More about Agency View vs. Company View of Complaint Record
Agencies and companies can see different information in a complaint record. Certain fields are shared between the two different user types; others are only available to agency users.
Visible to BOTH Agencies and Companies
Summary Page
- Subject Details
- Company NMLS ID
- Company Name
- Address
- SES Company ID
- Company POC
- Agency Details
- Agency
- Agency POC
- Complaint Details
- Date Created
- Transaction Details
- Transaction Date
- Transaction City
- Transaction State
Details Page
- Complainant Details
- First Name
- Last Name
- Address
- Documents


Visible to Agencies ONLY
Summary Page
- Complaint Details
- Sent to Subject
- CFPB ID
- Date Received
- Business Type
- Business Activities
- Categories
- Closure Details
- Closed On
Details Page
- Complainant Details
- Phone
- Customer Desired OutcomeNote: By restricting the complainant details, only complaints users of the owning agency will see this information. The subject and any agency with viewer access will not see the complainant details. If this complaint is referred to another agency, the receiving agency will only see the complainant details once the referral is accepted.
- Closure Details
- Close Reason
- Number Days Open
- By
- Closure Notes

