Registry and Trust Codes
Registry and trust codes include bank and investment information as well as the registry account types..
Before configuring the code behaviors, you must complete the basic code setup, including the code description and the dates on which the code becomes effective and obsolete. After completing the static fields, you must then complete the fields specified on each individual code.
Code Description Additional Code Behaviors
Banks The banks with which the office does business. For instance, these banks might hold registry money or handle trust account investments. Registry and Trust Bank Code Fields
Investment Terms Investment terms are the possible terms for a registry investment such as "6 months" or "1 year." These terms are used in investment calculations. Investment Term Fields
Investment Types Investment types are used to identify the investment options that might be offered by a bank. The investment type setup determines the default term, automatic renewal, interest compounding, and so on. Investment Type Fields
Civil Registry Account Types Registry account types for civil cases Registry Account Type Code Fields
Criminal Registry Account Types Registry account types for criminal cases Registry Account Type Code Fields
Family Registry Account Types Registry account types for family cases Registry Account Type Code Fields
Probate or Mental Health Registry Account Types Registry account types for probate or mental health cases Registry Account Type Code Fields