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Deceased Monitoring

Automatically monitor customer portfolios for deceased account holders, helping teams stop inappropriate outreach, update account status, and reduce compliance and operational risk.

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Identify deceased customers sooner

Combine Social Security Administration death records, credit bureau deceased indicators, public obituary notices, and client portfolio data.

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Confirm status with confidence

Monitor portfolio accounts against updated deceased data sources using customer information including name, address, and Social Security number.

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Prevent inappropriate outreach

Identify confirmed deceased account holders, the source of verification, and accounts requiring status updates or suppression of collections activity.

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Keep account records current

Use identified accounts to prevent inappropriate contact, support estate handling, reduce wasted collections activity, and update servicing or collections systems.

Common Questions

Clear answers about how Deceased Monitoring works and what teams receive.

Does it...

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Does it identify deceased account holders?

Yes. Deceased Monitoring checks portfolio accounts against multiple deceased data sources to identify confirmed deceased account holders.

Does it monitor portfolios daily?

Yes. Portfolio accounts are monitored daily against updated deceased data sources.

Does it use multiple data sources?

Yes. Sources include Social Security Administration death records, credit bureau deceased indicators, public obituary notices, and client portfolio data.

Does it use Social Security numbers for matching?

Yes. Identity matching uses information including name, address, and Social Security number to support high-confidence identification.

Does it identify newly reported deaths?

Yes. Daily monitoring is designed to detect newly reported deceased records as information becomes available.

Does it...

Let’s talk

Does it identify deceased account holders?

Yes. Deceased Monitoring checks portfolio accounts against multiple deceased data sources to identify confirmed deceased account holders.

Does it monitor portfolios daily?

Yes. Portfolio accounts are monitored daily against updated deceased data sources.

Does it use multiple data sources?

Yes. Sources include Social Security Administration death records, credit bureau deceased indicators, public obituary notices, and client portfolio data.

Does it use Social Security numbers for matching?

Yes. Identity matching uses information including name, address, and Social Security number to support high-confidence identification.

Does it identify newly reported deaths?

Yes. Daily monitoring is designed to detect newly reported deceased records as information becomes available.

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