---
title: "Customer Proprietary Network Information (CPNI)"
slug: "customer-proprietary-network-information-cpni"
updated: 2026-05-11T19:17:48Z
published: 2026-05-11T19:17:48Z
canonical: "help.idibilling.com/customer-proprietary-network-information-cpni"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer Proprietary Network Information (CPNI)

#### What is CPNI

CPNI stands for **C**ustomer **P**roprietary **N**etwork **I**nformation. Per the Federal Communications Commission (FCC), this is defined as:

- Information about a customer’s subscribed services (call detail) including:
- Quantity – Number of minutes used.
- Technical Configuration – type of service: wireless or wireline.
- Type – local or long-distance calls.
- Destination – where a call terminates.
- Location – where a call originates.
- Amount of use – call time (length).
- Information made available to the carrier by virtue of the carrier-customer relationship.
- Information contained in customer bills such as telephone exchange service or toll service, number of lines, long distance carrier, and subscription length.

The FCC mandates that telecom carriers follow guidelines to ensure this information is protected, for example, from pretexters who pose as someone else to obtain records for illicit gains.

## How CPNI Works in the IDI Platform

CPNI compliance in the IDI platform applies to specific account types established as part of CPNI setup. For CPNI-compliant account types, the system will protect account information by requiring customers to verify their identity before customer service associates share account information or make changes on the customer’s behalf. On accessing an account in IDI Desktop Client or Customer Care, the customer must provide security information as proof of their identity, and the service associate must acknowledge the security information has been provided. When certain account information is changed, the system will send the customer a notification. Notification delivery methods (Email, SMS, or letter) and other rules governing notifications are also specified as part of CPNI setup.

The following is a quick summary of how CPNI works in the IDI platform.

### Setup Overview

Setup for CPNI functionality exists in both IDI Desktop Client and Customer Care.

- CPNI-related permissions are configured separately for IDI Desktop Client and Customer Care.
- CPNI configuration settings in IDI Desktop Client apply to *both* the client and Customer Care. This includes:

> [!NOTE]
> Note:
> 
> CPNI notifications need to be separately enabled from Customer Care to use this capability as described in *Setup*. When enabled, Customer Care sends notifications based on the setup from IDI Desktop Client.
  - Applicable Account Types
  - Required CPNI Data
  - PIN and Password rules
  - Security Questions
  - Notification settings (templates, delivery methods, etc)
- Customer Care has more robust CPNI Verification options than IDI Desktop Client as described in *Verification* below. Configuration for this verification is in Customer Care.

### Adding/Editing CPNI Information for Customer

For designated account types, when you add a new account, fields are provided for capturing CPNI security information and keeping it up to date including authorized users, passwords, and security questions. CPNI fields that are selected as *Required CPNI Data* in CPNI configuration will be required on accounts of the designated CPNI account types.

### Verification

Customer Care lets administrators configure the account verification experience by specifying what user groups receive a verification pop-up prior to opening an account. User groups are configured in Admin Console > Security. Furthermore, the administrator can configure what fields are used for verification and whether the account can be accessed if it is not verified. CPNI PIN verification is supported with this configuration, along with the other CPNI fields.

IDI Desktop Client functionality is more limited. PIN verification is supported. Any other CPNI verification must be a manual process that is not enabled or enforced systematically.

### CPNI Notifications

The system sends customers a notification for the following account changes:

- Account password, authorized user, or authorized user password.
- Security question/answer.
- Primary billing contact email or contact address (or address changes on primary customer contact if billing contact is marked same as customer).

The notifications can be sent via email, text message and/or letter (hard copy). The system verifies the applicable notification template has the required information. Email notifications require an email address. Letter notifications require a postal address. If all required information is in place, the notification is sent; otherwise, a follow-up is sent to the designated user group.

#### Logging

The following information logged in the IDI platform for each notification sent:

- Date & Time
- Time
- System user ID of person who initiated the notification
- Account number of the account where the change occurred

#### Templates

IDI Desktop Client BackOffice Management > Customer Notifications provides core (default) templates for applicable delivery types for PIN, Account, and OnlineBill CPNI notifications. Template Management also supports creating custom CPNI templates.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-97(3).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

### Managing CPNI Compliance

Routine checks are made to ensure all required customers have the necessary CPNI data on file. This is done via IDI Desktop Client CPNI search tools that facilitate this.

## Setup

The setup covered here is to be completed by your designated CPNI administrator. IDI will complete other setup on your behalf for settings you cannot access.

