Centrix Credit Reports Page 1 of5 mk:@MSITStore:C:\Program

Centrix Credit Reports
Page 1 of5
Centrix Credit Reports
If you are licenced for the Credit Enquiry Add-On, and the database country is New Zealand you have the ability to complete a Centrix Credit Report within
finPOWER.Note, this new facility is not fully integrated with the existing Credit Enquiry facility or Loan Applications, but instead provides an automated web
interface to complete a Centrix credit enquiry.
To perform
a Centrix
1. From the Process
•
credit
enquiry
menu select Centrix
Credit
Report .
I!!lIiII3
Cen',i" CreditReport
Optionally select the Oient you wish to enquire upon.
ctlellt:
~H""IUllJ\8IIBrowne,
~
Wiiam and
Anne
23A Witis Road
R<hwooci
You may
select
to enquire
upon the second
person
of a Joint Oient.
r Enquire upon the second person ci the Joint Name?
Define Centrix login details.
User Id:
Pesswerd:
mode.
r;; Test
Next>
2. Select the Client to enquire upon.
3. If the Client to be enquired upon is the second person of a joint client, check the Enquire
upon the second
person
of the Joint
Name?
option.
'3 Notes
o If the selected Client is not a joint account the option will not appear.
4.
Enter your Centrix User Id.
5.
Enter your Centrix Password
for your User Id.
6. Select the Test Mode checkbox if you are not wanting to use the live system data.
Click Next.
13
hnPOWER
"V
I)
Warning. TEST mode has been selected
OK
7. If Test Mode was selected a warning message will appear. Click OK to proceed.
8.
'3
Notes
o It is recommended that time is allowed for the information to be displayed on the screen before resizing or moving the Centrix
Credit
Report
window.
o There is more information on the screen than can be displayed at once. The screen shot is split into two images, in reality you will be able to scroll down the
page.
mk:@MSITStore:C:\Program%20Files\Intersofi\finPOWER5\finPOWE
... 27/04/2012
Centrix Credit Reports
•
Page 2 of5
I!lIiI f3
Centnx Credit Report
( Log Out
rCentnx.
..:;~\1"
'
....
Business
Home
.
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Personal
t· .
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Our Team
New Default
1
Contact
Us
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Out
.
I
I
Consumer Credit Report
Enter the details of the person you wish to get a Credit Report on ( • = mandatory fiefd).
Enquiry Data
11000
il
ICredit Application
I Hire Purchase
ProcuctT'rp",
J-eintApp!katien?
Gender
Isrowne
IWilliam
ICharles
surname
First Neme
r-uecte Nams
Empl".,;.r
veers
IMale
Date of Birth"
Employment
ISales Rep
Occupatio!'!
,':ith Empl~'\i'H
<Back
•
I!lIiI f3
Centnx Credit Report
Identification
ISN123456
IYes
1123
Veraicn
vertfteaetee
Address
1"
R-!quirs~:
123A Willis Road
Flr;3t ltne of eccreas.
e.:;, 23 Plan at Road
IRichwOOd
To,'m er City
Suburb
I New Zealand
Cauntr
Address
ill
•.
2
s eeene
Suburb
I New Zealand
Countr~
Copyright © 2011 Centrix Group limited All rights reserved,
lin:
of ",,:cr,;::::;..;
To ....n er Cit'~
ill
ccatccee
Summary of Your Rights
I
FAQ
I
ReQuesWyCreditReport
I
Tenns of Use
< Back
rnk:@MSITStore:C:\Program%20Files\Intersofi\finPOWER5\finPOWE
I
PrivacyPolicy
Next >
... 27/04/2012
Centrix Credit Reports
9.
Many
o
O.
of the fields
The fields
will
marked
be populated
with
Click the
* are
an
button
Page 3 of5
automatically
from
the information
held
in fin POWER.
Add any additional
information
where
required.
mandatory.
to produce
the report.
3 Notes
o
o
•
The credit
report
There is more
page .
Cen''''
! CreOt
will display
information
all available
on the screen
credit
than
information
on the
can be displayed
selected
at once.
client.
