The Loan Portfolio Inquiry retrieves a summary of your Loan Portfolio, by product and currency. 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 Loan Portfolio Inquiry:
On the CitiDirect navigation bar, click Inquiries, and then click Loan Portfolio. The Loan Portfolio Inquiry summary form appears.
Click the Criteria Tab.
In the Branch Code, Branch Name field, enter the Branch Code or click the Library Look-Up button and select a branch code. When you select the branch code from the library list, the name field is automatically populated.
In the Customer Base Number, Customer Name field, enter the complete customer base number or click the Library Look-Up button and select a customer base number.
To submit this inquiry, you must enter criteria in the Branch Code and Customer Base Number fields. If you want more specific inquiry results, enter criteria in the following optional criteria fields: Product and/or Currency fields.
Click Submit. The Loans Portfolio Inquiry is run and the results appear on the Loans Portfolio Inquiry: Portfolio Summary Tab.
Notes:
To print a listing of the search criteria used for this inquiry, click Print.
To submit a new inquiry, click Clear Criteria, enter new search criteria, and click Submit.