Difference between revisions of "Spectrum Product Reports"

From Vital Soft Wiki
Jump to: navigation, search
>Johno
 
(6 intermediate revisions by 2 users not shown)
Line 1: Line 1:
 
{{SampleContext|
 
{{SampleContext|
−
name=VISA-10-PERCENT-OVR-CREDIT-BAL|
+
name=VISA 10 PCT OVER CREDIT-BAL|
 
h1=Visa Accounts More Than 10% Over Credit Limit|
 
h1=Visa Accounts More Than 10% Over Credit Limit|
−
h2=This report is designed to select all members who are 10% or more above their credit limit on their Visa Accounts.  This version selects VISA cards, suffix 96.|
+
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.|
 
link=VISA-10-PERCENT-OVR-CREDIT-BAL.ctx|
 
link=VISA-10-PERCENT-OVR-CREDIT-BAL.ctx|
 
created=2016/09/01|
 
created=2016/09/01|
Line 15: Line 15:
 
created=2016/09/01|
 
created=2016/09/01|
 
results={{Results_BALANCE-GREATER-THAN-CREDIT-LIMIT|}}
 
results={{Results_BALANCE-GREATER-THAN-CREDIT-LIMIT|}}
−
}}
 
−
 
−
{{SampleContext|
 
−
name=PRODUCT-TRACKING-CURR-MONTH|
 
−
h1=Reports new products by teller for the current month.|
 
−
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.|
 
−
link=PRODUCT-TRACKING-CURR-MONTH.ctx|
 
−
created=2016/09/01|
 
−
results={{Results_PRODUCT-TRACKING-CURR-MONTH|}}
 
−
}}
 
−
 
−
{{SampleContext|
 
−
name=PRODUCT-TRACKING-PRIOR-MONTH|
 
−
h1=Reports new products by teller for the prior month.|
 
−
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.|
 
−
link=PRODUCT-TRACKING-PRIOR-MONTH.ctx|
 
−
created=2016/09/01|
 
−
results={{Results_PRODUCT-TRACKING-PRIOR-MONTH|}}
 
 
}}
 
}}
  
Line 38: Line 20:
 
name=SAFE-DEPOSIT-BOX|
 
name=SAFE-DEPOSIT-BOX|
 
h1=Created in LIST.  Reports all Rented and Non-rented Safe Deposit boxes.|
 
h1=Created in LIST.  Reports all Rented and Non-rented Safe Deposit boxes.|
−
h2=N/A|
 
 
link=SAFE-DEPOSIT-BOX.ctx|
 
link=SAFE-DEPOSIT-BOX.ctx|
 
created=2016/09/01|
 
created=2016/09/01|
 
results={{Results_SAFE-DEPOSIT-BOX|}}
 
results={{Results_SAFE-DEPOSIT-BOX|}}
 
}}
 
}}
 +
 +
{{SampleContext|
 +
name=IRA Required Minimum Distribution|
 +
h1=Reports detail information for all Members 72 years of age and older with IRA accounts.|
 +
h2=Calculates the RMD amount using the 2022 Life Expectancy Chart.|
 +
link=IRA Required Minimum Distribution.ctx|
 +
created=2022/03/21|
 +
results={{Results_IRA RMD|}}
 +
}}
 +
  
 
[[Spectrum Context Library | Back to Context Library]]
 
[[Spectrum Context Library | Back to Context Library]]

Latest revision as of 18:13, 21 March 2022

VISA 10 PCT OVER CREDIT-BAL

  • Visa Accounts More Than 10% Over Credit Limit
  • 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.
Sample Report Output
Date: 02/23/2022                                                                             Page:     1
                                   Visa Accounts 10% + Over Credit Limit
                                                                                              # of Days
 Account     Name and Address                 Credit Limit      Balance    %Over    Due Date   Past Due
========================================================================================================
 47842       KEVIN H SIMONDS                     $3,000.00   $12,470.00  315.66%  10/31/2006       5594
             3517 LASSEN AVE
             PHILADELPHIA, PA 19102
 
 5138        STANLEY W JOHNSON                   $5,000.00   $12,470.00  149.40%  07/31/2006       5686
             3456 S.E. ALDERSON
             MANCHESTER, NH 3108
 
