The Person Summary Panel is designed to provide a quick, high-level overview of a person. The information that appears within this panel is system-defined and includes home address, all Home, Work and Mobile phone numbers, email address, social security number and date of birth. The address that displays within the Person Summary panel is the Default Home address identified in the database for the person.

The content in the Person Summary Panel is driven by the person record selected to access the workspace. A preson may include multiple person records such as joint checking accounts, third party mortgages and third party credit cards that are grouped by SSN under a single Person Master record. This may cause variation in the name displayed as well as the home address. If a person record does not have a home address, any address associated to the person maser record may be displayed.

Administrators can also configure additional data to appear in the Person Summary by assigning Presentation rules to this area of the workspace. If rules are assigned to this area, a message displays within the panel to notify that rules are executing:

The additional data configured through rules appears below the current system-defined information once the workspace has completely loaded. 

A tooltip is included in the Person Summary panel to display only the last four digits of a Social Security number. The rest of the SSN is masked until the eye icon next to the SSN is clicked to display the full number. When the click is released, the masked SSN displays once again. SSN masking cannot be disabled as PCI compliance dictates an SSN cannot be displayed in clear text on a screen.

The Left Navigation Panel displays three tabs: Favorites, Screens and Workflows. Use the filter within each tab for easy navigation to items within the lists. Simply type the name of the item that is being searched.

Tab	Description
Favorites	Contains a list of configured screens and workflows. Commonly used screens and workflows can be added to this list for easier access.    The Favorites tab is configured by selecting the  icon. This tab can also be managed by selecting User Options within the User Menu on the Workspace Ribbon Bar.  Selecting the  icon displays the User Options pop-up window.   Within User Options, the following actions can be performed to customize the Favorites tab of the workspace: Add a screen or workflow To add a screen to the Favorites tab: Click the Add drop-down in User Options to select the screens or workflows to appear within the Favorites tab of the workspace.  Select Screen from the Add drop-down. An Add Screen pop-up window appears: Click on the Screen to be added and select Add Screen. Click Close to cancel this process and exit the Add Screen window. Once Add Screen is selected, the Add Screen window closes and the screen chosen appears within the bottom grid of the User Options window.  To add a workflow to the Favorites tab: Select Workflow from the Add drop-down in User Options. An Add Workflow pop-up window appears: Click on the workflow to be added and select Add Workflow. Click Close to cancel this process and exit the Add Workflow window. Once Add Workflow is selected, the Add Workflow window closes and the workflow chosen appears within the bottom grid of the User options window.  Upon clicking Save, the screens and/or workflows selected appear on the Favorites tab in the workspace. Remove a screen or workflow  To remove a screen or workflow from the Favorites tab:  Highlight the item to be removed within the User Options window. Click Remove.  The Remove button is not enabled until a screen or workflow is chosen. Upon clicking Remove, the selected screen or workflow deletes from the bottom grid. Upon clicking Save the screen and/or workflow selected is removed from the Favorites tab in the workspace. Configure icons or labels To change the icon that appears for a specific screen or workflow within the Favorites tab:  Click on the icon to be changed.  A Choose Icon window appears. Select a new icon for the screen or workflow from the choices displayed: Once an icon is chosen, click Close to return the User Options window. The new icon appears under the Icon field in the grid.  To change the name that appears for a specific screen or workflow within the Favorites tab: Click on the name of the item within the Item Label field on the grid. The field becomes editable and allows for changes to be made to the label. Once all changes have been made to the label, click outside of the Item Label field.  Upon clicking Save, the configurations made to the screen and/or workflow icons or labels appear on the Favorites tab in the workspace. Click Save when all User Option configurations have been made. A success message appears confirming that the User Option saved successfully. Selecting Save and Close saves the changes made and returns to the workspace. Click Cancel to return to the workspace without saving the changes made to User Options.    Once all User Options have been saved, the changes appear on the Favorites tab in the workspace.
Screens	Contains a list of available screens. These screens are configured by the system administrator in System Management>Screens. The screens that appear in this list depend on the type of account or case in context in the workspace. For each screen, icons display to identify if the Screen is Person, Account or Case related. The icons are as follows: - Account screen  - Case Screen  - Person Screen
Workflows	Contains a list of available workflows. These workflows are configured by the system administrator in System Management>Workflow>Workflows. The workflows that appear in this list depend on the type of account or case in context in the workspace.

The Post Comment Box appears on the left navigation panel of the workspace. Comments are automatically posted to the person's workspace. Comments can be associated to specific accounts and cases in addition to the account holder.

Enter any text into the Post Comment text box shown below.

To post the comment click the  icon. A Select Items pop-up window appears to associate accounts or cases to that comment.

After selecting the accounts and/or cases, click OK to post the comment. The comment appears on the Workflow History screen. Click Cancel to cancel the comment.

Selecting an account or case is not required in order to post a comment. If an account or case is in context when posting a comment, that account or case is selected by default. If an account or case is not selected, the comment is posted for the person.

