Account Maintenance
Next Account ID Number Sequencing
See attached document for complete details. Attached is a document explaining Next Account ID Number Sequencing in Global Settings. It goes through different scenarios of configuration and the results they produce in ASPIRE.
Duplicate Account Identification and Removal
See attached document for complete details. The attached document outlines the process for identifying duplicate accounts, disassociating related contracts and merging with main account, and removing or inactivating the duplicate accounts.
How to build a new Finance Company
Please refer to the attachment. There are instructions provided for Global Level setup as well as for Finance Company Level setup. This article was created with the perspective that the ASPIRE v5 site has already been initially configured, and the ...
Configuring an Inquiry Only User in ASPIRE
To limit a user to having no ability to make changes to ASPIRE v5 data but enable the retrieval of system information the following configuration can be applied to do the following: Provide access to inquiry-only Work Queues Provide access to the ...
Add Section to Account Summary Page
Question: User would like to add a Broker section to their Account Summary page. Answer: 1. Access Administration > Configurable Forms 2. In Tab Templates, locate the Account Summary form and click Edit. Note, if this does not exist: Check Show ...
Understanding Account Status
Question: When I bring up the “All Accounts” work queue and look at the Account Status, the field is either blank, “Approved” or “Active”. What does each of these mean and how does it get changed? Does Active indicate that the account is attached ...
How to build a new User in ASPIRE v5
See Attachments for more information: 1. BASIC version of these instructions with screenshots. 2. DETAILED version of these instructions with explanation of all fields. 3. Video that walks through building a new user in Detail. Click Here for the ...
Account Status Field in Account Work Queues
When I bring up an Account work queue, the Account Status is either blank, “Approved” or “Active”. What do each of these mean and how does it get changed? Does “Active” indicate that the account is attached to a contract? The Account Status is set on ...
Account Location - View, Modify, Add
Go to Account Explorer> Locations Look to see if the Location already exists (View) If it DOES exist Note the “Code” of that Location for easy reference later How to Update an EXISTING Location (Modify) Select the Location you wish to update Make the ...