ADDM236 - ADD user guidance: business interest details (action guide)


To view details of business interests in a customer’s NINO account whilst using the Access to DWP Data (ADD) system, consider steps 1 to 6 below. The guide is presented as follows

Initial actionSteps 1 - 3
Interest History DetailsStep 4
Interested Parties History DetailsStep 5
Navigation to other screensStep 6

Initial action

1.To access the Business Interests screen, you must first be in the Account Summary screen.
If you are not in this screen
  • Follow the guidance in Account Summary ( ADDM206)

Then

  • Go to step 2
2.To view the
  • Business Interests section, scroll down the Account Summary screen until you can view the Business Interests
  • Business Interests History
    • Click on the Business Interests Historic Details hyperlink on the right hand side of the screen

Then

  • Go to step 3
3.Initially Business Interests History displays the following information
  • Interest History Details. For more information, go to step 4
  • Interested Parties History Details. For more information, go to step 5

Interest History Details

4.Business Interest History Details lists the other IT systems with business interests in a customers account. The information is displayed as fields
  • Interest, with the name, such as ‘Retirement Pension’
  • Interest Type, such as ‘System’
  • Start Date
  • End Date
    • By clicking on the Interested Parties hyperlink, the Interested Parties History Details screen will be displayed, go to step 5
    • The Maintenance Data text is displayed after each Interest, by hovering the mouse over this you can view further information such as details of the office maintaining this interest
    • The interests are listed in reverse chronological order by start date and in pages. Each page consists of up to five records, you can move between the pages by
  • Clicking on the page number

Or

  • Clicking on the Next or Previous hyperlinks

Interested Parties History Details

5.The Interested Parties History Details screen displays further information about the first recorded interest displayed on each page in the Interest History Details screen
  • From this screen you can also go to the following screens by clicking on the appropriate hyperlink
    • Account Summary
    • Name History
    • Contact Details
    • Address History
    • Relationship History
    • Award History
  • Go to step 6

Navigation to other screens

6.To go back to the
  • Account Summary screen, click on the Account Summary hyperlink at the top of the screen
  • ADD Home screen, click on the [Close] button
Note: If you accessed the Account Summary screen from the Person Trace screen, click on the [Close] button to go back to the Person Trace screen and then click on the [Close] button on the Person Trace screen to go back to the ADD Home screen