The screen
shot
is split
into two
images,
in reality
you will
be able to scroll
down
the
I!!IIil f3
Cred., Hepcu
~I
Consumer Credit Report
Report
Consumer
Credit Report
WILLfAM,
CHARLES,
BROWNE
Enquiry Information
Summary
Subscliber
Judgments:
Reference:
1234
Information
0
Enquiry flumber. 9751001595
Insolvency Notices: 0
Issue Date: 27101;2012
Credit Defaults: 0
Company Affiliations:
File Access:
0
1
Age of File: 27101;2012
Consumer
Information
Name: WILUAM, Charles, 8rowne
Gender. MaJe
Date 01 Birth: 23.02:1956
lJrivers Ucence Velificaoon:
Data Supplied:
Match?
OIL No. & Version:
BN123456.123
No
Surname:
BROWtlE
First Name:
William
Middle flame:
cnanes
Dale 01 Birth:
2310211955
Known Addresses:
Dale on File:
23A Willis Road, RicllWood.
2li01i2012
< Beck
mk:@MSITStore:C:\Program%20Files\!ntersoft\finPOWER5\finPOWE
Ne~t>
... 27/04/2012
Centrix Credit Reports
Page 4 of5
11Eentnx Credit Report
Employment
R[iJ 13
History:
27101i2012
Sales Rep
File Access
Date of Enquiry
Enquirer
Enquiry Reason
Reference
Product Type
27101i2012
Inters oft Systems
Credit Application
1234
Hire Purchase
Amount Sought
Joint Account
$1000.00
Credit Oefaults
Date
AccountType
Credit Provider
Original Amount
Reference
Current Balance
Status
Status Date
(tlo Credit Oefeults listed)
J udgme nts
Judgment
I@ Red Fl<gl
Date
(flo Judgments
Type
Amount
Plantiff
listed)
Insolvencies
Adjudication
Type
Date
(Uo Insolvencies
Status
Insolvency Reference
Discharge Date
listed}
Company Affiliations
last Document Date
Type
(No Company Affiliations
Important
Information:
Company
Registration
Number
Appointed
Company Status
Resigned
Listed)
This report is provided to the subscriber
accuracy of the information
on the terms and conditions
contained in this report. The subscriber
is responsible
of the subscriber
for assessing
agreement.
the creditworthiness
centnx
cannot and (Ioes not warrant the
oftl1e individual.
<Back
1. Click Log to create a Client log showing the report information exactly as it is shown on the screen.
mk:@MSITStore:C:\Program%20Files\Intersofi\finPOWER5\finPOWE
... 27/04/2012
Centrix Credit Reports
Client:
IClOOOl
.•.G1§IBrowne,
; L"9JJ
Date:
[27i01i2Oi2
Subject:
ICertrix Qedl
=l
,rne:
Page 5 of5
WiHiam and Anne
I
09:46:46 am
=l
Report
HTML:
.:u Centrix Consumer Credit Report
Consumer
Credit Report
W1LLlAM,
CHARLES,
BROWNE
Enquiry Information
Summary Information
Subscriber
Judgments:
Reference: 1234
0
Enquiry !lumber. 9761001695
Insolvency /latices:
Issue Date: 27 '01 12012
Credit Defaults:
0
0
Company Affiliations:
File Access:
0
1
Age of File: 2710112012
Consumer Information
Name: WllllAl,l,
Charles, Browne
Gender: Male
Date of Birth: 21102i1956
Drivers Licence Verification:
Data Supplied:
Match?
Oil No, & Version:
Bt1123456,
110
Surname:
BROWI'lE
First Name:
\/Villiam
Middle Name:
Charles
Date of Birth:
23'02i1956
123
~KnovmAddresses:
DoaJment:·I~
Manager:
Action:
Complete:
Date on File:
~
===========================================--~I5I
r---=El
r--- -:-JITllErEl
r--- =l
New log entry
2, Enter any additional information to the log fields,
3. Click OK to add the Centrix Credit Report log to the Client.
4. Click Print to print a copy of the report.
5. Click the
button to return to the existing equiry data screen.
6. Click Finish to close the Centrix Credit Report wizard.
__
..
test
Modified
_-----
27/01/2012
mk:@MSITStore:C:\Program%20Files\Intersofi\finPOWER5\finPOWE...
27/04/2012