Handle Request for Product Selection
sd Handle Request for Product Selection
:Session Dialogue
:Customer Relationship
Management
Prepare Offer
:Party Lifecycle
Management
:Product Directory
:Customer Credit Rating
:Customer Position
:Customer Product And
Service Eligibility
:Customer Agreement
:Investment Portfolio
Planning
Handle Request for Investment Product Selection
Verify Private Banking Customer
Get Available Products
Inform Customer on Investment Products and Charges
Get Customer Credit Score
Determine Consolidated Position
If Existing Customer
Retrieve Investment Products for Which Customer Is Eligible
Get Product Terms and Conditions
Get Customer Terms and Conditions
Agree Conditions with Customer
Update Investment Plan