To collapse the Post Comment Box, click the  icon. When the Post Comment Box is empty, clicking the  icon also collapses the box.

The Overview Screen appears in the lower section of the workspace and is used to display information on the person being worked, as well as the account or case in context. This screen cannot be closed.        

Information within some panels displayed in the overview screen can be viewed for all accounts or only the selected account by clicking All Accounts or Selected Account within the panel.

Panels default to a selection of All Accounts.

Through some panels, screens can be accessed and other workspaces can be opened. For example, if the overview screen is configured to include the Related Persons panel, clicking on a Person within that panel displays a new workspace for that related person in a separate tab.

Similarly, clicking on a workflow on the Workflow History Panel opens the Workflow History screen.

When accessing screens and executing workflows for a person, account or case, the screen or workflow tab loads next to the overview tab as shown below:

The information displayed within the overview screen automatically refreshes upon the selection of a new account or case in the Related Accounts or Related Cases Panel. 

In order for information within a panel on the overview screen to update as a new account or case is selected within the top area screen, the panel must be configured to appear on the person screen mapped to the overview tab in the workspace. Clicking a row within the Related Accounts or Related Cases panel only refreshes the information within the overview screen.

This automatic refresh does not occur when a new screen is opened. When a new screen is opened in the workspace, the information for the selected account or case displays and does not refresh if a new account or case is chosen within the Related Panels. To change the account or case information that displays on a new Account or Case screen, use the drop-down within the top of the Screen tab.

The overview screen can be configured by system administrators to include Person, Account or Case panels that populate to display information regarding the specific account or case type in context. When a new account or case is selected within a Related panel, the information on the Account or Case panel of the overview tab automatically refreshes to reflect information for the account or case type in context.

In some instances, new panels may even appear on the overview screen to display this information. For example, when a Foreclosure case is selected within the Related Cases panel in the top area screen, a Case panel with Foreclosure related fields appears on the overview screen as shown below:

If any address, phone or email panels are configured on the overview screen, the information in these panels cannot be edited as these panels are read-only.

The top area screen appears within the top section of the workspace and displays all account and case information for the person in context when configured to include the Related Accounts and Related Cases Panels.        

For these panels to display, system administrators must configure a Person screen to include the Related Accounts and Related Cases panels and map it to the top area of the workspace in System Management> Areas. The fields that display within the Related Panels are configured by system administrators in System Management> Screens. One of the columns that can be configured to display within the Related Accounts panel is Queue Information. Queue information alerts users to important queue messages by displaying a queue indicator icon within the column.         

Hovering over the icon displays the following information about the account:                

Icon	Description	Tooltip
Empty Box	The account is not in a queue.	No message displays.
	The account is in the current queue.	This account is in the queue being worked.
	The account is in the current queue and must be worked before selecting Get Next.	This account is in the queue being worked and must be worked before getting next.
	The account is in a different queue.	This account is in the [name of queue] queue.
	The account is in a different queue and must be worked before selecting Get Next.	This account is in the [name of queue] queue and must be worked before getting next.

The functionality of the Queue Information  icon and  icon is determined by the Get Next setting configured by the system administrator in System Management > Areas. If no accounts are required to be worked before selecting Get Next, then these icons do not appear.

As queues are changed, the icons update to reflect the queue that is currently being worked. For example, in the screenshot below, the  icon appears for account 101277 and identifies that the account is in the 16-30 days DQ queue:

Working the 16-30 days DQ queue updates the Queue Information column to display the  icon identifying that the account is in the queue being worked.

If an icon includes a pencil, such as the  icon and  icon, then a workflow must be run on the account before Get Next can be selected.

If the workflow run on the account is configured by the system administrator to Deactivate Account in Queue, the account is removed from the queue upon completion of the workflow and the Queue Indicator icon for the account is also removed from the Related Accounts panel after the workspace is refreshed.

In addition to the Queue Indicator Icons, the following can also be configured to appear within a column in the Related Accounts panel, providing immediate access to important account information for the person in context as they are hovered over in the workspace:

Icon	Description	Tooltip
	The account is delinquent.	This account is delinquent.
	The account is associated with one or more open cases.	Case Number(s) and Case Type(s).

Selecting any account or case within the Related Panels in the top area screen highlights the row and refreshes the contents that pertain to the selected account or case in the overview tab.

Use the drop-down in the top right-hand corner of the Related Accounts panel to determine if All Accounts, Open Accounts or Closed Accounts display within the top area screen.

This drop-down defaults to Open Accounts.

The top area screen is collapsible by clicking on one of the tabs that display on the screen.

If any address, phone or email panels are configured in the top area screen, the information in these panels cannot be edited as these panels are read-only.

The workspace toolbar is located on the top of all workspaces.

When a screen is enlarged, the icons on the workspace toolbar wrap to the next line and are left-justified in order to maintain accessibility.

