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Where eCredit Displays Fields for Standard Entities

Additional Information

When fields are added to Standard Entities, users usually view the additional fields in the Additional Information section at the bottom of the screen. The one exception is the Credit Request Details/Create New Credit Request screens. On these screens, the information appears in the section of the screen that the information is related to. This can be the Business Information, Credit Request, or Origination Information sections.

The following table shows the section of the Credit Request Details/Create New Credit Request screens where fields added to different standard entities appear.

Fields added to this Standard Entity	Appear in this section of the Credit Request Details screen
Customer	Business Information section
Credit Request Type - Lease, Line of Credit, Other, Term Loan	Credit Request section Note: When you select a credit request type from the Credit Request Type list, a section for the additional fields defined for that type appears below the Credit Request section.
Origination Information category	Origination Information section

For example, if fields are added to the Customer entity, the information can appear in both the Business Information section of the Create New Credit Request/Credit Request Details screens (Automated Decisions module), and in the Additional Information section at the bottom of the Basic screen (Customer Analysis module).

The following table shows:

The eCredit screens that display the fields added for standard entities.
Whether the fields can appear in both the Automated Decisions and Customer Analysis modules, or whether fields added to that entity are predefined to appear in only one module. The table also lists two standard entities that correspond to a screen in the Admin module only.

Category/Standard Entity Name	Module	Corresponding screen
Bank References category	Can appear in the Customer Analysis or Automated Decisions module or in both these modules
Bank References		Customer Analysis module: Bank Reference Details Automated Decisions module: Bank Reference Details (accessed from the Credit Request Details or Create New Credit Request screens)
Bankruptcy category	Customer Analysis module only
Bankruptcy		Bankruptcy details
Business Characteristic category	Customer Analysis module only
Business Characteristic		Business Characteristics details
Collateral Type category	Customer Analysis module only	Note: The Collateral Type entities have no corresponding screen in the Automated Decisions module.
Account Receivables		Customer Analysis module: Collateral Details when the user selects the Other category and Account Receivables Type
Cash Reserves		Customer Analysis module: Collateral Details when the user selects the Cash and Marketable Securities Category and the Cash Reserves Type
Documentary L/C		Customer Analysis module: Collateral Details when the user selects the Letter of Credit Category and the Documentary L/C Type
Inter-corporate Guarantee		Customer Analysis module: Collateral Details when the user selects the Corporate Guarantee Category and the Inter-corporate Guarantee Type
Inventory		Customer Analysis module: Collateral Details when the user selects the Other category and Inventory Type
Letter of Indemnity		Customer Analysis module: Collateral Details when the user selects the Other category and Letter of Indemnity Type
Securities		Customer Analysis module: Collateral Details when the user selects the Cash and Marketable Securities Category and the Securities Type
Standard L/C		Customer Analysis module: Collateral Details when the user selects the Letter of Credit Category and the Standard L/C Type
Standby L/C		Customer Analysis module: Collateral Details when the user selects the Letter of Credit Category and the Standby L/C Type
Third-Party Guarantee		Customer Analysis module: Collateral Details when the user selects the Corporate Guarantee Category and the Third-party Guarantee Type
Note: There is one standard entity added for each collateral type you define using the Collateral Type setup feature. The name of the entity is the name you give the collateral type when you create it. More See "Setting Up Collateral Types."		The additional information added for your custom collateral types appears on the Collateral Details screen for the collateral type.
Contacts category	Can appear in the Customer Analysis or Automated Decisions module or in both these modules
Contacts		Customer Analysis module: Contact Details for Business contacts Automated Decisions module: Contact Details (accessed from the Credit Request Details or Create New Credit Request screens)
Credit Line category	Customer Analysis module only	Note: The Credit Line entity has no corresponding screen in the Automated Decisions module
Credit Line		Customer Analysis module: Credit Line details
Credit Request Type category	Automated Decisions module only	Note: None of the Credit Request Type entities have corresponding screens in the Customer Analysis module
Lease		Automated Decisions module: Credit Request section of the Credit Request Details and Create New Credit Request screens when you select Lease as the credit request type
Line of Credit		Automated Decisions module: Credit Request section of the Credit Request Details and Create New Credit Request screens when you select Line of Credit as the credit request type
Other		Automated Decisions module: Credit Request section of the Credit Request Details and Create New Credit Request screens when you select Other as the credit request type
Term Loan		Automated Decisions module: Credit Request section of the Credit Request Details and Create New Credit Request screens when you select Term Loan as the credit request type
Customer category	Can appear in the Customer Analysis or Automated Decisions module or in both these modules
Customer		Customer Analysis module: Basic screen Automated Decisions module: Business Information section of the Create New Credit Request and Credit Request Details screens
Customer Status category	Customer Analysis module only	Note: The Customer Status entity has no corresponding screen in the Automated Decisions module.
Customer Status		Customer Analysis module: Customer Status Details
Decision category	Automated Decisions module only	Note: The Decision entity has no corresponding screen in the Customer Analysis module.
Decision		Automated Decisions module: Decision screen
Invoice category	Customer Analysis module only
Closed Invoice		Customer Analysis module: Invoices screen (Summary Info section when a search for closed invoices has occurred)
Invoice		Customer Analysis Module: Invoices screen
Invoice Line Items		Customer Analysis module: Invoice Details screen (Line items section and Line Item details screen)
Payment		Customer Analysis module: Invoice Details screen (Payment Information section and Payment details screen)
Operating Characteristic category	Customer Analysis module only
Operating Characteristic		Operating Characteristics details
Origination Information category	Automated Decisions module only	Note: The Origination Information entity has no corresponding screen in the Customer Analysis module.
Origination Information		Automated Decisions module: Origination Information section of the Credit Request Details or Create New Credit Request screens
Personal Guarantor category	Automated Decisions module only	Note: The Personal Guarantor category has no corresponding screen in the Customer Analysis module.
Personal Guarantor		Automated Decisions module: Guarantor Details
Source Type category	Admin module only	Note: The source type entities have corresponding screens in the Admin module only.
Sources External		Admin module: Source Details when you select the Source Type as External
Sources Internal		Admin module: Source Details when you select the Source Type as Internal
Trade References category	Can appear in the Customer Analysis or Automated Decisions module or in both these modules
Trade References		Customer Analysis module: Trade Reference Details Automated Decisions module: Trade Reference Details (accessed from the Credit Request Details or Create New Credit Request screens)