Finding Data When Creating Custom Reports for User Defined Data in Servicing Director

Finding Data When Creating Custom Reports for User Defined Data in Servicing Director

Servicing Director does not deliver any reports for User Defined Data fields or screens.

You may need to create a custom report in Servicing Director, based on the User Defined Data that you have set up.

In order to create your custom report, you need to know which tables and fields in the Servicing Director database you need to query for the data.


If you just use the delivered base User Defined Form (which only includes LoanID plus whatever you add to it), the data is stored at a loan level in a table called UserDefinedData.

If you have created your own user-defined forms (screens), then when you create one of these, a table is automatically created using the form name that you give it, and then appends the word 'USR' as a prefix.

So, for example, if you create a custom User Defined Form called Forbearance, you will find a table created called Usr_Forbearance. This table contains all loan level data that you input.

Your custom report(s) for User Defined Data needs to source the data from these tables (Usr_xxxxxxx).

ArticleNumber:

000047325

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