Update Co-Applicant Personal Information Screen

Finance Credit Application > Co-Applicant button at the Co-Applicant field on the Main tab of any of the finance-provider-specific screens (for example, Citi Finance Credit Application Screen)
Advanced Customer Settings > Receivables tab > Actions button

Use this process to maintain co-applicant information for Finance Receivables (FR) and Accounts Receivables (AR) credit applications.

If you click 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 Advanced Customer Settings at a later date, co-applicant data does not default into Application entry and you must enter it again in the application.

Header Area

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.

Specify the co-applicant type. The options display based on the modules active on your system. Depending on how this screen is accessed, an option may default and this field inactive.

None Selected
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.

General

Name

Address

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.

Credit

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.

Enter a date of birth for the co-applicant in the following format:

MM/DD/YYYY

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.