1.21.1 Create External Customer

This topic describes the systematic instructions to configure the external customer details.

Specify User ID and Password, and login to Home screen.

1. From Home screen, click Core Maintenance. Under Core Maintenance, click External Customer.
2. Under External Customer, click Create External Customer.
   The Create External Customer screen displays.

   Figure 1-50 Create External Customer

   
   

   
   Description of "Figure 1-50 Create External Customer"

   
   
3. Specify the fields on Create External Customer screen.

   Note:

   The fields marked as Required are mandatory.

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

   Table 1-50 Create External Customer – Field Description

   Field	Description
   Customer Number	Specify the number for the customer.
   Customer Name	Specify the name for the customer.
   Short Name	Specify the short name for the customer.
   Customer Type	Select one of the options: Individual: If selected, the customer is an individual customer. Corporate: If selected, the customer is a corporate customer. Bank: If selected, the customer is a bank employee.
   Source Customer ID	Specify the source customer ID.
   Source System	Click Search icon to view and select the required source system.
   Customer Category	Click Search icon to view and select the required customer category.
   Relationship Manager ID	Specify the relationship manager ID.
   Access Group	Search and select the required access group.
   Address Line 1-4	Specify the customer address details.
   Country	Click Search icon to view and select the required country.
   Postal Code	Specify the postal code.
   Deceased	By default, this is disabled. If selected, indicates the customer is deceased.
   Frozen	By default, this is disabled. If selected, indicates the customer account is frozen.
   Whereabouts Unknown	By default, this is disabled. If selected, indicates the customers whereabouts are unknown.
   Sanction Check Required	By default, this is disabled. If selected, indicates the sanction check is required.
   Walk-in Customer	By default, this is disabled. If selected, indicates a walk-in customer.
   Staff	By default, this is disabled. If selected, indicates a staff customer.
   Language	Click Search icon to view and select the required language.
   Nationality	Click Search icon to view and select the required nationality.

4. Click Save to save the details.
   The external customer is successfully created and can be viewed using the View External Customer screen. In addition, the external customers can be directly replicated from the host system using service API.