Copying a Customer Registration

Instead of creating a customer registration from scratch, you can create a new customer registration using an existing customer registration. This is possible through copying a customer registration. On copying a customer registration, the details including the characteristics are copied to the new customer registration. You can then edit the details, if required.

Prerequisites

To copy a customer registration, you should have:

  • Customer registration (whose copy you want to create) defined in the application

  • Divisions, customer segments, customer tiers, and access groups defined in the application

  • Name types, phone types, and person identifier types defined in the application

  • Address type codes and countries defined in the application

  • Characteristic Types defined in the application

  • Relationship types defined in the application

  • Customer class, invoice currencies, account categories, bill cycles, accrual cycles, account identifier types, auto pay source codes, auto pay methods, auto pay route types, account relationship types, bill formats, address sources, bill route types, and collection class defined in the application

    Note: The collection class is required when you are copying a customer registration which is created using the C1-CustomerRegistrationBanking business object.

  • Deal review frequencies and currency codes defined in the application

    Note: These prerequisites are required when you are copying a customer registration which is created using the C1-CustomerRegistrationBanking business object.
  • Policy types and policy person roles defined in the application.
    Note: These prerequisites are required when you are copying a customer registration which is created using the C1-CustomerRegistrationHC business object.

Procedure

To copy a customer registration:

  1. Search for the customer registration in the Customer Registration screen.
  2. Click the Copy (The Duplicate Icon) icon in the Copy column corresponding to the customer registration whose copy you want to create.

    The Customer Registration screen appears. It contains the following pages:

    • Main - Used to specify basic information about the person.

    • Contact - Used to specify the contact information about the person.

    • Person Characteristics - Used to define a list of characteristics for the person.

    • Hierarchy - Used to define the person to person relationship for the person

    • Accounts - Used to add the account details of the person.

    • Deal - Used to specify information about the deals created for the person.

      Note: This page appears only when you are defining a customer registration using the C1-CustomerRegistrationBanking business object.

    • Policies - Used to specify the policy details of the person.

      Note: This page appears when you are defining a customer registration using the C1-CustomerRegistrationHC business object.

    • Registration Characteristics - Used to define a list of characteristics for the customer registration.

    The Main page contains the following sections:

    • Main - Used to specify basic details about the person.

    • Person Name - Used to add the person names for customer registration.

    • Person Phones - Used to add the person phone details for customer registration.

    • Person IDs - Used to add the person identifiers for customer registration.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Person Type Indicates the person type using which you want to define the customer registration for the person. Not applicable
    Date of Birth Used to specify the date when the person was born. No
    Division Used to indicate the division to which the person belongs. Not applicable
    Person Since Date Used to specify the date from when the person is the main customer. No
    Customer Segment Used to indicate the customer segment to which the person belongs.
    Note: This field appears when you are defining a customer registration using the C1-CustomerRegistrationBanking business object.
    		 No
    Customer Tier Used to indicate the customer tier of the customer segment to which the person belongs.
    Note: This field appears when you are defining a customer registration using the C1-CustomerRegistrationBanking business object.
    		 No
    Access Group Used to indicate the user group that can access the customer registration.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Access Group field. On clicking the Search icon, the Access Group Search window appears.

    		 No
  3. Enter the required details in the Main section.
  4. Add or remove the names of the person in the Person Names section.
  5. Add or remove the phone details for the person in the Person Phones section.
  6. Add, edit, or remove the identifier details for the person in the Person IDs section.
  7. Define, edit, or remove the addresses of the person in the Contact page, if required.
  8. Define, edit, or remove characteristics of the person in the Person Characteristics page, if required.
  9. Define, edit, or remove the person to person relationship for the person in the Hierarchy page, if required.
  10. Add, edit, or remove the account details of the person in the Accounts page, if required.
  11. Add, edit, or remove information about the deals created for the person in the Deal page, if required.
    Note: This page appears when you are defining a customer registration using the C1-CustomerRegistrationBanking business object.
  12. Add, edit, or remove the policy details of the person in the Policies page, if required.
    Note: This page appears when you are defining a customer registration using the C1-CustomerRegistrationHC business object.
  13. Define, edit, or remove characteristics of the customer registration in the Registration Characteristics page, if required.
  14. Click Validate and Save.
    The new customer registration is defined.

Related Topics

For more information on... See...
How to search for a customer registration Searching for a Customer Registration
Search Customer Registration zone Search Customer Registration
How to add name of a person for customer registration Adding the Names of a Person
How to add the phone details of a person for customer registration Adding the Phone Details of a Person
How to add the identifier details of a person for customer registration Adding the Identifier Details of a Person
How to add the contact details of a person for customer registration Adding the Contact Details of a Person
How to define a characteristic for a person Defining a Characteristic for a Person
How to define the hierarchy of a person Defining a Person to Person Relationship for a Person
How to add an account for a person Adding an Account for a Person
How to add a deal information for a person Adding the Deal Information for a Person
How to add a policy for a person Defining a Policy
How to define a characteristic for a customer registration Defining a Characteristic for a Customer Registration