Adding a Responsible Person

To add a Responsible Person, follow these steps:

  1. Select Fiscal from Global Navigation.

  2. Select Collections from Local Navigation. The Recovery Account Search page displays.

  3. Complete a search for the Recovery Account.

  4. Click the Recovery Account hyperlink for the account needing the Responsible Person added. The Recovery Account Detail page displays.

  5. Click the Edit button to make the page editable.

  6. Click the Add button in the Responsible Party block. The Responsible Party Detail page displays.

  7. Click the Select button. The Select Person page displays.

  8. Using the appropriate search criteria, search KEES for the Responsible Party. For more information on how to search see Person Search for more information.

  9. Click the radio button to select the person. Click the Select button.

  1. The Responsible Party Detail page now displays the Responsible Party Name, SSN, and Case Number. Click the Save and Return button to save the Responsible Party information. The Recovery Account Detail displays.

  2. Click the Save button to save the Recovery Account information. The Recovery Account Detail redisplays in View mode with the updated information.