELINQUENT-LOANS-BY-OFFICER|<br /> h1=Gathers and displays all delinquent loans by loan officer.|<br /> h2=This report pulls loans that have a balance greater than zero that are 15 days or more past due and are not collateral 999 (charged off). It is sorted by loan officer and shows how many loans and the total loan balance that are 15-30, 31-60, 61-90, and over 90 days delinquent.|<br /> link=DELINQUENT-LOANS-BY-OFFICER.ctx|<br /> created=2016/09/01|<br /> results={{Results_DELINQUENT-LOANS-BY-OFFICER|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=LOANS-BY-COLLATERAL|<br /> h1=Loan Portfolio Summary by Collateral Code.|<br /> h2=This report pulls all loans that have a balance &gt; 0. It sorts the loans by COLLATERAL and displays a summary by collateral code showing the collateral code, the collateral description, the total number of loans for that collateral code, the total outstanding balance and the average rate on loans in each collateral code.|<br /> link=LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=NEW-LOANS-BY-COLLATERAL|<br /> h1=New Loans Summary by Collateral Code.|<br /> h2=This report pulls all new loans that are put on the books during a year, month. The year and month are specified by an entry in the user prompt in CCYYMM format. It sorts the loans by COLLATERAL and displays a summary by collateral code.|<br /> link=NEW-LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_NEW-LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Loan Payment Breakdown Using LN-HISTORY|<br /> h1=Loan Payments for the prior month, showing Beginning Balance, Principal, Interest, Fees and Ending Balance.|<br /> h2=This report pulls all monetary transactions for a given month from the LN-HISTORY dataset from the HISTRY database.|<br /> h3=Account numbers and Names are not shown in Results.|<br /> link=Loan%20Payment%20Breakdown%20using%20LN-HISTORY.ctx|<br /> created=2016/09/10|<br /> results={{Results_Loan Payment Breakdown|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Number of Late Payments|<br /> h1=This report uses the LOAN-FILE.PMT-HISTORY field to count the number of times a loan has been late.|<br /> h2=The late payments are broken into 30, 60, 90 and 120 day buckets.|<br /> link=PMT-HISTORY%20NUMBER%20OF%2030%2060%2090%20TIMES%20LATE.ctx|<br /> created=2016/09/10|<br /> results={{Results_Late Payment Counts|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_DELINQUENT-LOANS-BY-COLLATERAL&diff=3384 2021-12-14T18:21:50Z

<p>Paulae: Created page with &quot;&lt;font size=1&gt; &lt;pre&gt; DATE:12/14/2021 PAGE: 1 TIME:10:12 AM...&quot;</p> <hr /> <div>&lt;font size=1&gt;<br /> &lt;pre&gt;<br /> DATE:12/14/2021 PAGE: 1<br /> TIME:10:12 AM<br /> DELINQUENT LOANS BY COLLATERAL<br /> DELINQUENT AS OF DATE: 01-01-2021<br /> COLLATERAL: 1<br /> <br /> ACCOUNT-SFX BALANCE DUE-DATE<br /> --------------------------------------------<br /> 472-11 $666.89 2006/04/27<br /> 5138-11 $12,470.00 2006/11/26<br /> 12535-01 $4,577.48 2006/06/30<br /> -----------------------------------------<br /> PAST DUE TOTALS<br /> <br /> 0 - 10 DAYS PAST DUE | 11 - 20 DAYS PAST DUE | 21 - 30 DAYS PAST DUE | 31 DAYS OR MORE PAST DUE | TOTAL CNT TOTAL AMT<br /> --------------------------------------------------------------------------------------------------------------------------------<br /> | 3 $17,714.37 | 0 $0.00 | 0 $0.00 | 0 $0.00 | 3 $17,714.37<br /> --------------------------------------------------------------------------------------------------------------------------------<br /> <br /> <br /> COLLATERAL: 8<br /> <br /> ACCOUNT-SFX BALANCE DUE-DATE<br /> --------------------------------------------<br /> 549-82 $861.37 2006/06/23<br /> 5138-72 $12,470.00 2006/11/24<br /> -----------------------------------------<br /> PAST DUE TOTALS<br /> <br /> 0 - 10 DAYS PAST DUE | 11 - 20 DAYS PAST DUE | 21 - 30 DAYS PAST DUE | 31 DAYS OR MORE PAST DUE | TOTAL CNT TOTAL AMT<br /> --------------------------------------------------------------------------------------------------------------------------------<br /> | 2 $13,331.37 | 0 $0.00 | 0 $0.00 | 0 $0.00 | 2 $13,331.37<br /> --------------------------------------------------------------------------------------------------------------------------------<br /> &lt;/pre&gt;<br /> &lt;/font&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_Loan_Reports&diff=3383 2021-12-14T18:13:35Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=Accrued Interest Calculations|<br /> h1=Context contains a List Design and Report Design with the Accrued Interest Calculations.|<br /> h2=One part of the calculation is to calculate the number of days between the last-int-date and a given date. Currently the given date is the end of the prior month. Modify the global variable #as-of-date for different results.|<br /> link=Accrued Interest Calculations.ctx|<br /> created=2021/08/20|<br /> results={{Results_Accrued Interest Results|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Loans Maturing by Branch and Date|<br /> h1=This is a summary report with counts and totals of loans maturing by branch and date.|<br /> link=Loans Maturing by Branch and Date.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-OFFICER-OR-BRANCH-MAT-DATE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=VEHICLE-LOANS-PAID-OFF-6-8-MONTHS|<br /> h1=Created in List. Selects open Vehicle loans that will be paid off in the next six to eight months.|<br /> h2=|<br /> link=VEHICLE-LOANS-PAID-OFF-6-8-MONTHS.ctx|<br /> created=2016/09/01|<br /> results={{Results_VEHICLE-LOANS-PAID-OFF-6-8-MONTHS|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PLEDGE REPORT|<br /> h1=Share Secured Loan Report|<br /> h2=This REPORT lists all Loans, by Account, that have been secured with Shares. It totals the Loan amount and the Share amount, and gives a message: &quot;Loans are fully pledged.&quot; or &quot;WARNING: &quot;Insufficient shares.&quot;|<br /> link=PLEDGE-REPORT.ctx|<br /> created=2016/09/01|<br /> results={{Results_PLEDGE REPORT|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Weighted Average by Collateral|<br /> h1=The weighted average of loans by collateral code.|<br /> link=WEIGHTED-AVERAGE-BY-COLLATERAL-CODE.ctx|<br /> created=2016/09/01|<br /> results={{Results_Weighted Average by Collateral|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Weighted Average by Credit Tier|<br /> h1=The weighted average of loans by credit tiers.|<br /> link=WEIGHTED AVERAGE BY Credit Tier.ctx|<br /> created=2016/09/01|<br /> results={{Results_Weighted Average by Credit Tier|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=LOANS-BY-APR|<br /> h1=Created in LIST. Reports all open loans sorted, totaled, and counted by APR.|<br /> h2=N/A|<br /> link=LOANS-BY-APR.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-APR|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=INSURED-LOANS-BY-OFFICER|<br /> h1=Pulls all loans that were opened in the prior month. Sorts and totals by type of Insurance for each officer.|<br /> link=INSURED-LOANS-BY-OFFICER.ctx|<br /> created=2016/09/01|<br /> results={{Results_INSURED-LOANS-BY-OFFICER|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PAID-OFF-REALESTATE|<br /> h1=Created in REPORT. Tracks paid off Real Estate Loans.|<br /> link=PAID-OFF-REAL-ESTATE.ctx|<br /> created=2016/09/01|<br /> results={{Results_PAID-OFF-REALESTATE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=DELINQUENT-LOANS-BY-COLLATERAL|<br /> h1=Created in REPORT. Example of how to create arrays in Visimage.|<br /> link=DELINQUENT-LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_DELINQUENT-LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=FIRST-LOAN-PAYMENT-MISSED|<br /> h1=Created in REPORT. All loans where the first scheduled payment (FIRST-PAY-DATE) is past due.