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Latitude Help
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
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On the Contact Information tab in the Customer panel, ensure that the responsible party to report has the following settings:
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Relation to Account list box is set to "Debtor" for the primary responsible party and "Co-debtor" for secondary responsible parties.
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Is Responsible box is set to "Yes" or the check box is selected.
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National ID box is populated with a valid social security number.
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On the Address panel, ensure that the responsible party to report has the following settings:
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Type of Address list box is set to "Home."
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Status of Address list box is set to "Good."
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Active check box is selected.
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Primary check box is selected.
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Correspondence check box is selected.
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Address Line 1, City/Town, State, and Post Code boxes have a valid address.
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On the Customer Configuration pane in Credit Bureau Reporting Console, ensure that Include codebtors check box is selected.