The Consolidated Position Summary Inquiry retrieves the general position for all your accounts. Use the Criteria Tab to enter search criteria to obtain the information you need.
Notes:
There are two options for viewing information: Page View and Split View.
To ensure that the search criteria you enter is complete and accurate and that all related fields are populated, it is best to click Library Look-Up buttons, where available, and select criteria from library results lists.
To help you find exactly what you need, CitiDirect provides operators for most criteria fields. Click here for more information on selecting operators when specifying search criteria for inquiries.
To specify search criteria and submit a Consolidated Position Summary Inquiry:
On the CitiDirect navigation bar, click Inquiries. Click Latin America Inquiries and then click Consolidated Position Summary Inquiry. The Consolidated Position Summary Inquiry summary form appears.
Click the Criteria Tab. Note: The blue asterisks ( ** ) indicate that at least one of the fields marked must be populated to submit this inquiry.
In the Branch Number field, enter the complete branch number or click the Library Look-Up button to select a branch number from the library list. When you select the branch number from the library list, the Branch Name field is automatically populated.
In the Customer Number field, enter the complete customer number or click the Library Look-Up button to select a customer number from the library list. When you select the customer number from the library list, the Customer Name field is automatically populated.
In the Statement Date from field, click the drop-down arrow and select a date range from the calendar. If you want to find information for a specific date, enter the same date in both fields.
Click Submit. The Consolidated Position Inquiry is run and the results appear on the Consolidated Position Summary Inquiry: Consolidated Position Tab.
Notes:
To print a listing of the search criteria used for this inquiry, click Print or click the Print Button at the bottom of the left side of the page.
To submit a new inquiry, click Clear Criteria, enter new search criteria, and click Submit.