2.2.1 Customer Information

In this data segment you can view and edit the customer information which is captured while initiating an loan account application.

The Customer Information data segment displays the details captured for the customer in the Application Initiate stage and allows to update further for supplementing the customer related information. The user can capture data for both new as well existing customer. If the existing customer is selected the system fetches store data and populates in the respective fields. The user can edit the fetched data.

• For Individual Customer Type
  The topic describes the process to capture or edit customer information of Individual type of customer.
• For Small and Medium Business (SMB) Customer Type
  The topic describes the process to capture or edit customer information of Small and Medium Business type of customers.