3.1 Customer Info

This topic provides systematic instructions about the Customer Info data segment in Group Concentration Extension Process.

This data segments allows you to view all the information about the group entity added in Group Concentration Limit process.

Figure 3-3 Customer Info

Description of "Figure 3-3 Customer Info"

1. Mouse hover on the customer icon to view basic information about the group entity.
2. To view the detailed information about the group entity, right click on the customer icon and select View.
3. To change the layout of Customer Info page to list view, click the List View icon.

   Figure 3-4 Customer Info

   
   

   
   Description of "Figure 3-4 Customer Info"

   
   
4. To change the layout of Customer Info page to table view, click the Table View icon.

   Figure 3-5 Customer Info

   
   

   
   Description of "Figure 3-5 Customer Info"

   
   
5. To view the entity details in Table View and List View, click the Party Id in corresponding record.
6. To go to the Liability Details page, click Next.