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Feature #248

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Epic #245: 3. EPIC Migration

3.3 Loan Instalment Details

Added by Dheeraj Kumar about 2 months ago. Updated about 1 month ago.

Status:
New
Priority:
Normal
Assignee:
-
Start date:
12/19/2025
Due date:
% Done:

0%


Description

We are creating following transactions type on EPIC
1.Installment Principal and Interest
2.Processing Fees and GCT
3.Stamp Duty
4.Down Payment
5.Installment Payment
6.Late Fee and GCT
7.Cancellation Credit Installment Principal and Interest
8.Reinstatement Fees and Refinance Fees and Installment Principal and Interest
9.Early Payout Penalty Fees
10.Additional or Reduced Premium (Installment Principal and Interest)

and send these transaction details on EPIC,
1.Transaction Amount
2.Transaction Effective Date
3.Transaction Code
4.Transaction A/R Due date
5.Transaction Description
6.Accounting Month of the transaction

In EPIC, Loan instalment information such as Due Date, Payment Made, and Late Fee is available in the Transactions section of the Client profile.


Files

clipboard-202512191756-pbcvl.png (860 KB) clipboard-202512191756-pbcvl.png Dheeraj Kumar, 12/19/2025 01:26 PM
Actions #1

Updated by Dheeraj Kumar about 2 months ago

  • Tracker changed from Epic to Feature
Actions #2

Updated by Dheeraj Kumar about 1 month ago

  • Status changed from Archieve to New
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