|<br /> h2=All loans where the first scheduled payment (FIRST-PAY-DATE) is past due. Output includes the primary memberÎs name, SSN, phone number and any co-borrower name(s).|<br /> link=FIRST-LOAN-PYMT-MISSED.ctx|<br /> created=2016/09/01|<br /> results={{Results_FIRST-LOAN-PAYMENT-MISSED|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=OFFICER-LOANS-BY-CREDIT-SCORE|<br /> h1=Created in REPORT. Will find all Open Loans, sort by Officer and group by Credit Score.|<br /> h2=N/A|<br /> link=OFFICER-LOANS-BY-CREDIT-SCORE.ctx|<br /> created=2016/09/01|<br /> results={{Results_OFFICER-LOANS-BY-CREDIT-SCORE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=DELINQUENT-LOANS-BY-OFFICER|<br /> h1=Gathers and displays all delinquent loans by loan officer.|<br /> h2=This report pulls loans that have a balance greater than zero that are 15 days or more past due and are not collateral 999 (charged off). It is sorted by loan officer and shows how many loans and the total loan balance that are 15-30, 31-60, 61-90, and over 90 days delinquent.|<br /> link=DELINQUENT-LOANS-BY-OFFICER.ctx|<br /> created=2016/09/01|<br /> results={{Results_DELINQUENT-LOANS-BY-OFFICER|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=LOANS-BY-COLLATERAL|<br /> h1=Loan Portfolio Summary by Collateral Code.|<br /> h2=This report pulls all loans that have a balance &gt; 0. It sorts the loans by COLLATERAL and displays a summary by collateral code showing the collateral code, the collateral description, the total number of loans for that collateral code, the total outstanding balance and the average rate on loans in each collateral code.|<br /> link=LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=NEW-LOANS-BY-COLLATERAL|<br /> h1=New Loans Summary by Collateral Code.|<br /> h2=This report pulls all new loans that are put on the books during a year, month. The year and month are specified by an entry in the user prompt in CCYYMM format. It sorts the loans by COLLATERAL and displays a summary by collateral code.|<br /> link=NEW-LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_NEW-LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Loan Payment Breakdown Using LN-HISTORY|<br /> h1=Loan Payments for the prior month, showing Beginning Balance, Principal, Interest, Fees and Ending Balance.|<br /> h2=This report pulls all monetary transactions for a given month from the LN-HISTORY dataset from the HISTRY database.|<br /> h3=Account numbers and Names are not shown in Results.|<br /> link=Loan%20Payment%20Breakdown%20using%20LN-HISTORY.ctx|<br /> created=2016/09/10|<br /> results={{Results_Loan Payment Breakdown|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Number of Late Payments|<br /> h1=This report uses the LOAN-FILE.PMT-HISTORY field to count the number of times a loan has been late.|<br /> h2=The late payments are broken into 30, 60, 90 and 120 day buckets.|<br /> link=PMT-HISTORY%20NUMBER%20OF%2030%2060%2090%20TIMES%20LATE.ctx|<br /> created=2016/09/10|<br /> results={{Results_Late Payment Counts|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_PAID-OFF-REALESTATE&diff=3382 2021-12-14T17:21:54Z

<p>Paulae: Created page with &quot;&lt;font size=1&gt; &lt;pre&gt; DATE:12/14/2021 TIME: 9:13 AM PAGE: 1...&quot;</p> <hr /> <div>&lt;font size=1&gt;<br /> &lt;pre&gt;<br /> DATE:12/14/2021 TIME: 9:13 AM PAGE: 1<br /> <br /> PAID OFF REAL ESTATE LOANS IB 11/01/2021 - 11/30/2021<br /> <br /> ACCOUNT-SF NAME ENTRY-AMT COLL INS LAST-CODE LAST-AMT PD-OFF DT<br /> ---------------------------------------------------------------------------------------------------------------------------<br /> 1258-72 NEAL GILLENWATER $20,044.83 8 J PTPD $235.80 1996/10/03<br /> 7488-72 STEVE ROBERTS $19,021.28 8 J PTDD $56.54 2000/12/22<br /> 42066-82 ADELINE HATCHER $29,000.00 8 N LPMT $54.07 1999/12/31<br /> 46274-72 TIM FEINGOLD $15,000.00 108 N PTPD $60.06 2001/10/26<br /> --------------------<br /> TOTAL LOANS PAID OFF<br /> 4<br /> &lt;/pre&gt;<br /> &lt;/font&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Template:Results_INSURED-LOANS-BY-OFFICER&diff=3381 2021-12-14T17:18:46Z

