This control panel feature provides a list of customer sectors and their sub sector tier tags. The customer sector is a section in the AML/CFT RBS report. Here, the operations are;
● Editing a customer sector-subsector tier tag
● Deleting a customer sector-subsector tier tag, and
● Creating a customer sector-subsector tier tag
NOTE: Only Person(s) profiled as deputy supreme admin will be able to carry out this operation(s).
To perform any of the operations on Customer Sector- subsector tier tag;
STEP 1: From the main dashboard, click ‘CONTROL PANEL’ as shown in fig 14.2a below
(fig. 14.2a)
STEP 2: From the left hand side menu click ‘CUSTOMER SECTOR TIER’ as in fig. 14.2b below.
(fig. 14.2b)
➔ This displays a page showing a list of all customer sectors and sub sectors in the institution, with options to edit, delete and create new information. As stated earlier, customer sector is also referred to as the ‘Customer Tier’. On the table provided on the customer sector tier page, it is represented with the Customer sector description on the table. See fig. 14.2c for an example.
(fig. 14.2c)
➔ As seen in fig. 14.2c, the bottom-right corner of the page, the planet gives information about the number of pages of the list, with the page numbers written out. The page numbers represent buttons to go to each page. By clicking on any of the page number, the software takes you to that particular page. Click on ‘NEXT’ to go to the next page or ‘PREVIOUS’ to go to the page before the one you are viewing at that moment.
➔ Adjust the number of results per page by clicking on the ‘ENTRIES’ box as in fig. 14.2d.
(Fig. 14.2d)
➔ Search for customer sectors and subsectors by inputting the sub sector code, sub sector description or customer sector description. Search results will appear immediately a character is typed in the search box.. See fig. 14.2e below for an example.
(fig. 14.2e)
➔ Each entry has two (2) action buttons; ‘Edit’ button and ‘Delete’ button and they are explained below.
How To Edit A Customer Sector Tier Tag
To change details of a customer sub-sector tier tag;
STEP 1: Click the ‘Edit’ button as shown in fig.14.3a below.
➔ This displays an ‘Edit Customer Sub Sector-Tier tag’ console, as in fig. 14.3b.
(fig. 14.3b)
STEP 2: Select new options from the ‘Sector’ box and ‘Customer tier’ box as shown in fig. 14.3c and fig. 14.3d respectively.
(fig. 14.3c)
(fig. 14.3d)
STEP 3: Click on ‘SAVE CHANGES’ as shown in fig. 14.3e below, to update the new changes on the planet.
(fig. 14.3e)
➔ This displays a confirmation console as in fig. 14.3f to confirm you want to change the details.
(fig. 14.3f)
➔ Click on ‘CONFIRM’ to save the changes or cancel to discontinue action. When the changes are saved, a notification will be displayed at the top of the page as in fig. 14.3g below.
(fig. 14.3g)
How to Delete Customer Sector Tier Tag
➔ To delete a customer sector-subsector-tier tag, click on the ‘DELETE’ button as shown in fig. 14.4a below.
(fig. 14.4a)
➔ This displays a confirmation console to confirm your request to delete the customer sector tier tag as in fig. 14.4b. Click on ‘CONFIRM’ to proceed or ‘CANCEL’ to discontinue.
(fig. 14.4b)
➔ When the operation is complete, a notification will appear at the top of the page as in fig. 14.4c.
(fig. 14.4c)
How To Create New Customer Tier Tag
➔ This refers to the adding of a new customer sector-subsector tier tag. Here is how to do this.
STEP 1: Click on ‘NEW CUSTOMER SECTOR-SUBSECTOR-TIER TAG’ as in fig. 14.5a below.
(fig. 14.5a)
➔ This displays a ‘NEW CUSTOMER SECTOR-SUBSECTOR-TIER’ console. See fig. 14.5b below for an example.
(fig. 14.5b)
STEP 2: Select ‘Sub Sector’ and ‘Customer Tier’ as shown in fig. 14.5c and fig. 14.5d respectively.
(fig. 14.5c)
(fig. 14.5d)
STEP 3: After selecting the details, click on ‘SAVE’ as shown in fig. 14.5e below.
(fig. 14.5e)
➔ This displays a confirmation console to confirm you want to add the new customer sector-subsector tier tag. Click on ‘CONFIRM’ to proceed or ‘CANCEL’ to discontinue.
(fig. 14.5f)
➔ If you proceed, a notification as in fig. 14.5g will appear at the top of the page when the new customer sector-tier tag has been successfully created.
(fig. 14.5g)
● ‘DISMISS’ BUTTON
The ‘DISMISS’ button is used for closing the CUSTOMER SECTOR TIER page. Clicking on this button will also close the current page and take you back to the Control panel home page. See this button in fig. 14.5h below.
(fig. 14.5h)
