Loan Account Alias Codes

Loan Account Alias Codes

Loan account alias codes are short generated references that can be assigned to loan accounts in addition to the system account number. They help staff identify loan accounts in operational workflows where a compact reference is easier to use.

The system generates each loan alias code as a unique five-digit number. Staff choose whether to generate, regenerate, or remove the alias code, but they do not type the code value themselves.

Prerequisites

Generating a loan alias code

  • Open the loan account
  • Open the account actions menu
  • Select "Generate Alias Code"
  • Confirm the action

The generated alias code is saved to the loan account and displayed with the account details.

Changing or removing a loan alias code

After a loan account has an alias code, the account actions menu shows:

  • "Regenerate Alias Code" - replace the current alias code with a new generated code
  • "Remove Alias Code" - remove the alias code from the loan account

The system checks uniqueness when it generates the code. If a generated code is already used by another loan account, it tries another code automatically.

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