- Contents
Latitude Help
Party Navigator Card
The Party Navigator card contains information regarding a party on the account displayed in the Work Form.
Column 1
[Name]: Name of a party on the account. If more than one party exists on the account, you can click the list box to select another party for whom to view information.
Is Responsible: Indicates whether the party is responsible for the account.
Authorized For Customer: Customer for whom the party is authorized to discuss the debt and pay on the account.
[Customer Alert]: If the customer is on hold, a "Customer On Hold" alert appears in red.
Tip: You can rest your mouse on the alert to view more information about it. For system-placed holds, the information displayed is the date the system placed the hold and the reason (for example, complaint). For user-placed holds, the information displayed is the hold expiration date and the reason the user provided when placing the hold. If both the system and a user placed a hold, the information that displays is for whichever hold occurred first.
Note: If any of the following are true, the verbiage appears in red.
Open Complaint: Indicates whether there is an open complaint on the account.
Open Dispute: Indicates whether there is an open dispute on the account.
Care/Hardship: Indicates whether there is a customer care or financial hardship case on the account.
Legal Representation: Indicates whether the account is in litigation.
Bankruptcy/Insolvency: Indicates whether there is a bankruptcy or insolvency on the account.
Deceased Information: Indicates whether a party on the account is deceased.
Debt Management: Indicates whether a party on the account engaged a Consumer Credit Counseling Service (CCCS) to negotiate settlement or payment arrangements on the debt.
Column 2
Primary RP: Name of the primary responsible party on the account.
[Account Alert]: If there are account alerts (for example, account is on hold or has a broken promise), the alerts appear in red.
Tip: You can rest your mouse on the alert to view more information about it. For example, if the account has a broken promise, the information displayed is the date the broken promise occurred and the promise amount. If a user placed the account on hold, the information displayed is the hold expiration date and the reason the user provided when placing the hold.
National ID: Unique number that the government issued to identify the party shown in column 1 of the card (for example, social security number or state ID).
Address: Mailing address of the party shown in column 1 of the card.
Email: Email address of the party shown in column 1 of the card.
Mobile Phone: Cell number of the party shown in column 1 of the card.
Home Phone: Home number of the party shown in column 1 of the card.
Work Phone: Work number of the party shown in column 1 of the card.
Note: If the party has multiple phone numbers of the same type (for example, work), the system displays only one phone number for that type. To view all phone numbers for the account, see View Phone Numbers for an Account.