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If you want to use the automated process to perform
a credit check on the customer without creating a new credit line, select
the credit request type as Other and submit the request without an amount
requested. When performing a credit check the process executes so that
bureau reports, scores, and a decision are generated without creating
a new credit line.
To submit a credit check:
Select Automated
Decisions. Select Create
New Credit Request.
The Create New Credit Request - Customer Search screen appears. In Customer
Search, enter information to identify the customer, and click search.
The Search Results list any matching records.
Note: To sort the
screen, click any underlined column header. The list sorts by that information
in ascending order. If you click the header a second time, the list displays
in descending order using that column header.
Do one of the
following:
If the customer
record does not appear in Search Results, click Create New Customer.
The Create New Credit Request screen appears. If the customer
record appears in Search Results, select the option button in the row
for the customer, and click Use Selected Customer.
The Create New Credit Request screen appears filled in with the
information already stored for the customer.
Select Other
from the Credit Request Type list.
The screen refreshes to displays the fields for the Other type. Leave the Amount Requested field blank. Enter the Legal Name in the Business Information
section. Enter the legal
address in the Address section:
Click
Add in the Address Information section.
The Address section appears. Enter
the legal address and click Save.
Click Continue.
The Credit Request Details screen appears with the information you
entered highlighted in gray. Verify that the information
is correct, and select Submit.
Note: If
any information is incorrect, click Back, modify the information, and
continue from Step 5.
A status screen appears while the credit request
is being processed. When the submission is complete, the Decision screen
appears with the tab links to the bureau information generated by the
process. |
