Friday, May 20, 2016

CIF Operations

The menu for creation of CIF(Customer Information File) is CCRC but the most important point is check whether the customer is existing customer or using the menu CDEDUP then select function as " ADD " and click on Go.Make a practice to check for the customer is existing or not in order to overcome the duplication. 


CDEDUP:-

  This menu is used for checking whether the customer is existing customer or not which is very important for tracing the no of accounts held by the customer.It will have 10 parameters better to search by last name and postal code


CMRC

 For  modification of existing and migrated accounts CIFs we have to change the title,DOB,Documents and address details in this menu.

Try to use the old CIFs only before creating new one.

 HCCA

  For merging of CIFs if the customer is having more than 1 CIF.

HCRV

  To find the no of accounts for a particular customer.

Hi friends in this tutorial I am gonna guide you simple steps how to create
CIF(Customer Information File).


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