1. Overview

The Loan Log provides a detailed audit trail of specific changes made to a loan's information. It allows you to track what was changed, the old and new values, who made the change, and when it occurred. This is a valuable tool for auditing, troubleshooting, and maintaining a history of modifications to a loan account.

• Navigation: Client Administration > Search for Existing Client > Select the client > Loans > Loan Log

• Security Note: Access to this feature can be managed through user permissions. The "View Loan Log" option is available under the "Loan" section of user Roles. A corresponding report is also available.

2. Fields Tracked in the Loan Log

Changes made to the following loan fields are recorded in the log:

• Loan Status
• Payback Type
• Preferred CSP (Credit Settlement Provider)
• Credit Protection Insurance Tracking
• Pre-Representment Days
• December Tracking
• December Pre-Representment Days
• In Default Fees and Interest
• Reschedule Loan Instalment

3. Understanding the Loan Log Columns

The log displays the following information for each recorded change:

Note on Rescheduled Instalments: When a loan instalment is rescheduled, the log will capture this change. The Field will indicate the instalment was rescheduled, and the New Value column will show the new instalment due date. You can identify a rescheduled instalment when its Date Due differs from its original Agreement Date on the Loan Instalment screen.

4. Navigation