System Notes (History Changes)


LoanPro provides information on changes that occur within your customer files and accounts.  This feature is designed to give you the ability to audit your company in a way that lets you track changes to their source.  This article will cover system notes inside an individual loan, but will not cover the  System Notes Report.

Where are the System Notes?

Most users don’t usually think about system notes until there is an event they want to track.  The event will be captured in a single system note, so it’s important to be able to find the note you need.  System notes are displayed inside of several account tabs and customer tabs.

These are the Loan/Lease tabs where system notes can be found:

These are the  Customer tabs where system notes can be found:

In the case of most of these tabs, the notes shown pertain specifically to the tab on which they are shown.  If you want to view all the system notes for an account or customer, you can view all of the notes in the Servicing > Notes/Alerts and Customer Notes sections respectively.  These sections contain all the notes logged by the system for the account or customer.  There will be more notes in these areas than the sum total of notes displayed on the other tabs.  This is because there are notes logged for account and customer changes that don’t appear on a specific tab.

There is also a  report of  system notes for an entire tenant (company).  This report is found in Reports > History > System Notes.

System Note Information

Each system note gives the following information:

  • Date and time when the note was logged
  • The user who made the change
  • A description of the change that was made
  • The IP Address of the computer or device that was used to make the change

This information cannot be changed by any user and should be adequate to track down who is making changes to your accounts and customers.  You can also look up where an IP address is located to help you get an idea of where changes are being made.  For example, if you have an employee who is making harmful changes to customers or account from his or her personal residence, it may be best to implement a new  IP address access restriction so the employee can no longer access the system outside of your office.

There is also a icon in the far right column of each note. Clicking this icon will allow you to see the JSON payload used to create the now. This may allow you to see more information regarding the note and clear up any information that is unclear in the Note column.

JSON payload Example from the note above:

"createUserName":"Simnang Support 5883",
"noteTitle":"Collateral information was updated",

From the JSON payload, it can be seen that the old value of field D was "Base".

Finding a System Note

Usually when you want to track a specific change to an account or customer, you are looking for a single system note. The best progression for tracking down a system note is as follows:

When using the notes section inside of an account or customer, there is no search available.  The notes are arranged in chronological order with the most recent notes first.  Simply scroll through the notes until you find ones that occurred during the timeframe you are interested in.

The  System Notes report offers more search functionality and gives more data than is provided inside a customer or account.

How did we do?

Powered by HelpDocs (opens in a new tab)