4.7 Customer Details Maintenance

In Customer Maintenance screen you can capture basic personal and bank details of the customers. If the customer details are maintained in this screen or External Customer Input (STDCIFCR)/ Customer Maintenance (STDCIF) screen, then you can fetch the customer details in Contract and Commitment - Contract Input (OLDTRONL).

For more information, refer to Core Entities User Manual.

To capture details of customer maintenance screen

Specify the User ID and Password, and login to Homepage.

1. On the homepage, type OLDCUSMT and click next arrow.
   The Customer Maintenance screen is displayed.

   Note:

   The fields which are marked in asterisk red are mandatory fields.

   Figure 4-4 Customer Maintenance

   
   

   
   Description of "Figure 4-4 Customer Maintenance"

   
   
2. To update the worst status of the customer CIF status and customer loans the following check boxes need to be selected:
   • Local Group status Processing – To enable the group status change within OBCL.
   • Ext Group status Processing – To enable the group status change integration with FCUBS.
3. Pricing benefits are offered to customers based on eligibility criteria, validity period, and the benefits of the scheme in Oracle FLEXCUBE Relationship Pricing. Relationship Pricing check box can be selected for applying RP rate for interest, charge and fee components.

   Note:

   In case of data masking, if PII Allowed check box is not selected in User Maintenance screen, then SSN and Zip Code field values are masked.

   In case of granular access, customer details maintained for allowed list of customers are allowed for view, query, modify, authorize, re-open, copy, delete, and so on based on the preferences selected in Access Group Restriction tab available in the User Maintenance screen.

   In case of right to be forgotten, all the PII fields maintained for the customer are anonymized once the customer is forgotten in the Forget Customer Process screen.

   For more information, refer to Common Core - Security Management System User Guide.