<p>Paulae: Created page with &quot;&lt;pre&gt; DATE 12/14/2021 PAGE 1 TIME 9:57 AM INSURED LOANS BY OFFICER TOTALS FOR OFFICER: 0...&quot;</p> <hr /> <div>&lt;pre&gt;<br /> DATE 12/14/2021 PAGE 1<br /> TIME 9:57 AM<br /> INSURED LOANS BY OFFICER<br /> <br /> TOTALS FOR OFFICER: 000 BILL JONES<br /> <br /> INS-1 INS-2 IN-3 INS-4 INS-5<br /> 18 0 0 0 2<br /> <br /> TOTAL INSURED LOANS : 20<br /> TOTAL AMOUNT OF INSURED LOANS : $130,843.67<br /> <br /> TOTAL LOANS : 20<br /> TOTAL AMOUNT OF ALL LOANS : $130,843.67<br /> ___________________________________________________________________________<br /> TOTALS FOR OFFICER: 001 NANCY SMITH<br /> <br /> INS-1 INS-2 IN-3 INS-4 INS-5<br /> 33 4 5 0 10<br /> <br /> TOTAL INSURED LOANS : 52<br /> TOTAL AMOUNT OF INSURED LOANS : $26,929.64<br /> <br /> TOTAL LOANS : 59<br /> TOTAL AMOUNT OF ALL LOANS : $28,247.93<br /> ___________________________________________________________________________<br /> TOTALS FOR OFFICER: 002 FRANK FREDERICK<br /> <br /> INS-1 INS-2 IN-3 INS-4 INS-5<br /> 8 0 0 0 3<br /> <br /> TOTAL INSURED LOANS : 11<br /> TOTAL AMOUNT OF INSURED LOANS : $3,023.71<br /> <br /> TOTAL LOANS : 16<br /> TOTAL AMOUNT OF ALL LOANS : $3,023.71<br /> ___________________________________________________________________________<br /> TOTALS FOR OFFICER: 003 SHELLY BROWN<br /> <br /> INS-1 INS-2 IN-3 INS-4 INS-5<br /> 14 1 5 0 8<br /> <br /> TOTAL INSURED LOANS : 28<br /> TOTAL AMOUNT OF INSURED LOANS : $16,688.55<br /> <br /> TOTAL LOANS : 33<br /> TOTAL AMOUNT OF ALL LOANS : $22,536.66<br /> ___________________________________________________________________________<br /> <br /> ...<br /> <br /> ___________________________________________________________________________<br /> <br /> TOTAL INSURED 25,672 $221,493,097.02<br /> <br /> 1 - LIFE 21,957 208,659,383.59<br /> 2 - JOINT LIFE 162 $722,974.15<br /> 3 - DISABILITY 562 $3,106,905.31<br /> 4 - JOINT LIFE AND DISABILITY 20 $217,342.17<br /> 5 - LIFE AND DISABILITY 2,971 $8,786,491.80<br /> <br /> TOTALS 25,771 $221,596,833.63<br /> <br /> &lt;/pre&gt;</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_Loan_Reports&diff=3380 2021-12-13T17:25:20Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=Accrued Interest Calculations|<br /> h1=Context contains a List Design and Report Design with the Accrued Interest Calculations.|<br /> h2=One part of the calculation is to calculate the number of days between the last-int-date and a given date. Currently the given date is the end of the prior month. Modify the global variable #as-of-date for different results.|<br /> link=Accrued Interest Calculations.ctx|<br /> created=2021/08/20|<br /> results={{Results_Accrued Interest Results|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Loans Maturing by Branch and Date|<br /> h1=This is a summary report with counts and totals of loans maturing by branch and date.|<br /> link=Loans Maturing by Branch and Date.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-OFFICER-OR-BRANCH-MAT-DATE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=VEHICLE-LOANS-PAID-OFF-6-8-MONTHS|<br /> h1=Created in List. Selects open Vehicle loans that will be paid off in the next six to eight months.|<br /> h2=|<br /> link=VEHICLE-LOANS-PAID-OFF-6-8-MONTHS.ctx|<br /> created=2016/09/01|<br /> results={{Results_VEHICLE-LOANS-PAID-OFF-6-8-MONTHS|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PLEDGE REPORT|<br /> h1=Share Secured Loan Report|<br /> h2=This REPORT lists all Loans, by Account, that have been secured with Shares. It totals the Loan amount and the Share amount, and gives a message: &quot;Loans are fully pledged.&quot; or &quot;WARNING: &quot;Insufficient shares.