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

Credit Rating and IRS B Notices tab

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

Credit Rating and IRS B Notices tab

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Use this tab to view and edit credit and IRS B information for the household member selected in the Household Names list view.

 

IRS B Notices are used to inform your institution's customers about problems with their tax identification number (TIN). A report (CIF Exception Report - FPSDR085) is available that displays all accounts with invalid or missing TINs. If your institution wants to use this report, submit a work order to GOLDPoint Systems.

 

Click to enlarge.

Click to enlarge.

 

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Note: This information can also be accessed by clicking the <Edit Credit Scores> link on the CIF tab of the Loans > Marketing and Collections screen.

 

The field groups on this tab are as follows:

 

Credit Rating field group

IRS B Notices field group

Credit Scores field group

Additional Scores field group

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