The Credit Reports tab is only available on the customer summary window if Credit Scoring is enabled in your Permission Profile (under Security > Profiles > Permission Profiles > Application > CostGuard Client). It lists the credit reports that have been requested for the displayed customer.
From the Credit Reports tab, you can:
Review the results of a particular credit report request.
View the details of a particular credit report.
Request a new credit report for that customer.
To access the customer summary window:
Click Customer Search on the Customer Management toolbar.
Enter the desired search criteria and click Search. The Customer Search window is updated with the search results.
Either double-click the desired customer or right-click the desired customer and select View Customer. This displays the Customer # window.
Click the Credit Reports tab. It lists all credit reports that have been requested for this customer.
The Credit Reports tab provides the following information for each credit report that has been requested for this customer:
Report ID
Unique ID assigned to this credit report by the IDI platform.
Request Date
Date the credit report was requested.
Report Status
Status of the credit report:
No Response Received
Response Received
Request Rejected
No Match Found
Report Result
User-defined status.
Credit Class
Credit Class assigned to this customer, based upon the Score returned in this credit report.
User Name
User name of the person that requested the credit report.
Status Message
User-defined status.
Provider
Name of the credit bureau that generated the credit report.
Request Count
Number of times this credit report request was submitted to the credit bureau.
To view the results of a particular credit report request, either double-click the desired credit report or right-click the desired credit report and select View Credit Report. This displays the selected credit report in the Credit Report window.
To view the details of a particular credit report, right-click the desired credit report and select View Credit Report Details. This displays the detailed results for the selected credit report in the Credit Report # Details window.
Note
View Detail must be enabled in your Permission Profile (under Security > Profiles > Permission Profiles > Application > CostGuard Client > Credit Scoring). If not, the View Credit Report Details option is not provided in the submenu.
To request a new credit report for this customer, right-click anywhere in the data table, select New Credit Report, and select the desired credit bureau from the submenu. This displays the New Credit Report Request window for the selected credit bureau.
Note
New must be enabled in your Permission Profile (under Security > Profiles > Permission Profiles > Application > CostGuard Client > Credit Scoring). If not, the New Credit Report option is not provided in the submenu.