Blocked Information

When employee security is activated, users set up with the Employee Security – User and Employee Security - User with Special Restrictions security group can no longer view specific information on any restricted accounts, not including their own/affiliated accounts. The following table lists the information that will not be available:

Window/Tab/Dialog Box	Blocked Information
Menu Bar/Tool Bar	• Employee Lockout icon - icon does not appear
Member Verification	Dialog box will not automatically appear
Account Listing grid	• Share Balance • Share Available Balance • Share Last Transaction Date - date appears, but button is disabled • Loan Balance • Loan Payment • Loan Available Credit • Loan Payoff Amount • Loan Due Date - date appears, but button is disabled • Promise indicator tooltip - delinquent days, negative shares date and days, begin date, end date, and amount
Transactions	• Transfer File icon button – icon appears, but button is disabled • ACH Pending icon button – icon appears, but button is disabled • Payroll icon button – icon appears, but button is disabled • Account Analysis icon button – icon appears, but button is disabled • Member Verification - icon appears, but button is disabled • NSF icon button - icon does not appear
Transactions – Vendor Credit Card, Mortgage & Education Payments	• Borrower/Loan Information Original Principal Balance • Borrower/Loan Information Current Principal Balance • Loan Information Loan Balance • Loan Information Escrow Balance • Credit Card Information Current Balance on Card • Credit Card Information Credit Limit • Credit Card Information Available Credit • Credit Card Information Delinquent Amount • Credit Card Information Collection Purge Date • Credit Card Information Minimum Payment Amount
Transactions – Single Deposit, Withdrawal, Payment or Loan Advance	Balance on Transaction Summary
Legal/Bankruptcy	No access to tab
Contact Information	Additional blocked information for the Employee Security - User with Special Restrictions security group only: • SSN • 2nd ID • 3rd ID • Physical addresses • Standardized addresses • E-mail addresses • Phone numbers
Closed Account File	For the Employee Security - User with Special Restrictions security group only: • SSN blocked • Cannot add closed account
Print Envelope	Additional blocked information for the Employee Security - User with Special Restrictions security group only: • Address that automatically appears on the Print Envelope dialog box
Ownership Information	• Credit Bureau Bankruptcy Risk Score • Credit Bureau Credit Score • Bankruptcy Date • Bankruptcy Bankrupt
Overview	• Notepad icon button – icon appears, but button is disabled • Transfer File icon button – icon appears, but button is disabled • ACH Pending icon button – icon appears, but button is disabled • ACH Origination icon button – icon appears, but button is disabled • Payroll icon button – icon appears, but button is disabled • Account Analysis icon button – icon appears, but button is disabled • NSF icon button - icon does not appear
Overview – Activities	• Statement Retrieval icon button – icon appears, but button is disabled • Share Close and Transfer icon button – icon appears, but button is disabled • Print Full Member Status icon button – icon appears, but button is disabled • Automated Print icon button – icon appears, but button is disabled • Credit Bureau icon button – icon appears, but button is disabled • Verification Processing icon button – icon appears, but button is disabled • Truth in Lending icon button – icon appears, but button is disabled
Overview – Misc. Requests	• Delete Member Number icon button – icon appears, but button is disabled • Credit Card Information icon button – icon appears, but button is disabled • Life Savings Insurance icon button – icon appears, but button is disabled
Overview – New Services	• Automated Transfer icon button – icon appears, but button is disabled • Payroll Deduction icon button – icon appears, but button is disabled • Account Analysis icon button – icon appears, but button is disabled • ATM icon button – icon appears, but button is disabled • Debit icon button – icon appears, but button is disabled
Shares – General	• Share Balance • Available • Dates Went Negative • Accumulated Payroll Amount • Dividends Last Amount • Dividends Accumulated Balance • Dividends Prior Year To Date • Dividends Year To Date • Close Account Reason • View History button - icon appears, but button is disabled • Close Share and Transfer button – appears, but button is disabled
Shares – Relationships	• Charged Off message – message does not appear • Share Balance • Available Balance
Shares – Holds Summary	Disabled
Shares – Holds Detail	• Charged Off message – message does not appear • Share Balance • Available Balance • Pledge Detail Pledge Amount • Delayed Depledging button - icon appears, but button is disabled
Shares – Activity	Disabled
Shares – Fees/Charge Off	Disabled
Shares – Draft Info	• Charged Off message – message does not appear • Share Balance • Available Balance • Courtesy Pay Went Negative • Courtesy Pay Available
Shares – Draft Stop Pays	• Charged Off message – message does not appear • Share Balance • Available Balance
Shares – ACH Stop Pays	• Charged Off message – message does not appear • Share Balance • Available Balance
Shares – Collections	Disabled
Shares – Account Analysis	Disabled
Shares - Promise	Disabled
Shares - Flags/Counters	Disabled
