Customer management
Management of clients et des comptes auxiliaires qui leur sont rattachés.
Main Features
Management of clients
Management of auxiliary accounts
Situation client
General account extract
Edition
Signature check
Checking a customer's signature in the system before a withdrawal transaction.
Features
This module allows you to capture customer signatures and ID photos
natural persons and the grouping of
signatures of legal entity clients. This task is carried out after opening an account.
third party. These signatures and photos
will be consulted during any operation that requires them (cash, compensation, etc.).
Commande des chéquiers
Calculates agios, interests and charges linked to customer accounts and ensures their accounting.
Main Features
Request for checkbooks by the customer;
Order checkbooks by the bank from its supplier (printer);
Checkbook storage;
Issuance of personalized checkbook by the customer;
Destruction of uncollected checkbooks...
Finalization of accounts
Calculates agios, interests and charges linked to customer accounts and ensures their accounting.
Main Features
Calculation of fees and interest:
- Merged accounts
- Correction of previous orders
- Debit and credit interest
- Hamburg method and direct method
- Accounting for accrued interest not yet due
- Exempting conditions
Generation and allocation of agios
Specific orders
Editing states:
- Agios journal
- Interest tickets
- Agios scale (corrected, grouped, corrected-grouped)
Movement statistics
Evaluates the performance of client accounts by the authorized representatives. This operation is done at through account movements.
Main Features
Settings
Classification of operations by center of interest
Management
Querying statistics
Accumulation of movements (debit and credit)
Products generated by customer account