SaFi Bank Space : Customer profile view

Role: BOFE user (see access matrix)

Objective: As a BOFE user, I want to see customer details

Reason: In order to help customer with inquiries, I need more information about customer

Functional requirements: Customer details with all the information from onboarding should be displayed in Customer profile page

Execution steps: User clicks on customer menu / customer dashboard tile and all details for the particular customer will displayed on Customer Profile page

Main sections

Customer Information

• First name

• Middle name

• Last name

• Date of birth (masked)

• Place of birth

• Nationality

• Age (calculated on frontend from date of birth)

• Gender

Contact

• Phone number (masked)

• Email

Address

• Country

• ZIP Code

• Street and number

• Province

• City/ Municipality

• Barangay

Side section

Subscription

• Type

• Active since

• Billing date

Tone of voice

• Type

Customer experience

• NPS

• CSAT

Additional Customer Profile sections:

ID Card Documents: Customer Profile View - ID documents

Additional Information, KYC: Customer profile view - Additional information

Links to wireframes/UI: https://www.figma.com/file/eyJ3AMGVxHZYTxNLXxTH2D/SaFi---Back-Office-UI?node-id=17%3A11908&t=XxE3FcCrg6wTzJmn-4

Acceptance criteria:

BOFE user can view customer details (Customer information, Contact, Address). Phone number and date of birth are masked.