You can maintain customer relationships for a Certificate of Deposit such that the primary ownership of the account remains single but the account holder is linked to relationships such as Guardian or Custodian using the Customer Relationship Maintenance screen.

1. On the Home screen, from the Certificate of Deposit Services mega menu, under Certificate of Deposits and Maintenances, click Customer Relationship Maintenance or specify Customer Relationship Maintenance in the search icon bar and select the screen.

   The Customer Relationship Maintenance screen is displayed.

   Figure 2-54 Customer Relationshio Maintenance

   
   Description of "Figure 2-54 Customer Relationshio Maintenance"
2. On the Customer Relationship Maintenance screen, click the Search icon or specify the Account Number and press the Tab or Enter key.
   The Primary Holder Details and Relationship Details sections are displayed.

   Figure 2-55 Customer Relationship Maintenance Details

   
   Description of "Figure 2-55 Customer Relationship Maintenance Details"

   Note:

   If there are no existing relations maintained for the account holder, then there are no details displayed in the Realtionship Details section. To add realtionship details, you need to click Add Customer Realtion.
3. You can maintain the required customer relationship details. For more information on fields, refer to the field description table.

   Table 2-38 Customer Relationship Maintenance – Field Description

   Field	Description
   Search By	Users can search for an account number by using any of the available search criteria. The account number is set as the default search option. Users can specify the account number directly in the adjacent field or search for an account number by clicking the Search icon. Users can also search for the specific account number by providing customer ID, account number, or account name. Other search options available in the Search by field are Customer ID, SSN, Mobile Number, and Email. A specific customer ID can be searched by providing the customer name or customer ID. If SSN, mobile, or email IDs are chosen to find an account number, the respective IDs have to be input entirely in the adjacent field for the system to display the account number. For a given search criteria, multiple account numbers may be linked. For example, two or more account numbers can be linked to a single mobile number. In such cases, the system displays all the account number matches and the user can select the relevant account number on which to perform a servicing operation. Note: The label of the field adjacent to the Search by field changes dynamically. For example, if the Account number is chosen as the search criteria, the label of the adjacent field is displayed as the Account Number. If SSN is chosen as the search criteria, then the adjacent field would display the label as SSN.
   Primary Holder Details	This section displays the details of the primary account holder.
   Customer ID	Displays the unique customer ID.
   Customer Name	Displays the customer name of the certificate of deposit acocunt.
   Mode of Operation	Select the mode of operation of the account. The options are: Operated by Gaurdian Operated by Custodian Single
   Relationship Details	This section displays the relationship details maintained for the account holder. Note: To add relation details to a customer, click Add Customer Relation. For more information, refer Add Customer Relation.
   Customer Number	Displays the customer number that was added for adding the relationship.
   Customer Name	Displays the name of the customer linked to the customer ID.
   Role	Displays the role of the relation added.
   Relationship	Displays the relationship added for the account.
   Actions	Displays the following actions that can be performed: : Click this icon, to edit the relationship details that were added for the customer. As you click this icon, a Edit Customer Relation section appears. : Click this icon, to delete the relationship details that were added for the customer.

   To add customer relation details:
   1. In the Relationship Details section, click Add Customer Relation.
      The Add Customer Relation section is displayed.

      Figure 2-56 Add Customer Relation

      
      Description of "Figure 2-56 Add Customer Relation"
   2. In the Add Customer Relation section, you can maintain the required customer relation details. For more information on fields, refer to the field description table.

      Table 2-39 Add Customer Relation – Field Description

      Field	Description
      Customer ID	Select or specify the customer ID for adding the relationship.
      Customer Name	Displays the customer name for the selected customer ID.
      Role	Select the role of the customer for maintaining the relationship details.
      Relationship	Select the relationship with the customer.

   3. Click Add.
      The details are added and displayed in tabular format in the Relationship Details section. To add another customer relation to the customer, you can click Add Another.
4. Click Submit.
   The screen is successfully submitted for authorization.