Overview

To view all non-client Compuscan inquiries and manage associated documents, navigate to Non Client > Compuscan Enquiry > Browse Enquiry History (Non Client). From this page, you can also add a client to the system based on a successful inquiry.

Information Available

The following details are displayed for each non-client inquiry:

• Date: The date the inquiry was performed.

• Name: The first name of the client as entered during the inquiry.

• Surname: The surname of the client as entered during the inquiry.

• ID Number: The ID number of the client as entered during the inquiry.

• Compuscan Enq ID: The unique inquiry ID generated by Compuscan.

• Compuscan Reference No: The unique Compuscan reference number generated. This number will be displayed when a new loan is created.

• Credit Data: Indicates whether credit data was included in the inquiry.

• CPA & NLR Data: Indicates whether CPA (Consumer Protection Act) & NLR (National Loans Register) data was included in the inquiry.

• Compuscore: Indicates whether a Compuscore check was included in the inquiry.

• Download: Click the document link to download and view the information retrieved from the inquiry.

• Client: Select "Add to Client" to load the client's information into the system under Client Administration.

Actions

• Go to Client: Use this button to navigate directly to the client's profile in MAXMONEY under Client Administration.

• Add to Client: Use this button to import the non-client's details into MAXMONEY, creating a new client profile under Client Administration.

• Details: Use this function to add notes on the non-client. You can also view who performed the inquiry and who last updated the note.

Navigation

• Back: Click this button to return to the previous page.