Adding the Deal Information for a Person

Prerequisites

To add the deal information for a person, you should have:

  • Deal review frequencies and currencies defined in the application.

Procedure

To add the deal information for a person:

  1. Ensure that the Deal Information section is expanded in the Deal page when you are defining, editing, or copying a customer registration.

    The Deal Information section contains the following columns:

    Column Name Column Description Mandatory (Yes or No)
    Deal ID Used to specify the deal which is created for the person. Yes (Conditional)
    Note: This field is required while adding the deal information for a person.
    Start Date Used to specify the date from when the deal is effective for the person.
    Note: The start date cannot be later than the end date.
    		 Yes (Conditional)
    Note: This field is required while adding the deal information for a person.
    End Date Used to specify the date till when the deal is effective for the person.
    Note: The end date cannot be earlier than the start date.
    		 Yes (Conditional)
    Note: This field is required while adding the deal information for a person.
    Deal Review Frequency Used to indicate the periodic analysis of the deal usage as per the commitments made by the person. The valid values are:

    • Annual

    • Monthly

    • Weekly

    		 Yes (Conditional)
    Note: This field is required while adding the deal information for a person.
    Currency Code Used to indicate the currency in which the deal is defined in the system.
    Note: The list includes only those currencies which are already defined in the system.
    		 Yes (Conditional)
    Note: This field is required while adding the deal information for a person.
    Prospect Used to indicate whether the person is a prospect customer or not. The valid values are:

    • Yes

    • No

    		 Yes (Conditional)
    Note: This field is required while adding the deal information for a person.
    Relationship Manager Used to specify the name of the relationship manager. Yes (Conditional)
    Note: This field is required while adding the deal information for a person.
    Note: The Deal Information page appears in the Customer Registration screen when you are defining, editing, or copying a customer registration which is created using the C1-CustomerRegistrationBanking business object.
  2. Enter the required details in the Deal Information section.
  3. If you want to add more than one deal information for the person, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a deal information from the person, click the Delete (The Delete Icon) icon corresponding to the deal.
  4. Click Validate and Save.
    The deal information is added for the person.

Related Topics

For more information on... See...
How to define a customer registration Defining a Customer Registration
How to edit a customer registration Editing the Customer Registration Details
How to copy a customer registration Copying a Customer Registration