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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:
Tab | CIM GOLD Screen Security is Tied To |
Accounts | CIS > Accounts Balances Inquiry |
Summary | CIS > General Information |
Personal | CIS > Entity Maintenance |
Future Events | CIS > General Information |
Deposit Boxes | Deposits > Safe Deposit Boxes > Master |
Cards | CIS > Entity Maintenance |
Addresses | CIS > Entity Maintenance |
Retirement Plans | Deposits > Retirement > Retirement Plan |
UCC | Loans > 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. |