Obtain personal or financial information about customers or applicants.

Obtain personal or financial information about customers or applicants. is a detailed work activity in O*NET — a concrete unit of work shared across 12 occupations and seen in 15 occupation-specific tasks. It rolls up into the broader work activity Collect data about consumer needs or opinions. in Getting Information .

Detailed work activities are the most granular shared layer in O*NET's work-activity hierarchy (Generalized → Intermediate → Detailed → occupation-specific task). The figures below describe how this activity shows up across the economy and what independent studies measure about AI and this kind of work — not a prediction that the work will be automated.

AI exposure

Of the 15 tasks under this activity that the OpenAI / Eloundou “GPTs are GPTs” study rated, 14 (93%) are flagged as directly exposed to language models (E1) or exposed via model-powered tools (E2).

Exposure estimates overlap with model capabilities — whether a model could speed the task up — not whether the work will be done by software. Observed AI use is augmentation and assistance today, not jobs replaced.

Member tasks

Occupation-specific tasks O*NET maps to this detailed work activity, most important first.

• Locate and list addresses and households. · Interviewers, Except Eligibility and Loan · importance 4.4 · exposure with tools
• Obtain customers' names, addresses, and billing information, product numbers, and specifications of items to be purchased, and enter this information on order forms. · Order Clerks · importance 4.4 · direct LLM exposure
• Contact credit bureaus, employers, and other sources to check applicants' credit and personal references. · Loan Interviewers and Clerks · importance 4.4 · exposure with tools
• Obtain credit records from reporting agencies. · New Accounts Clerks · importance 4.4 · exposure with tools
• Check with employers or other references to verify answers and obtain further information. · Eligibility Interviewers, Government Programs · importance 4.3 · exposure with tools
• Assist attorneys in collecting information such as employment, medical, and other records. · Legal Secretaries and Administrative Assistants · importance 4.1 · exposure with tools
• Obtain information about potential creditors from banks, credit bureaus, and other credit services, and provide reciprocal information if requested. · Credit Authorizers, Checkers, and Clerks · importance 4.0 · exposure with tools
• Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds. · Tellers · importance 4.0 · exposure with tools
• Search directories to find correct addresses for redirected mail. · Postal Service Mail Sorters, Processors, and Processing Machine Operators · importance 4.0 · direct LLM exposure
• Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors. · Bill and Account Collectors · importance 4.0 · exposure with tools
• Receive charge slips or credit applications by mail, or receive information from salespeople or merchants by telephone. · Credit Authorizers, Checkers, and Clerks · importance 3.9 · direct LLM exposure
• Obtain computer printout of policy cancellations, or retrieve cancellation cards from file. · Insurance Claims and Policy Processing Clerks · importance 3.8 · direct LLM exposure
• Request information from law enforcement officials, previous employers, and other references to determine applicants' employment acceptability. · Human Resources Assistants, Except Payroll and Timekeeping · importance 3.7 · exposure with tools
• Conduct annual, interim, and special housing reviews and home visits to ensure conformance to regulations. · Eligibility Interviewers, Government Programs · importance 3.7 · no direct exposure
• Contact former employers and other acquaintances to verify applicants' references, employment, health history, or social behavior. · Credit Authorizers, Checkers, and Clerks · exposure with tools

Occupations that perform this

• Interviewers, Except Eligibility and Loan
• Order Clerks
• Loan Interviewers and Clerks
• New Accounts Clerks
• Eligibility Interviewers, Government Programs
• Legal Secretaries and Administrative Assistants
• Credit Authorizers, Checkers, and Clerks
• Tellers
• Postal Service Mail Sorters, Processors, and Processing Machine Operators
• Bill and Account Collectors
• Insurance Claims and Policy Processing Clerks
• Human Resources Assistants, Except Payroll and Timekeeping

Sources for this page

Every figure above traces to a named public dataset and the exact release below — not hand-written opinion. See the full methodology for what each measure does and does not mean.

• O*NET 30.3 U.S. Department of Labor / National Center for O*NET Development
• “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130 OpenAI / academic

Data compiled June 2, 2026. Figures are estimates, not advice.

@misc{singulariki-obtain-personal-or-financial-information-about-customers-or-applicants,
  title  = {Obtain personal or financial information about customers or applicants.},
  author = {{Singulariki}},
  year   = {2026},
  note   = {O*NET 30.3; “GPTs are GPTs” (Eloundou et al.) arXiv 2303.10130. Accessed June 7, 2026},
  url    = {https://singulariki.com/detailed-activities/obtain-personal-or-financial-information-about-customers-or-applicants}
}