MicroBanker SRTE: Customer Information

Functions and Features

• Central customer file with protection against the creation of duplicate customer records.
• Customer orientated with instant access to all the customer's accounts, on screen as well as in printed form.
• The system imposes no limit on the number of savings, current, time deposit,share accounts or loan accounts per customer.
• The number of clients and accounts per system is limited only by hard disk space.
• Facility to set relationship between customer records of spouses for instant access to the other spouse.
• Up to four user-defined customer classification codes. Each code consists of up to three characters, alpha or numeric, with a break after the first character for purpose of a second level sub-classification.
• Customer records are accessible by (i) Customer number (ii) National ID number, (iii) Name or part of the customer's name (iv) Any of the customer's accounts (v) One customer classification code.
• Control of age-specific savings products through the customer's date of birth, such as for Senior Citizen and Youth Accounts.
• Maintains historic loan information for each client, which is retrieved when the client applies for a next loan.
• The following customer information fields are maintained in the SRTE: (i) first name (ii) surname (iii) initials (iv) user defined titles (v) national ID number (vi) date of birth (vii) gender (viii) 3 address lines (ix) postal code (x) phone number (xi) user defined civil status (xii) value of securities lodged (xiii) tax code (xiv) spouse's national ID number (xv) spouse's customer number (xvi) spouse's name (xvii) up to four user-defined customer codes.