The Customer View tab presents the user with a list of all associated accounts belonging to a specific accountholder that are related through the Customer Information Number. This view contains three main sections, allowing the user to assess the full customer relationship before initiating collections activities. The three sections are:
Accounts in Treatment
Other Accounts
Customer Profile
The Accounts in Treatment area presents information on accounts currently in collections. The user may access an account by selecting the account number hyperlink, if on exists. If the user does not have the access authority for the account, the account number is displayed as normal text without the hyperlink. If the account number is preceded by a white diamond, this indicates the account is in collections and the CACS Recovery Accounting Subsystem.
The Customer View tab also provides a list of the primary accountholder’s accounts that are not in collections treatment in the Other Accounts area. The accounting system can pass information for up to 10 non-treatment accounts including account name and two label / data element pairs. These accounts may include credit accounts that are not in treatment, deposit accounts, or others, e.g., investment accounts.
At the bottom of the Customer View tab, the CACS Enterprise Browser displays fields to describe the overall customer relationship including how long the customer has had a relationship with the credit-granting organization, the customer’s value and risk to the institution, and the recommended action to take on the account in the Customer Profile area.