1. Transactions User Guide
  2. Case Summary
  3. Case

4.1 Case

This widget displays the case specific details, such as case ID, date on which the case was created, overdue amount of all the accounts associated with the case, and status of the case.

You can view the list of accounts associated with the case and the customers associated with each account.

Table 4-1 Field Description: Case

Field Name Description
Case This widget displays details of the case. It displays details of the accounts associated with the case, and customers associated with the accounts.
<Case ID> Displays the case ID.
<Primary Customer Name> Displays the name of the primary customer associated with the case.
Overdue Amount Displays the total overdue amount of all the accounts associated with the case.
Score Displays the collection score of the customer.
Creation Date Displays the date on which the case was created.
Cases Till Date Displays the count of all the cases that were created against the customer and closed till date.
Promise Displays the count of all the Promise to Pay (PTP) created on the accounts associated with the case.
It displays the count of PTPs in following statuses:
  • Active: Count of PTP that are active.
  • Broken: Count of PTP that were broken by the customer.
  • Kept: Count of PTP that were fulfilled by the customer.

If you click expand, the Case Summary section is displayed.

Table 4-2 Field Information: Case Summary

Field Name Description
Case Id, <Customer Name> Displays the case ID and name of the primary customer.
Case Details This section displays the basic details of the case.
Case Description Displays the description of the case.
Status Displays the status of the case.
Creation Date Displays the date on which the case was created.
Collection Score Displays the collection score of the customer.
Account This section displays the list of accounts associated with the case.
<Account Number> Displays the account number associated with the case.
<Product Sub Type> Displays the product sub type of the account.
Case Linkage Date Displays the date on which account was linked to the case.
Segment Displays all the current segments linked to the account.
Total Outstanding Displays the total amount outstanding on the account.
Overdue Amount Displays the overdue amount on the account.
Days Past Due Displays the days past due on the account.
Source System Displays the product processor from where the account is received.
Customers This section appears if you click Linked Customer corresponding to an account. It displays the list of customers associated with the account.
<Customer ID> Displays the customer ID.
<Customer Name> Displays the name of the customer.
Relationship Displays the relationship type of the customer with the account.

For example, Joint & First.
Gender Displays the gender of the customer.
Type Displays the type of customer.

For example, Individual.
Phone Displays the preferred phone number of the customer.
Email Displays the preferred email address of the customer.
Address Displays the preferred address of the customer.

The Customer Details section is displayed if you click View More corresponding to a customer in Customers section. It displays detailed information about the customer.

Table 4-3 Field Description: Customer Details

Field Name Description
Case ID, <Customer Name> Displays the case ID and name of the customer.
Customer Details This section displays details of the customer.
<Product Sub Type - Account Number> Indicates the product sub type and account number.

The list displays all the account numbers associated with the case.
<Account Status> < Overdue Amount> Displays the account status and overdue amount on the account.
<Customer Name - Customer ID> Displays the customer name and customer ID associated with the selected account.

Note: The list displays the customer name and ID of the customers associated with the selected account. You can select the required customer name and ID to view the related details.

<Relationship> Displays the customer's relationship with the account.
Communication Details This tab displays communication details of the customer.
Phone Displays the phone numbers of the customer. For example, Home Mobile, Work Mobile, and Landline Home. It also indicates if the customer has given consent to receive follow-up calls and alert messages on phone.
The following icons are displayed next to a phone number:
  • phone: Hover over to view call preference details.
  • alert: Indicates that the customer has given consent to receive alert messages on the particular phone number.
  • call: Indicates that it is the preferred phone number of the customer to receive follow-up calls.
Email Displays the email address of the customer. For example, Home Email and Work Email. It also indicates if the customer has given E-Sign consent to receive alert emails on the electronic mailing address.

It displays preferred corresponding to the preferred email address of the customer.

Address Displays the address details of the customer and the month and year since when the customer is located at the mentioned address.
Social Networking Displays the social networking profile IDs of the customer.

Note: This field is displayed only if this information is available for the customer.

Messenger Displays the messenger ID of the customer for messaging application.

Note: This field is displayed only if this information is available for the customer.

Call Advice This section appears if you hover over phone in the Phone field. It displays the call preference details of the customer that helps you to decide whether you can call the customer for a follow up call at the current time.
Customer's Time Displays the current time in the customer's time zone for the contact number.

Note: This field does not display any details if the customer's time zone is not available.

Permission To Call Displays whether the customer has given permission to the bank for follow up calls.
It displays the following icons that help you to decide whether you can call the customer for a follow up call at the current time:
  • can call: Indicates that you can call the customer.
  • cannot call: Indicates that you cannot call the customer.

Note: These icons are displayed only if the customer's time zone details are available.

Preferred Time - Weekdays Displays the start time and end time of the period during which the customer can be contacted during weekdays.
It displays the following icons that help you to decide whether you can call the customer for a follow up call at the current time:
  • can call: Indicates that you can call the customer.
  • cannot call: Indicates that you cannot call the customer.

Note: These icons are displayed only if the customer's time zone details are available.

Preferred Time - Weekends Displays the start time and end time of the period during which the customer can be contacted during weekends.
It displays the following icons that help you to decide whether you can call the customer for a follow up call at the current time:
  • can call: Indicates that you can call the customer.
  • cannot call: Indicates that you cannot call the customer.

Note: These icons are displayed only if the customer's time zone details are available.

Do Not Disturb Displays the Do Not Disturb (DND) start date and end date.
It displays the following icons that help you to decide whether you can call the customer for a follow up call at the current time:
  • can call: Indicates that you can call the customer.
  • cannot call: Indicates that you cannot call the customer.

Note: These icons are displayed only if the customer's time zone details are available.

Employment Details This tab displays employment details of the customer.

Note: The companies that the customer has previously worked with are marked as Previous and the current company is marked as Current. By default, all the companies are displayed. If you want to view details of only the current employer, switch on the Only Current Employer toggle.

<Company Name> Displays the name of the company. It also indicates whether the company is current or previous company of employment of the customer.
<Designation> Displays the designation of the customer with the company.

Note: The information for this field is displayed only if it is available.

Type Displays the employment type of the customer. For example, Salaried and Self Employed.
Industry Displays industry in which the customer is employed.

Note: The information for this field is displayed only if it is available.

Start Date Displays the start date of employment with the company.
End Date Displays the end date of employment with the company.

Note: The value for this field is blank for current employer.

Parent topic: Case Summary