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