The ability to import Credit Reports along with a Credit Score via the TransUnion API has been added.
A new action, Pull Credit Report is displayed in the LMA / Creditors tab for members of LMAAdministrator and DMAAdministrator.
Pulling the Credit Report via API performs the following functions:
- saves the TransUnion XML response string as a new ClientDoc.
- updates the Client’s Credit Score
- Adds ClientCredit records for all accounts that do not have a remarks of CLOsed or INActive. Accounts with a balance of $0 are imported with an account status of CLOSED
Account setup with TransUnion is required prior to using the feature.