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Access Debtor's Case: Log into FinView and locate the specific debtor's file.
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Open Identification Information: Click the orange eye icon or the first contact card to open the personal information window.
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Navigate to Identification Tab: Select the 'Identification Information' tab.
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Modify Details: Here, you can add or update various identification details, including:
- Tax ID
- National ID (BSN/National ID UK)
- Passport number and issuing country
- Driving license
- Voter ID
- Foreign unique IDs
- Custom ID number 1 and 2
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Save and Confirm: After making changes, click 'Save'. Check the updated information in the contact card and activities panel.
Modifying Identification Information in FinView
1 min. readlast update: 01.22.2024