Deleting Additional Information

Procedure

Notes:  

• The Delete button is not enabled until entries have been made for the maximum number of records of the additional information allowed for each customer or credit request.

• If the additional information is defined to have a single record, you cannot delete the single record, and the Delete button is not available.

To delete additional information using the Additional Information feature:

1. Do one of the following:

• Select the credit request. How?

• Select the customer. How?

2. Do one of the following:

• If you selected the credit request, on the Credit Request Details screen, select the Additional Information tab.

• If you selected the customer, on the Basic screen from the Customer Information tab, select Additional.

The Additional Information screen appears.

3. From the Entities list, select the entity for which you want to delete additional information. The Entities list contains the entities that your business administrator defined for the module you are working in.
   The list of additional information entered for the entity appears on the screen.

Note:  If your business administrator has defined the entity you select to appear in both the Customer Analysis and Automated Decisions modules, the information you delete while working in one module is also deleted from the other module.

4. Select the check boxes in the rows for the additional information that you want to delete.

5. Click Delete.