&quot;|<br /> link=PLEDGE-REPORT.ctx|<br /> created=2016/09/01|<br /> results={{Results_PLEDGE REPORT|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Weighted Average by Collateral|<br /> h1=The weighted average of loans by collateral code.|<br /> link=WEIGHTED-AVERAGE-BY-COLLATERAL-CODE.ctx|<br /> created=2016/09/01|<br /> results={{Results_Weighted Average by Collateral|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Weighted Average by Credit Tier|<br /> h1=The weighted average of loans by credit tiers.|<br /> link=WEIGHTED AVERAGE BY Credit Tier.ctx|<br /> created=2016/09/01|<br /> results={{Results_Weighted Average by Credit Tier|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=LOANS-BY-APR|<br /> h1=Created in LIST. Reports all open loans sorted, totaled, and counted by APR.|<br /> h2=N/A|<br /> link=LOANS-BY-APR.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-APR|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=INSURED-LOANS-BY-OFFICER|<br /> h1=Created in REPORT. Contains 2 REPORTS: Detail and Summary.|<br /> h2=Pulls all loans that have been disbursed (MEMBRS.LOAN-FILE.ACTION = D) and have an entry date in between and inclusive (IB) certain entry dates.|<br /> link=INSURED-LOANS-BY-OFFICER.ctx|<br /> created=2016/09/01|<br /> results={{Results_INSURED-LOANS-BY-OFFICER|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PAID-OFF-REALESTATE|<br /> h1=Created in REPORT. Tracks paid off Real Estate Loans.|<br /> link=PAID-OFF-REAL-ESTATE.ctx|<br /> created=2016/09/01|<br /> results={{Results_PAID-OFF-REALESTATE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=DELINQUENT-LOANS-BY-COLLATERAL|<br /> h1=Created in REPORT. Example to set up arrays in Visimage.|<br /> h2=N/A|<br /> link=DELINQUENT-LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_DELINQUENT-LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=FIRST-LOAN-PAYMENT-MISSED|<br /> h1=Created in REPORT. All loans where the first scheduled payment (FIRST-PAY-DATE) is past due.|<br /> h2=All loans where the first scheduled payment (FIRST-PAY-DATE) is past due. Output includes the primary memberÎs name, SSN, phone number and any co-borrower name(s).|<br /> link=FIRST-LOAN-PYMT-MISSED.ctx|<br /> created=2016/09/01|<br /> results={{Results_FIRST-LOAN-PAYMENT-MISSED|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=OFFICER-LOANS-BY-CREDIT-SCORE|<br /> h1=Created in REPORT. Will find all Open Loans, sort by Officer and group by Credit Score.|<br /> h2=N/A|<br /> link=OFFICER-LOANS-BY-CREDIT-SCORE.ctx|<br /> created=2016/09/01|<br /> results={{Results_OFFICER-LOANS-BY-CREDIT-SCORE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=DELINQUENT-LOANS-BY-OFFICER|<br /> h1=Gathers and displays all delinquent loans by loan officer.|<br /> h2=This report pulls loans that have a balance greater than zero that are 15 days or more past due and are not collateral 999 (charged off). It is sorted by loan officer and shows how many loans and the total loan balance that are 15-30, 31-60, 61-90, and over 90 days delinquent.|<br /> link=DELINQUENT-LOANS-BY-OFFICER.ctx|<br /> created=2016/09/01|<br /> results={{Results_DELINQUENT-LOANS-BY-OFFICER|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=LOANS-BY-COLLATERAL|<br /> h1=Loan Portfolio Summary by Collateral Code.|<br /> h2=This report pulls all loans that have a balance &gt; 0. It sorts the loans by COLLATERAL and displays a summary by collateral code showing the collateral code, the collateral description, the total number of loans for that collateral code, the total outstanding balance and the average rate on loans in each collateral code.|<br /> link=LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=NEW-LOANS-BY-COLLATERAL|<br /> h1=New Loans Summary by Collateral Code.|<br /> h2=This report pulls all new loans that are put on the books during a year, month. The year and month are specified by an entry in the user prompt in CCYYMM format. It sorts the loans by COLLATERAL and displays a summary by collateral code.