## Permissions

### For IDI Desktop Client

Permissions in Admin Console > **Security** > **Profiles** > **Permision Profiles** restrict access to CPNI management functions in the IDI Desktop Client. The path is: **Applications** > **CostGuard Client** > **Customer Management** > **CPNI**:

![A screenshot of a computer program Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-program-description-au-1.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

| Permission | Description |
| --- | --- |
| Address History – Accept Reject Changes | Restricts ability to accept/reject changes in Address History search results in IDI Desktop Client via **Applications** > **CPNI** > **Address History Search**. |
| Address History – Search | Restricts ability to perform Address History search in IDI Desktop Client via **Applications** > **CPNI** > **Address History Search**. |
| Configuration – Edit | Restricts ability to edit CPNI data in IDI Desktop Client via **Applications** > **CPNI** > **CPNI Configuration**. |
| Email History – Accept Reject Changes | Restricts ability to accept/reject changes in the Email History search results in IDI Desktop Client via **Applications** > **CPNI** > **Email History Search**. |
| Email History – Search | Restricts ability to perform an Address History search in IDI Desktop Client via **Applications** > **CPNI** > **Email History Search**. |
| Notification Audit – Search | Restricts ability to perform an Address History search via **Applications** > **CPNI** > **Notification Audit Search**. |
| PIN – Remove PIN | Restrict the ability to manage PINs for an account in IDI Desktop Client via the Customer Summary. |
| PIN – Send PIN |
| PIN – Verify PIN |
| Security Saturation – Search | Restricts ability to perform a Security Saturation search in IDI Desktop Client via **Applications** > **CPNI** > **Email History Search**. |

### For Customer Care

To support using CPNI in Customer Care, there are three SaaS Security settings provided with the Customer Care Admin role:

- *Manage Settings* – This lets users enable CPNI notification in Customer Care and configure CPNI Verification settings.
- *Edit CPNI Information* – This lets you grant users the ability to edit CPNI information without also granting them full access to customer information.
- *View CPNI Information* – This lets users view CPNI information on an account

## CPNI Configuration

### In IDI Desktop Client

Access to CPNI configuration in IDI Desktop Client is via **Applications** > **CPNI** > **CPNIConfiguration**. This displays the Configuration dialog. Use the CPNI Data and Notification tabs to establish CPNI rules.

> [!NOTE]
> **Note:**
> 
> All setup on the *CPNI Data* tab applies to using CPNI in both IDI Desktop Client and Customer Care.

| **Section** | **Description** |
| --- | --- |
| Required CPNI Data | This section lets you specify which fields are required when you add an account type designated to use CPNI. |
| PIN Rules | Specify length (**4**–**25**) and number of retry attempts (**0** = unlimited). You can also choose to always show the verification form when a PIN exists. |
| Password Format | Specify minimum and maximum length (**2**–**49**). |
| Security Questions | The context menu lets you add, remove, enable and disable any of the listed questions. You can also choose to allow custom subscriber questions. |
| Account Types | The context menu lets you add and remove account types that require CPNI. **Note**: Clear the system cache (**Tools** > **Clear Local Cache**) to save changes. |

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-98(3).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

On the *Notifications* tab you establish rules that govern the CPNI notifications process. This setup applies to both IDI Desktop Client and Customer Care. **Note**: Notifications must also be enabled in Customer Care via **MANAGE** > **Settings** in Customer Care.

The setup here involves:

- Adding and ranking delivery types for *PIN* and *Account Change* notifications in their respective sections.
- Specifying other related parameters in the lower fields.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-99(3).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

#### PIN and Account Change Notification Delivery Types

PIN and Account Change notifications can be sent by email, SMS (SMTP or SMPP), and letter (hardcopy). When you add multiple delivery types in a section, the types can be ranked (prioritized). A delivery type with a rank of 1 means it will be used first. If the delivery type fails for some reason, the system goes to the next ranked delivery type. For example, if email is ranked #1 and Letter is ranked #2 for Account Change Notifications, and there is no email address on the account, the notification will default to postal mail. You can also set a threshold on Letter delivery type for Account Change notifications. A threshold establishes the time (as specified in number of hours after the change) the letter must be sent.

- To add a delivery type, right-click in the white space of the applicable section – *PIN* or *Account Change Notifications* – and choose **Add** to display a dialog for selecting the Delivery Type. The context menu also lets you remove an already selected delivery type.
- Delivery types are ranked in the order they’re added. To adjust the rank of a delivery type, select it and then use the section’s up/down arrows.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-100(3).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)
- Threshold can only be set on the Letter delivery type for Account Change notifications. Threshold is optional. To set it, right-click the Letter delivery type in the Account Change Notifications section and choose **Modify Threshold**. Then enter Threshold Hours.

