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Springboard Maintenance
Set External Status
You can apply an external status code along with a reason code for the status by using this option.
Hover over the Maintenance menu. Under Account Settings click on Set External Status.
Note: See credit bureau documentation for more information about how status codes and reason codes report to the credit bureau.
To Set an External Status for an Individual PI ID
- Choose a status code from the drop-down menu.
| Valid Status Code | |
| A | Authorization prohibited |
| C | Closed |
| Blank | Normal |
- Select a reason code from the drop-down menu.
| Valid Return Reason Code | |
| 00 | Default, reports as by Issuer |
| 97 | Closed by consumer |
- To apply a client-defined reason code, click the Use client-defined reason codes option.
Note: If you are interested in enabling the Client-Defined Reason Code functionality, please reach out to your CO-OP contact.
- Select the Add Memo check box and enter memo information into the text box, if applicable.
Note: If you would like the message to be permanent select the Permanent Memo (*) box. If you want the memo to always appear on top, select the Permanent Memo (! Bring to top) box.
- Click Submit.
To Set an External Status for the Master Account (Separate Entity)
- Click the Update Master Level Status check box.
- Choose a status code from the drop-down menu.
| Valid Status Code | |
|---|---|
| A | Authorization prohibited |
| B | Bankrupt |
| C | Closed |
| E | Revoked |
| F | Frozen |
| I | Interest accrual prohibited |
| Blank | Normal |
| * | Enter reason code only |
Note: Accounts with a status of B is automatically moved to cycle code 21. Available status varies by user role created by the administrator.
- Select a reason code from the drop-down menu.
| Valid Return Reason Code | |
|---|---|
| 00 | Default, reports as by Issuer |
| 68 | Legally paid in full less than full balance |
| 88 | Fraud |
| 89 | Bankrupt |
| 97 | Closed by consumer |
| 99 | Charged off due to abandonment |
- To apply a client-defined reason code, click the Use client-defined reason codes option.
Note: If you are interested in enabling the Client-Defined Reason Code functionality, please reach out to your CO-OP contact. Statusing an account bankrupt is covered separately on the following pages.
- Select the Add Memo check box and enter the memo information into the text box, if applicable.
Note: If you would like the message to be permanent select the Permanent Memo (*) box. If you want the memo to always appear on top, select the Permanent Memo (! Bring to top) box.
- Click Submit.
Note: Unless the Chip Card is offline capable, the reminder to kill the chip will not appear. The card cannot be used as a chip card once this is done. Please check the financial institution's settings for chip cards before placing an external status.
Set External Closed Status With Customized Reason Codes (Optional)
To set an external status to closed with customized reason codes:
- On the correct PI ID, Select C-Closed from the status code drop-down list.
- Select a reason for closing from the track reason for account closing drop-down list.
Note: Reason Codes can be customized for clients to track additional reasons their cards are being closed. These reason codes can be viewed on the Closed Reason Dynamic Report. The Springboard Administrator will customize the codes through the Springboard Administation function, and will need to enable this feature for Springboard Users. Reach out to your Solution Analyst to allow for this feature to be turned on.
Note: Any text entered into the Additional Info screen will populate on the Closed Reason Dynamic Report. This could include additional information as to why the member is wanting to close the account.
3. Select the Add Memo check box and enter memo information into the text box, if applicable.
Note: If you would like the message to be permanent select the Permanent Memo (*) box. If you want the memo to always appear on top, select the Permanent Memo (! Bring to top) box.
4. Click Submit.
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