Preview Confirmation Details

Introduction

This screen displays the complete personal details of the customer with the updated information before submitting it to backend CRM system for updating.

A customer would view the details and has to authorize before submitting it to CRM system.

Navigation

The following is the navigation for this option:

• Click Update button in Personal Details screen.

• The Preview Confirmation Details screen is displayed.

What you can do

The table below provides a brief description of the data that must be specified on the screen and the functions you can perform:

Field

Description

Personal Details

Name

Displays the Salutation, First, Middle and Last name of the customer. All these values can be modified.

Preferred Address

Displays the preferred address of the customer. From the drop-down list, select the type of preferred address to modify.

Valid Values:

Work Address

Home Address

Communication Address.

Preferred Phone

Displays the preferred phone of the customer. From the drop-down list, select the type of preferred phone to modify.

Valid Values:

Fax number

Communication Phone Number

Home Phone Number

Work Phone Number

Mobile number

Preferred Email

Displays the preferred e-mail ID of the customer. From the drop-down list, select the type of preferred e-mail to modify.

Valid Values:

Work Email id

Home email id.

Home Address Details

Mailing Address

Displays the home address for mailing purpose. It includes House number, Building level, Street number, Street name, Suburb, Locality, Town, City, State or Province, Country, Postal Code, and Address since. All these fields can be modified.

Note:

For State/Province use the Look Up button to search the state/province.

The Find Address button is visible only if property manager parameter PAF_CONFIGURED is set as ‘Y’. Using this button, customer is able to search for the verified addresses based on the postal code.

Work Address Details

Mailing Address

Displays the work address for mailing purpose. It includes House number, Building level, Street number, Street name, Suburb, Locality, Town, City, State/Province, Country, Postal Code, Address since. All these fields can be modified.

Note:

For State/Province use the Look Up button to search the state/province.

The Find Address button is visible only if property manager parameter PAF_CONFIGURED is set as ‘Y’. Using this button, customer is able to search for the verified addresses based on the postal code.

Communication Address Details

Communication Address

Displays the communication address of the customer. It includes House number, Building level, Street number, Street name, Suburb, Locality, Town, City, State/Province, Country, Postal Code, Address since. All these fields can be modified.

Note:

For State/Province use the Look Up button to search the state/province.

The Find Address button is visible only if property manager parameter PAF_CONFIGURED is set as ‘Y’. Using this button, customer is able to search for the verified addresses based on the postal code.

Contact Details

Other Contact Details

Home Phone Number

The residence phone number along with the country and state code if any.

Work Phone Number

The work phone number along with the country and state code if any.

Communication Phone Number

The number on which the user would like to be communicated.

Mobile Number

The mobile phone number along with the country and state code if any.

Fax Number

The fax number along with the country and state code, if any.

Personal Email ID

The personal e-mail ID of the customer.

Work Email ID

The work e-mail ID of the customer.

Work Extension Number

The work extension number of the customer.

Additional Details

Remark

Specify the remarks, if any.

Confirmation Details

User Id

Specify the internet banking user ID. Customer can select the type of authorization mode like:

• Transaction password

• Secure token password

• SMS based mobitoken

• Device based mobitoken

• Digital Signature

If the customer selects SMS based mobitoken, then the customer has to click Generate Token button to generate the token which would be received on the registered mobile number.