Retail CIF Addition
Main Tab Sub Tab Field Type Position
Gender Drop Down List Left
Title Sercher Right
Frist Name Text Box Left
Last Name Text Box Left
Short Name Text Box Right
Preferred Name Text Box Right
Date of Birth Calendar Right
Non-resident Indicator Drop Down List Left
Primary SOL ID Sercher Right
Basic Segment Sercher Left
Sub-segment Drop Down List Right
Availed Trade Finance Drop Down List Right
Region Sercher Right
Tax Deducted At Source Sercher Left
Preferred Locale Sercher Right
Enable CRM Alets Drop Down List Left
Primary Relationship Manager
Sercher
ID Left
Native Language Drop Down List Left
Preferred Native Language Sercher Right
Address Tab
Preferred Address Type Drop Down List Left
General
Add Address Details Commond Button
Address Details
Address Format Drop Down List Left
Other Fields Multiple Left/Right
Address Valid From
Save Button Click
Phone and Email Tab Click
Preferred Contact No. Type Drop Down List Left
Preferred Email Type Drop Down List Right
Add Phone and Email Commond ButtonClick
Contact Phone Details Multiple Left/Right
Save Button Click
Email Details Multiple Left/Right
Save Button Click
Identification Document Details
Tab Click
Add Identification DocumentTab
Details Clik
Identification Document Details
Multiple Left/Right
Save Button Click
IS Preferred Radio Button Click
Currency Tab Click
Add Currency Button Click
Currency Details Multiple Left/Right
Save Button Click
General Details Multiple Left/Right
Demographic Income and Expenses Details Multiple Left/Right
Submit Button Click
CIF ID is Created Message Box Click on OK
Approval Process Window Select Approval Process as 'CIFCustomerAutoApproval10.2
Main Action Sub Action 1 Sub Action 2 Sub Action 3
Select
Click Submit Double Click
Enter
Enter
Enter
Enter
Enter/Select
Select
Click Submit Double Click
Click Submit Double Click
Select
Optional
Click Submit Double Click
Click Submit Double Click
Click Submit Double Click
Select
Click Submit Double Click
Select 'INFENG'
Click Submit Double Click
Click
Optional
Click
Optional
Multiple Multiple Multiple
Select
Select
Multiple Multiple Multiple
Multiple Multiple Multiple
Multiple Multiple Multiple
Multiple Multiple Multiple
Multiple Multiple Multiple
Multiple Multiple Multiple
CIFCustomerAutoApproval10.2'
Remarks
2 Fileds - First Field is Code and Second Field is Description
Full Name is populated once First Name is Enter
Full Name is Suffiexed with Last Name
Part of First Name - used for search
Part of First Name - used for search
Enter DD/MM/YYY Format Minor Indicator, Senior Citizen, Senior Citizen Applicable Date populated
Select 999 from the list
Default Value is 'N', Should be 'Y' for BILL Collection Facility
Value 'N' --> Default Channels for CRM Alerts is disabled
Value 'Y' --> Select Default Channels for CRM Alerts
Default value is 'Mailing'
Address Details Window Opens
Structed is Defaulted, you can select Free Text also
Our database date is 27-01-2016, the date should be prior to 27-01-2016
Address Record is added
Input
Input
Input
Add records for Address and ID Proof
Select any one of them
Input
Input
Input
CID ID Creation - Step by Step
Main Tab Sub Tab Field Type Position Action User Action
Main Select
Drop
Gender Left Sub 1 -
Down List
Sub 2 -
Main Click
Title Sercher Right Sub 1 Submit
Sub 2 Double Click
Main Enter
Frist Name Text Box Left Sub 1 -
Sub 2 -
Main Enter
Last Name Text Box Left Sub 1 -
Sub 2 -
Main Enter
Short Name Text Box Right Sub 1 -
Sub 2 -
Main Enter
Preferred
Text Box Right Sub 1 -
Name
Sub 2 -
Main Enter/Select
Date of Birth Calendar Right Sub 1 -
Sub 2 -
Main Select
Non-resident Drop
Left Sub 1 -
Indicator Down List
Sub 2 -
Main Click
Primary SOL ID Sercher Right Sub 1 Submit
Sub 2 Double Click
Main Click
General General Segment Sercher Left Sub 1 Submit
Sub 2 Double Click
Main Select
Drop
Sub-segment Right Sub 1 -
Down List
Sub 2 -
Main Optional
Availed Trade Drop
Right Sub 1 -
Finance Down List
Sub 2 -
Main Click
Region Sercher Right Sub 1 Submit
Sub 2 Double Click
Main Click
Tax Deducted
Sercher Left Sub 1 Submit
At Source
Sub 2 Double Click
Main Click
Preferred
Sercher Right Sub 1 Submit
