Modify a Vendor Package

Use the Package - [Package Name] tab to modify a vendor package that automates a manual process for a vendor service (for example, a request for a credit bureau report).

To modify a vendor package

1. In the Navigation Explorer pane, click Packages. The Packages panel appears.

2. Do one of the following:

• Right-click the package and then click Properties.

• Double-click the package.

The Package - [Package Name] tab appears, with the General tab selected. Job Manager includes the name of the package in the tab name.

Name: Name of the package as specified in the Packages panel. To modify the name, rename it in the Packages panel.

Description: Description of the package.

Query Configuration: Query to use to select accounts for processing.

Transfer Configuration: Configuration to use to send and receive files.

Protection Configuration: Configuration to use for encrypting and decrypting files, if necessary.

Allow on Previously Requested Accounts: If selected, Job Manager includes accounts that you requested for this service previously. If cleared, Job Manager excludes accounts that you requested previously.

Include Co-Debtors on Requests: If selected, Job Manager includes co-debtors in the request for this service. If cleared, Job Manager only includes the primary debtor.

Pickup All Pending (Workflow and Panel Requests): If selected, Job Manager includes pending requests that WorkFlow generated, and pending requests that users generated in Latitude. If cleared, Job Manager excludes pending requests.  

3. Modify the information as necessary and then click the Package tab. The information available on this tab is based on the selected vendor product folder.

4. Modify the package settings as necessary and then, in the toolbar, click Save.

Note: To obtain specific instructions and values, contact your vendor representative.