Viewing and changing Financial Profile window information

Menu 5.1

Use commands WF, WFn, or WF? to access the fields of the Financial Profile screen from a window in the Collector screen. This allows you to view and edit financial and other information about the account without opening the Financial Profile screen.

Because the Fiscal fields in the Financial Profile windows are customizable, your agency can have up to 229 Financial Profile windows. You can also make these same changes directly in the Financial Profile screen, which you can access from the Collector screen. For more information, see Viewing and changing Financial Profile screen information.

Field

Description

Emp1 Name

The primary employer's name

Emp1 Addr

The employer's street address

Emp1 CSZ

The employer's city, state, and zip code

Emp1 Phn

The employer's business telephone number

Emp1 Misc (three fields)

Miscellaneous data about employment

Emp2 Name

The name of the secondary employer or the spouse's employer (if applicable)

Emp2 Addr

The employer's street address

Emp2 CSZ

The employer's city, state, and zip code

Emp2 Phn

The customer's or spouse's business telephone number

Emp2 Misc (three fields)

Miscellaneous data about employment

Bnk1 Name

The name of the customer's primary bank, credit union, or savings institution

Bnk1 Addr

The bank's street address

Bnk1 CSZ

The bank's city, state, and zip code

Bnk1 Phn#

The bank's telephone number

Bnk1 Acct

The customer's bank account number

Dt Chked

The date bank information was verified

Avg Bal

The average balance in the bank account

Bnk2 Name

The name of the customer's secondary bank, credit union, or savings institution (if applicable)

Bnk2 Addr

The bank's street address

Bnk2 CSZ

The bank's city, state, and ZIP code

Bnk2 Phn#

The bank's telephone number

Bnk2 Acct

The customer's bank account number

Dt Chked

The date bank information was verified

Avg Bal

The average balance in the customer's bank account

Alt Payr

The alternate payer's name

Pay Addr

The alternate payer's primary street address

Pay Adr2

The alternate payer's secondary street address (if applicable)

Pay CSZ

The alternate payer's city, state, and zip code

Pay Phn

The alternate payer's residence telephone number

Desc.

The relationship of the alternate payer to customer

Emp Rate

Judgment about quality of employment

The Collector System uses this rate to calculate the WIP and legal recommendation criteria.

Asset Rate

Judgment about value of assets

The Collector System uses this rate to calculate the legal recommendation criteria.

To view and change Financial Profile window information:

  1. Open an account in the Collector screen.

  2. At the CMD prompt, do one of the following:

    Type WF, and press Enter.

    Type WF and the window number, and press Enter.

    Type WF and the category name, and press Enter. For example, WFBANK.

    1. Type WF?, and press Enter.
    2. At the Enter Category (/, Q) prompt, do one of the following:
      • Type the category name, and press Enter.
      • To navigate to the next window, press Enter.
      • To navigate to the previous window, type /.
      • To exit the window, type Q, and press Enter.

  3. At the Enter CR, #, /, Fn, Dn, Cn, Wn, Zn, ATn, U, WX prompt, do one of the following:

    In each window, press Enter.

    Type #, and press Enter.

    In each window, type /, and press Enter.

    Type F and the window number, and then press Enter.

    Type D and the window number, and then press Enter.

    Type C and the window number, and then press Enter. For more information, see Displaying the Client windows.

    Type W, and the window number, and then press Enter. For more information, see Working with the Desk Collector and Employee Collector windows.

    Type Z and the window number, and then press Enter. For more information, see Working with the Desk Collector and Employee Collector windows.

    Type AT and the window number, and then press Enter. For more information, see Displaying the Contact Attempts window.

    Type U, and press Enter. For more information, see Working with the Desk Collector and Employee Collector windows.

    Type WX, and press Enter.