2.5.1 Create Bureau Criteria

This topic describes the systematic instructions to create bureau criteria by updating various details.

Specify User ID and Password, and login to Home screen.
  1. On Homescreen, click Core Maintenance, under Core Maintenance, click Credit Bureau.
  2. Under Credit Bureau, click Maintenance, under Maintenance, click Criteria, under Criteria, click Create Bureau Criteria.
    The Create Bureau Criteria screen displays.

    Figure 2-18 Create Bureau Criteria



  3. Specify the fields on Create Bureau Criteria screen.

    Note:

    The fields marked as Required are mandatory.
    For more information on fields, refer to the field description table.

    Table 2-16 Create Bureau Criteria – Field Description

    Field Description
    Criteria Code Specify the unique criteria code.
    Description Specify a short description for the criteria code.
    Product Processor Specify the product processor for which the criteria is being created.
    + button Click to add a new row.
    - button Click to delete a row that is already added.
    Information
    Click to get the information about the rule.
    Rule ID Specify the rule ID.
    Description Displays the description of the rule ID selected.
    Priority Specify the priority of the criteria.
    Call All Bureau Click the toggle status to call all bureaus.
    Enable Click the toggle status to enable the rule criteria.
    Action This field is enabled if the Call All Bureau toggle is OFF.
    + button Click this icon to add the child rule to the parent rule.
    Rule ID Select the rule ID from the drop down list.

    Note:

    This field is enabled if the Call All Bureau toggle is OFF.
    Information
    Click to get the information about the rules.

    Note:

    This field is enabled if the Call All Bureau toggle is OFF.
    Description Displays the description of the rule ID selected it is auto populated.

    Note:

    This field is enabled if the Call All Bureau toggle is OFF.
    Priority Specify the priority of the criteria.

    Note:

    This field is enabled if the Call All Bureau toggle is OFF.
    Enable Click the toggle status to enable the rule criteria.

    Note:

    This field is enabled if the Call All Bureau toggle is OFF.
  4. Click Save to save the details.
    The Criteria are successfully created and can be viewed using the View Bureau Criteria screen.