Update Drawing Details
Lending | Billateral Loan | Maintenance

Drawing conditions are initiated to restrict customers, currency, and products for drawdown with overrides. It is set based on the product line, product group, product, property, currency, attribute, value, and message for drawdown under facility level.

Create and Manage Customer
Customer Management | Creation

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 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.

  • Create a customer relationship for a customer with details such as type of relationship, party information, related as, owning details, role & purpose of relationship

  • 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

  • Update customer relationship for a customer with details such as type of relationship, party information, related as, owning details, role & purpose of relationship

  • Retrieves the customer details such as customer contact information, residence details, legal document details, occupation details and relationship details for the specific customer

  • Retrieves customer relationship details such as type of relationship, party information, related as, owning details, role & purpose of relationship for specific party or customer