Below is a list of the Toolbar icons and their descriptions:

Toolbar Icon	Description
	Click the Refresh icon to refresh the workspace being viewed. Any updates made to the person workspace are displayed upon selecting this icon.
	Click the Full Screen icon to maximize the amount of space available to work a person. When selected, the icon appears active  and the Person Summary Box, Left Navigation Panel, Post Comment Box and Top Area Screen are collapsed to provide a large viewing area for screens. Clicking the Full Screen icon again reverts these modifications. The top area screen is automatically collapsed when this icon is selected. Click on one of the tabs that display on that screen to have it re-open.
	Click the Person Verification icon to turn Person Verification on or off for the workspace. This feature is controlled by the system administrator in System Management>Areas. When this feature is active, a person verification screen displays upon opening a person workspace through a Search. This screen contains security information used to verify a person’s identity.  Person Verification only display when a workspace is opened through a Search and do not appear when working a queue. When Person Verification is on, the icon appears active and hovering over it displays a message to Turn Person Verification off.  Clicking this icon turns off the Person Verification functionality for your user. Person Verification does not display upon opening a new person workspace until the Person Verification functionality is enabled by re-clicking the icon. Configuring Security Information Within the Person Verification message, a section for Security Information appears that includes a Security Password, Security Question and Security Answer. These fields are configured on the Person Verification Screen created by a system administrator in System Management> Screens.  When in a person workspace, the Person Verification screen can be accessed from the Screens tab on the Left Navigation panel. Once this screen is selected, it populates next to the overview tab in the workspace.                                 The Person Verification screen consists of three fields: Field Description Security Password If editable, the security password displayed on the Person Verification message for the person in the workspace is defined here. Enter a security password within this field. Security Question Code If editable, the security question displayed on the Person Verification message for the person in the workspace is defined here. Select a Security Question to display from the options within the drop-down. The questions available within this drop-down are configured by the system administrator. Security Question Answer If editable, the security question answer displayed on the Person Verification message for the person in the workspace is defined here. Enter the answer for the security question selected from the Security Question drop-down in this field. Additional panels and/or fields may display on the Person Verification screen if configured by system administrators in System Management> Screens. It is here that system administrators also determine if these fields are required, recommended or read-only.    Once all fields on the screen are complete, click Save. A success message appears to confirm that the screen saved successfully: The Security Password, Security Question and Security Answer defined on this screen now display within the Person Verification message for the person in the workspace. The Person Verification functionality is enabled by system administrators in System Management>Areas and can also be controlled on the workspace toolbar. This message does not appear if the Person Verification icon is turned off for a user and/or the functionality in not enabled by system administrators.
	The Queue Contents icon opens the list of accounts in the queue and provides access to other accounts in the current queue. This feature is controlled by the system administrator in System Management>Areas.  The Queue Contents icon is not active unless the person in the workspace is accessed by working a queue.
	Click the Create New Case icon to create a new case for the person in the workspace. The ability to use this feature is a security permission set by the system administrator. For more information on cases, please reference Cases under the Framework Features topic of this guide.
	The Tools drop-down provides quick links to external websites, such as the Akcelerant website and the websites defined by system administrators in System Management> Hyperlinks. Queue Analyzer, Credit Reporting and Skip Trace functionality are also available in this drop-down.
	The Updated icon refreshes the person workspace from the host and displays when the last update occurred. If changes are made during the refresh, an information icon appears within this notification to alert users of these changes. Hovering over the   icon displays the information that changed as well as any errors that occurred.
	The Area drop-down identifies the area being worked, as well as other areas that are available.
	The Queue Selector drop-down displays the name of the queue being worked. Select the drop-down to see a list of all assigned queues and navigate to other queues. Selecting a queue from the drop-down opens an account in that queue. If no accounts are available in a queue, a message displays stating that no accounts are available in the selected queue and prompts to select another queue from the list.  When a queue is selected from the Queue Selector drop-down, an information icon  appears and hovering over this icon displays the number of persons and accounts remaining to be worked in that queue. This feature is controlled by system administrators in System Management>Areas.  For the information icon to appear within this section of the toolbar, a queue must be selected and the Total and Remaining Accounts and/or Persons functionality must be enabled by the system administrator in System Management> Areas.
	The Get Next button allows the user to advance to the next person in the queue. This feature is controlled by the system administrator in System Management>Areas.  System administrators can configure icons to appear in a column within the Related Accounts panel to identify the accounts that must be worked before selecting Get Next. A workflow must be executed on the required account(s) in order to count them as worked and update the icon(s) within the Related Accounts panel. For more information on these icons, please see the Top Area Screen section of this topic.  If Get Next is selected before the required accounts are worked, the following error message displays: The Get Next button is not active unless the person is accessed by working a queue and the Get Next functionality is enabled by the system administrator.
	If another user is currently working the person in the workspace, an In Process message displays on the workspace toolbar. An information icon appears within this message to alert users that more information is available. Hovering over the icon displays the user that is also working the person. Multiple users are able to work a person, but work may be duplicated. There is a possibility that saved changes will be overwritten if another user in process saves a screen containing the fields being edited.