Customer Relationship Management Screens > Households Screen > Names tab > Credit Rating and IRS B Notices tab

Use this field group to view and edit risk scoring information for the household member selected in the Household Names list view.

If your institution uses GOLDTrak Express, these fields will automatically be populated with information entered in that program (and will also appear on the Loan Origination Tracking dialog for the customer). Otherwise, these fields can be manually file maintained for informational purposes.

crmh_additionalscores

Information for up to 4 risk scores can be displayed in this field group. Risk scores are provided by third-party institutions (through software that tracks credit risk and fraud) and provide information to use (in addition to standard credit scores) when financing customers.

The Source field displays the name of the institution or program that provided the corresponding Score on the corresponding Date.

GOLDPoint Systems Only: The following GOLDTrak fields must be set up in order for risk scoring Source information to transfer over from GOLDTrak Express:

For Households Screen:

Base Record	PTL_MISC
Parent Group	PARTY_TO_LOAN
Field Name	Label
RISK_SCORE1_PM	Risk Score 1
RISK_SCORE_DT1_PM	Risk Score 1 Dt
RISK_SCORE2_PM	Risk Score 2
RISK_SCORE_DT2_PM	Risk Score 2 Dt
RISK_SCORE3_PM	Risk Score 3
RISK_SCORE_DT3_PM	Risk Score 3 Dt
RISK_SCORE4_PM	Risk Score 4
RISK_SCORE_DT4_PM	Risk Score 4 Dt

For Loan Origination Tracking Dialog:

Base Record	TRANSFER_FIELDS
Parent Group	LOAN_REQ_HEADER
Field Name	Label
TF_RISK_SCORE1	Risk Score 1
TF_RISK_SCORE_DT1	Risk Score 1 Dt
TF_RISK_SCORE2	Risk Score 2
TF_RISK_SCORE_DT2	Risk Score 2 Dt
TF_RISK_SCORE3	Risk Score 3
TF_RISK_SCORE_DT3	Risk Score 3 Dt
TF_RISK_SCORE4	Risk Score 4
TF_RISK_SCORE_DT4	Risk Score 4 Dt