Online Credit Holder Inquiry

Screen ID:

Screen Title:

Panel Number:

PCTGS03-05

1071

Access this screen while inquiring on a credit cards. This screen can be access by selecting a card and "Card Inquiry" from the Card Maintenance screen. You will also see this screen when ordering a replacement card for a member.

If asterisks appear on this screen this is due to the privacy configuration.

If you are ordering a replacement card, use this screen to attach the loan suffix to the card. Enter the suffix in the field provided.

See Also: Credit Cards: User Guide. (NOTE: A PDF version of this booklet will open.)

Field Descriptions

Field Name	Description
Card #	The 16 digit number embossed on the member’s credit card
Account #	The member’s corresponding account number base and loan number suffix. Multiple credit card numbers can be linked to one account base and suffix. If a credit card is reissued with a new card number, the account base and suffix will remain the same.
Block Code	The status code associated with the member’s credit card. See Block Codes for more information about hot cards and related block actions.
Block date	The date on which the most recent change to the block code occurred. The system populates this field when the block code entry is saved. The presence of a date in this field indicates that a block code is either currently set on this credit card or there was one in the past. If a block code has never been set this field will be blank.
Setup date	The date the card was first selected to be embossed.
Description	The 20 character description identifies the credit card type. (i.e. VISA PLATINUM). Set up in the Credit Card Configuration sub-system and displayed on this screen.
Maint date	The date on which associated data of this credit card was last changed.
Processor	The third-party processor for this credit card (vendor). This is set up during Credit Card Configuration and displayed on this screen.
Last used date	This date is populated when transactions are processed and posted to this account.
Expiration	Enter the date on which this card will expire. After entering the account suffix in the appropriate field, this field will automatically calculate the expiration based on the BIN configuration tied to that suffix.
Review Date	This is the date of which the LOAN is up for Review. Note that this is not the expiration date of the card, and unless the configuration exists in the loan category to deny transactions based on past-due review date, this date is informational only.
Primary Card Holder
Name	The full name of the primary member on this credit card loan.
SSN	The Social Security number of the primary cardholder.
Birthday	The birthdate of the primary cardholder.
Maiden	The data entered into the Mother’s maiden name field on the primary member’s MASTER record. Used for security purposes.
Night time contact number	Home phone number of the primary cardholder.
Daytime contact number	The ‘at work’ phone number of the primary cardholder.
Score card	This indicates if this card participates in ScoreCard. ScoreCard™ is Certegy's automated program that provides a flexible method to offer incentives to cardholders: Bonus Points and CashBack reward program.
Email/Other	Email, alternate phone number, or other contact information of the primary cardholder.
Secondary Card Holder
Name	The full name of the Secondary cardholder on this credit card account. Multiple Additional Signers can exist for one credit card loan. If there are multiple Additional Signers, CU*BASE will display the first record found on the Online Card Maintenance screen in the Secondary Card Holder segment. Other names are displayed only on the Additional Signers screen. The Secondary Card Holder may be created at the same time the loan is written or added subsequent to the credit card loan using Tool 51: Miscellaneous Loan Maintenance. The Secondary Card Holder is eligible to have a credit card embossed in his/her own name.
Birthday	The birthdate of the secondary cardholder.
SSN	The Social Security number of the secondary cardholder.
Additional Holders
Additional Holders	(This feature does not apply to multiple-PAN users) Names of 7 additional cardholders are listed here as they will appear on the credit card. Additional Holders are authorized users of the credit card, but are NOT necessarily primary or secondary signers for the loan account associated with this credit card. Additional signers are added to the loan account either at the time the loan is created or later by using Tool 51: Miscellaneous Loan Maintenance. An additional cardholder can be entered on the loan as an additional signer, but it is not a requirement. The additional holders defined on this screen are authorized users of the credit card, but are not to be confused with additional signers. The primary cardholder can designate up to seven additional holders and one secondary holder.