Individual Customer Information
Last updated
Udara360 User Guide
Last updated
The Individual Customer Information tool empowers CBA operators to manage customer accounts effectively. This page serves as the primary resource for creating current or savings accounts for individual customers. Here, operators can create and modify individual customer account information.
Log into the application using your credentials.
From the dashboard, navigate to Accounts in the side menu.
Select Customer Information from the dropdown list.
Choose Individual from the Customer Information dropdown list.
To add a new customer information:
Click on the Add button located at the top of the page.
Fill in the required customer's Personal Information.
Click Next and fill in the Next of Kin details.
Click Next and fill in the customer's Work Information.
Click Next, Upload the necessary document, and specify the document type.
Click Submit to create the account.
Confirm the action by clicking the “Yes, I want to proceed” button.
Once customer information has been successfully created, you can copy thecustomerID and use it to create a savings/current account for your customer by visiting the Current and Savings page.
To modify existing customer information.
In the Actions column, click the three vertical dots (⋮) next to the customer information you wish to edit.
Select Modify from the dropdown menu.
Update the customer's relevant details.
Click Submit to save and apply the changes.
Confirm the action by clicking the “Yes, I want to proceed” button.
To view the details of a group or corporate account:
In the Actions column, click the three vertical dots (⋮) next to the account you want to view.
Select View from the dropdown menu.
This will display all customer information.
