Define Client Statistics defaults

Frequency

Select the "Frequency" at which Income and Expenses will be displayed on the Client form.

Verification

Select the "Verification" level for Statistic Sets.

• Verification and Approval - Select for all Statistic Sets to be verified and approved.
• Approval Only - Select for all Statistic Sets to be approved only.

Asset, Liability and Expense

Upon creating a new Statistics Set for a Client, finPOWER Connect will generate automatic statistics for existing Loans for this Client and assign them to the Asset, Liability and Expense Statistic Types defined here.

Asset and Income

Upon creating a new Statistics Set for a Client, finPOWER Connect will generate automatic statistics for existing Deposits for this Client and assign them to the Asset and Income Statistic Types defined here.

Verification

Select the verification level for Identification Items.

• None - No verification of the Identification Item.
• Verification and Approval - Select for all Identification Items to be verified and approved.
• Approval Only - Select for all Identification Items to be approved.

Drivers Licence

Select the Identification Type Id for a Client's Drivers Licence when completing a Credit Enquiry.

Passport

Select the Identification Type Id for a Client's Passport when completing a Credit Enquiry.

Medicare

Select the Identification Type Id for a Client's Medicare when completing a Credit Enquiry. Australian databases only.

Client Groups

Using the select the Client Groups that can be Employers for Individual Clients.

Parameter Set

Select a Parameter Set to create User Defined data fields for Client Groups.