The FinView Case Owner Number is a crucial identifier that allows you to quickly find and manage case files associated with specific individuals or businesses. Here's a step-by-step guide to locate this unique identifier within FinView.

Finding the FinView Case Owner Number

  1. Access Case Files: Start by navigating to the 'Cases' section from the FinView sidebar. This will bring up a list of all your case files.
  2. Use the Search Function: Locate the search box in the 'Cases' section. Type the FinView Case Owner Number you're searching for into this box.
  3. Refine Your Search: To ensure you're searching specifically for the Case Owner Number, select the 'Case Owner Number' option from the dropdown menu in the search box.
  4. Review the Results: After entering the number and selecting the correct search parameter, the system will present the matching results. The FinView Case Owner Number you searched for should appear in this list.
  5. Navigate to Case Owner Overview: By clicking on the result card, you will be directed to the 'Case Owner Overview' page.
  6. Identify the Number: You'll find the FinView Case Owner Number directly under the name of the case owner on the 'Case Owner Overview' page.
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Conclusion

Locating the FinView Case Owner Number is a simple process and integral to managing your debt collection process efficiently. Remember, this number serves as a unique identifier, linking all relevant case files to a particular case owner. If you need any further assistance, don't hesitate to contact our support team.

Darren Tebbitt
Loves rugby and tech stuff. Darren is focused on our strategic mission in scaling FinView globally.
Posted in:
Payments
Automation
Emails
Communications
Data
UX
Debt collection
FinView
Platform

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