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.

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

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

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

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

Related Topics

Action Activities