1.25 Maintain External Customer Input

This topic explains systematic instructions to maintain external customer input.

Note:

The fields which are marked in asterisk are mandatory.
  1. On Homescreen, type STDCIFCR in the text box, and click Next.
    The External Customer Input screen displays.

    Figure 1-25 External Customer Input


    Description of Figure 1-25 follows
    Description of "Figure 1-25 External Customer Input"

  2. On External Customer Input screen, specify the fields.

    For more information on fields, refer to the field description table.

    Table 1-34 External Customer Input - Field Description

    Field Description
    Customer Number Specify the Customer Number.
    Source System Customer Specify the Source System Customer.
    Source System Specify the Source System.
    Short Name Specify the short name of the customer.
    Customer Type Select the required type of customer from the following options:
    1. Individual - Select this option if the customer is an individual.
    2. Corporate - Select this option if the customer is corporate.
    3. Bank - Select this option if the customer is a bank employee.
    Customer Name Specify the name of the customer.
    Address Line 1 Specify the first line of the customer’s address.
    Address Line 2 Specify the second line of the customer’s address.
    Address Line 3 Specify the third line of the customer’s address.
    Address Line 4 Specify the fourth line of the customer’s address.
    Country Click Search and specify the country of the customer’s address from the list of values.
    Language Click Search and specify the language of the customer’s preferred language of communication.
    Nationality Click Search and specify the nationality of the customer from the list of values.
    RM ID Specify the relationship ID of the customer’s relationship manager.
    Pin Code Specify the pin code.
    Access Group Click Search and specify the access group from the list of values. The list displays all valid access groups maintained in STDACGRP (Customer Access Group Maintenance) screen.
    Staff Check this box to indicate whether the customer is a staff of the bank.

    Note:

    If the user tries to view the details of a customer whose data is forgotten, the system displays an error message.

    For more information on forgetting customers, refer to the Common Core - Security Management System User Guide document.

  3. Click Exit to end the transaction.

Parent topic: Core Maintenance