To repair a client preference profile

Client Preference profiles with a "Repair Req'd" status have been returned for repair during the authorization process.

1. On the CitiDirect navigation bar, click Access Management, and then click Client Preference. The Client Preference Summary Form appears.

2. Click the Input Tab.  All services classes with client preference profiles with a "Processed" or "Repair Req'd" status are listed.

3. Select a service class with a "Repair Req'd" status.  To review errors when repairing profiles, it is best to select each profile individually.

4. Click Other Options, and then click Errors.  An Error dialog box appears.

5. Review any errors listed and click OK.

6. Click Go to Details.  The details of the first selected profile appear on the Client Preference Details Form.

7. Make any necessary repairs.

8. Click Submit.  The client preference profile proceeds to the next step in the process "Authorization Required."

Notes:

• Once repaired, the profile is treated as new and subject to all Flow Control requirements.

• The person who submits a repaired profile cannot authorize it.