Copying a credit reporting agency

Menu 10.1.4

This is an optional procedure that allows you to copy the settings from an existing credit reporting agency to add a new one.

To copy a credit reporting agency:

1. From the Master menu, navigate to Management Strategy > Agency > Credit Reporting (menu 10.1.4).

   

   You can also access credit reporting agency setup options and controls from Utility > Credit Reporting (menu 9.4).

2. In the Credit Reporting Setup window, select Consumer Format, and then press Enter or click Ok.

3. In the Select Credit Bureau window, do one of the following, and press Enter or click Ok:

   Add or edit a credit reporting agency

   See Adding or editing credit reporting agencies.

   Copy a credit reporting agency to use to create a new credit reporting agency

   Select Copy Existing Credit Bureau.

   Delete a credit reporting agency

   See Deleting a credit reporting agency.

   Print or view the configuration for credit reporting agencies

   See Printing or viewing credit reporting agency settings.

4. In the Select Credit Bureau window, select a credit reporting agency to copy, and press Enter or click Ok.
5. In the Select Bureau Type window, select a credit reporting agency type, and press Enter or click Ok.
6. In the Enter name of credit bureau window, type the name of the new credit reporting agency, and press Enter or click Ok.
7. To edit the new credit reporting agency information, proceed to step 5 of Adding or editing credit reporting agencies.