Credit Bureau
|
|
|
|
|
How do I? and Field Help
Complete the following steps to initiate a soft pull or hard pull credit bureau request.
- In New Members & Services, select the Credit Bureau check box on the Eligibility Verification - Member Verification tab. Outside of New Members & Services, click the Credit Bureau button on the Account Information - Overview - Activities tab.
- When the Credit Bureau dialog box appears, enter the primary Social Security number (Length: 11 numeric) in the Primary SSN field. You can enter the secondary member or non-member's Social Security number in the Secondary SSN field (Length: 11 numeric). Portico partially masks taxpayer ID numbers. If you are assigned to the Portico – User Can View/Maintain TIN security group or a credit union-defined security group with the Portico – User Can View TIN permission or the Portico – User Can Maintain TIN permission, an eye indicator will appear within the field to indicate that you have permission to view the taxpayer ID number. You can click inside the field to show the taxpayer ID. When you tab out of the field, the taxpayer ID will be masked. The taxpayer ID will remain unmasked as long as the field has focus.
- Click Continue to open the Credit Bureau Request dialog box.
