Personal information opt in program allows the entities (customer, creditor or contact) to cancel the request for personal information (PI) removal from IP1 system. This option can be taken anytime before the EOM update process.
- In the menu, expand Other Options > Cross Applications Support > Personal Information Management.
- For a customer request, expand menu Customer and double-click Customer PI Opt In. XAW320 Customer PI – Opt In panel appears.
- For contact request, expand menu Contact and double-click Contact PI Opt In. XAW321 Contact PI – Opt In panel appears.
- For creditor request, expand menu Creditor and double-click Creditor PI Opt In. XAW323A Creditor PI – Opt In panel appears.
| Field | Description | ||||||||||||
| Customer/Contact/Creditor | Enter the customer, contact or the creditor code for the entity you wish to cancel the PI removal request for. | ||||||||||||
| PI status | This is a display only field. It allows tracking of each stage of the process. The following statuses are available.
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| Due date | This is a display only field in Opt in process. Its the date when the PI removal update was to be carried out. | ||||||||||||
| Reason | A reason to cancel the PI removal request can be entered, if required. The tracking history will display the reason. |
- Enter the above information, as required.
- Click OK to confirm. This will create the opt out record with the above details.
