1. Loan Servicing User Guide
  2. Customer Service
  3. Customer Service screen’s Customer Service tab
  4. Field Investigation Sub Tab

4.5.7 Field Investigation Sub Tab

The Field Investigation sub tab allows you to record the field investigation details for further processing. Field investigation primarily consists of verifying customer’s contact points and the other details to be verified such as address, employment, asset etc through a specific verifying agency.
To record field investigation and create work-order
  1. Open the Customer Service screen and load the account you want to work with.
  2. Click the Customer Service tab, then click Field Investigation sub tab.

    Figure 4-9 Customer Service - Field Investigation


    Description of Figure 4-9 follows
    Description of "Figure 4-9 Customer Service - Field Investigation"

  3. In Field Investigation section, perform any of the Basic Operations mentioned in Navigation chapter.
    A brief description of the fields are given below:

    Table 4-29 Field Investigation

    Field Do this
    Customer/Business Select the customer attached to the account or Business Name if it is an SBL or Business account from the adjoining drop-down list.
    Verification Type Select the field verification type from the adjoining drop-down list.
    Verification Agency Select the verification agency from the adjoining drop-down list.
    Status Select the field verification status from the adjoining drop-down list.
    Spoke to Specify the name of the person contacted during field verification.
    Call Dt Select the date when the customer was contacted from the adjoining calendar.
    # of Attempts Specify the number of attempts made to contact the customer.
    Result Select the field verification result from the adjoining drop-down list.
  4. Perform any of the Basic Actions mentioned in Navigation chapter.
  5. In Verification Details section, perform any of the Basic Operations mentioned in Navigation chapter.
    A brief description of the fields are given below:

    Table 4-30 Verification Details

    Field Do this
    Remarks Specify remarks, if any regarding the field verification.
    Verification Match Check the box if the verification has matched.
  6. Perform any of the Basic Actions mentioned in Navigation chapter.

Parent topic: Customer Service screen’s Customer Service tab