4.19.1 Accept or Reject Bankruptcy Details
In the External Interfaces tab you can Accept or Reject information of those records which are specific to bankruptcy update and marked with status as None.
- To accept the bankruptcy details, you need to create a new record with tracking attributes and then proceed with steps explained below.
- To reject a record, you can select the record and click Reject in the external interface tab.
Post update, the status of record is marked as Accepted or Rejected.
To Accept Bankruptcy Details
- Open the Customer Service screen and load the account you want to work with.
- On the Customer Service screen, click External Interfaces tab.
- In the Interface section, select the bankruptcy record with status None for which action has to be performed.
- Verify the details displayed in Interface Details section.
- Once confirmed, navigate to Customer Service screen > Bankruptcy tab.
- Create a Bankruptcy record and load the tracking attributes as explained in Customer Service screen’s Bankruptcy tab section.
- Click Accept in the action section and click Yes in the confirmation dialog to accept changes.
On confirmation, system updates the bankruptcy details based on either SSN for new bankrupt accounts or Case Number for existing bankrupt accounts.
Parent topic: Customer Service screen’s External Interfaces tab