Navigation:  Customer Relationship Management > Customer Relationship Management Screens > Households Screen >

Addresses tab

Navigation:  Customer Relationship Management > Customer Relationship Management Screens > Households Screen >

Addresses tab

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Use the Addresses tab on the Households screen (or on the Customer Info tab of the Customer Relationship Management > Customer Profile screen) to view and edit information about addresses assigned to the selected household.

 

Click to enlarge.

Click to enlarge.

 

Addresses are usually created when a loan is boarded through GOLDTrak PC. However, you can create new addresses by clicking <Create New>, entering information in the fields on this screen, and clicking <Save Changes>. Or you can make changes to already existing address information by selecting the address in the list view at the top of this tab, making changes to the fields, and clicking <Save Changes>.

 

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Note: For institutions that check for updated customer address information through the National Change Of Address (NCOA) registry, the system retains the customer’s previous address and saves it to the next available sequence number of addresses in the list view table at the top of this tab.

 

The list view on the right side of this tab displays all names and account numbers associated with the address selected in the top list view. This list view may change if more than one address is connected to the account. Use the Mailing and Property Address fields on the Accounts tab to attach accounts to addresses. See below for an example of multiple accounts associated with an address.

 

hmtoggle_arrow1Multiple account example

Cate Cable has three accounts and two addresses. One address is her home and the other address is her property. Accounts 1 and 2 are for personal loans she has with your institution. Her third account is for a business loan she has with your institution. She wants her business account statements to be sent to her business address, and she wants her personal account statements to be sent to her home. You would verify the address and account information using the Accounts tab, and then the Name/Account list view on the Addresses tab will reflect those changes accordingly, as shown below:

 

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The fields on this tab are as follows:

 

Field

Description

Street/City/State/Zip

 

Mnemonic: NAADD1, NAADD2, NACITY, NASTAB, NAZIPC, NAZIP4

The system will verify the City, State, and Zip fields through CIM GOLD's Zip Code Directory. If the data entered in these fields does not match properly, an error message will result and you will be required to correct the error before continuing to enter data on this screen. If a foreign address type is selected in the Address Type field (see below), the Zip code must be entered in the Foreign Zip field (see below).

 

The system will not allow invalid ZIP codes to be saved.

Foreign Zip

 

Mnemonic: NAFZIP

If a foreign address type has been selected in the Address Type field (see below), use this field to indicate the postal code for the address being created/edited.

Address Type

 

Mnemonic: NAADTP

Use this field to indicate the type of address being created/edited. See below for more information about available selections in this field.

 

0 - Domestic With Standardization

1 - Foreign (City/Code/Country)

2 - Foreign (City/Country/Code

3 - Foreign (Code/City/Country)

10 - Domestic Without Standardization

 

Standardization means that the system automatically changes all addresses to conform to a specific pattern. For example, North, South, East, and West will abbreviate to N, S, E, and W respectively, and all designations such as road, lane, boulevard, etc. will be given their standard abbreviations. If your institution chooses not to allow standardization, the system will record addresses exactly as entered.

Address Indicator

 

Mnemonic: NAADIN

The Address Indicator field (NAADIN) is used to classify types of addresses indicated on a customer account. This information is used in Credit Reporting (FPSRP184). See below for more information about available selections in this field.

 

C – Confirmed/Verified Address*

Y – Customer’s Primary Address

N – Unconfirmed Address

M – Military Address

S – Secondary Address

B – Business Address (Not a Residence)

U – Non-Deliverable Address/Returned Mail

D – Data Reporter’s Default Address

P – Bill Payer Service (Not a Residence)

 

* The C code is used to confirm or verify an address after receiving an address discrepancy notification from a consumer reporting agency. Report "C" one time after the address is confirmed. The next month you can change it back to something else or leave the field blank.