|<br /> link=NEW-LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_NEW-LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Loan Payment Breakdown Using LN-HISTORY|<br /> h1=Loan Payments for the prior month, showing Beginning Balance, Principal, Interest, Fees and Ending Balance.|<br /> h2=This report pulls all monetary transactions for a given month from the LN-HISTORY dataset from the HISTRY database.|<br /> h3=Account numbers and Names are not shown in Results.|<br /> link=Loan%20Payment%20Breakdown%20using%20LN-HISTORY.ctx|<br /> created=2016/09/10|<br /> results={{Results_Loan Payment Breakdown|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Number of Late Payments|<br /> h1=This report uses the LOAN-FILE.PMT-HISTORY field to count the number of times a loan has been late.|<br /> h2=The late payments are broken into 30, 60, 90 and 120 day buckets.|<br /> link=PMT-HISTORY%20NUMBER%20OF%2030%2060%2090%20TIMES%20LATE.ctx|<br /> created=2016/09/10|<br /> results={{Results_Late Payment Counts|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae https://wiki.vital-soft.com/index.php?title=Spectrum_Loan_Reports&diff=3379 2021-12-10T19:30:08Z

<p>Paulae: </p> <hr /> <div>{{SampleContext|<br /> name=Accrued Interest Calculations|<br /> h1=Context contains a List Design and Report Design with the Accrued Interest Calculations.|<br /> h2=One part of the calculation is to calculate the number of days between the last-int-date and a given date. Currently the given date is the end of the prior month. Modify the global variable #as-of-date for different results.|<br /> link=Accrued Interest Calculations.ctx|<br /> created=2021/08/20|<br /> results={{Results_Accrued Interest Results|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Loans Maturing by Branch and Date|<br /> h1=This is a summary report with counts and totals of loans maturing by branch and date.|<br /> link=Loans Maturing by Branch and Date.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-OFFICER-OR-BRANCH-MAT-DATE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=VEHICLE-LOANS-PAID-OFF-6-8-MONTHS|<br /> h1=Created in List. Selects open Vehicle loans that will be paid off in the next six to eight months.|<br /> h2=|<br /> link=VEHICLE-LOANS-PAID-OFF-6-8-MONTHS.ctx|<br /> created=2016/09/01|<br /> results={{Results_VEHICLE-LOANS-PAID-OFF-6-8-MONTHS|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PLEDGE REPORT|<br /> h1=Share Secured Loan Report|<br /> h2=This REPORT lists all Loans, by Account, that have been secured with Shares. It totals the Loan amount and the Share amount, and gives a message: &quot;Loans are fully pledged.&quot; or &quot;WARNING: &quot;Insufficient shares.&quot;|<br /> link=PLEDGE-REPORT.ctx|<br /> created=2016/09/01|<br /> results={{Results_PLEDGE REPORT|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Weighted Average by Collateral|<br /> h1=The weighted average of loans by collateral code.|<br /> link=WEIGHTED-AVERAGE-BY-COLLATERAL-CODE.ctx|<br /> created=2016/09/01|<br /> results={{Results_Weighted Average by Collateral|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Weighted Average by Credit Tier|<br /> h1=The weighted average of loans by credit tiers.|<br /> link=WEIGHTED AVERAGE BY Credit Tier.ctx|<br /> created=2016/09/01|<br /> results={{Results_Weighted Average by Credit Tier|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=LOANS-BY-APR|<br /> h1=Created in LIST. Reports all open loans sorted, totaled, and counted by APR.|<br /> h2=N/A|<br /> link=LOANS-BY-APR.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-APR|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=INSURED-LOANS-BY-OFFICER|<br /> h1=Created in REPORT. Contains 2 REPORTS: Detail and Summary.|<br /> h2=Pulls all loans that have been disbursed (MEMBRS.LOAN-FILE.ACTION = D) and have an entry date in between and inclusive (IB) certain entry dates.