Navigation:  Customer Relationship Management > System Basics > Customer Search Screen >

Individual ID Parameter field group

Navigation:  Customer Relationship Management > System Basics > Customer Search Screen >

Individual ID Parameter field group

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This field is only available if Institution Option HSID is set up for your institution.

 

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The Individual ID Number is a master number given to a single customer. The Individual Identification Number links all deposit accounts, loan accounts, LOC cards, safe deposit boxes, etc., for a customer.

 

To search for an account by a customer's Individual ID Number, type the number in this field. This number is tied to the account owner in the CIF system (found on the Customer Relationship Management (CIF) > Households screen > Names tab > Detailed Personal Information tab).

 

To perform the search, press <Enter> or click submitbutton and any matching results will be displayed in the Search Results list view to the right.

 

This field will not be file maintainable if Default Office is marked.

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