Temenos Lifecycle Management Suite - Recovery Product Guide
Account System Screens

This section provides account system screens that are available upon activation of the Lifecycle Management Suite.

Name of Screen Description

Audit-Account 

This screen displays user-initiated changes to fields flagged for audit on the account displayed in the workspace.

The Account Audit screen displays the user who made the change, date the change was made, the type of change, and a description of the change.

For help configuring the fields that are to be flagged, contact a Temenos Customer Care Specialist via a Request case on the Collaboration Portal.
Documents  This screen displays any documents that are associated to the account. From this screen, users can manually upload, view, and delete documents. Also, any emails sent using the Send Email workflow step can be viewed from this screen.
Email History  This screen displays all emails that have been generated for the account in context. Double-clicking an email history record opens a copy of the email exactly how it appeared when it was generated. The most recent email sent appears at the top of the list.
Letter History 

This screen displays all letters that have been generated for the account in context. Double-clicking a letter history record opens a copy of the letter exactly how it appeared when it was generated. The most recent letter sent appears at the top of the list.

Loan Modification  This screen displays any loan modifications made by a user on an account. The purpose of this screen is to document and process any modifications that are to be made on a loan. From this screen, users can create modifications, edit existing modifications, process modifications, and delete modifications.
Payment History  This screen displays all payments that have been recorded for the account in context. The information on this screen may vary based on whether the payment was taken from within the Lifecycle Management Suite, as well as which core the institution uses.
 

 

 


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