4.3 Customer

This widget displays details of the customers associated with the account number selected in the Accounts widget. It displays various customer details, such as the customer ID, phone number, address, and email.

Table 4-7 Field Description: Customer

Field Name	Description
<Customer Name>	Indicates the name of the customer. The list displays the names of the customers associated with the account selected in the Account widget. The customer type is displayed adjacent to the customer name.
Customer ID	Displays the customer ID and relationship type of the customer with the account.
Phone	Displays the preferred phone number of the customer. If you hover over , the Call Advice section appears. Note: The value in this field appears masked, based on configurations defined.
SSN	Displays the social security number of the customer. Note: The value in this field appears masked, based on configurations defined.
Email	Displays the preferred email address of the customer. Note: The value in this field appears masked, based on the configurations defined.
Address	Displays the preferred address of the customer. Note: The value in this field appears masked, based on the configurations defined.
Call Advice	This section appears if you hover over in the Phone field. It displays the call preference details of the customer that helps you to decide whether you can call the customer for a follow up call at the current time.
Customer's Time	Displays the current time in the customer's time zone for the contact number. Note: This field does not display any details if the customer's time zone is not available.
Permission To Call	Displays whether the customer has given permission to the bank for follow up calls. It displays the following icons that help you to decide whether you can call the customer for a follow up call at the current time: : Indicates that you can call the customer. : Indicates that you cannot call the customer. Note: These icons are displayed only if the customer's time zone details are available.
Preferred Time - Weekdays	Displays the start time and end time of the period during which the customer can be contacted during weekdays. It displays the following icons that help you to decide whether you can call the customer for a follow up call at the current time: : Indicates that you can call the customer. : Indicates that you cannot call the customer. Note: These icons are displayed only if the customer's time zone details are available.
Preferred Time - Weekends	Displays the start time and end time of the period during which the customer can be contacted during weekends. It displays the following icons that help you to decide whether you can call the customer for a follow up call at the current time: : Indicates that you can call the customer. : Indicates that you cannot call the customer. Note: These icons are displayed only if the customer's time zone details are available.
Do Not Disturb	Displays the Do Not Disturb (DND) start date and end date. It displays the following icons that help you to decide whether you can call the customer for a follow up call at the current time: : Indicates that you can call the customer. : Indicates that you cannot call the customer. Note: These icons are displayed only if the customer's time zone details are available.

If you click , the Customer Summary section is displayed.

Table 4-8 Field Description: Customer Details

Field Name	Description
Case ID, <Customer Name>	Displays the case ID and name of the customer.
Customer Details	This section displays details of the customer.
<Product Sub Type - Account Number>	Indicates the product sub type and account number. The list displays all the account numbers associated with the case. Note: The account number appears masked based on configurations defined.
<Account Status> < Overdue Amount>	Displays the account status and overdue amount on the account.
<Customer Name - Customer ID>	Displays the customer name and customer ID associated with the selected account. Note: The list displays the customer name and ID of the customers associated with the selected account. You can select the required customer name and ID to view the related details.
<Relationship>	Displays the customer's relationship with the account.
Communication Details	This tab displays communication details of the customer.
Phone	Displays the phone numbers of the customer. For example, Home Mobile, Work Mobile, and Landline Home. It also indicates if the customer has given consent to receive follow-up calls and alert messages on phone. The following icons are displayed next to a phone number: : Hover over to view call preference details. : Indicates that the customer has given consent to receive alert messages on the particular phone number. : Indicates that it is the preferred phone number of the customer to receive follow-up calls. If you want to modify the phone details, click <add edit> icon.
Email	Displays the email address of the customer. For example, Home Email and Work Email. It also indicates if the customer has given E-Sign consent to receive alert emails on the electronic mailing address. It displays corresponding to the preferred email address of the customer.
Address	Displays the address details of the customer and the month and year since when the customer is located at the mentioned address.
Social Networking	Displays the social networking profile IDs of the customer. Note: This field is displayed only if this information is available for the customer.
Messenger	Displays the messenger ID of the customer for messaging application. Note: This field is displayed only if this information is available for the customer.
Call Advice	This section appears if you hover over in the Phone field. It displays the call preference details of the customer that helps you to decide whether you can call the customer for a follow up call at the current time.
Customer's Time	Displays the current time in the customer's time zone for the contact number. Note: This field does not display any details if the customer's time zone is not available.
Permission To Call	Displays whether the customer has given permission to the bank for follow up calls. It displays the following icons that help you to decide whether you can call the customer for a follow up call at the current time: : Indicates that you can call the customer. : Indicates that you cannot call the customer. Note: These icons are displayed only if the customer's time zone details are available.
Preferred Time - Weekdays	Displays the start time and end time of the period during which the customer can be contacted during weekdays. It displays the following icons that help you to decide whether you can call the customer for a follow up call at the current time: : Indicates that you can call the customer. : Indicates that you cannot call the customer. Note: These icons are displayed only if the customer's time zone details are available.
Preferred Time - Weekends	Displays the start time and end time of the period during which the customer can be contacted during weekends. It displays the following icons that help you to decide whether you can call the customer for a follow up call at the current time: : Indicates that you can call the customer. : Indicates that you cannot call the customer. Note: These icons are displayed only if the customer's time zone details are available.
Do Not Disturb	Displays the Do Not Disturb (DND) start date and end date. It displays the following icons that help you to decide whether you can call the customer for a follow up call at the current time: : Indicates that you can call the customer. : Indicates that you cannot call the customer. Note: These icons are displayed only if the customer's time zone details are available.
Phone	This dialog box appears if you click edit icon next to phone details.
Landline Personal	Displays the personal landline number, preferred call timings on weekdays and weekends, and the Do Not Disturb (DND) period.
Landline Work	Displays the work landline number, preferred call timings on weekdays and weekends, and the Do Not Disturb (DND) period.
Mobile Personal	Displays the personal mobile number, preferred call timings on weekdays and weekends, and the Do Not Disturb (DND) period.
Add Phone	This section appears if you click plus icon.
Type	Indicates the type of phone number.
Number	Indicates the phone number.
Permission to contact	Indicates whether customer has given permission to contact on the phone number. The options are: Yes No
Call timing on weekday	Indicates time period for phone call on a weekday.
Call timing on weekend	Indicates time period for phone call on a weekend.
Do not disturb	Indicates the DND period for phone call.
Alerts	Indicates whether customer has given permission to receive alerts on the phone number. The options are: Yes No
Virtual Call	Indicates whether customer has given permission for virtual call. The options are: Yes No
Employment Details	This tab displays employment details of the customer. Note: The companies that the customer has previously worked with are marked as Previous and the current company is marked as Current. By default, all the companies are displayed. If you want to view details of only the current employer, switch on the Only Current Employer toggle.
<Company Name>	Displays the name of the company. It also indicates whether the company is current or previous company of employment of the customer.
<Designation>	Displays the designation of the customer with the company. Note: The information for this field is displayed only if it is available.
Type	Displays the employment type of the customer. For example, Salaried and Self Employed.
Industry	Displays industry in which the customer is employed. Note: The information for this field is displayed only if it is available.
Start Date	Displays the start date of employment with the company.
End Date	Displays the end date of employment with the company. Note: The value for this field is blank for current employer.
Additional Details	This tab displays the additional details of the customer.
Additional Details	Displays the additional information related to customer.
User Defined Fields	Displays the user defined fields.

• Editing Contact Details of a Customer
  You can add and edit the contact details of the customer, such as phone number, preferred time of calling, and the DND period.