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Party Management
The functionality of the
party management allows inserting and modifying business-involved
parties. Currently the following parties are included:
· Customer Service
Representative (CSR)
· Customer
· Custodian
C S R
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Search |
Search a CSR by using the search-criteria
name, first name and status. A list with all found CSR's due
to the search criteria will be displayed. By selection one CSR
from the list, the detail information inclusive all assigned
customers will be displayed. |
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Create |
Create a CSR by entering several
attributes like name, middle name, first name and birth date. |
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Modify
/ Delete |
Modify or Delete (logically)
an existing CSR. It depends on the status if it's allowed to
modify or delete a CSR. |
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Create
relationship |
Assign a selected customer
to the CSR for whom he is responsible. |
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Reassign
customer |
Assign an other customer to
the CSR for whom he is responsible. |
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Details
relationship |
Display detail information
about the relationship from the CSR to a customer. |
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Inactivate
/ reactivate Relationship |
An assignment between a CSR
and a customer can be inactivated (and afterwards be reactivated). |
C u s t o m e r
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Search |
Search a Customer by using
the search-criteria pseudonym and status. A list with all found
customers due to the search criteria will be displayed. By selection
one customer from the list, the detail information inclusive
all assigned CSR's will be displayed. |
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Create |
Create a customer by entering
several attributes like pseudonym, base currency, language, nationality,
etc.. |
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Modify
/ Delete |
Modify or Delete (logically)
an existing customer. It depends on the status if it's allowed
to modify a customer. |
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Inactivate
/ reactivate |
A customer can be inactivated
(and afterwards be reactivated). |
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Lock
/ Unlock |
A customer can be locked (and
afterwards be unlocked). |
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Create
Relationship |
Assign a selected CSR to the
customer for whom the CSR is responsible. |
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Reassign
CSR |
Assign an other CSR to the
customer for whom the CSR is responsible. |
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Details
relationship |
Display detail information
about the relationship from the customer to a CSR. |
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Inactivate
/ reactivate Relationship |
An assignment between a customer
and a CSR can be inactivated (and afterwards be reactivated) |
C u s t o d i a n
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Search |
Search a Custodian by using
the search-criteria short name, SWIFT Address and status. A list
with all found custodians due to the search criteria will be
displayed. Selection one custodian from the list will display
the detail information. |
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Create |
Create a custodian by entering
several attributes like name, short name, contact, SWIFT-Address,
etc. |
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Modify
/ Delete |
Modify or Delete (logically)
an existing custodian. It depends on the status if it's allowed
to modify a custodian. |
next |