TCM1000189 - How to check the customer’s personal details
Version 1.0
Changes to previous version - new guidance
Step 1
On the ‘Function Menu’
- select ‘Application’ on the toolbar
- select ‘View’ from the options available. You will be taken to the ‘Key Entry Data - Applicant’ screen
- enter the customer’s NINO
- select the ‘All’ checkbox
- select ‘OK’.
If you are taken to the ‘Select Individual’ screen
- select the relevant claim
- select ‘OK’. You will be taken to the ‘Application Summary’ screen
Note: If you are instead taken to the ‘Select Application’ screen or the ‘Select Application Version’ screen, follow the later guidance for those screens.
- go to Step 2.
If you are taken to the ‘Select Application’ screen
- select the claim with the status of ‘Award Issued’
- select ‘OK’. You will be taken to the ‘Application Summary’ screen
Note: If you are instead taken to the ‘Select Application Version’ screen, follow the later guidance for that screen.
- go to Step 2.
If you are taken to the ‘Select Application Version’ screen
- select the relevant version of the claim
- select ‘OK’. You will be taken to the ‘Application Summary’ screen
- go to Step 2.
If you are taken straight to the ‘Application Summary’ screen, go to Step 2.
Step 2
On the ‘Application Summary’ screen
- select ‘Continue’. You will be taken to the ‘Applicant 1 Additional Information’ screen
Note: If you need to check the customer’s partner’s personal details, select ‘Continue’ and you will be taken to the ‘Applicant 2 Additional Information’ screen.
- the entries on this screen will tell you the customer’s personal details.