Remove a Responsible Party From Credit Bureau Reporting

Use the Account Information tab on the CB Reporting panel to remove a responsible party associated to the account displayed in the Work Form  from credit bureau reporting.

To remove a responsible party from credit bureau reporting

1. In the Reference Panel navigation bar, click Available Panels and then click CB Reporting.

2. Click the Account Information tab.

3. Click the tab that corresponds to the party's name.

4. Click Remove Debtor - [Debtor Name].

5. In the confirmation dialog box, click OK. The system adds an audit trail record to Latitude.

6. In the Task Panel navigation tree, click Customer and then click the party's name.

7. Clear the Is Responsible check box and then click Save.

Related Topics

Credit Bureau Reporting