![A screenshot of a computer screen Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-screen-description-aut-9(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

#### Other Notification Parameters

| SMS Email Domain | Domain name to be used for SMS text messages. |
| --- | --- |
| Email From Address (Required) | Sender address for all PIN/account change notifications. |
| Provider Name (Required) | Provider (carrier) name to be used for a given pin/account change notification. |
| Support Phone (Required) | Phone number to be used for all PIN/account change notifications. |
| Test Mode | Check to use the system in test mode. When checked, notifications are sent to the *Test* Email or the *Test* SMS. By default, it is unchecked. |
| ***Test Email*** | Test email address. |
| ***Test SMS*** | Test SMS number for SMS messages. |
| Notification Follow-Ups Assigned To | User group to handle notification follow-ups created when a notification cannot be sent to an intended recipient (for example for m issing email address). |
| Confirm Account Change Notifications | Check to have the system let users know and confirm that an account change notification will be sent to a subscriber. By default, it is unchecked. |
| Notification on Numeric Edits Only | Check to have the system evaluate address changes that are either numeric modifications or text changes. It checks for numeric edits including Street 1, Street 2, Street 3 or zip code. It also does a text comparison of street names. For example, if a customer’s address is changed from 2 West Main to 77 High Street, a notification is sent; or if an address is changed from 10 Elm Street to 10 Grove Terrace, a notification is also sent. By default, it is unchecked. |

### In Customer Care

Settings for CPNI in Customer Care are available via **MANAGE** > **Settings**. The CPNI settings section lets you configure:

- Notifications – Clicking **CONFIGURE NOTIFICATIONS** creates a trigger and several Workflow actions to support CPNI Notifications. Once enabled, to disable, the Workflow actions must be deleted. **Note**: The actions use the notification setup as configured in IDI Desktop Client.
- Which Customer Care users see the Require CPNI Verification Dialog – CPNI Verification can be required for specific user groups. Groups are created and users are assigned to groups via Admin Console Security. Create groups and then assign users to groups as needed.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica(1).jpeg?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

The groups you create populate the **Display For** drop-down menu. You can select one or many user groups. When a user in a group that is configured to *Require CPNI Verification Dialog*, the CPNI Verification dialog will open prior to opening the account.

- Checking the **Deny Access to Unverified Accounts** option will prevent the account from opening if the user does not verify CPNI information. On denial, you’re returned to the Account Search page.
- Which CPNI Verification Fields are required – This section lets you select the fields used for CPNI verification. This defaults to Account Password, Security Question/Answer, Authorized User Password, Authorized Users, and CPNI PIN.

You can select any combination of fields. At least one field must be checked to save the setting.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-1(1).jpeg?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

## Entering CPNI For New Customers

Enter this information on the respective Add/Edit Customer pages in IDI Desktop Client and Customer Care for applicable account types:

| Password | Guidelines are set on the CPNI Configuration form (**2** to **49** characters). |
| --- | --- |
| Security Question | Select one from the drop-down list. |
| Security Question Answer | Enter the answer here (limited to 80 characters). |
| Authorized Users | Click **Add** and enter the customer’s name and phone number in the *CPNI Add Authorized User* window. Add additional users as needed. To delete an authorized user, select the name, then click **Remove**. |
| Authorized User Password | This is an optional field that you may use if there are additional authorized users whose ID you want to verify. The same password is used for all additional users. |
| SMS Number | Enter the customer’s SMS number. This does not apply to wireline. |
| Internal Marketing External Marketing | These are optional and company specific. They may be used for reporting; however, they do not drive any functionality |

IDI Desktop Client:

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-101(2).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

Customer Care:

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-102(2).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

## Managing CPNI on an Account

This covers verifying customers on accessing their account, as well as viewing and editing CPNI information on an account.

## In Customer Care

CPNI information is available on the Account Summary page. This page lets you:

- Verify (authenticate) the customer before sharing account information.
- View CPNI information and verification history via the CPNI Information panel.
- Edit CPNI information (requires *Edit CPNI Information* permission). With this permission, the panel will have an edit (pencil) icon to display the Edit CPNI Information dialog.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-103(2).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

> [!NOTE]
> **Note:**
> 
> When the system is configured to *deny access to unverified accounts*, you will not be permitted to open the account until the customer is verified. On denial, you’re returned to the Account Search page.

### Verifying/Authenticating the Customer

For account types that require CPNI, you must verify/authenticate the customer before you share/discuss account information. This process is governed by CPNI verification requirements configured via **MANAGE** > **Settings**.

