Credit Check
This tab is where you can perform Credit check as well as see all historical credit check information of a Private Life customer.
To access this tab and perform credit check, you should have the “Perform credit check” permission.
Last Credit Check
In this section, you can see the current credit check information of the customer, including:
Credit Rating
Credit Score
Payment Remarks Amount
Payment Remarks Number
Credit Check Date
Besides, you can perform Credit check again for the customer via the “Credit check” button. Before processing this action, you also need to confirm via a Confirmation dialog. After clicking on “Yes”, the Credit check will be performed.
After Credit check has been performed successfully, you will see new information in the Last Credit Check section.
History
This section contains all historical credit checks which have been performed for the customer. The information includes:
Credit Check Date
Credit Score
Created By (The user who run Credit check)
See more… (By click on this button, you can see more credit check information in JSON format)
If you would like to request an article, drop us a mail at seamless.support@seamless.insure