Id: | 18671 |
Product: | finPOWER Connect |
Type: | NEW |
Version: | 3.04.02 |
Opened: | 23/09/2021 |
Closed: | 12/10/2021 |
Released: | 02/12/2021 |
Job: | J027453 |
Centrix Credit Bureau; added support for Quotation Credit Enquiries being confirmed by Centrix via CCR data
To allow more flexibility, an option to NOT confirm Quotation Credit Enquiries for Centrix has been added - instead updating the "Pending" status within finPOWER Connect to "Confirmed by Credit Bureau".
Centrix can automatically confirm Quotation Credit Enquiries when CCR data is imported into their database - this is based upon tracking new Loan Accounts being added to the CCR data. If this is the preferred option, it should not also be done by finPOWER Connect.
In this case, under Cost Centres, Centrix NZ page, Options tab check "Are Quotation Credit Enquiries automatically confirmed by Centrix via CCR data?"
When checked, Credit Enquiry Quotations are simply flagged as 'Confirmed by Credit Bureau' when the Loan Account is opened in finPOWER Connect - as it is assumed Centrix will update Credit Enquiries when CCR data is imported into their database.
Note; the Cost Centres, Centrix NZ page, Options tab has also been split into two tabs, one for Credit Enquiry Settings and one for Security Enquiry Settings.
The following built-in Summary Page has been updated:
- SummaryPage2_CreditEnquiryReport_CentrixNZ
- Version: 2.13 (12/10/2021)