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General Information Screen

Navigation:  How to Manage Customer Information >

General Information Screen

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CIS > General Information Screen

 

The General Information screen is an inquiry-only screen that shows information about the account owner (person, organization, or trust) shown in the title bar. It summarizes account information, deposit boxes, cards, retirement plans, personal information, future events, address information, and UCCs.

 

You must have security for all tabs on the screen to be able to view any of them. If you do not have proper security, an error message will appear. Security for the tabs on this screen is tied to settings in CIM GOLD security. The following list describes these relationships:

 

TabCIM GOLD Screen Security is Tied To
AccountsCIS > Accounts Balances Inquiry
SummaryCIS > General Information
PersonalCIS > Entity Maintenance
Future EventsCIS > General Information
Deposit BoxesDeposits > Safe Deposit Boxes > Master
CardsCIS > Entity Maintenance
AddressesCIS > Entity Maintenance
Retirement PlansDeposits > Retirement > Retirement Plan
UCCLoans > UCC

 

NOTE

 

On all screens and reports that display card numbers, card numbers are masked in compliance with Payment Card Industry Data Security Standards. For more information, see FPS GOLD PCI Compliance.

 

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