Video tutorial

• For a visual guide on how to do an Experian Credit Check, Watch the Video Link - https://www.youtube.com/watch?v=c1UxCxyQXVY
• For a visual guide on how to do a credit check, watch the video link - https://www.youtube.com/watch?v=OUrj9549Hlc
• For a visual guide on how to do a credit check and add a budget, watch the video link - https://www.youtube.com/watch?v=wqAbQ4Xa78E

Navigation: Client Administration > Search for an Existing Client > Edit Client > Compuscan

This guide explains how to view and manage the Experian credit bureau enquiries that have been performed on a client directly within MAXMONEY.

Overview

The Compuscan tab on a client's profile serves as the central hub for credit bureau interactions, including those with Experian. This screen provides a complete history of all Experian credit checks performed on the selected client.

For comprehensive technical details, please refer to the main "Experian Integration" guidelines.

How to View Past Enquiries and Reports

Follow these steps to access and print historical Experian reports for a client.

1. Navigate to the Credit Bureau Screen:

   • Find and select the client using the main search.
   • Click the Edit Client button.
   • Go to the tab labelled Compuscan.

2. Review Enquiry History:

   • The screen will display a list of all past Experian enquiries for that client.

3. Open a Specific Report:

   • To view the details of a past check, click on the corresponding hyperlink (e.g., "Experian Check," "NLR Enquiry," or "Summary").
   • The selected report will open in a new browser tab in HTML format.

4. Save or Print the Report:

   • Once the report is open in your browser, go to your browser's menu (usually found in the top-right corner).
   • Select Print.
   • In the print dialog box, you can either:
     • Choose your connected printer to create a physical copy.
     • Select "Save as PDF" to save a digital copy to your computer.

Important Rules and Error Handling

To ensure the Experian integration works correctly and to avoid common errors, please adhere to the following rules:

• No Special Characters:

  • You must enter all client information (especially First Name and Surname) without any special characters (e.g., &, é, *, /).
  • Using special characters will cause data corruption in the reports returned by Experian, making them unreadable. It will also cause errors when registering payback instructions.

• Manual Status Updates on Experian:

  • If you change a client's status in MAXMONEY (e.g., from "Good" to "Handed Over"), this change is not automatically sent to Experian.
  • Changes on the loan and loan statuses are sent to all the credit bureaus as per the data sharing rules.