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CBR 7 Year Age Out List Version:RDS

This report will scan through all debtors with a listed date older than 7 years AND a payment date older than 7 years.

On those debtors, it will look for a metro contact that has been previously reported and does not have the "Delete" Status Code.

This report will leave you with a tagged list of accounts that can go through the batch process for preparing accounts for the bureau to set the status to delete.

Webinar Video: https://youtu.be/gglbAI0Y79E

As accounts will age out each month, this utility can be run on a regular basis to keep your accounts current.

NOTE: This report uses the Listed Date as different sites can setup their processes differently. If you are using the Charged or Delinquent Date for your processing, please update the report code accordingly.

Process:

  1. Launch Report from Main Menu
  2. Browse All Debtors
  3. Click Edit at the top of the screen, then select View Tags. This will gather your list of eligible accounts to be withdrawn from the bureau.
  4. Click Tools > Batch Processing
  5. Click the radio button beside "Prepare accounts for reporting to bureaus" or "Prepare accounts for CBR"
  6. Click Yes to get past the first screen; pop-up text begins "This process should only be run on NEW accounts ..."
  7. Click Next when acknowledgement pop-up appears that there is a tagged list.
  8. In pop-up Select Bureau Report Details, click the drop-down arrow to the right on Status Code and choose "Delete account from credit bureau"
  9. Click Next
  10. Answer pop-up Report Cosigners? with Yes or No, depending which is correct for your company
  11. Click Start
  12. When the process is completed, click Close to exit Batch Processing, click Yes to Clear Tags?
  13. Run your credit reporting as normal.




Data

Size 3.08 KB
Changed at 2019-02-06 21:29:26

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