1.13 Process Customer Find Screen Detail

This topic provides the systematic instructions to query for customer details.

  1. On Home screen, type UTCCIFND in the text box, and click Next.
    The Customer Find Screen Detail screen is displayed.

    Figure 1-20 Customer Find Screen Detail


    Description of Figure 1-20 follows
    Description of "Figure 1-20 Customer Find Screen Detail"

  2. On Customer Find Screen Detail screen, click New to enter the details.
    For more information on fields, refer to the field description table.

    Table 1-15 Customer Find Screen Detail - Field Description

    Field Description
    Quick Find Options

    The section displays the following fields.
    CIF Number

    Alphanumeric; 20 Characters; Optional

    Specify the CIF number of the customer.
    External Reference Number

    Alphanumeric; 50 Characters; Optional

    Specify the external reference number of the customer.
    Date Of Birth

    Date Format; Optional

    Select the date of birth of the customer from the adjoining calendar.
    Incorporation Date

    Date Format; Optional

    Select the date of incorporation from the adjoining calendar.
    Country Of Domicile

    Alphanumeric; 3 Characters; Optional

    Specify the country of domicile of the customer.
    First Name

    Alphanumeric; 105 Characters; Optional

    Specify the first name of the customer.
    Last Name

    Alphanumeric; 105 Characters; Optional

    Specify the last name of the customer.
    Middle Name

    Alphanumeric; 105 Characters; Optional

    Specify the middle name of the customer.
    Company Name

    Alphanumeric; 105 Characters; Optional

    Specify the company name.
    Nationality

    Alphanumeric; 3 Characters; Optional

    Specify the nationality of the customer.
    Investor Type

    Optional

    Select the type of investor from the drop-down list. The list displays the following values:
    • Individual
    • Corporate
    • Both
    Tax ID

    Alphanumeric; 50 Characters; Optional

    Specify the Tax ID number.

    National ID

    Alphanumeric; 3 Characters; Optional

    Specify the National ID of the customer.

    Identification Number

    Alphanumeric; 50 Characters; Optional

    Specify the Identification Number.

    Advanced Find Options

    The section displays the following fields.
    Address Line 1

    Alphanumeric; 35 Characters; Optional

    Specify the Address Line 1 of the customer.

    Country

    Alphanumeric; 3 Characters; Optional

    Specify the country name of the customer.
    Employer Identification Number

    Alphanumeric; 50 Characters; Optional

    Specify the Employer Identification Number of the customer.

  3. View the following values in the Find Results section.
    The system displays the following values:
    • Investor Type
    • First Name
    • Last Name
    • Middle Name
    • Company Name
    • Customer No.
    • Tax ID
    • Identification Number
    • Country Of Domicile
    • Date Of Birth
    • Incorporation Date
    • National ID
    • Address Line 1
    • Country
    • Nationality
    • Employer Identification Number
    • External Reference Number

Parent topic: Entities - Maintain Customer Information