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Configure a Responsible Party for Credit Reporting

To include a responsible party in credit bureau reporting, the system requires certain settings.

To configure a responsible party for credit reporting

  1. On the Contact Information tab in the Customer panel, ensure that the responsible party to report has the following settings:

    • Relation to Account list box is set to "Debtor" for the primary responsible party and "Co-debtor" for secondary responsible parties.

    • Is Responsible box is set to "Yes" or the check box is selected.

    • National ID box is populated with a valid social security number.

  1. On the Address panel, ensure that the responsible party to report has the following settings:

    • Type of Address list box is set to "Home."

    • Status of Address list box is set to "Good."

    • Active check box is selected.

    • Primary check box is selected.

    • Correspondence check box is selected.

    • Address Line 1, City/Town, State, and Post Code boxes have a valid address.

  1.  On the Customer Configuration pane in Credit Bureau Reporting Console, ensure that Include codebtors check box is selected.

Related Topics

Credit Bureau Reporting