Overview

To perform an XDS pre-check on a non-client, navigate to Non Client > XDS Pre Check Enquiry > Do New Pre Check.

Before proceeding with a pre-check, ensure the following:

• The XDS module is enabled.

• All necessary XDS setups have been completed.

• You have pre-check credits allocated by Mycomax.

Fields

Complete the following fields to perform the pre-check:

• Reason for Enquiry: This field is required by the Regulator. Clearly state why you are conducting this pre-check.

• First Name: Enter the client's first name.

• Second Name: Enter the client's second name, if available.

• Third Name: Enter the client's third name, if available.

• Surname: Enter the client's surname.

• South African ID No: Enter the client's South African identification number.

• Passport No: If a South African ID number is not available, enter the client's passport number.

• Birth Date: Enter the client's date of birth in the format: dd/mm/yyyy.

• Gender: Select the client's gender.

• Did the client give consent? It is mandatory to obtain the client's consent before performing a credit bureau inquiry. Ensure this is confirmed.

Buttons

• Print Consent Form: You must have proof of the client's consent. Click this button to generate the consent form, have the client sign it, and then save the form for your records.

• Cancel: Click this button to exit the page without continuing with the pre-check.

• Finish: Click this button to proceed with the pre-check.