Create and Manage Customer
Creating customer profile within the bank's customer database or CRM system enables the banks to target specific customer segments with personalized messages and offers.
Create Customer
POSTCreate a customer with the information such as customer contact information, residence details, legal document details, occupation details and relationship details, etc provided by the user. It allows to create a customer with system generated id.
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Create a customer relationship for a customer with details such as type of relationship, party information, related as, owning details, role & purpose of relationship
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Update customer details with the information such as customer contact information, residence details, legal document details, occupation details and relationship details, etc provided by the user
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Update customer relationship for a customer with details such as type of relationship, party information, related as, owning details, role & purpose of relationship
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Retrieves the customer details such as customer contact information, residence details, legal document details, occupation details and relationship details for the specific customer
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Retrieves customer relationship details such as type of relationship, party information, related as, owning details, role & purpose of relationship for specific party or customer
Asset Maintenance - Equipments
Manage tangible asset lifecycle
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Updates the valuation details of fixed assets that fall under classification of asset - Equipments
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Updates the incident details of fixed assets that fall under classification of asset - Equipments
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Updates the insurance details of fixed assets that fall under classification of asset - Equipments
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Updates the maintenance details of fixed assets that fall under classification of asset - Equipments
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Updates the inspection details of fixed assets that fall under classification of asset - Equipments
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Updates the usage details of fixed assets that fall under classification of asset - Equipments
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Updates the officer details who is dealing with the fixed asset that fall under classification of asset - Equipments