Person Information
The Person Information zone displays the details of the person. It contains the following sections:
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Main - Displays the basic information about the person. It contains the following fields:
Field Name Field Description Person Information Displays information about the person. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the person.Person Type Indicates the type of the person. The valid values are: -
Business
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Bill Group
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Group
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Broker
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Person
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Parent Customer
Date of Birth Displays the date when the person was born. Note: This field appears when the respective data is available for the person. -
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Person Names - Lists the primary and non-primary names of the person. It contains the following columns:
Column Name Column Description Name Type Indicates the type of the name. Person Name Displays the name of the person. -
Person Identifiers - Lists various types of identification associated with the person. It contains the following columns:
Column Name Column Description Person Identifier Type Indicates the person identifier type. Person Identifier Displays the value of the person identifier type. -
Contact Information - Displays the contact details of the person. It contains the following fields:
Field Name Field Description Country Indicates the country where the person is located. Address 1 Displays the first line of the person’s address. It may contain details, such as house number and apartment name. Address 2 Displays the second line of the person’s address. It may contain details, such as street name. Address 3 Displays the third line of the person’s address. It may contain the landmark details. Address 4 Displays the fourth line of the person’s address. House Type Indicates the type of the house. Number 1 Displays the numeric information, if any, related to the address. Number 2 Displays the numeric information, if any, related to the address. In City Limit Indicates whether the person resides within the city limit or not. The valid values are: -
Yes
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No
City Displays the city where the person is located. Geographic Code Displays the geographic code of the address. County Displays the county where the person is located. State Indicates the state where the city or county is located. Postal Displays the postal or zip code of the address. Email ID Displays the e-mail ID of the person. Note: The above mentioned fields appear in the Contact Information section when the respective data is available for the person. -
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Phone Details – Lists the phone details of the person. It contains the following columns:
Column Name Column Description Phone Type Indicates the type of the phone number. Phone Number Displays the phone number of the person. Extension Displays the telephone extension number (if any). -
Person Collection – Lists the person’s collection and advance deposit details. It contains the following fields:
Field Name Field Description Collection Class Displays the separate delinquency process created for the accounts belonging to the collection class. Last Credit Review Date Indicates the date when the account's debt was last reviewed. Drag Days Displays the additional grace days offered at the account level. Advance Deposit Amount Displays the advance deposit amount which is specified when the advance deposit level is set to PG. Note: This field appears only when the advance deposit level for a parent customer is set to PG.Advance Deposit Grace Days Displays the advance deposit grace days which are specified when the advance deposit applicability is set to Y. Note: This field appears only when the advance deposit level for a parent customer is set to PG.Advance Deposit Level Indicates whether you want to park the advance deposit received from the group customer at the parent customer or policy level. The valid values are: -
PG
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POLI
Note: The fields in the Person Collection section appear only when the data is available. -