Podcast
Questions and Answers
What information does the General Information tab manage for a customer?
What information does the General Information tab manage for a customer?
Which tab is responsible for managing the collateral of a customer?
Which tab is responsible for managing the collateral of a customer?
What factors can affect the credit line limit of a customer?
What factors can affect the credit line limit of a customer?
The Activity tab provides what type of information?
The Activity tab provides what type of information?
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What does the Other Information tab manage?
What does the Other Information tab manage?
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Which of the following is NOT a tab in the Customer module?
Which of the following is NOT a tab in the Customer module?
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What type of customers can be included in the Customer profile?
What type of customers can be included in the Customer profile?
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Which tab provides information about a customer's accounts?
Which tab provides information about a customer's accounts?
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Study Notes
Customer Profile Overview
- Central feature of the Customer module for managing customer information.
- Supports both individual and enterprise customers.
- Comprises 8 tabs for different types of information.
Tabs in the Customer Profile
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General Information:
- Contains essential customer details like customer code, name, address, mobile phone, gender, and type.
- Signature information accessible via a pen icon.
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Other Information:
- Manages additional contact details such as alternate address, mobile phone, email, and branch association.
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Credit Line Information:
- Oversees customer credit limits which vary by individual.
- Limits can be adjusted based on factors like credit score and collateral.
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Relation Deposit Information:
- Displays all deposit accounts associated with the customer.
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Relation Credit Information:
- Lists all credit accounts linked to the customer.
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Mortgage Tab:
- Manages customer collateral information.
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Activity Tab:
- Records and shows the history of transactions or changes related to the customer.
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Description
This quiz explores the essential features of the Customer module, focusing on the management of customer profiles for both individuals and enterprises. Covering key tabs such as General Information, Credit Line Information, and more, it provides insights into handling customer data efficiently.
