Credit Hold Review groups 17 related components across Saved Searches. The configuration centers on saved searches and includes configuration records that support the process.
How the pieces work together
- This configuration has 17 documented components, with the strongest activity in Saved Searches.
- Review the scripts and workflows first when changing how credit hold review behaves.
- Use the fields, lists, records, and searches as supporting configuration for the process.
Components
| Component | Type | Role in this configuration |
|---|---|---|
| Credit Hold Review Review Search 15 | Saved Search | Surfaces records that need review for credit hold review. |
| Credit Hold Review Review Search 226 | Saved Search | Surfaces records that need review for credit hold review. |
| Credit Hold Review Review Search 247 | Saved Search | Surfaces records that need review for credit hold review. |
| Credit Hold Review Review Search 224 | Saved Search | Surfaces records that need review for credit hold review. |
| Credit Hold Review Review Search 167 | Saved Search | Surfaces records that need review for credit hold review. |
| Credit Hold Review Review Search 184 | Saved Search | Surfaces records that need review for credit hold review. |
| Credit Hold Review Review Search 135 | Saved Search | Surfaces records that need review for credit hold review. |
| Credit Hold Review Review Search 299 | Saved Search | Surfaces records that need review for credit hold review. |
| Credit Hold Review Review Search 114 | Saved Search | Surfaces records that need review for credit hold review. |
| Credit Hold Review Review Search 191 | Saved Search | Surfaces records that need review for credit hold review. |
| Credit Hold Review Review Search 39 | Saved Search | Surfaces records that need review for credit hold review. |
| Credit Hold Review Review Search 83 | Saved Search | Surfaces records that need review for credit hold review. |
| Credit Hold Review Review Search 288 | Saved Search | Surfaces records that need review for credit hold review. |
| Credit Hold Review Review Search 22 | Saved Search | Surfaces records that need review for credit hold review. |
| Credit Hold Review Review Search 238 | Saved Search | Surfaces records that need review for credit hold review. |
| Credit Hold Review Review Search 215 | Saved Search | Surfaces records that need review for credit hold review. |
| Credit Hold Review Review Search 95 | Saved Search | Surfaces records that need review for credit hold review. |
What to review first
- Confirm the process owner understands the components listed above.
- Review scripts and workflows before changing supporting fields or searches.
- Validate saved searches and fields after any workflow or script change.