Opt Out Screen |
  
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Navigation: Loans > Loan Screens > System Setup Screens >
Opt Out Screen |
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Use this Loans > System Setup screen to set up institution-defined opt-out codes.
Opt-out codes can be designated for individual customers on the CIF tab of the Loans > Marketing and Collections screen. They are used for reference purposes to indicate which communications (or promotions) a customer has indicated they do not want to receive from your institution. Opt-out codes are applied to all members of a household.
Loans > System Setup Screens > Opt Out Screen
Opt-out codes are created and added to the list view on this screen by clicking <Create New>, indicating an institution-defined Code number (IFOUT1) and Description (IFDESC) of the opt-out preference, and clicking <Save Changes>. Select an opt-out code in the list view to edit that code's Description.
The list view displays the Code and Description of all previously created occupation codes. Click any column header to organize the list view by that column's information type.
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Record Identification: The fields on this screen are stored in the FPIF record (Information for Opt Out). You can run reports for this record through GOLDMiner or GOLDWriter. See FPIF in the Mnemonic Dictionary for a list of all available fields in this record. Also see field descriptions in this help manual for mnemonics to include in reports. |
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In order to use this screen, your institution must:
•Subscribe to System Setup Screens on the Security > Subscribe To Mini-Applications screen.
•Set up employees and/or profiles with either Inquire (read-only) or Maintain (edit) security for System Setup Screens on the CIM GOLD tab of the Security > Setup screen.
•Set up the desired field level security in the FPIF records on the Field Level Security screen/tab. |
