Summary Panel
In the default panel layout, the first panel at top left provides a summary of the account, including the status, the status date, the Client ID, the Matrix category, the balance, the Client, the amount paid, the orignal amount placed and the date placed and the prior status and status date.
Each panel includes a black disclosure triangle next to the title. If the triangle points down, the panel is open and the system displays the contents of the panel. To hide the contents, click the black triangle. The triangle will then point to the right and the system will hide the panel content. Click the triangle again to display the content.
The system will remember the disclosure settings as you move from account to account. If you close a panel when working an account that panel will remain closed when you move to the next account.
Throughout the system, clicking the eyeball icons will generate modals with more specific information about the account. Clicking the eyeball next to the Summary title produces a modal with more specific information about the account.
Clicking the eyeball next to the Account Balance produces a modal with detailed information about the balance.
In addition, depending on the agent's rights and whether we have an email address for the client, you can use the icons at the top to
Eyeball: View account summary modal
Pencil: Update key fields in the account (depends on rights)
Acrobat: View a summary PDF of the account (if system showPDF parameter is true)
Envelope: Send the summary PDF to the consumer (if system showPDF parameter is true and we have an email address for the consumer.
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