2.6.5 Customer Relationship Maintenance

The Customer Relationships can be maintained for accounts where the ownership remains with the Primary Customer of the account, but the account operations could be handled by relationships such as Guardians or Custodians.

1. On Home screen, from Retail Account Services, under Maintenance, click Customer Relationship Maintenance, or specify the Customer Relationship Maintenance in the Search icon bar.
   The Customer Relationship Maintenance screen is displayed.

   Figure 2-40 Customer Relationship Maintenance

   
   

   
   Description of "Figure 2-40 Customer Relationship Maintenance"

   
   

   Figure 2-41 Customer Relationship Maintenance Details

   
   

   
   Description of "Figure 2-41 Customer Relationship Maintenance Details"

   
   
2. On Customer Relationship Maintenance screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 2-20 Customer Relationship Maintenance - Field Description

   Field	Description
   Account Number	Enter the Account Number or click the Search icon to view the Account Number pop-up window. By default, this window lists all the Account Numbers present in the system. You can search for a specific Account Number by providing Customer ID, Account Number, or Account Name and click Fetch. Note: The Account Name is displayed adjacent to this field as the account number is selected.
   Primary Holder	Once the account number is entered and tabbed out, the primary customer number and name is displayed.
   Mode of Operation	Select the value from the drop-down. The value are as follows: Operated by Guardian Operated by Custodian If a custodian or a guardian is being added as customer relationship, the mode of operation should also be chosen either as Operated by Custodian or Operated by Guardian respectively.

3. Click Add Customer Relation button in the Relationship Details section.
   The Add Customer Relation screen is displayed.

   Figure 2-42 Add Customer Relation

   
   

   
   Description of "Figure 2-42 Add Customer Relation"

   
   
4. On Add Customer Relation screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 2-21 Add Customer Relation - Field Description

   Field	Description
   Customer Number	Enter the Customer Number or click the Search icon to view the Customer Number pop-up window. By default, this window lists all the Customer Numbers present in the system. You can search for a specific Customer Number by providing Customer ID, or Customer Name and click Fetch. Note: The minor customer cannot be linked as a custodian or guardian. where a Primary account holder is a major, only Guardian is allowed to be added. Custodian and Guardian can be added either to a major or a minor account holder. The Customer Name is displayed below to this field once the customer number is selected.
   Role	Select the value from the drop-down. The values are as follow: Custodian Guardian Note: The value should be same for Role and Mode of Operation.
   Relationship	Select the relationship type from the drop-down options.
   Action	Select the Edit icon to edit the details in Add Customer Relation screen. Select the Delete icon to delete the added relationship details.

5. Click Add button to add the relationship details in Customer Relationship Maintenance screen.
6. Click Submit.
   The screen is successfully submitted for authorization.