This content applies solely to Connected Onboarding, which must be purchased separately from the Appian base platform. This content was written for Appian 23.3 and may not reflect the interfaces or functionality of other Appian versions. |
It is important to have easy access to all of your customer's data. The Customers tab contains all of this data, and allows users to take action on that data.
This page describes the customer record, including how to view, create, and update customer information.
See Using Records for more information on Appian Records.
From the Connected Onboarding site, clicking CUSTOMERS displays a list of customer records. You can filter this list by searching for a customer or filtering by customer type.
Clicking a customer name displays the record for that customer. The record displays all of the pertinent information for a particular customer. This information is split into several different pages, which are outlined in the following sections.
The Summary tab lists the important information about a customer.
The following customer information is listed on this page:
Customer Details: Additional customer details including the domicile and risk score.
The Basic Info tab shows all customer information. The customer information is split up into the following groups:
It is possible to update all the information on this page directly from here using the edit , add , and delete icons.
Some basic information can be populated using integrations if they are connected through the System Administration Center. See the Companies House, Dun and Bradstreet, and Northrow integrations for more information on pulling in customer data.
The Documents tab shows all of the documents associated with a customer.
On this page, you can:
The Products tab on the customer record shows the products that the customer has. Products that are being onboarded as part of an onboarding will show a PENDING tag.
To add a product to a customer:
The Alerts tab shows all alerts that have been generated for the customer. All alerts regardless of dismissal status will show on the list. The alerts list can be filtered, refreshed, and exported.
Users are also able to create new alerts and dismiss alerts from the alerts tab.
Active alerts can be viewed on the customer summary page and all alerts active or otherwise can be found on the alerts tab. Manual alerts can be created in both places
Customer alerts can be created by the system or manually by a user in order to bring attention to recent data changes on the customer record. Triggering customer alerts can be set up and managed by a business user in the FS Settings Site.
To create an alert:
If a user deems that a customer alert has been addressed or is inconsequential, they may dismiss the alert, which will remove the alert from the active alerts on the customer summary page. If any user dismisses an alert, no other user will be able to see the alert on that customer record. By default, Client Onboarding Department Heads and KYC Department Heads are the two groups that have access to dismiss customer alerts.
All alerts both, active and dismissed, can be see on the ALERTS tab along with who, when, and reason why an alert was dismissed.
To dismiss a customer alert from the Summary tab:
To dismiss a customer alert from the Alert tab:
Managing Customers