Customer Module Overview

Questions and Answers

What information does the General Information tab manage for a customer?

Email addresses and branch details

Customer code, name, address, and mobile phone (correct)

Deposit account details and transaction history

Credit line limit and collateral information

Which tab is responsible for managing the collateral of a customer?

Relation Deposit Information

Activity

Credit line Information

Mortgage (correct)

What factors can affect the credit line limit of a customer?

Account balance and mobile phone number

Credit score and collateral (correct)

Branch location and customer type

Customer age and occupation

The Activity tab provides what type of information?

History of transactions and changes related to the customer Signup and view all the answers

What does the Other Information tab manage?

Additional contact details and a secondary branch Signup and view all the answers

Which of the following is NOT a tab in the Customer module?

Transaction Details Signup and view all the answers

What type of customers can be included in the Customer profile?

Both individual and enterprise customers Signup and view all the answers

Which tab provides information about a customer's accounts?

Relation Deposit Information and Relation Credit Information Signup and view all the answers

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

General Information:
- Contains essential customer details like customer code, name, address, mobile phone, gender, and type.
- Signature information accessible via a pen icon.
Other Information:
- Manages additional contact details such as alternate address, mobile phone, email, and branch association.
Credit Line Information:
- Oversees customer credit limits which vary by individual.
- Limits can be adjusted based on factors like credit score and collateral.
Relation Deposit Information:
- Displays all deposit accounts associated with the customer.
Relation Credit Information:
- Lists all credit accounts linked to the customer.
Mortgage Tab:
- Manages customer collateral information.
Activity Tab:
- Records and shows the history of transactions or changes related to the customer.

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.