Flags

Access the Flags function under the Borrower Services tab when you want to add or remove flags from the borrower’s record. All available flags in CLM are displayed on this screen. Any flag that is currently assigned to the borrower appears in bold font. Some borrower flags are automatically set by CLM as a result of certain processing actions. Examples of these include the following:

Borrower Flag	Created By Process
Bill Hold Flag	Temporary Repayment Arrangement
Temporary Repayment Arrangement Flag	Temporary Repayment Arrangement
Notepad Flag	Notepad entry
Collections Since Flag	Collections

Note: Additional flags can be created/added to CLM by the system administrator via the Coded Data Value function within Office Management.

To Add/Update a Flag on the Borrower’s Record

The variable that represents a particular flag can be in one of four formats. The flag may be represented as a date, a yes/no value, an ASCII string, or a numeric value. To assign a flag to a borrower, enter the appropriate type of data into the corresponding field. You can also update an existing flag to another value in this same way. At any time, you can click on the Reset icon to restore the borrower’s flags to their initial state. To save the borrower’s flag settings, click on the Save icon.

To exit this process, simply choose another function from the drop-down box. The Flags window will be closed.

To Remove a Flag from the Borrower’s Record

To remove a flag from a borrower’s record, check the box in the "Remove" column for that flag. It is not necessary to erase the current flag value.