Get the free Performing a Customer Search

This guide is intended to help staff understand how to perform and customize a customer search in OSOS. It covers using and customizing search options, searching via quick links, and provides assistance for efficient customer record retrieval.

How to fill out performing a customer search

How to fill out performing a customer search

1. Step 1: Access the customer search interface on the platform.
2. Step 2: Enter the customer's name, email address, or phone number in the search fields provided.
3. Step 3: Select any additional filters or parameters if applicable (e.g., date range, location).
4. Step 4: Click on the 'Search' button to initiate the search.
5. Step 5: Review the search results and locate the relevant customer profile.
6. Step 6: If necessary, click on the customer profile for more detailed information.

Who needs performing a customer search?

1. Sales representatives looking to follow up with customers.
2. Customer service agents handling client inquiries.
3. Marketing teams exploring customer segments for campaigns.
4. Management analyzing customer relationships and data.

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What is performing a customer search?

Performing a customer search involves investigating and collecting information about a customer to ensure compliance with regulations and assess potential risks associated with the customer.

Who is required to file performing a customer search?

Entities such as financial institutions, banks, and any organizations subject to regulations that require customer due diligence are required to file performing a customer search.

How to fill out performing a customer search?

To fill out performing a customer search, gather necessary customer information including identification details, financial history, and any relevant background checks, then submit this information in the prescribed format as required by regulatory authorities.

What is the purpose of performing a customer search?

The purpose of performing a customer search is to prevent fraud, money laundering, and other financial crimes while ensuring that the entity complies with legal obligations regarding customer verification.

What information must be reported on performing a customer search?

Information that must be reported includes the customer's full name, address, date of birth, identification numbers, and any relevant financial activities or connections to high-risk entities.