Page Headings: General, Credit
Use this process to maintain co-applicant information for Finance Receivables (FR) and Accounts Receivables (AR) credit applications.
If you click on the Actions button, a menu appears with an option
to Create Customer from Co-Applicant. If you select this option, you access
the Advanced Customer
Settings with the co-applicant's information brought in from the Update
Co-Applicant Personal Information Screen.
To ensure personal information security, STORIS imposes the following restriction. When re-accessing an application, co-applicant information defaults into Application entry only if you entered the co-applicant data during the original application process. For example, if you enter an application, omit the co-applicant information, and then enter the co-applicant information into the Customer file at a later date, co-applicant data does not default into Application entry and you must enter it again in the application.
Once you specify a co-applicant type, the program displays any data found for the selected co-applicant and type. If the system cannot find an existing record, it creates a new record. If the system cannot find an existing co-applicant, it takes the default address information from the linked customer.
Customer NumberThe code of the selected customer displays.
Specify the co-applicant type. If you click on the Arrow, a list of options displays. The options display based on the modules active on your system.
Accounts Receivable - AR Credit Application Processing must be active
Finance Receivables - FR Credit Application Processing must be active
If only one option is active on your system, that option defaults and you cannot change it. If both options are active, the None Selected option defaults and you must select a co-applicant type.
Use this tab to specify general information on the selected co-applicant.
PrefixEnter a prefix for the co-applicant, for example Mr. or Mrs.
FirstEnter the first name of the co-applicant.
MiddleEnter the middle name of the co-applicant.
LastEnter the last name of the co-applicant.
SuffixEnter a suffix for the co-applicant, for example DDS.
Line 1Enter the street address of the co-applicant.
Line 2Enter additional street address information for the co-applicant, if necessary.
Zip CodeEnter the zip code of the co-applicant.
CityEnter the city of the co-applicant.
StateEnter the state of the co-applicant.
PhoneEnter a telephone number for the co-applicant.
EmailEnter an email address for the co-applicant.
Create Customer from Co-applicant - Access the Advanced Customer Settings where you can create a new customer record for the co-applicant. Note that this option is inactive if you accessed the Update Co-Applicant Personal Information Screen from the Advanced Customer Settings.
Update a Co-applicant Additional Address - Click here to update or add an additional address for the co-applicant.
This page contains credit information and is accessible only for users with security clearance. Note that if you access this routine from an FR Credit Application process, this page is inactive.
SSNEnter a social security number for the co-applicant. If the social security number already exists in the system, the full unmasked social security number displays.
Enter a date of birth for the co-applicant in the following format:
Create Customer from Co-applicant - accesses the Advanced Customer Settings where you can create a new customer record for the co-applicant. Note that this option is inactive if you accessed the Update Co-Applicant Personal Information Screen from the Advanced Customer Settings.