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Client Management

Overview​

The Client Management module helps you efficiently onboard, manage, and service your bank's customers throughout their lifecycle.

Customer Lifecycle​

Understanding the customer lifecycle helps you manage the onboarding and approval process effectively. Below is the workflow showing customer states and status changes.

Customer States Explained​

  • Pending Approval: New customer awaiting verification and approval
  • Approved: Customer approved but no accounts created yet
  • Active: Customer with active accounts and transactions
  • Rejected: Customer application denied
  • BlackListed: Customer blocked from all services
  • Exited: Customer relationship ended

Common Actions​

Current StateAvailable Actions
Pending Approval✅ Approve, ❌ Reject
Approved📝 Create Accounts, 🚫 Blacklist
Active👁️ View Details, 📝 Update Info, 🚫 Blacklist
BlackListed🔓 Remove from Blacklist

Coming Soon​

User documentation for Client Management is currently being developed. This guide will cover:

  • Customer Onboarding - Register new customers
  • Profile Management - Update customer information
  • KYC Documentation - Handle customer verification
  • Customer Search - Find customer records quickly
  • Account Linking - Connect customers to their accounts
  • Customer Reports - View customer analytics

Module Status​

📝 Status: Documentation in progress
🎯 Target: Q1 2026
📧 Contact: For training materials or questions, contact our support team