2.5.2 View Bureau Criteria

This topic describes the systematic instructions to view the bureau criteria.

The user can configure the bureau criteria using the Create Bureau Criteria screen. The status of the created lookup is displayed as Unauthorized and Open. Once the checker authorizes the criteria, the status is updated to Authorized and Open.
  1. From Home screen, click Core Maintenance. Under Core Maintenance, click Credit Bureau.
  2. Under Credit Bureau, click Maintenance. Under Maintenance, click Criteria, then click View Bureau Criteria.
    The View Bureau Criteria screen is displayed.

    Figure 2-18 View Bureau Criteria


    Description of Figure 2-18 follows
    Description of "Figure 2-18 View Bureau Criteria"

    For more information on fields, refer to the field description table.

    Table 2-17 View Bureau Criteria – Field Description

    Field Description
    Criteria Code Displays the criteria code.
    Description Displays the description of the criteria code.
    Product Processor Displays the product processor of the criteria.
    Authorization Status Displays the authorization status of the record.
    The options are:
    • Authorized
    • Rejected
    • Unauthorized
    Record Status Displays the status of the record.
    The options are:
    • Open
    • Closed
    Modification Number Displays the number of modification performed on the record.
  3. On the View Bureau Criteria screen, click Search icon.
    The View Criteria - Search screen is displayed.

    Figure 2-19 View Criteria - Search


    Description of Figure 2-19 follows
    Description of "Figure 2-19 View Criteria - Search"

  4. On the View Bureau Criteria screen, specify the Search Filter to fetch the required criteria code.

    For more information on fields, refer to the field description table.

    Table 2-18 View Criteria - Search – Field Description

    Field Description
    Criteria Code Specify the criteria code.
    Description Specify the criteria description.
    Product Processor Select the product processor from the drop-down list.
    Authorization Status Select the authorization status from the drop-down list.
    The available options are:
    • Authorized
    • Rejected
    • Unauthorized
    Record Status Select the record status from the drop-down list.
    The available options are:
    • Open
    • Closed
  5. Click Search to display the required criteria code.
  6. On the View Bureau Criteria screen, click Three dots icon to Unlock, Delete, Authorize or View the created criteria code.
  7. Click Unlock to modify the following fields.
    The Bureau Criteria Maintenance - Modify screen displays.

    Figure 2-20 Bureau Criteria Maintenance - Modify


    Description of Figure 2-20 follows
    Description of "Figure 2-20 Bureau Criteria Maintenance - Modify"

    For more information on fields, refer to the field description table.

    Table 2-19 Bureau Criteria Maintenance - Modify - Field Description

    Field Description
    Criteria Code Displays the created criteria code.
    Description Displays the description for the created criteria code.
    Product Processor Displays the product processor for which the criteria is being created.
    Rule ID Displays the rule ID for the created criteria.
    Description Displays the description for the created criteria.
    Priority Displays the priority for the created criteria.
    Call All Bureau Displays if call all bureau has been enabled for the created criteria.
    Enable Displays the criteria code if enabled for the created criteria.
    Actions Displays the actions of the created criteria.
  8. Click Save to save the details.
  9. Click View to view the created criteria code.
    The Bureau Criteria Maintenance - View screen is displayed.

    Figure 2-21 Bureau Criteria Maintenance - View


    Description of Figure 2-21 follows
    Description of "Figure 2-21 Bureau Criteria Maintenance - View"

    For more information on fields, refer to the field description table.

    Table 2-20 Bureau Criteria Maintenance - View - Field Description

    Field Description
    Criteria Code Displays the created criteria code.
    Description Displays the created criteria description.
    Product Processor Displays the product processor of the created criteria.
    Rule ID Displays the rule ID for the created criteria.
    Description Displays the description for the created criteria.
    Priority Displays the priority for the created criteria.
    Call All Bureau Displays if call all bureau has been enabled for the created criteria.
    Enable Displays the criteria code if enabled for the created criteria.
    Actions Displays the actions of the created criteria.

Parent topic: Criteria