Account Maintenance History Report

Purpose

Displays account maintenance activity by program within a selected date range. Users can filter for specific changes such as address updates, name or date of birth changes, and account lock events.

Why Use This Report

Use this report to review and filter account updates like address, name, or DOB changes, and lock events within a specific date range.

When to Run

On demand.

Who Uses This Report

Bank staff and client users.

Filters

You can filter the report using:

• Begin Date

• End Date

• FI Program

• Customer Id

• Report Addresss Changes

• Report Name

• Report Customer Locked

• Report Birth Date

• Report External Account Locked

• Report Internal Account Locked

• Report Tax Id

• Report Phone Number