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Peoplesoft CRM Mph Citiceemea Pol Fitgap 1.0

Peoplesoft CRM Mph Citiceemea Pol Fitgap 1.0

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Published by rahulagrawal_sd

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Categories:Types, Business/Law
Published by: rahulagrawal_sd on Mar 28, 2009
Copyright:Attribution Non-commercial


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Revision Information
v 0.2 Date: 02/20/2003v 0.3 Date: 02/21/2003v 0.4 Date: 02/27/2003v 1.0 Date: 03/03/2003
FIT-GAP AnalysisS ReferenFunctionalityOOTBCustomization Level
Polish Interface to be providedNoComplete UI
2.1Consolidated view of the customer
NoYesPage/AttributeNoAttributeDisplay Financial Accounts of the Consumer in the 360 degree viewNoDisplay Wave details of the Consumer in the 360 degree viewNoPage / AttributeDisplay Lead details of the Consumer in the 360 degree viewNoPage / AttributeYesYes
Additional fields to be provided for customer searchYesScreen design
Display PESSEL ID and the list of all corresponding GRB numbers inthe drop-down box for a consumer in the 360 degree viewRecord, screen designand peoplecodeDisplay basic Contact information of the Consumer in the 360degree viewDisplay additional demographic and financial information of theConsumer in the 360 degree viewAdd sub-page to the360 view to displayfinancial accountsDisplay Interaction details with the customer in the 360 degreeviewProvision of hyperlinks to navigate to other areas of theapplication.
Customer data upload from HostNoCustomer data from host is read only.NoPageNew attributes for customer as identified in requirementsNoAttributeUpload of customer analytical attributes from MIS work areaNoCode/C.I.'s/App EngineNoPage / AttributeOptimum contact maintenance based on customer segmentNoPage/AttributeNoCodeNoCode/App EngineNoReset optimum number of contacts once the period is completedNoApp Engine program
2.3Customer Address
YesUpload(one time and delta) of customer addresses from hosts.NoAddress details should be read-onlyNoPageStore structured and unstructured addressesNoBuild view to display data based on PESELNoNew screen
2.4Customer Phone
Upload (onetime and delta) of phone numbers NoCode/MessageConfigurationMaintain optimum number of contacts for a period that the Bankshould make at the following levels - Customers, Product AndchannelsUpdate optimum contact on execution of campaign. In case thewave execution is stopped and the customer has not yet beencontacted, decrement the optimum number of contacts by oneOn execution of wave, check if optimum number of contact hasbeen reached. If yes, add to reject fileExport optimum number of contacts to MIS work area. This will beused for list generationApp Engine program/Integration brokerAttribute to store the purpose of the address, eg. Credit cardstatement address, mailing address etc.Integration brokerconfiguration/ MessagedefinitionIntegration brokerconfiguration/ Messagedefinition/File layoututility
NoNew phone type- SMS Alert Number.YesBuild view to display data based on PESELNoNew screen
2.5 Relationships
NoUpload (onetime and delta) of relationships from host NoBuild view to display data based on PESELNoNew screen
Basic information fields to be displayed for various Account types.NoAdditional fields to be displayed for various Account typesNoAttributeYesScreen designUpload from various product processors for account detailsNo
2.7Customer Information File - CIF
2.9CIF - Data modelNoData model to be built2.10No
2.11 De-duplication Process
Addressed in Prospect Management
2.12 Customer Management
YesUpload Mobile numbers from the Citiphone system as a daily batchuploadIntegration brokerconfiguration/ Messagedefinition/File layoututilityAbility to maintain relationships between Consumer and Accountseg. Joint, Single or Guarantor.Page, BORMconfigurationIntegration brokerconfiguration/ Messagedefinition OR ETL/Filelayout utilityPeoplecode /MessagingThe Financial Account screen to vary according to the accounttype. Screens to be read-onlyMessaging/Filelayouts/ peopleCodeAvailability of the data in CIFBranch masterOccupationAddress Type etc.The CRM application to hold the information about 3 kinds of contacts: Individual customers, Prospects, Company.

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