{"id":5679,"date":"2021-07-14T09:57:28","date_gmt":"2021-07-14T09:57:28","guid":{"rendered":"https:\/\/wiki.habiletechnologies.com\/index.php\/docs\/cloudbankin-documentation\/clients\/client\/"},"modified":"2021-10-21T16:12:56","modified_gmt":"2021-10-21T16:12:56","slug":"client","status":"publish","type":"docs","link":"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/clients\/client\/","title":{"rendered":"Create Client"},"content":{"rendered":"\t\t
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In client creation, you can create an application and update all the information about the client who can avail a Loan Products, Savings Products, Share Products, Line of Credit Products, Fixed Deposit Products, and Recurring Deposit Products from your office.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Click on the Clients tab in the menu and select Clients.<\/span><\/b><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Client\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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It opens a new page that contains a list of all existing clients. Now click on the Create Client<\/span><\/b> button. If you want to import the client details you can go to Import Clients.<\/span><\/b><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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In the Create Client form update the required details (Note: Fields with an asterisk(*<\/span>) are Mandatory).<\/em><\/strong><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Select Legal Form as Person<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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In the Legal Form, select the value as a person, if you’re onboarding an individual as a borrower.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Field Name and Description <\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Create Client<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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  • Office(<\/b>*<\/span><\/b>) –<\/b> Select the office to which the client should be associated<\/li>\n \t
  • Legal Form –<\/b> Choose the value from the drop-down (Person refers to an Individual & Entity refers to an Organization)<\/li>\n \t
  • First Name(<\/b>*<\/span><\/b>) – <\/b>Specify Client\u2019s First Name<\/li>\n \t
  • Middle Name – <\/b>Specify Client\u2019s Middle Name<\/li>\n \t
  • Last Name – <\/b>Specify Client\u2019s Last Name<\/li>\n \t
  • Mobile Number(<\/b>*<\/span><\/b>) – <\/b>Enter Client\u2019s Mobile Number<\/li>\n \t
  • Date of Birth – <\/b>Select the Client\u2019s Date of Birth<\/li>\n \t
  • Client Type – <\/b>Select the Client\u2019s type from the drop-down. You can change this as per your requirements in Manage Codes (eg., Student, Salaried, etc.,). You can add your client type in the \nAdmin <\/span>->> System<\/span> ->> Manage Codes <\/span>->> ClientType <\/span>->> Add Code Values<\/span><\/strong><\/b><\/li>\n \t
  • External id – <\/b>Specify any reference unique identifier of the client (i.e, Client\u2019s application number)<\/li>\n \t
  • Activation Date (<\/b>*<\/span><\/b>) –<\/b> If you select the Active<\/b> checkbox, it will ask for the client Activation Date. You can only provide the loan once the client’s status has been changed to Active<\/li>\n \t
  • Submitted On – <\/b>Specify the application submission date<\/li>\n \t
  • Is Minor? – <\/b>If the applicant is Minor select the checkbox\n
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    • Guardian Name – <\/b>Enter the Guardian Name<\/li>\n \t
    • Guardian PAN – <\/b>Enter the Guardian PAN<\/li>\n \t
    • Guardian DOB – <\/b>Enter the Guardian DOB<\/li>\n<\/ul>\n<\/li>\n \t
    • Staff – <\/b>Specify the Name of the applicant is associated with your organization<\/li>\n \t
    • Is Staff? –<\/b> Click on the check box if the applicant is your staff<\/li>\n \t
    • Email Address –<\/b> Enter the Email of a person<\/li>\n \t
    • Gender – <\/b>Specify the Gender of a person<\/li>\n \t
    • Client Classification – <\/b>Select the Person\u2019s Classification from the drop-down. You can change this as per your requirements in Manage Codes (eg., Individual, Married, etc.,)<\/li>\n \t
    • 15H\/15G? – <\/b>Self-declaration form states that one’s income is below the taxable limit and hence tax-free<\/li>\n<\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      Select Legal Form as Entity<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      In the Legal Form, select the value as an Entity if you\u2019re onboarding an Organization as a borrower.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      Field Name and Description <\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      Create Client<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      Refer to the above Field Description(B)\u00a0 for the common fields. Below are some new fields<\/b> and their description.<\/b><\/p>

      • Incorporation Date –<\/b> Select the Entity’s Incorporation Date<\/li>
      • Incorporation Number – <\/b>Specify Incorporation number<\/li>
      • Constitution – <\/b>Select the Constitution from the drop-down. You can change this as per your requirements in Manage Codes (eg., Pvt Ltd, Public Ltd, etc.,)<\/li>
      • Remarks – <\/b>Provide if any remarks<\/li>
      • Incorporation Validity Till Date – <\/b>Specify the Entity’s Incorporation validity date<\/li>
      • Main Business Line – <\/b>Select the Main Business Line from the drop-down. You can change this as per your requirements in Manage Codes (eg., Pvt Ltd, Public Ltd, Manufacturing, textile, etc.,)<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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        Family Members<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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        Enter family member’s information who can be contacted in case he or she is not available.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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        \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Client\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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        Field Name and Description <\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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        • First Name(<\/b>*<\/span><\/b>) – <\/b>Specify Client\u2019s First Name<\/span><\/li>
        • Middle Name – <\/b>Specify Client\u2019s Middle Name<\/span><\/li>
        • Last Name<\/b> – <\/b>Specify Client\u2019s Last Name<\/span><\/li>
        • Qualification – <\/b>Specify the <\/span>Qualification<\/span><\/b> of the family member<\/span><\/li>
        • Age –<\/b> Specify the <\/span>Age<\/span><\/b> of the family member<\/span><\/li>
        • Is Dependent? –<\/b> Select the checkbox if the family member is <\/span>Dependent<\/span><\/b><\/li>
        • Relationship(<\/b>*<\/span><\/b>) –<\/b> Specify the <\/span>Relationship <\/span><\/b>between the Person or Entity with the family member<\/span><\/li>
        • Profession – <\/b>Specify the profession of a family member<\/span><\/li>
        • Marital Status – <\/b>Select the <\/span>Marital Status<\/span><\/b> from the drop-down (e.g, Single, Married)<\/span><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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          Address<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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          Specify the Address of the Family Member.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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          Field Name and Description<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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          • Address Type(<\/b>*<\/span><\/b>) – <\/b>Specify the address of the Family Member<\/span><\/li>
          • Street(<\/b>*<\/span><\/b>) – <\/b>Specify Street details of the Family Member<\/span><\/li>
          • Address Line1<\/b>\u00a0– <\/b>Specify Address of the Family member<\/span><\/li>
          • Postal Code – <\/b>Specify the Postal Code of the Family Member<\/span><\/li>
          • Country –<\/b> Specify the Country <\/span>of the family member<\/span><\/li>
          • State \/ Province –<\/b>Specify the State <\/span>of the family member<\/span><\/li>
          • District – <\/b>Specify the District name<\/span><\/li>
          • City – Specify the District name<\/span><\/b><\/li>
          • Is Active? – Check the box if the family member is Active<\/span><\/b><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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            Once the details are updated, click Submit<\/strong> button<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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            Once the data is Imported you can see the clients in the <\/span>View Client <\/span>form.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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            \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"List\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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            <\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"featured_media":0,"parent":5678,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-5679","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"yoast_head":"\nCreate Client - Wiki<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/clients\/client\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create Client - Wiki\" \/>\n<meta property=\"og:description\" content=\"In client creation, you can create an application and update all the information about the client who can avail a Loan Products, Savings Products, Share Products, Line of Credit Products, Fixed Deposit Products, and Recurring Deposit Products from your office. 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