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
Figure 1. Company Summary View of a Complaint
Company Summary View of a Complaint
Figure 2. Company Detail View of a Complaint
Company Detail View of a Complaint

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
    • Email
    • Customer Desired Outcome
      Note: 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
Figure 3. Agency Summary View of a Complaint
Agency Summary view of a complaint
Figure 4. Agency Details View of a Complaint
Agency Details View of a Complaint