Customer Relink

The Customer Relink feature allows CBA operators to link or relink a customer’s profile to one account within the system. This functionality is beneficial when a customer possesses multiple customer IDs and needs to eliminate irrelevant IDs to ensure that the customer retains only one.

Accessing the Customer Relink Page

1. Log into the application using your credentials.

2. From the dashboard, navigate to Accounts in the side menu.

3. Select Customer Information from the dropdown list.

4. Choose Customer Relink from the Customer Information dropdown list.

Relink Customer Account

1. Click on the Search Button

2. Under the Valid Customer ID section, fill in the valid customer ID you want to retain.

3. Click on the Search Button

4. Under the Invalid Customer ID section, provide the additional customer ID you want to unlink/expunge from the customer account.

5. Click on the Search Button.

6. Click the Relink Customer Button.

7. Confirm the action by clicking the “Yes, I want to proceed” button.