Create Customer Reports
sd Create Customer Reports
:Customer Workbench
:eBranch Operations
:Contact Handler
:Point of Service
:Session Dialogue
:Customer Products and
Services
:Servicing Order
Compile Report
Handle Service Request from Customer
Start Contact Session
Initiate Servicing Dialogue
Handle Customer Contact
Get Customer Products
Get Requested Service from Customer
Handle Request for Customer Reports
:Servicing Mandate
:Customer Position
:Customer Tax Handling
:Current Account
:Customer Billing
:Correspondence
Retrieve Servicing Mandate
If Request for Servicing Mandate
Retrieve Customer Position
If Request for Customer Position
Retrieve Customer Tax Information
If Request for Tax Report
Retrieve Customer Usage and Activities
If Request for Product Usage Report
:Payment Order
Send Report to Customer
Invoice Customer for Fees and Charges
Send Invoice to Customer
Create Payment Order for Fees and Charges
If Invoice to Be Sent