Basic - Client Position

This report displays the situation for all client contracts in the system at the current moment: information about the client's position, applications, contracts, and information on closed contracts.

The elements contained in the report are linked. This instruction will show a breakdown of records and fields of the "Client Position" report as of the current date. To get the report, you need to generate it by selecting "Report" - "Basic" - "Client Position" in the task panel, setting the date, selecting the appropriate filter if necessary, and clicking the "generate" button. Then select from the list of generated reports and download it to your PC.

The report generates 3 data blocks:

- Information about loan applications

- Information on active contracts

- Information about closed contracts

The client position report - general information about the client: full name, address, phone, date of birth, joining date, location, gender, passport data.

Information on Loan Applications

• Channel - this field shows which channel the loan application came through (via the system, website, or personal account).

• Branch - this is a value selection from the corresponding directory, which was previously filled in the "Contract" - "Contract Data" section. If you have several branches in different locations, you can choose where to register the Client and submit an application for Contract issuance.

• Application number - the application number in the system.

• Application date - the date when the application was received.

• Final application status - a field that displays the final status of the application (approved, for disbursement, disbursed, rejected).

• Rejection reason - a field that displays the status selected upon rejection when the application was being reviewed.

• Requested amount - the amount requested in the application.

• Credit product - the credit product selected for this application.

• Contract number - the contract number for this application.

Information on Active Contracts - general information on the active contract: disbursement date, loan amount, contract, number of installments, application, interest rate, loan period.

• Date - date of operations on the contract.

• Disbursement - the amount of funds disbursed.

• Payment tab - fields related to contract repayments.

• Total - the total amount.

• Principal - the principal amount.

• Interest rate - the interest amount.

• Penalty - the penalty amount.

• State duty - the state duty amount

• Admin. fee - the administrative fee amount

• Fin. fee - the financial fee amount

• Debt tab - fields related to debts.

Information on Closed Contracts - general information on the active contract: disbursement date, loan amount, contract, number of installments, application, interest rate, loan period.

• Loan # - loan number.

• Amount - the amount disbursed to the client.

• Date - the disbursement date.

• % - interest rate, regulated in the credit product.

• Installments - number of installments.

• Payment date - payment date

• Overdue days - number of overdue days.

• Paid interest rate - the paid interest rate.

• Status - Indicates the percentage ratio of contract repayment

• Sector

• Activity

• Contract - contract number.