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For Clients: Account Details in ODP Manager

April 14, 2021/in Banks, Credit Unions, Financial Services, Markets, Overdraft Privilege, Tips/by Melissa Newbury

In Strunk’s hosted ODP Manager Account Inquiry section, you are always able to review the account level data that is imported daily from your core extract file. Account Inquiry is also where ODP Manager retains the historical information about closed accounts.

Users are able to combine different column views, query groups, and filters to identify accounts that meet desired criteria. Once the list is compiled, it can be exported to Excel to be saved or for distribution. Users can use this ability to get account level detail to supplement ODP Manager’s existing standard reports.

In addition to allowing ad hoc lists of accounts, Account Inquiry will also allow you to access the information for a single account, whether the account is open or closed. You may need to review an account’s contact information, event history, reminders, or comments to manage the account. If the account is under a Fresh Start Loan or has charged off, you may need to view the related repayment schedule or charge-off items and recoveries.

Make it easier for users to access information, review, and manage ODP Manager accounts by utilizing the Account Inquiry feature. Please contact Strunk Support at support@strunkaccess.com with any questions or to find out more about Account Inquiry.

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https://strunkaccess.com/wp-content/uploads/2021/04/question-mark-1495858_1280.jpg 682 1280 Melissa Newbury https://strunkaccess.com/wp-content/uploads/2022/03/Strunk-Original-300x100.png Melissa Newbury2021-04-14 10:00:472021-05-01 01:12:22For Clients: Account Details in ODP Manager

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