The CPNI Verification dialog will open automatically for users configured to require CPNI Verification. Users that are not configured to require CPNI verification, the dialog can still be used to verify CPNI information by clicking the shield icon at the top right of the account page. The orange banner indicates *Not Verified* status.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-104(2).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

The Verify Customer dialog displays the fields specified in the CPNI settings.

![A screenshot of a computer screen Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-screen-description-aut-10(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

Check one or more fields to verify. At least one field must be checked to enable the **Verified** button. You can also send, update, or remove the PIN information when applicable. When you are ready to verify the CPNI information, click **Verified**.

On successfully verifying the CPNI information the orange *Not Verified* banner is replaced by a green *Customer Verified* banner, and the blue Verify Customer badge is removed. These badges reset each time you access the account.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-105(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

To view the Verification History, click the link in the CPNI Information panel. The history shows you dates, user, and fields used to perform the verification.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-106(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

### Editing CPNI Information in Customer Care

This requires *Edit CPNI Information* permission. With this permission, the panel will have an edit (pencil) icon to display the Edit CPNI Information dialog.

![A screenshot of a login form Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-login-form-description-automati-1.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

### Monitoring CPNI Notifications on an Account in Customer Care

CPNI notifications are sent to a customer when their CPNI information is updated by virtue of the CONFIGURE NOTIFICATIONS setting (**MANAGE** > **Settings**). Enabling this setting automatically configures the *CPNI Information Updated Workflow* trigger which fires and initiates the applicable Workflow action when CPNI information is modified in Customer Care. The actions use the notification setup as configured in IDI Desktop Client.

You can monitor notifications activity on an account via **Account** > **Notifications**.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-107(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

## In IDI Desktop Client

CPNI customer/verification is available on the Account Summary page. This page lets manage the customer’s PIN and use it to verify the customer’s identity before sharing account information. For customers designated to use CPNI, there’s a CPNI menu and corresponding icons for sending, removing, and verifying a customer’s PIN.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-108(1).png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

> [!NOTE]
> **Note:**
> 
> Sending PINs to individual customers or multiple customers is also supported via the Security Saturation Search results as described in Managing CPNI Compliance.

To verify a customer’s identity:

- Click the verify PIN icon (key with green symbol) or select **Verify PIN** from the CPNI menu.
- Ask the customer to provide their PIN.
- Enter the PIN in the dialog.

![A screenshot of a computer error Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-error-description-auto-1.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

Verification takes place when the customer provides the correct PIN and the system performs a match.

The customer’s CPNI information is provided in the CPNI Information panel. The information is read-only here; however, you can use the Edit Customer form to edit their CPNI information.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-109.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

## Managing CPNI Compliance in IDI Desktop Client

The Notification Audit, Security Saturation, CPNI Address History, and CPNI Email History search tools in IDI Desktop Client let you perform routine checks to ensure all required customers have the necessary CPNI data on file. These searches are permission-based.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-110.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

## Notification Audit Search

This lets you view notifications that have been sent out based upon the selected criteria.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-111.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

You can refine the search results to show/hide a specific notification type, delivery method or filter the search results using the right-click (context) menu. Select a row and column, then right-click and choose **Filter** > **By Selection** or **Excluding Selection**. The filter below would filter the list to show just PIN Requests.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-112.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

## Security Saturation Search

This lets you identify accounts that are not in compliance (need CPNI data). From the search results an authorized user can send a PIN to one or more customers. To select contiguous rows, hold down **ctrl**–**shift** and then click the start and end rows. To select multiple individual rows, hold down **shift** and click the rows. To select a single row, simply click on it.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-113.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

![A computer screen shot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-computer-screen-shot-of-a-computer-description-1.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

## CPNI Address History Search

This lets you review all address changes that have been made to the main billing contact record. An authorized user can accept or reject any result by selecting the row in the search results and then using the right-click context menu. Whether you can accept or reject depends on the current status indicated in the far-right *Accepted* column (not shown below).

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-114.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-115.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

## CPNI Email History Search

This lets you review all e-mail changes that have been made to the main billing contact record. An authorized user can accept or reject any result by selecting the row in the search results and then using the right-click context menu. Whether you can accept or reject depends on the current status indicated in the far-right *Accepted* column.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-116.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/a-screenshot-of-a-computer-description-automatica-117.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A50%3A59Z&se=2026-11-14T11%3A50%3A59Z&sr=c&sp=r&sig=bHbk%2FQ6LQpSlPEmNyPfpq7wLix4l8AQOeeWRkV9S2Fw%3D)