Consumer Details Report
The Consumer Details Report is a type of Embedded Report that can be accessed and downloaded by users or administrators from the Embedded Reports list. It provides a comprehensive view of all information collected in association with a consumer record. All consumer records associated with your state entity are displayed on the report. This report is being used to review and collect the First Contact Date for consumers currently in the Centralized Database.
Consumer Detail Report
Field | Description |
|---|---|
FirstContactDate | Date the State Entity has on record that they first engaged with the consumer |
FirstName | Consumer’s first name |
MiddleName | Consumer’s middle name |
LastName | Consumer’s last name |
Dob | Consumer’s date of birth |
Address1 | Consumer’s primary street address |
Address2 | Consumer’s apartment, suite, or unit number, if applicable |
City | Consumer’s city |
State | Two-letter state code |
ZipCode | Five-digit zip code |
Phone | Consumer’s phone number |
Consumer’s email address | |
Program Status | Current standing of the consumer’s application in the program (e.g., Pending, Approved, Denied) |
Current Status | Status of the consumer record in the workflow (e.g., Initiated, Edited, Merged, Transfer Return) |
CustomId | Unique identifier created by the Entity to match the consumer to the Entity’s other systems |
Entity State | State entity responsible for processing |
Entity | Specific organization administering the program in that state |
UpdatedOn | Timestamp of the most recent update to the record |
ConsumerId | System-generated unique identifier for the consumer record |
ConsumerDetailsId | System-generated unique identifier for the consumer’s detailed record (sub-record to the ConsumerId) |
Entity StateId | Unique identifier linking the record to the state entity within the system |