Navigation:  Customer Relationship Management > Customer Relationship Management Screens > General Information Screen > Names/Personal tab >

Personal Information field group

Navigation:  Customer Relationship Management > Customer Relationship Management Screens > General Information Screen > Names/Personal tab >

Personal Information field group

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This field group contains personal information concerning the customer name selected in the Names list view. This information is established when the account is initially opened, but can be changed using the Customer Relationship Management > Households screen. If you do not have security access to the Households screen, you can click Edit Household Info on the CIF tab on the Loans > Marketing and Collections screen instead.

 

personinfonamestab_cnts

 

The fields in this field group are as follows:

 

Field

Description

Preferred Name

 

Mnemonic: NDPRFD

This is the preferred name of the borrower, if one has been entered on the Households screen.

Physical Address

 

Mnemonic: NDPHAD, NDAAD1, NACITY, NASTAB, NAZIPC, NAZIP4, NACTRY, NAFZIP, NAADTP

This is the address of the customer, pulled from the Households screen.

Phone Numbers list view table

 

Mnemonic: P0PHTP, POPHAC, P0PHPF, P0PHON, P0LEXT, P0PHRC, P0PHR2, P0PRIP

 

The list view on the left displays all phone numbers connected to the customer. It displays all phone numbers set up for the customer, including cell, work, home, or other numbers. This information can be changed on the Phones tab of the Households screen.

 

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Note: Institution Option P0E0 (Use the phone and email records) allows the establishment of multiple types of phone numbers and email addresses, as set up on the Phone and Email tabs on the Households screen.

 

The Restrictions column in this list view shows any calling restrictions or emailing restrictions on the selected phone number or email address. When a bankruptcy transaction is processed on an account, the system may automatically set up restrictions on the account (depending on the Bankruptcy options set up for your institution). If the system does not automatically restrict phone numbers and email addresses, you can set up restrictions using the Phones and Email tabs of the Households screen.

 

Possible entries in this column are: No Restriction, Unlisted Number, Days Only 8:00-5:00, Do Not Call Days, Evenings 5:00-9:00, Mornings 8:00-12:00, Afternoon 12:00-5:00, No Phone Calls, Foreign Number, Do Not Call - Marketing, Do Not Call - Collections, Do Not Call - Mktg/Coll, Do Not Call At Work, and Contact Through Attorney Only.

Email Addresses list view table

 

Mnemonic: E0PEML, E0EMEL, E0EMRC, E0TMAI

The list view on the right displays all email addresses connected to the customer. This information can be changed on the Email tab of the Households screen.

 

paperclipnote

Note: Institution Option P0E0 (Use the phone and email records) allows the establishment of multiple types of phone numbers and email addresses, as set up on the Phone and Email tabs on the Households screen.

 

The Restrictions column in this list view shows any calling restrictions or emailing restrictions on the selected phone number or email address. When a bankruptcy transaction is processed on an account, the system may automatically set up restrictions on the account (depending on the Bankruptcy options set up for your institution). If the system does not automatically restrict phone numbers and email addresses, you can set up restrictions using the Phones and Email tabs of the Households screen.

 

Possible entries in this column are: No Restriction, Unlisted Number, Days Only 8:00-5:00, Do Not Call Days, Evenings 5:00-9:00, Mornings 8:00-12:00, Afternoon 12:00-5:00, No Phone Calls, Foreign Number, Do Not Call - Marketing, Do Not Call - Collections, Do Not Call - Mktg/Coll, Do Not Call At Work, and Contact Through Attorney Only.

Birth Date

 

Mnemonic: NDBDAT

This is the date of birth of the customer, pulled from the Customer Relationship Management > Households screen.

Birth Place

 

Mnemonic: NDBPLC

This is the customer's place of birth, pulled from the Customer Relationship Management > Households screen.

 

Age

 

Mnemonic: NDBDCC

This is the customer's age. It is automatically calculated by the system when a Birth Date is entered.

 

Gender

 

Mnemonic: NDGEND

This is the customer's gender, pulled from the Customer Relationship Management > Households screen.

Date of Death

 

Mnemonic: NDDTDT, NDDDRD

This is the customer's date of death, if applicable. This field is pulled from the Customer Relationship Management > Households screen.

 

Once a Death Date has been entered and <Save Changes> is clicked, the Death Recorded Date will appear to the right of the field. See further information about death dates below.

 

If the person has died and a date of death recorded, the Death Recorded Date is displayed to the right of this field, as shown below:

 

deathrecordeddatenamestab_nts

 

At monthend when a death date is recorded, the system automatically changes the Account Ownership Code for that customer to "20" (Deceased). The ECOA Code changes to "X" (Consumer Deceased). This information is passed to the Credit Report and transmission (FPSRP184) for the accounts this person owned. If the person was a co-owner or some other ownership on accounts, this information is reported in the J1/J2 Segments for those accounts where they were not the IRS owner.

 

After the customer has been reported as deceased to the credit repositories, the next month of credit reporting the person no longer appears on the Credit Report and transmission.

 

If the deceased customer was the IRS owner on an account, a co-owner automatically becomes the IRS owner after the deceased customer is reported to the Credit Bureaus. For accounts where there are multiple account owners, the system uses the order the account owners appear on the Households screen > Accounts tab. For example, if an account had four co-owners, and the IRS owner dies, the first non-deceased co-owner listed on the Accounts tab would then be the IRS owner on the account.

 

If the Death Date is cleared because of a mistake (e.g., applied the Death Date to the wrong person), all of the preceding items are reversed.

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