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Request CBR

Use the Edit Request CBR Activity dialog box to specify the criteria for requesting a Credit Bureau Report (CBR) the next time a user creates a CBR request file. For accounts with a desk assignment, the requests that this activity creates don't affect the number of Credit Bureau requests that a desk can request monthly.

To modify a Request CBR activity

  1. Create or open a workflow with a Request CBR activity. For more information, see Create a Workflow or Modify a Workflow.

Request CBR activity

  1. On the workflow tab, double-click the Request CBR activity. The Edit Request CBR Activity dialog box appears.

Edit Request CBR Activity dialog box

  1. Click the type of report to request for the account.

  2. To request a report for any co-debtors on the account, select Request report for codebtor.

  3. Click OK. WorkFlow Designer updates the Request CBR activity in the workflow.

Related Topics

Action Activities