Configuring an Approval Matrix
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Screen ID: Screen Title: Panel Number: |
UAPVMXT-01 Configure Approval Matrix 6371 |
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Access this screen by selecting Tool #335: Define Decision/Approval Matrix.
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IMPORTANT: Remember that the Approval Matrix must be updated by your credit union whenever new loan categories, share dividend applications, or OTB product codes are configured.
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For details, refer to the booklet, Online Credit Bureau Access and FUEL: Configuring FUEL and the Approval Matrix.
This screen is used to set up an Approval Matrix for use with the CU*BASE Online Credit Bureau Access system. This matrix with be matched against a Decision Code that is included with a credit report, to determine the credit union products for which a member is approved.
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For every Decision Code that the credit bureau might potentially send, a corresponding code must be set up in the Approval Matrix. For the FUEL Decision Model, code of EP- Pass and ER- Review should be configured with the corresponding code on the second screen
To create a new code, use Add Code (F6) to proceed to the second screen.