Modifying Identification Information in FinView

1 min. readlast update: 01.22.2024
  1. Access Debtor's Case: Log into FinView and locate the specific debtor's file.

  2. Open Identification Information: Click the orange eye icon or the first contact card to open the personal information window.

  3. Navigate to Identification Tab: Select the 'Identification Information' tab.

  4. 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
  5. Save and Confirm: After making changes, click 'Save'. Check the updated information in the contact card and activities panel.

Important Warning: Ensure that the collection and processing of sensitive identification information comply with local data protection and privacy legislation. Always handle such data with utmost care and legality.

 
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