John Doe Contract # Accounts can have multiple contracts, the contract number is a build on the account number (ACCT#LOA##) ABC1234LOA01 Location Location where account was originated Kansas Citry Merchant Ext ID Unique ID assigned by you and given to

"2025-01-02T17:25:24Z", "version": "V1", "data": { "case": { "program": "ProgWram Name", "location": "Location Name", "accountNumber": "ABCD123", "contractNumber": "ABCD123LOA02", "applicant": "First Last", "caseNumber": "31234567", "reason": "Pre-Buyback", "status": "Pre-Buyback", "subject": "There May Be a Problem", "dateTimeOpened": "2024-12

Portal Pin What is a Portal Pin? A Portal Pin is a unique 4 digit code that identifies a retail seller user What are Portal Pins used for? In the consumer application process, some retail sellers need to update charge

Return Transactions If an Account is need of a Full or Partial adjustment of the principal balance, Merchants may submit a transaction to adjust the balance in uPortal360 using the Returns button. Returns can be used if the Account needs

A consumer's creditworthiness is based on their credit score as well as a series of other factors. These factors include but are not limited to : Open or active bankruptcies Credit Counseling Past Due Accounts Collections These factors contribute to

The To Do Queue is used to keep track of all contracts that have an Incomplete Credit Application or are Pending Contract Document Creation. Status What it means Incomplete Credit App All contact information has been entered but the application

System, Never made it past Credit Application or was set to VOID. N/A

Reports in this set are designed to help you see trends in your portfolio. Report Set Permission = Default (This report set can be assigned to any user) EOM - Account Summary The EOM Account Summary report will show ALL accounts that

examples and length and type can vary widely by merchant. Transaction ID Unique ID for this Transaction 1234567 PMT Received Date Payment was Received 2017-11-10 PMT Processed Date Payment was Processed - Counted towards Balance 2017-11-10 Status

Code Defines if the Contract is in Servicing (SRV) or has been Purchased (PUR) SRV Status Primary Status of the Contract. Our system supports Pending, Active, Closed, Cancelled and VOID Statuses, but this report only shows Active Active Sub

Important Please confirm with your User manager that the report you are requesting is not already available in uPortal360. To request a custom report: Submit a Case Click on Support on the menu Click the button for Submit A Case

Declined Payment There may be an instance where a customer's payment has been declined and not accepted. The reason why it was declined can be found in uPortal . Instructions to location Declined Reason in uPortal Log into uPortal In

Support cases are our mechanism for tracking merchant requests from request to resolution.  The ability to submit a case is controlled by role-level permissions. Speak to your company's User Manager (uPortal360 Admin) if you need access to this

validations to the invoice. Miscellaneous transactions include balances (positive and/or negative) that have been carried over from a prior remittance period. Use the type and description of Misc Transaction to substantiate the report. Invoice Field to Verify How to

Invalid - Do not honor Discover Card Number Type Remarks Scenario 6011000000000000 Credit Approved Valid - Credit 6011000000000001 Debit Approved Valid - Debit 6011000000000002 N/A Declined Invalid - Insufficient funds

2017-10-11 Date Zero Balance Date the account went to a $0.00 balance 2018-12-20 Date Closed Date the account was closed by the contract owner 2018-07-10 Closed Reason Reason for account being closed

Client Success Team Your dedicated Client Success Manager is your primary point of contact for everything related to your finance program with UGA Finance and Universal Account Servicing (UAS). Upon program launch, you will be assigned a specific Client Success

Standard Report Features Run - Most reports can specify a date range. Enter your range and hit RUN to generate data based on the values you have entered. Export to CSV or Print CSV can be opened in Excel or Imported

A purchased contract means that UAS purchased the contract up front and the client is funded within 3-5 business days dependent on rescission(if applicable). A serviced contract is owned by the client. We receive payments from the consumers

account and that have now been purchased. You will see the principal amount on the account at the time the account was Purchased, and the proceeds from the account being purchased. Field Definitions Column Name Definition Example Program Name