Customer Overview
As a business, it is crucial to manage customer information. The customer module is where the information is created and saved. Within the system, customers are categorized based on the status of their information and approval process.
Customer Status
Incomplete
This status indicates that the customer's information is not fully completed in the registry
Pending Branch Approval
The customer's information has been submitted but is awaiting approval from the branch supervisor
Pending Call Center
The customer's information is awaiting a callback review and approval by the call center
Pending HQ Approval
The customer's information has passed branch and call center reviews and is now pending final approval from the headquarters
Approved
The customer has successfully passed all stages of the review process and is now eligible to take out a loan
Pending Resolution
The customer's information has failed approval due to specific issues identified by any of the reviewers. The case is sent back to the Relationship Officer (RO) to resolve the issues with the customer and resubmit for approval.
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