To view the credit summary for a customer or prospect, execute a query on the Analysis tab by customer name, then click the View All Data icon. Or, when viewing the Update Case Folder: Summary page, click View All Data.
The credit summary displays the most pertinent credit data for the selected credit applicant. Some data points reflect real-time information, while other data points are a snapshot of a single point in time. Use the credit summary as a quick reference during the credit review.
The Credit Summary page consists of several regions, comprised of the most important data points from several areas. The regions are:
Account Information
Billing and Payment Summary
Credit Summary
Aging Summary
From the Credit Summary page, you can also use the links in the left-hand menu to view additional billing and payment details, as well as additional aging details. Both the Billing and Payment Details page and Aging Details page are view only.
Note: No data values are shown on the Credit Summary page until an initial case folder has been created for the applicant. After that, you can view and refresh Credit Summary data at any time.