1. Loan Servicing User Guide
  2. Customer Service
  3. Customer Service screen’s Customer Service tab
  4. Correspondence sub tab
  5. Recipient Details Sub Tab

4.5.9.1 Recipient Details Sub Tab

The recipient details sub tab facilitates you to send ad-hoc correspondence to Customers, Producers, and Others as an email.
To add recipient details
  1. Open the Customer Service screen and load the account you want to work with.
  2. Click Correspondence > Recipient Details.
  3. Perform any of the Basic Operations mentioned in Navigation chapter.
    A brief description of the fields is given below:

    Table 4-35 Recipient Details

    Field Do this
    Recipient
    Select the recipient from the drop-down list. The list displays the following options:
    • Applicant
    • Customer
    • Producer
    • Others
    • Business
    Customer Type This field is enabled if you has selected the recipient as Customer. Select the type of customer relation from the drop-down list. The list is populated with all the customer relations linked to the account.
    Mode
    Select the mode of correspondence from the drop-down list. The list displays the following options:
    • Fax
    • Email
    Type

    Based on the recipient selected, the following type of correspondence is listed for selection:

    When the recipient is selected as Customer / Producer, the Type is defaulted as Email and associated email ID is selected for correspondence. You can also change the Type to Adhoc and specify the required email ID.

    When the recipient is selected as Others you can specify the email ID in Type field for correspondence.

    FAX/Email

    View the auto populated FAX/Email details or select from the drop-down list.

    Email and Fax details are auto populated if the recipient is selected as Customer / Producer / Business and the Mode and Type is selected as EMAIL.

    Comments Specify additional information as comments.
  4. In the Recipient Details section, Perform any of the Basic Actions mentioned in Navigation chapter. Click Save.
  5. Click Send to email the correspondence details to the specified recipients.
    System validates the correspondence details and generates a PDF document through BI Publisher with the Correspondence details. The same is emailed to the specified recipient as an attachment and a system generated comment is updated in Comments Tab. The correspondence consists of following header details::

    Table 4-36 Correspondence header details

    Alert Type & Subtype Comment Comment By Comment Date
    N System Generated <Type> <Correspondence type> sent to <Recipient Type> through < Mode> to <'Email' id> Logged in user Current System date with time stamp

Parent topic: Correspondence sub tab