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You can designate customers as either non-disclosure
or restricted access accounts.
Nondisclosure accounts
(NDA): Only authorized users can
access customer data and credit request details for an account that is
designated as nondisclosure. All unauthorized users are denied even read-only
access to the account data, regardless of their role capability. Restricted access
accounts:
Only authorized
users can add, edit, or delete information on the Basic screen. All unauthorized
users have read-only access to that screen.
Only authorized
users can add, edit, or delete the information on the Business Information
and Address Information sections of the credit request details for an
account that is designated as restricted access. Unauthorized users are
limited to a read-only view of the Business Information and Address Information
on the credit request details, regardless of their role capabilities.
Unauthorized
users can submit or resubmit credit requests for any customer account
designated as restricted, and can add or change contacts, references,
notes, additional information, and any information in the Credit Request
or Origination sections of the Credit Request Details screen.
Nondisclosure accounts and portfolios
Nondisclosure accounts are not included in portfolio
calculations, and are not included as members in a portfolio.
Which users are authorized
Authorized users for Is
Restricted and Nondisclosure accounts include:
The credit analyst
for the account and the primary and secondary managers for the credit
analyst The secondary analyst
for the account and the primary and secondary managers for the secondary
analyst The collector for
the account and the primary and secondary managers for the collector When you select the
Is Restricted or Is NDA check boxes for a customer, you must designate
the authorized users for the account by selecting a name from at least
one of the following lists:
Credit Analyst Secondary Analyst Collector
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