Establish Person and or Accounts Detailed Process Model Description

3.3.1.1 Establish Person and or Accounts : Establish Person and or Accounts Detailed Process Model Description

Establish Person and or Accounts Detailed Process Model Description

This section provides a detailed description of the “Establish Person and or Accounts” business process, including:

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1.0 Determine If New or Existing Person

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1.1 Enter Person Demographics

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1.2 Update Person Demographics

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1.3 Enter Customer Contact

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1.4 Enter Person Information

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1.5 Add Person

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1.7 Enter Account Information

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1.7 Enter Account Information

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1.8 Update Account

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2.0 Send Request

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2.1 Process Request and Send Response

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2.2 Process Response

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2.3 Create Account

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2.4 Add Account

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2.5 Enter Persons Information

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2.6 Add Persons to Account

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2.7 Locate Persons on Account

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2.8 Remove Persons from Account

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2.9 Persons Removed from Account

1.0 Determine If New or Existing Person

Reference: Establish Person and/or Account Process Model - Page 1 for the associated business process diagram.

Description: As a result of a customer request, the first step is to determine if a person exist or create new person. The CSR is responsible for fulfilling customer requests.