Locale
Sub 2 Double Click
Main Select
Enable CRM Drop
Left Sub 1 -
Alets Down List
Sub 2 -
Primary Main Click
Relationship Sercher Left Sub 1 -
Manager ID Sub 2 -
Main Select
Native Drop
Left Sub 1 -
Language Down List
Sub 2 -
Preferred Main Click
Native Sercher Right Sub 1 -
Language Sub 2 -
Remarks
Select Gender Code from Drop Down List
2 Fileds - First Field is Code and Second Field
is Description
Full Name is populated once First Name is
Enter
Full Name is Suffiexed with Last Name
Part of First Name - used for search
Part of First Name - used for search
Enter DD/MM/YYY Format
Minor Indicator, Senior Citizen, Senior
Citizen Applicable Date populated
Select from Drop Down List
Select 999 from the list
Default Value is 'N', Should be 'Y' for BILL
Collection Facility
Select According to the PAN Submission
Value 'Y' - Enabled
Value 'N' - Disabled
Realtionship start date should be by default
system date Please change it to earlier date
on or before BOD Date
Select 'INFENG'
CID ID Creation - Step by Step
Main Tab Sub Tab Field Type Position Action User Action
Main Click
Contact Tab Tab Bar Sub 1 -
Sub 2 -
Main Click
Address Tab Tab Bar Sub 1 -
Sub 2 -
Main Click
Preferred Drop
Left Sub 1 -
Address Type Down List
Sub 2 -
Main Click
Add Address Commond
Right Sub 1 -
Details Button
Sub 2 -
Main Select
Drop
Address Format Left Sub 1 -
Down List
Sub 2 -
Main Select/Enter
Left /
Other Fields Multiple Sub 1 Select/Enter
Right
Sub 2 Select/Enter
Main Click
Commond
Save Left Sub 1 -
Button
Sub 2 -
Main Click
Phone and Email Tab Tab Bar Sub 1 -
Sub 2 -
Main Select
Preferred Contact Drop
Left Sub 1 -
No. Type Down List
Sub 2 -
Main Select
Preferred Email Drop
Right Sub 1 -
Type Down List
Sub 2 -
Main Click
Add Phone and Commond
Left Sub 1 -
Email Button
Sub 2 -
Main Select
Drop
Phone and Email Left Sub 1 -
Down List
Sub 2 -
Main Select/Enter
Type Multiple Multiple Sub 1 -
Sub 2 -
General Contact Main Click
Commond
Save Left Sub 1 -
Button
Sub 2 -
Main Select
Drop
Phone and Email Left Sub 1 -
Down List
Sub 2 -
Main Select/Enter
Type Multiple Multiple Sub 1 -
Sub 2 -
Main Click
Commond
Save Left Sub 1 -
Button
Sub 2 -
Main Click
Identification
Tab Tab Bar Sub 1 -
Document Details
Sub 2 -
Add Main Select/Enter
Left /
Identification Multiple Sub 1 -
Right
Document Details Sub 2 -
Main Select/Enter
Identification
Multiple Multiple Sub 1 -
Document Details
Sub 2 -
Main Click
Commond
Save Left Sub 1 -
Button
Sub 2 -
Main Click
Radio
ISPreferred Left Sub 1 -
Button
Sub 2 -
Main Click
Currency Tab Tab Bar Sub 1 -
Sub 2 -
Main Click
Commond
Add CCY Left Sub 1 -
Button
Sub 2 -
Main Select/Enter
Left /
Currency Details Multiple Sub 1 -
Right
Sub 2 -
Main Click
Commond
Save Left Sub 1 -
Button
Sub 2 -
Remarks
Contact Tab Expands
Address Tab Expands
Default value is 'Mailing'
Address Details' Window Opens
Structed' is Defaulted. User can select
'Free Text'
**Field: Address Valid From
Our database date is 12-12-2016, the date
should be prior to 12-12-2016
Address Record is added. User can add
other types of addresses
Phone and Email' Window Opens
Default value is 'Phone'
Phone Record is added
Select 'Email'
Email Record is added
Identification Document Details Window
Opnes
Identification Document Details Added.
Add One for ID Proof and another for
Address Proof
Currency Tab Opens
Currency Details Window Opens
CCY Record Added. Records can be added
for other currencies also
CID ID Creation - Step by Step
Main Tab Sub Tab Field Type Position Action User Action
Main Click
Demographic Tab Tab Bar Sub 1 -
Sub 2 -
Main -
General Details Tab Tab Bar Sub 1 -
General Sub 2 -
Details Main Click
Nationality Sercher Left Sub 1 Submit
Sub 2 Double Click
Main Select
Drop Down
Demographic Marital Status Left Sub 1 -
List
Sub 2 -
Income and Main Click
Income Expenses Tab Tab Bar Sub 1 -
and Details Sub 2 -
Expenses Main Enter
Details Gross Income Text Box Left Sub 1 -
Sub 2 -
Main Click
Command
Submit Submit Left Sub 1 -
Button
Sub 2 -
CIF ID is created. Message is displayed
Remarks
General Details tab Opens
Default Tab
Code/Description populated
Income and Expenses Details Tab opens
