Personal Details

The personal details are the primary information about the account holder. It includes following details:

To add personal details:

  1. From the Salutation list, select the appropriate option.
  2. In the First Name field, enter the first name of the applicant.
  3. In the Last Name field, enter the last name of the applicant.
  4. In the Email field, enter the email address of the applicant.
  5. In the Date of Birth field, select or enter the date of birth of the applicant.
  6. From the Gender list, select the applicants gender.
  7. From the Marital Status list, select the marital status of the applicant.
  8. From the Dependents list, select the number of dependents on the applicant.
  9. To enable receiving marketing information from the bank, select the I consent to receive marketing information from the bank check box.
  10. Click Save to update the primary information.
ClosedField Description

Field Name

Description

Salutation

Salutation of applicant.

The options are:

  • Mr
  • Ms
  • Mrs
  • Others

First Name

First name of the applicant.

Last Name

Last name of the applicant.

Email

Email address of the applicant.

I consent to receive marketing communication from the bank

Whether the applicant consents to receive marketing information from the bank.

Date of Birth

Date of birth of the applicant.

Gender

Applicants gender.

Marital Status

Marital status of the applicant.

The options are:

  • Married
  • Unmarried
  • Divorced

Dependents

Number of people dependent on the applicant.

To add identification details:

  1. From the Identification Type list, select the appropriate option.
  2. In the Identification Numberfield, enter the number corresponding to the identification type.
  3. Click Done to save the identification information.
ClosedField Description

Field Name

Description

Identity

Identification Type

Identification type of the applicant.

The identification type could be:

  • Passport
  • Driving License

Identification Number

Identification number corresponding to the identification type.

To add contact details:

  1. From the Countrylist, select the country name.
  2. In the Address Line 1/2 field, enter the adress.
  3. In the Cityfield, enter the city name of the applicant.
  4. From the Statelist, select the state name.
  5. In the Zip Codefield, enter the zip code.
  6. In the Mobile Numberfield, enter the applicants mobile number.
  7. In the Phone Numberfield, enter the applicants residential phone number.
  8. In the Staying Since field, select the date from which the applicant is staying at the current location.
  9. From the Accommodation Type list, select the applicants accommodation type.
  10. Click Done to save the contact information.

Contact Information

 

ClosedField Description

Field Name

Description

Current Address

Country

Residing country name of the applicant.

Address 1-2

Address details of the applicant.

City

City name of the applicant.

State

State name of the applicant.

Zip Code

Zip code of the applicant.

Mobile Number

Personal mobile number of the applicant.

Phone Number

Home phone number of the applicant.

Staying Since

Date since when the applicant is staying at the current location.

Accommodation Type

Residential accommodation type of the applicant.

The accommodation types are:

  • Company Provided
  • Inherited
  • Leased
  • Owned
  • Parental
  • Rented
  • Other

To add occupation details:

  1. From the Occupation Typelist, select the occupation type.
  2. From the Occupation Statuslist, select the occupation status.
  3. In the Employer Name field, enter the name of the employer .
  4. From the Start Datelist, select the start date of employment.
  5. In the Designation field, enter the name of the designation.
  6. In the Gross Annual Salary field, enter the annual salary of the employee.
  7. From the Countrylist, select the country name.
  8. In the Address Line 1/2 enter the address of the employer.
  9. In the City field enter the name of the city.
  10. From the Statelist, select the state name of the employer.
  11. In the Zip Codefield, enter postal code.
  12. Click Save to update the occupation details.

Occupation Information

ClosedField Description

Field Name

Description

Occupation Type

Occupation type of the applicant.

The types are:

  • Salaried
  • Self Employed
  • Others

Occupation Status

Occupation status of the applicant.

The options are:

  • Part Time
  • Full Time

Employer Name

Name of the company or firm in which the applicant is employed.

Start Date

Employment start date of the applicant.

End Date

Employment end date of the applicant.

It is mandatory to either select the date in the End Date field or select the Till Date check box.

Designation

Designation of the applicant.

Gross Annual Salary

Annual salary of the applicant.

Country

Country name in which the applicant is employed.

Address Line 1-2

Applicants office address details.

City

City name in which the applicant is employed.

State

State name where the applicant is employed.

Zip Code

Zip code of the location where the applicant is employed.

Copyright Information

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