Dormant Accounts (PDF)

Dormant Accounts (PDF) generates a formatted listing of dormant savings accounts - holder, balance, dormancy date and last activity - for compliance filing, member outreach and unclaimed-balance reporting to the regulator.

Dormant Accounts (PDF)
Dormant Accounts (PDF) — live screen from the BridgeERP MFI Suite.

Workflow

  1. Open Savings > Reports > Print Reports > Dormant Accounts (PDF).
  2. Set the dormancy cut-off and branch filters.
  3. Generate the PDF listing.
  4. Use it for member outreach or regulatory submission.
  5. Archive the document for the compliance file.

Fields reference

Every field on this screen, drawn from the live data model.

FieldTypeRequiredDescription
Report Type
report_type
Choice: Portfolio Summary, Dormant Accounts, Interest AccrualYesReport Type
Output
output_format
Choice: PDF Report, View on ScreenYesOutput
From Date
date_from
Date—From Date
To Date
date_to
Date—To Date
Branch
branch_id
Link → mfi.branch—Branch
Product
product_id
Link → mfi.savings.product—Product

Actions & buttons

Buttons available on this screen and what they do:

  • Generate Report

Notes & rules

  • Wizard on mfi.savings.report.wizard producing a PDF.
  • Lists dormant accounts with balances and dormancy dates.
  • Supports outreach and unclaimed-balance reporting.

Technical model: mfi.savings.report.wizard · Record: Savings Report Wizard

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