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Account Details - Details

The Account Details - Details tab shows account information for a specific account. The current source material for this tab explicitly identifies this section as containing personally identifiable information for the account, including Name, Address, and TIN.


How to Access the Details Tab

Follow these steps to open the Details tab in the Dashboard:

Step 1: From the Accounts page or the Eligibility page, filter to the account you want to review.



Step 2: Open the account’s Details page.

Step 3: Review the consolidated Details tab for the account’s information.

Step 4: If your organization has multiple reporting profiles, select the data profile you want to review:

  • US Data for US reporting
  • Global Data for global reporting