---
title: "Corporate Certificate Requests"
slug: "corporate-certificate-requests"
updated: 2025-08-01T21:09:39Z
published: 2025-08-01T21:09:39Z
canonical: "docs.corporatecu.com/corporate-certificate-requests"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.corporatecu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Corporate Certificate Requests

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:

1. Navigate to **Certificate Requests** page
2. Click the **ID** in the first column for the certificate request to cancel
3. Select the **Cancel Request** button on the request detail page
4. 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:

1. Navigate to **Certificate Requests** page
2. Click the **ID** in the first column for the certificate request to cancel
3. Select the **Cancel Edit** button on the request detail page
4. Modify the **Purchase Amount** field
5. Select the **Save Changes** button