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When you submit a bureau request, if the bureau finds
several possible matches, a list of similars is generated. You can select
the business that is the correct match from the list of similars returned,
and submit a new request directly from the List of Similars screen. The
event data automatically fills in with the information from the bureau
for the selected entity.
To submit credit bureau requests from a list of similars
screen:
Select the
customer. How?
Select the
Bureau Reports tab.
The Bureau Reports screen lists all bureau events for the selected
customer. Click New Event.
The Event Data screen appears. From the Bureau
Name list, select the credit bureau from which you are making the request. From the Product
Name list, select the List of Similars product you are requesting.
The Event Data screen displays the information required to submit the
request. Enter the required
information, and click Submit Event. You obtain the required information
from the credit bureau.
The Bureau Events screen appears. The event you just submitted appears
at the top of the list. To display
the current processing status, click Refresh.
The Bureau Events screen refreshes to display the current processing
status. When the Status
for the event is Success, click view/edit in the row for the event.
The Bureau Report appears. In the List
of Similars section, select the option button for the business entity
for which you want to request the bureau data. To submit a
request using this business entity, at the top of the screen from the
Select Product list, select the product that you want to request, and
click Submit Event.
The Event Data screen displays the data for the business entity you
selected from the list of similars. To submit the
event, click Submit Event.
The Bureau Events screen displays the event you just submitted at the
top of the screen.
When the status for the event changes to Success, you can view the
requested credit bureau report. How?
If the status for the event changes to Failure, you can resubmit
the event. How? |
