Retrieve security answer - personal customers

Retrieve security answer - personal customers

There are instances when customers need to contact customer support for finance companies as they forget their security answer. A function exists in the Clearmatch system that will decrypt and supply the security answer to the finance company, so that they can supply it to the user.

1.  Login to Clearmatch Fusion with the relevant credentials:



2. Navigate to Customers > Personal Customer Search:



3. Use the Filter Options to search for the customer (click on the  button once the filter selection has been made):



4. Once the customer has been found, select them (click on the link via their Name or Number):



5. This will redirect to the Display Persaonl Customer page for the selected customer. Click on the Actions Panel  > Functions > Retrieve Security Answers:



6. On the Retrieve Security Answers screen, enter the following details:

Authorisation Code: This is the authorisation code of the user who is logged in and processing this operation.
Supervisor Username: This is the username of a supervisor (a security clearance level equal to or higher of the user entering their authorisation code).
Supervisor Authorisation Code: This is the authorisation code of the supervisor that has been used above.



Click on the  button to display the security answer or the  button to return back to the Display Personal Customer screen.

7. A separate popup will appear with the security answer (that can be copied and pasted):


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