 1032        CHRIS MANZUK                        $5,000.00    $5,615.38   12.30%  12/31/2006       5533
             2233 11TH AVE
             PANAMA CITY, FL 32413
 
========================================================================================================
             Grand Totals ->                    $13,000.00   $30,555.38  135.04%

Download VISA 10 PCT OVER CREDIT-BAL
Created: 2016/09/01

BALANCE-GREATER-THAN-CREDIT-LIMIT

  • This reports specified loans where the balance is greater than the credit limit.
  • This REPORT pulls all loan suffixes (MEMBRS.LOAN-FILE.SUFFIX), where the balance is greater then the credit limit (MEMBRS.LOAN-FILE.BALANCE > MEMBRS.LOAN-FILE.CREDIT-LIM) and members that have been over the their credit limit more then once (MEMBRS.LOAN-FILE.OVERLIMIT-CNT > 1). To specify suffixes, add to the begining of the search criteria: membrs.loan-file.suffix = ??,??,?? AND ...etc
Sample Report Output
DATE: 02/23/2022                                                                                     PAGE:     1
TIME: 11:35 AM                            VITAL SOFT CREDIT UNION
                                         ACCOUNTS OVER CREDIT LIMIT
****************************************************************************************************************
 
 ACCOUNT:        5138                          CDT LMT: $5,000.00   LAST PYMT:    09/30/2002   LOAN BEACON: 800
 SFX    : 96                                   CUR BAL: 12,470.00   DUE DATE:     07/31/2006   APR:     9.7500%
 NAME   : STANLEY W JOHNSON                    AMT OVR: $7,470.00   DATE OVR LMT: 09/04/1996   MBR BEACON:  734
                                                 % OVR:   149.40%
                                             TIMES OVR:        12   PMT HISTORY: 2-2-2-2-1-1-1-0-1-1-1-1
 ---------------------------------------------------------------------------------------------------------------

Download BALANCE-GREATER-THAN-CREDIT-LIMIT
Created: 2016/09/01

SAFE-DEPOSIT-BOX

  • Created in LIST. Reports all Rented and Non-rented Safe Deposit boxes.
Sample Report Output

Template:Results SAFE-DEPOSIT-BOX

Download SAFE-DEPOSIT-BOX
Created: 2016/09/01

IRA Required Minimum Distribution

  • Reports detail information for all Members 72 years of age and older with IRA accounts.
  • Calculates the RMD amount using the 2022 Life Expectancy Chart.
Sample Report Output
Date: 03/21/2022                IRA - Required Minimum Distribution                    Page:    1
Time: 10:50 AM                 RMD using 2022 Life Expectancy Table
 
    Account      SSN      Member Name                     Birth Date    Age
 
        600  544-74-3017  EDDIE MURPHY                    09-01-1947      74
 
        Plan #:      1  Desc: IRA   SFX: 40         Balance:       1,130.31
        Plan #:      1  Desc: 12I   SFX: 43         Balance:      50,968.60
 
                                                    Total:        52,098.91   RMD:       2,043.09
 
        601  258-62-3100  BRENDA BROWN                    12-25-1946      75
 
        Plan #:      1  Desc: IRA   SFX: 40         Balance:       1,130.31
        Plan #:      1  Desc: 12I   SFX: 43         Balance:       8,154.98
 
                                                    Total:         9,285.29   RMD:         377.45
 
        602  544-74-3018  ROBIN WILLIAMS                  09-02-1947      74
 
        Plan #:      1  Desc: IRA   SFX: 40         Balance:         565.15
        Plan #:      1  Desc: 12I   SFX: 43         Balance:         510.50
 
                                                    Total:         1,075.65   RMD:          42.18
 
        603  258-62-3101  JACK JONES                      02-02-1947      75
 
        Plan #:      1  Desc: IRA   SFX: 40         Balance:       2,260.54
        Plan #:      1  Desc: 12I   SFX: 43         Balance:       1,000.00
 
                                                    Total:         3,260.54   RMD:         132.54

Download IRA Required Minimum Distribution
Created: 2022/03/21


Back to Context Library

Retrieved from "https://wiki.vital-soft.com/index.php?title=Spectrum_Product_Reports&oldid=3444"