Applicant Name Block
Displays the First, Middle, Last, and Suffix name fields on a form.
On a profile page, displays the client's name as a clickable link to the client profile page, followed by an "Edit" link that initiates the "Change a Client's Name Process" defined on the Admin > Process Settings page.
Configuration Options
- Add (First*, Middle, Last*, 2nd Last/Suffix) to label? - if unchecked, the label is simply "Name"
- Show Prefix/Salutation?
- All On One Line (checked by default)
Legal Name Configurations
Purpose: To allow users to indicate if the name provided is the applicant’s legal name, if not, require a legal name be entered, and force a conflict search on the Legal Name. This feature involves configuration changes across two different blocks, the Applicant Name Block and the Conflict Check Block.
Availability: Available for all sites. If you don't see the configuration options, file a support request from your site (Help menu > Support Request). There is no cost.
Applicant Name Block
Additional configuration options to show and/or require legal name can be selected in the Applicant Name Block to indicate if the applicant’s provided name is their legal name. If it is not, the block will prompt for or require an additional name with the system type of “Legal Name”. The Legal Name is entered in the Applicant Name Block and will display under “Additional Names” section in the conflict search result block.
Conflict Check Block
Additional configuration options can be enabled in the Conflict Check Block to “Require Search on Legal Name” which, if enabled, will prevent the user from continuing from the conflict check step without searching on Legal Name.