The Certificate Requests screen provides the User with visibility to review the current status of requests made for the credit union.
The Certificate Requests screen is visible only with applicable permissions.
Requests
The Requests card provides a list of certificates that are still active by default. This provides easy access to review which requests are still in review or waiting to be funded.
Sorting and filtering is available on all columns in Requests card. Click the arrow next to the column header to sort the column. The orange arrow indicates which column is currently sorted. Search within a column by typing information into the Search and/or the date range boxes located just under the header for each column.
Users may select the number of rows to view on each account card.
Clicking on a request ID hyperlink displays the request in a view only state.
Information available on all requests:
Column | Description |
|---|---|
ID | Unique identifier for tracking the request |
Type | Standard or Structured |
Certificate Name | Title for the type of certificate |
Rate | Rate for the certificate based on purchase amount |
Member | Member’s name and routing number/identifier |
Requested | User initiating the purchase request along with the date and time the request was created |
Settles On | Date the funding for the certificate should occur |
Purcahse Amount | Funding amount for the certificate |
Status
Value | Description |
|---|---|
Pending Approval | The submitted request is waiting for approval for the certificate to be created |
Approved | The request was approved and the certificate is being created |
Pending Funding | The approved request has a future settlement date and has not yet been funded |
Completed | The request is closed as the certificate was created and funded |
Rejected | The request has been rejected by the corporate and a rejection reason provided |
Canceled | A User canceled the request prior to approval or rejection by the corporate |
Cancel a Request
Certificate requests can only be canceled when the request is in a Pending Approval status.
To cancel a request:
Navigate to Certificate Requests page
Click the ID in the first column for the certificate request to cancel
Select the Cancel Request button on the request detail page
Select the Cancel Request button in the cancel request pop-up window to confirm
The buttons disappear and the request status is Canceled.
Edit a Request
The purchase amount for a certificate request can be modified by the User when the request is still in a Pending Approval status.
To edit a request:
Navigate to Certificate Requests page
Click the ID in the first column for the certificate request to cancel
Select the Cancel Edit button on the request detail page
Modify the Purchase Amount field
Select the Save Changes button