Customer Menu
At the end of this topic users will be able to:
Create new individual customer
Create new non-individual customer
Validate and commit customer record
Create and activate prospect customer
Amend customer and prospect customer
Set, remove, authorize and delete posting
restrictions
Operate customer and prospect enquiry and
search
Create New Individual Customer
Create New Individual Customer
Fill in all personal details like
Full name: write full name of individual customer
Given name: write first and middle name of the
customer
Former Name: If the customer changes the name with
court the previous name will write on this place
Title: This field contains various title values;
accordingly, you can select the appropriate title
Mother’s Full Name: write full name of customer’s
mother name
Date of Birth: specifies the customer date of birth.
R21 with convert Ethiopia calendar
Create New Individual Customer
Fill in all personal details like
to Gregorian and vice versa
Gender: select according to gender of the customer
Mnemonic: Specifies an alternative easy means of
referencing the customer. In order to avoid customer
duplication, Mnemonics validation rule has defined.
Therefore, the first character will receive from First
name Frist latter, from middle name Frist latter and
from last name first letter and the remaining character
will be numeric which is received from date of birth and
define in default 01.
Marital Status: select the marital status of the
customer from dropdown lists.
Create New Individual Customer
Create New Individual Customer
Physical Address: allows definition of the customer’s physical
address and fill the following fields accordingly: Country,
Town/City, Region, Sub city, Woreda, Kebele, House No, Street
Create New Individual Customer
Employment: Fill all the Employment information of the
customer
Create New Individual Customer
Other Information: Fill all the other information
of the customer
Create New Individual Customer
Create New Individual Customer
Classification: Fill all the Classification of the customer.
Create New Individual Customer
Contact detail: - on this tab we have to
insert customer’s phone number, email
address…
Create New Individual Customer
Communication Detail:
Internet Banking: Select yes if the customer
uses internet banking service
Mobile Banking: Indicate whether the
customer is subscribed to the mobile banking
service or not.
Alerts with SMS
Create New Individual Customer
After complete the customer information
click validate and commit the record.
Create New Individual Customer
Finally, transaction complete message will pop
up
Now you are able to create a customer record
successfully.
Authorize / Delete Customer
Now you are able to create a customer
record successfully
Click on Retail operation > customer
Menu> Authorize/Delete customer
Authorize / Delete Customer
Then Insert customer number or Mnemonic
and click on find
Authorize / Delete Customer
Then Click on authorization deal.
Authorize / Delete Customer
After authorizing the customer transaction
complete message will pop up.
Create New Non-Individual
Customer
Retail operations > Customer > Create
New Non-Individual Customer
Create New Non-Individual
Customer
Fill in the information
Name of Entity: - write full name of the New Non-
Individual customer.
Abbreviated Name: - write full name of the New Non-
Individual customer.
Mnemonic: Specifies an alternative easy means of
referencing the customer. In order to avoid customer
duplication, Mnemonics validation rule has defined.
Therefore, From the name of Institution 9 alpha character
will be resaved which is “GEDABENG” and the remaining
character will be numeric which is Define in defaults 01.
Date of Registered: specifies the customer date of
registration. R21 with convert Ethiopia calendar to
Gregorian and vice versa
Create New Non-Individual
Customer
Create New Non-Individual
Customer
Create New Non-Individual
Customer
Insert Contact Detail of the Corporate: -
Create New Non-Individual
Customer
Communication Detail of the Corporate: -
Create New Non-Individual
Customer
After complete the customer information
click validate and commit the record
Create New Non-Individual
Customer
After committing the record, the transaction
complete message will appear which shows
that you are able to create the record
successfully
Authorize/Delete customer
Click on Retail operation > Customer >
Authorize New Non-Individual customer
Authorize/Delete customer
Insert customer number and click on find.
Authorize/Delete customer
Click on Authorize button.
Authorize/Delete customer
After authorization transaction complete
message will pop up.
Create Prospect Customer
Prospective customers are the ones who are
not yet a customer of the bank, but may
become a customer in the near future.
Click on Retail operations > Customer >
Create New Individual customer
Create Prospect Customer
Insert physical address and click on validate
and commit.
Create Prospect Customer
After committing the record, the transaction
complete message will appear which shows
that you are able to create the record
successfully
Activate Prospect Customer
Click on Retail operations > Customer >
Activate Prospect Customer
Activate Prospect Customer
Insert prospect customer number and click
on find
Activate Prospect Customer
Click on activate prospect icon
Activate Prospect Customer
Fill all the necessary information
Activate Prospect Customer
Insert physical address of the customer
Activate Prospect Customer
Activate Prospect Customer
After committing the record, the transaction
complete message will appear which shows
that you are able to create the record
successfully
Amend customer
Click on Retail operations > Customer >
Amend Customer
Amend customer
Insert customer number and click on find.
Amend customer
Click on Single Customer View button
Amend customer
Click on amend button.
Amend customer
Amend customer
After click on amend icon we can amend any
information of the customer, like name, phone
number, mnemonic, Birth date…
Amend customer
After amending the required information
click on validate and commit.
Amend customer
Insert customer number and click on find.
Amend customer
Click on Single Customer View button.
Amend customer
Click on amend button.
Amend customer
After click on amend icon we can amend any
information of the customer, like name, phone
number, mnemonic, Birth date…
Amend customer
After amending the required information
click on validate and commit.
Authorize Amend Customer
Click on Retail Operations > Customer >
Authorize/Delete Customer
Authorize Amend Customer
Insert customer number and click on find.
Authorize Amend Customer
Authorize Amend Customer
After committing Txn Complete message will
pop up.
