FEROZ BAIG

Hyderabad.
+91-9966213255, feroz.crm@gmail.com

Requirement ID: MIPS#7890

Create the below Object: “Customer Demographics” with the below required fields and customize the
Layout as per the below mockup screen.

Data Model Description:

Sno Customer details Data entry Pick List Mandatory

Customer demographic details

1 First Name Y y
2 Last Name Y y
3 Date of birth Y y
Y
4 Gender N (M, F) y
Y
5 Residence address y
Y
6 Permanent address y
Y
7 Temporary address
Y
8 No: of years in the current residence address (0,1,2,.. 30) y
If < = 1 year for Q#7 please, furnish previous
9 address Y
Y
10 No: of years resided in the previous address Q#8 (0,1,2,.. 30)
Y
11 Residence owned / rented (Owner, Rented) y
12 Residence no. Y y
13 Mobile no. Y
14 Nationality Y y
15 PAN number / SSN / National Identity no Y y
16 Purpose of investments Y y
 (Tax Savings, Retirement Plan,
Security & Assurance, Savings)
Default : Security & Assurance
Occupation details
Y
(Profession, Salaried, Business,
17 Occupation type Student) y
Y
(Banking, Finance, Insurance,
Manufacturing, Education,
18 Employment Sector Technology, Chemical, Other) y
19 Company name Y
20 Office address Y
21 Office no. Y
22 Employment details Y
23 If self employed details on the business Y
Y
(Banking, Finance, Insurance,
Manufacturing, Education,
24 If salaried, details on the profession Technology, Chemical, Other)
25 Designation Y
26 No of years in current employment Y
Other information required
27 Number of dependents Y N Y
28 Number of dependents with relationship details Y N Y
Product Preferences
Y
(Life Insurance, Disability
Insurance, Health Insurance, Auto
29 Policy type preferred N Insurance) Y
30 Total Policy amount preferred Y Y
Y
31 No: of years preferred N (1,2,3,…..25) Y
Y
(<=10000, 10001-20000, 20001-30000,
32 Premium preferred range per annum N 30001-40000, 40001-50000) Y
Y
(Child Plan, Endowment Type,
33 Product type requirement N Term Life, Money Back, Retirement) Y
Y
(Health, Travel, Motor, Marine,
34 Product category requirement N Commercial) Y
Current Insurance Policy Details

2
 Y
(Whole Life, Endowment, Money
35 Type of Policy N Back, Unit Linked) Y
36 Insurance Provider Y Y
37 Policy Start Date Y N Y
38 Policy Expiry Date Y N Y
39 Sum Assured Y N Y
40 Death benefit Y N Y
41 Surrender Value Y N Y

Mockup Screen: