2.1.7 Add-On Card Holder

This topic provides the systematic instructions to capture any number of add-on card holder details for the given application.

This data segment enables the user to capture any number of add-on card holder details for the given application. The user can add it.

To add card holder details:

1. Click Next in Card Preference screen to proceed with the next data segment, after successfully capturing the data.
   The Add-On Card Holder screen displays.
2. Click + Add Card Holder to add the details of the Add-on Applicants.

   Figure 2-9 Add-On Card Holder

   
   

   
   Description of "Figure 2-9 Add-On Card Holder "

   
   
3. Specify the fields on Add Card Holder screen.

   Note:

   The fields, which mentioned as Required, are mandatory.

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

   Table 2-12 Add-On Card Holder – Field Description

   Field	Description
   Applicant Name	Displays the name of the Add-on applicant.
   Date of Birth	Displays the date of birth of the Add-on applicant.
   E-mail	Displays the e-mail ID of the Add-on applicant.
   Mobile	Displays the mobile number of the Add-on applicant.
   Phone	Displays the phone number of the Add-on applicant.
   Existing Customer	Select to indicate if customer is existing customer or not.
   CIF Number	Search and select the CIF number. This field appears only if Existing Customer is selected.
   Relationship with Applicant	Select the relationship with customer from the drop-down list. Father Mother Friend Spouse Brother
   Title	Select the Title.
   First Name	Specify the first name.
   Middle Name	Specify the middle name.
   Last Name	Specify the last name.
   Date of Birth	Select the date of birth.
   Politically Exposed Person (PEP)	Specify whether the add-on card holder is politically exposed person.
   Address	In this section user can capture the address details of an add-on card holder. For more information on address detail field, refer Customer Information – Individual - Field Descriptionsection above.
   ID details	In this section user can capture the ID details of an add-on card holder. For more information on ID detail field, refer Customer Information – Individual - Field Descriptionsection above.
   Card Preference	In this section user can capture the card preference details for an add-on card holder.
   Embossed Name	Specify the name embossed on the card.
   Limit Amount	Displays the maximum card limit allowed along with the currency..
   Image on Picture Card	Select the image file from the drive and click Upload to add the image to card.

4. Click Next to navigate to the next data segment, after successfully capturing the data. The system validates for all mandatory data segments and data fields. If mandatory details are not provided, the system displays an error message for the user to take an action. The User cannot to proceed to the next data segment, without capturing the mandatory data.