Agents can use the Find Customer option to search for customers who want to change their personal information, mobile phone numbers, or security questions and answers. Agents can also view customer transactions, and verify a customer's information for validation. You can search for customers by mobile phone number, last name, first name, display name, e-mail address, street, city, postal code, Identification OrgUnit, or Customer OrgUnit. All search parameters are optional.
|Standing Data||Customer information, such as name, date of
birth, customer type, address, fees and limits, mobile phone
number, and security information. You can make changes on the
customer's behalf, and reset the customer's PIN, offline PIN,
password, and mobile phone number. You can also deactivate a
customer or set a black-list reason. If you deactivate a
customer, you must select a cancellation reason; the customer is
disabled and does not appear in the search results.
Note Deactivation is permanent. To block a customer temporarily, use the Black List feature.
|Accounts||Accounts in the consumer's wallet. You can
add, edit, remove, or block (disable) payment instruments on
behalf of the consumer. You can also transfer funds between
accounts and set up balance alerts on behalf of the consumer.
|History||Tracks data changes, such as time zones and preferences, and unsuccessful login attempts.|
|Contacts||Agent's justification history, which explains reasons for viewing consumer information. You can close an open contact. You can also edit an open contact, but you cannot edit a closed contact.|
|Transactions||Consumer's transaction history.|
|Agent Transactions||Transactions made by the agent on the consumer's behalf.|
|Attachments||Consumer-related attachments, such as a scanned ID for proof of identification. You can add other attachments such as an invoice.|
|Bill Configuration||Current bills configured for the consumer. You can add, edit, or remove a bill configuration on the consumer's behalf.|
|Open Bills||All open bills for the consumer. You can pay a bill on the consumer's behalf.|
|Bill History||The consumer's bill history.|
|Messages||All SMS messages sent to the consumer, such as resetting a PIN; this does not include the registration one-time password (OTP).|
|Contact Points||Contact points for the consumer, which can include e-mail addresses and mobile phone numbers. You can add, edit, or remove contact points on the consumer's behalf.|
|Mobile Alerts||Mobile alerts that are set up for the consumer's payment instruments. You can add, edit, or remove mobile alerts on the consumer's behalf.|
|Synchronization History||Synchronized results of all completed operations and pending operations.|
|Service Packages||Use this option to assign service packages to an individual banking consumer.|