1.2 3.3.1.1 Establish Person and/or Account Process

3.3.5.1 Establish and Maintain Loan : Establish and Maintain Loan Detailed Process Model Description : 1.2 3.3.1.1 Establish Person and/or Account Process

1.2 3.3.1.1 Establish Person and/or Account Process

Reference: Establish and Maintain Loan Process Model - Page 1 for the business process diagram associated with this activity.

Actor/Role: CSR

Description: The customer requires establishing the Person and/or Account records in CC&B. Refer to 3.3.1.1 Establish Person and/or Account Process. Once the customer is established and more information provided, the CSR or Authorized User may further evaluate in Step 1.3 or move directly to Step 1.4.