Reprocessing Credit Requests Using a List of Similars

Procedure

If the automated decision process finds several possible matches using the customer information entered on the Credit Request Details screen, the bureau returns a list of similars. In this case the Decision Status (on the Decision Screen) will be Multiple Hits. You reprocess the credit request after selecting the correct match from the list of similars.

To reprocess at credit request using a List of Similars For certain bureau reports, the business process can generate a list of businesses with similar names. You use this list to select the exact business entity for which you are requesting information. The automated decision process then uses your selection to process the credit request.:

1. Locate the credit request in the Search Result list. How?

Tip:  You can select Multiple Hits from the Decision Status list, and click Search to locate requests that returned more than one possible match.

2. In the Action column for the credit request, select List of Similars.
   The List of Similars screen appears.

3. Do one of the following:

• Select the option button in the row for the business for which you want to request information.

• If none of the businesses is the correct match, select the No Match option button to process the request. Because you have indicated that none of the businesses in the List of Similars were a match, the process executes, but it will not pull bureau data.

4. Click Process.
   The credit request is reprocessed using the selected match.