CREDITSTREAM provides the capability to track items and schedule activities and actions related to those tracked items.

An Activity is a reminder to complete or perform some action. Activities can be created as a result of a checklist review or many other reasons. Activities can be assigned to designated individuals for follow-up and resolution.

The Activity to be performed is described in the free-form Description field. The date by which to perform the Activity is defined by Deadline Date. A Base Activity is attached to a Customer, Commitment, Collateral, Deal, Loan, Lease, or Item and may include text.

Activities deadline dates can be automatically advanced into the future by CREDITSTREAM.

An operator or supervisor can search for activities by deadline date to determine what tasks need to be completed by a given date.

Optionally, boarding can be stopped if an activity is still open.