2.2 Personal Information

This topic provides the systematic instruction to view the personal information about the customer in the left pane of the Retail 360 page.

Before you begin, open the Retail 360 page. For more information, refer to Retail 360 Page.

The following table describes the different sections in the Personal Information tile:

Table 2-2 Personal Information - Section Description

Section	Description
Profile Picture	Displays the picture, name, and unique ID of the customer.
Signature	Displays the signature of the customer in bank records.
Contact Information	Displays the communication address of the customer.
Other Information	Displays the name in local language, details of special needs, and relationship manager details.
KYC	Indicates the KYC compliance status of the customer.
Dependents	Displays the dependent details of the customer.
Anniversaries	Displays the anniversary details of the customer and their dependents.
Documents	Displays the documents submitted by the customer.
Employment Information	Displays the employment details of the customer.

Dependants

The Dependants section displays the dependant information.

Figure 2-3 Dependants

1. On the Retail 360 page, in the Dependents section, click Household View to view the dependent information in the tree view.
   The Household View window displays.

   Figure 2-4 Household View

   
   

   
   Description of "Figure 2-4 Household View"

   
   
2. Click icon to exit the Household View window.
3. On the Retail 360 page, in the Dependents section, click Household Balance to view the balance in all the dependent accounts.
   The Household Balance window displays.

   Figure 2-5 Household Balance

   
   

   
   Description of "Figure 2-5 Household Balance "

   
   
4. Select the Products from the drop-down list. The options available are:
   • All
   • Assets
   • Liabilities
   • Fee Income Products
   The Household Balance for Selected Product displays.

   Figure 2-6 Household Balance for Selected Product

   
   

   
   Description of "Figure 2-6 Household Balance for Selected Product"

   
   
5. Click icon to exit the Household Balance window.

DocumentsThe Documents section displays the details of all the documents submitted by the customer.

Figure 2-7 Documents

Description of "Figure 2-7 Documents"

6. On the Retail 360 page, in the Documents section, click All Documents.

   Figure 2-8 Documents

   
   

   
   Description of "Figure 2-8 Documents"

   
   
7. Click icon to exit the Documents window.

Employment Information:

The Employment window displays the employment history.

Figure 2-9 Employment Information

Description of "Figure 2-9 Employment Information"

8. On the Retail 360 page, in the Employment Information section, click View Employment History to view the employment details.

   Figure 2-10 View Employment History

   
   

   
   Description of "Figure 2-10 View Employment History"

   
   
9. Click the icon to exit the Employment window.