Defining a Customer Registration Template

Prerequisites

To define a customer registration template, you should have:

  • Customer registration template business objects defined in the application

  • Template categories defined in the application

  • Template pages and sections defined in the application

Procedure

To define a customer registration template:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select C and then click Customer Registration Template.
    A sub-menu appears.
  3. Click the Add option from the Customer Registration Template sub-menu.

    The Select Business Object screen appears. It contains the following field:

    Field Name Field Description Mandatory (Yes or No)
    Customer Registration Template Business Object Used to indicate the business object using which you want to define the customer registration template. The valid values are:

    • Customer Registration Template - Banking - Used to indicate that you want to define a customer registration template using the C1-CustomerRegistrationTmplBK business object.

    • Customer Registration Template - Health Care - Used to indicate that you want to define a customer registration template using the C1-CustomerRegistrationTmplHC business object.

    		 Yes
    Tip: Alternatively, you can access the Select Business Object screen by clicking the Add button in the Page Title area of the Customer Registration Template screen.
  4. Select the required customer registration template business object from the respective field.
  5. Click OK.

    The Customer Registration Template for Banking or the Customer Registration Template for Healthcare screen appears depending upon the selected business object. It contains the following sections:

    • Main - Used to specify basic details about the customer registration template.

    • Template Pages - Used to add template pages and its related sections for the customer registration template.

    • Main - The Main section contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Template Used to specify the customer registration template. Yes
      Template Category Used to indicate the category for which you want to define the customer registration template. The valid values are:

      • Account

      • Person

      • Policy

      • Policy Plan

      Note: The Policy and Policy Plan options appear when you are defining a customer registration template using the C1-CustomerRegistrationTmplHC business object.
      		 Yes
      Business Object Indicates the business object using which you want to define the customer registration template. Not applicable
      Description Used to specify the description for the customer registration template. Yes
      Detailed Description Used to specify additional information about the customer registration template. No
  6. Enter the required details in the Main section.
  7. Add the template pages and template sections for the customer registration template in the Template Pages section.
  8. Set the field attributes for the template sections in the Template Pages section.
  9. Click Save.
    The customer registration template is defined.

Related Topics

For more information on... See...
Customer Registration Template screen Customer Registration Template
How to add the pages and sections in a customer registration template Adding the Pages and Sections in a Customer Registration Template
How to set the field attributes for a template section Setting the Field Attributes for a Template Section