Create a New Customer

Create a New Customer

From the Teller home page, click on “New Customer”.  Enter the required details into all of the fields.  Optional fields are indicated.

• The most important fields are “Mobile Number” and “Email”, as those are needed for automated communications to the customer.
• Mobile Number is especially critical because SMS is used for 2FA (two-factor-authentication) into both the retail internet banking as well as the ATM simulator.
• Another important field in “Date of Birth”, as age is factored in to the credit approval rules.
• “Identification No” is used to login to the ATM simulator.
• “Customer Type” should be “RETAIL”.  

Figure 3.3a – Create new customer

Once the new customer’s details are entered in successfully, the Teller will be prompted to enter the customer’s Login ID and PIN number which are used to login to the Internet Banking application.  A suggestion here, would be to swing the screen around and let the customer enter in their PIN number.

Figure 3.3b – PIN number entry

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