Personal Customers
Fraud check a customer through a service provider
There are service providers that are available in Clearmatch that can be used to successfully perform a fraud check on a customer. This includes /Equifax . This article outlines how to perform a fraud check on a customer through a service ...
Lock a customer out from being able to sign into the members portal
A customer can be permanently locked out from being able to sign into the members portal. 1. Navigate to Customers -> Select Personal customer search 2. Use the Filter Options to search for the customer Once the details are provided click on ...
Create a personal customer in Clearmatch Fusion
In the platform, personal customers are 'people' . The reason why they are referred to as customers is to encourage all people to use the platform to borrow or invest. Customers are people, system users are people, staff members are people. So any ...
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 ...
Retrieve verification code - personal customers
When a customer is created either via the portal registration process or in Clearmatch Fusion, a verification code will be automatically generated and supplied to the customer by email. This code will need to be entered when the customer signs in ...
Relationship for a customer (make inactive)
There may be instances where the relationship that a customer has is no longer required and must be disassociated. This cannot be removed/deleted but can be made inactive. 1. Search for the customer using the search option (in the top right-hand ...