|<br /> link=INSURED-LOANS-BY-OFFICER.ctx|<br /> created=2016/09/01|<br /> results={{Results_INSURED-LOANS-BY-OFFICER|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=PAID-OFF-REALESTATE|<br /> h1=Created in REPORT. Tracks paid off Real Estate Loans.|<br /> h2=N/A|<br /> link=PAID-OFF-REAL-ESTATE.ctx|<br /> created=2016/09/01|<br /> results={{Results_PAID-OFF-REALESTATE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=DELINQUENT-LOANS-BY-COLLATERAL|<br /> h1=Created in REPORT. Example to set up arrays in Visimage.|<br /> h2=N/A|<br /> link=DELINQUENT-LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_DELINQUENT-LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=FIRST-LOAN-PAYMENT-MISSED|<br /> h1=Created in REPORT. All loans where the first scheduled payment (FIRST-PAY-DATE) is past due.|<br /> h2=All loans where the first scheduled payment (FIRST-PAY-DATE) is past due. Output includes the primary memberÎs name, SSN, phone number and any co-borrower name(s).|<br /> link=FIRST-LOAN-PYMT-MISSED.ctx|<br /> created=2016/09/01|<br /> results={{Results_FIRST-LOAN-PAYMENT-MISSED|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=OFFICER-LOANS-BY-CREDIT-SCORE|<br /> h1=Created in REPORT. Will find all Open Loans, sort by Officer and group by Credit Score.|<br /> h2=N/A|<br /> link=OFFICER-LOANS-BY-CREDIT-SCORE.ctx|<br /> created=2016/09/01|<br /> results={{Results_OFFICER-LOANS-BY-CREDIT-SCORE|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=DELINQUENT-LOANS-BY-OFFICER|<br /> h1=Gathers and displays all delinquent loans by loan officer.|<br /> h2=This report pulls loans that have a balance greater than zero that are 15 days or more past due and are not collateral 999 (charged off). It is sorted by loan officer and shows how many loans and the total loan balance that are 15-30, 31-60, 61-90, and over 90 days delinquent.|<br /> link=DELINQUENT-LOANS-BY-OFFICER.ctx|<br /> created=2016/09/01|<br /> results={{Results_DELINQUENT-LOANS-BY-OFFICER|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=LOANS-BY-COLLATERAL|<br /> h1=Loan Portfolio Summary by Collateral Code.|<br /> h2=This report pulls all loans that have a balance &gt; 0. It sorts the loans by COLLATERAL and displays a summary by collateral code showing the collateral code, the collateral description, the total number of loans for that collateral code, the total outstanding balance and the average rate on loans in each collateral code.|<br /> link=LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=NEW-LOANS-BY-COLLATERAL|<br /> h1=New Loans Summary by Collateral Code.|<br /> h2=This report pulls all new loans that are put on the books during a year, month. The year and month are specified by an entry in the user prompt in CCYYMM format. It sorts the loans by COLLATERAL and displays a summary by collateral code.|<br /> link=NEW-LOANS-BY-COLLATERAL.ctx|<br /> created=2016/09/01|<br /> results={{Results_NEW-LOANS-BY-COLLATERAL|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Loan Payment Breakdown Using LN-HISTORY|<br /> h1=Loan Payments for the prior month, showing Beginning Balance, Principal, Interest, Fees and Ending Balance.|<br /> h2=This report pulls all monetary transactions for a given month from the LN-HISTORY dataset from the HISTRY database.|<br /> h3=Account numbers and Names are not shown in Results.|<br /> link=Loan%20Payment%20Breakdown%20using%20LN-HISTORY.ctx|<br /> created=2016/09/10|<br /> results={{Results_Loan Payment Breakdown|}}<br /> }}<br /> <br /> {{SampleContext|<br /> name=Number of Late Payments|<br /> h1=This report uses the LOAN-FILE.PMT-HISTORY field to count the number of times a loan has been late.|<br /> h2=The late payments are broken into 30, 60, 90 and 120 day buckets.|<br /> link=PMT-HISTORY%20NUMBER%20OF%2030%2060%2090%20TIMES%20LATE.ctx|<br /> created=2016/09/10|<br /> results={{Results_Late Payment Counts|}}<br /> }}<br /> <br /> <br /> [[Spectrum Context Library | Back to Context Library]]</div>

Paulae