5.2.1.1 Viewing Customer Details

The Customer Details pop-up window allows you to view additional details about a customer such as account details, address details, contact details, risk information details, and so on.

Click the Customer ID hyperlink under the KYC Risk Assessment List grid. The Customer Details pop-up window is displayed.

The Customer Details pop-up window contains the following areas of information. This displays the latest information about the customer.

• Customer - This section displays details related to the customer associated with the selected risk assessment.
• Accounts - This section displays the details related to the customer's account.
• Online Accounts - This section displays the details related to the customer's online account.
• Address - This section displays the text that describes the customer's residential location.
• Phone - This section displays the contact details of the customer.
• Email Address - This section displays the mailing address of the customer.
• Risk Information - This section displays the value of various types of risk associated with the customer.
• Risk List Membership - This section displays the watch lists associated with the selected customer.
• Anticipatory Profile - This section displays all the anticipatory profiles associated with the selected customer.
• Insurance Policy - This section displays the terms and conditions of the contract of insurance.
• Customer Identification Documents - This section displays the customer identification document details associated with the selected customer.
• Customer Party Relationship - This section displays the details of the customer and party's relationship.
• Related Party Address - This section displays the text that describes the party's address.
• Related Party Identification Documents - This section displays the identification document details of the party associated with the selected customer.