Home › Work activities › Obtain personal or financial information about customers or applicants
O*NET detailed work activityObtain personal or financial information about customers or applicants
AI-assistLook into it
12 jobs15 tasks
AI can get you up to speed fast and suggest where to look, but you need to confirm findings against real sources, records or people.
Part of Collect data about consumer needs or opinions, under the O*NET work activity group Getting Information. Individual tasks below can carry a different label when their own wording calls for it (0 AI-ready, 15 AI-assist, 0 stays human).
Tasks built on this activity
- Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms.
- Check with employers or other references to verify answers and obtain further information.
- Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors.
- Assist attorneys in collecting information such as employment, medical, and other records.
- Obtain information about potential creditors from banks, credit bureaus, and other credit services, and provide reciprocal information if requested.
- Contact credit bureaus, employers, and other sources to check applicants' credit and personal references.
- Locate and list addresses and households.
- Receive charge slips or credit applications by mail, or receive information from salespeople or merchants by telephone.
- Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.
- Contact former employers and other acquaintances to verify applicants' references, employment, health history, or social behavior.
- Obtain credit records from reporting agencies.
- Request information from law enforcement officials, previous employers, and other references to determine applicants' employment acceptability.
- Obtain computer printout of policy cancellations, or retrieve cancellation cards from file.
- Search directories to find correct addresses for redirected mail.
- Conduct annual, interim, and special housing reviews and home visits to ensure conformance to regulations.