Loans – General	• Charged Off message – message does not appear • Loan Balance • Payment Amount • Original Balance • Original Payment Amount • Loan Advances Last Balance • Late Charges Exclude From Late Charges • Late Charges Paid to Date • Loan Plan Credit Limit • Loan Plan Credit Available • Loan Plan Advance Threshold • Loan Plan Fair Market Value • View History button - icon appears, but button is disabled • Charge Off button - appears, but button is disabled
Loan Type Change	• Old Loan Information Loan Balance • Residual Loan Information Payment
Loans – Payment	• Charged Off message • Loan Balance • Payment Amount • Extension Number Granted • Extension Date Last Granted • Refinance Paid By Member • Last Payment Amount • Cyclical Recalculation Last Balance When Occurred • Balloon Payment icon button – icon appears, but button is disabled
Loans – Interest	• Charged Off message • Loan Balance • Payment Amount • Interest Due From Last Calculated Date • Total Interest • Year To Date • Life To Date • Daily Interest Amount
Adjustable Rate Information	New Payment Amount
Loans – Collateral	Disabled
Loans – Delinquency	Disabled
Loans – Credit Bureau	Disabled
Loans – Insurance	• Charged Off message • Loan Balance • Payment Amount
Loans – Pledges	Disabled
Loans – CU-Defined	• Charged Off message • Loan Balance • Payment Amount
Loans – Loan Drafts	• Charged Off message • Loan Balance • Payment Amount • Loan Draft Information Credit Limit • Loan Draft Information Loan Balance
Loans – Mortgage Info	Disabled
Loans – Escrow Info	• Charged Off message • Loan Balance • Payment Amount • Escrow Share Balance • Escrow Information Total Disbursement Amount • Totals Escrow Portion of Payment • Totals Annual Total • Totals Cushion Amount Total
Escrow Item Information	• Current Period Total Amount • Portion of Payment • Disbursement Current Period • Next Period Total Amount
Loans – Student Loan	• Charged Off message • Loan Balance • Payment Amount • Government Interest Due
Loans – Indirect Info	Disabled
Loans – Amortization	• Charged Off message • Loan Balance • Payment Amount • Original Fee Amount • Original Payment Amount • Unamortized Fee Amount • Projected Balance • Current Loan Information Loan Balance • Current Loan Information Payment Amount • Current Loan Information Partial Payment Accumulator • Amended Current Loan Information Loan Balance • Amended Current Loan Information Payment Amount • Amended Current Loan Information Partial Payment Accumulator • Amended Current Loan Information Principal Amount • Amended Current Loan Information Interest Amount • Amortization Schedule button - icon appears, but button is disabled
Loans – Collections	Disabled
Loans – Credit Card	• Charged Off message • Loan is Delinquent message • Loan is in Collections message • Balance on Card • Payment Information Minimum Payment Amount • Payment Information Delinquent Amount • Credit Information Available • Credit Information Limit • Card Information Collection Purge Date • Credit Card history icon - icon appears, but button is disabled • Last Payment Amount • Collection Purge Date
Loans – FICS Mortgage	• Charged Off message • Loan is Delinquent message • Loan Balance • Escrow Balance • Payment Information Payment Amount • Payment Information Late Charge Amount • Payment Information Unpaid Late Charge
Loans – Education	• Charged Off message • Loan is Delinquent message • Loan Balance • Payment Information Payment Amount • Loan Information Original Principal Balance
Certificates – General	• Certificate Balance • Purchase Amount • Balance Last Stmt • Penalty Amt • View History button - icon appears, but button is disabled • Certificate Surrender button - appears, but button is disabled
Certificates – Relationships	• Certificate Balance • Purchase Amount • Balance Last Stmt
Certificates – Interest	• Certificate Balance • Purchase Amount • Balance Last Stmt • Unpaid Interest • Last Amount • Last Statement • YTD Amount • YTD Federal • YTD State • Prior Year OID • Prior Year Accumulated • Penalty
Certificates – Holds/Pledges	• Certificate Balance • Purchase Amount • Balance Last Stmt • Holds Amount Held • Pledges Pledge Amount • Delayed Depledging button - appears, but button is disabled
IRAs	• Amount Information FMV • Amount Information Stock FMV • Amount Information Beginning Balance • Amount Information Ending Balance • Amount Information Federal Withholding • Amount Information State Withholding
ACH	Disabled
Available Funds Summary	Disabled
Payoff Summary	Disabled
Interest/Dividends	• No certificate penalties assessed message • Current Year Dividends and Interest Purged Loan Interest • Current Year Dividends and Interest Overpaid Mortgage Interest • Current Year Dividends and Interest Mortgage Points Paid • Current Year Dividends and Interest Savings Bond Interest • Prior Year Dividends and Interest Dividends Paid • Prior Year Dividends and Interest Loan Interest Paid • Prior Year Dividends and Interest Mortgage Interest Paid • Prior Year Dividends and Interest Mortgage Points Paid • Prior Year Dividends and Interest Overpaid Mortgage Interest • Prior Year Dividends and Interest Savings Bond Interest • Prior Year Dividends and Interest OID Interest Amt • Maintain Dividends & Interest button - appears, but button is disabled • Maintain Withholding button – appears, but button is disabled
History	Disabled
Reversals – Same Day Reversal CAN	Reversal Differences button – appears, but button is disabled if exception occurs
Reversals – Prior Day Reversal	Disabled
New Loan	Disabled
ATM/Debit Card Maintenance	• New button – appears, but button is disabled • Delete ID button – appears, but button is disabled

If your credit union uses the Portico print functionality, you can elect to print employee balances on receipts using the Print Employee Balances check box on the Credit Union Profile - Print tab. If not selected, employee balances will not appear.