Page 9 - Finacle 10 HandBook

Essential Inquiry Menus : Page - 05

Sl Content Work area Module Remarks

Father, Mother, Spouse name, Select “CIF Retail” Edit Entity, Enter CB, Submit, Click
04 A/C Basic CRM
Date of birth, A/c SOL, RM code on CB no. Select General, Select Basic Info.
Information
(Customer Select “CIF Retail” Edit Entity, Enter CB, Submit, Click
Details) Contact address (Home, Mailing, CRM on CB no. Select 'Contact', Click on 'Explore' sign to
Work)
see details

Select “CIF Retail” Edit Entity, Enter CB, Submit, Click
NID, Passport, E-TIN no CRM
on CB no. Select 'Identification Document Details'

Select “CIF Retail” Edit Entity, Enter CB, Submit, Click
CIF Currency Details CRM
on CB no. Select Currency

Select “CIF Retail” Edit Entity, Enter CB, Submit, Click
Mobile no, Email address CRM
on CB no. Select 'Contact', Select Phone & Email