Bankruptcy Information Screen > Case Information tab > Institution's Assigned Attorney field group

Entry: System, alphanumeric

F/M: No

Mnemonic: See field descriptions below.

These fields contain information about the institution's attorney assigned to this case. The attorney must first be set up on the Loans > Payee > Payee Information screen before you can assign the attorney to this case. Below are instructions on how to set up an institution's assigned attorney.

Setting Up an Institution’s Attorney Using the Payee System

1.	Click . The Select From Payees dialog will display.

2.	In the Display field group, select either All or Attorneys. If the payee is not set up on the Payee Information screen with Payee Type as "Attorney" and you select the Attorneys radio button, they will not be displayed in this list.

3.	In the Payees list view, select the appropriate attorney.

4.	Click . The dialog box will close and the Institution's Assigned Attorney field group will display the information from the Payee record.

5.	Enter the date the information was sent to the attorney in the Sent to Attorney field.

6.	Add contact information, such as the specific attorney’s name and extension (e.g., "Bob Smith ext. 3145") in the Contact Information field.

7.	Click at the bottom of the screen.

See the following example of these steps, followed by field descriptions:

instassignedattrnysteps

Field	Description
Attorney Information Mnemonic: CACOMP	This is the name and address for the assigned attorney. If none exists, the message "attorney not assigned" will appear. Click if you want to assign a new attorney to this bankruptcy case.
Attorney Phone Mnemonic: CAPHNE	This is the phone number for the assigned attorney.
Sent to Attorney Mnemonic: BKATND	Enter the date the bankruptcy information was sent to your institution's attorney.
Contact Information Mnemonic: BKCON3	Enter any additional contact information for the institution's assigned attorney. You might enter the name of the specific attorney at the law firm who has been assigned the case. Note: This is not pulled from the Payee Information screen.

Field

Description

Attorney Information

Mnemonic: CACOMP

This is the name and address for the assigned attorney. If none exists, the message "attorney not assigned" will appear. Click if you want to assign a new attorney to this bankruptcy case.

Attorney Phone

Mnemonic: CAPHNE

This is the phone number for the assigned attorney.

Sent to Attorney

Mnemonic: BKATND

Enter the date the bankruptcy information was sent to your institution's attorney.

Contact Information

Mnemonic: BKCON3

Enter any additional contact information for the institution's assigned attorney. You might enter the name of the specific attorney at the law firm who has been assigned the case. Note: This is not pulled from the Payee Information screen.