 

We can set up two fields in GOLDTrak PC to transfer Address Indicator information when loans are boarded. The fields are RESI_ADDRESS_CB_IND and MAIL_ADDRESS_CB_IND. One will transfer for property addresses and the other for mailing addresses. If you are interested in adding these fields to your loan program, contact your GOLDPoint Systems account manager.

Census

 

Mnemonic: NACENS

Use this field to indicate the Census tract code used to identify and categorize the address being created/edited. Census tract codes are used to identify areas populated substantially by minorities or low- to moderate-income people. Standard Census tractcodes are found in the Freddie Mac (FHLMC) manual.

SMSA Code/5 Digit SMSA Code

 

Mnemonic: NASMSA/NAMSAC

Use one of these fields to indicate the SMSA code to be used in conjunction with the Census tract code indicated in the Census field (see above). SMSA code numbers further categorieze addresses within a Census tract category. Use the field that corresponds to the number of digits used by your institution for SMSA codes.

County

 

Mnemonic: NACNTY

This field automatically displays the ID number of the county that corresponds to the address being created/edited.

Country

 

Mnemonic: NACTRY

Use this field to indicate the country code for the address being created/edited. Use the drop-down menu to locate the appropriate country.

Mail Code

 

Mnemonic: NAMAIL

Use this field to indicate the mail code for the address being created/edited. See below for a list of possible choices in this field.

 

10 -Normal

20 - Do Not Mail

30 - Bad Address

40 - Institution Attention

50 - Statement Top Sort

 

An institution option is available that will prevent the printing of addresses on statements with a Mail Code of 20 or 30. Submit a work order to enable this option at your institution.

Advertising Code

 

Mnemonic: NAADVC

Use this field to indicate which advertising message your institution wants to include when it sends statements to the address being created/edited. Advertising codes are set up on the Miscellaneous > Advertising Messages > Advertising Message screen. See help for that screen to learn more about setting up advertising message codes and tying them to GOLDWriter® reports.

Move To field group

Use the checkboxes in the Move To field group to quickly move address information entered in the fields above to other addresses or accounts. You can move the address information to the Mailing Address, Physical Address (residential), Account information, or Name information. Address information is attached via the name or account. You can also have two different addresses (physical or mailing) for each account or name.

 

For example, Mary Miller has two accounts with your institution: a business account and a personal account. Her business account is for her home business, but she uses a different P.O. box for her mailing address. You enter two addresses: one for her home (physical address) and one for her business (mailing address). You select the mailing address in the Address list view table above. Then you check the Account box and click <Move>. The selected account would then be connected with the account. You should always verify that the correct address is connected to the correct account by viewing the Mailing and Property Address fields on the Accounts tab of the Households screen.

 

See also the Account Address/Statement Information on the CIF tab of the Loans > Marketing and Collections screen.

Options field group

Use this field group to indicate miscellaneous options regarding the address being created/edited. See below for more information about these fields.

 

•Mark the Legal field (NALEGL) if the legal status of the selected household members has been verified.

 

•Use the Ignore Merge field (NAIGNM) to indicate whether the household member being created/edited should be skipped during the data merge that occurs as part of the system's periodic consolidation of CIF households.

 

•Use the Never Drop field (NANODR) to indicate that the selected household should never be dropped from the system.

Alternate Address field group

 

The mnemonics in this field group pertain to address entry information: NAALTA/NAADD1/NAADD2 (street), NACITY (city), NASTAB (state), NAZIPC/NAZIP4/NAFZIP (zip), NACTRY (country), NAADTP (address type), NASEIN (household number), NAASEQ (sequence number)

Use these fields to view and edit information about an alternate address where correspondence for the selected household should be sent for a specific part of the year. The alternate Address must have been set up for the selected household on this tab before it can be selected in this field.

 

TheState field automatically displays the State and Zip code of the address selected in the Address field above. Use the Effective fields to indicate a range of dates during which correspondence for the household should be sent to the address. The system will automatically change mailing address information on account correspondence during this range.

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