Create a personal customer in Clearmatch Fusion
In the platform, personal customers are 'people' . The reason why they are referred to as customers is to encourage all people to use the platform to borrow or invest. Customers are people, system users are people, staff members are people.
So any time the details of a person need to be supplied, they will created as a personal customer.
When a personal customer is created in the platform, either by registering themselves on the portal , or if they are created in Fusion by finance company users, they CAN receive:
- a registration email which should contain content the explains how and where they can complete registration in order to use the online members portal.
- a welcome email which should contain details about what they are primarily intending to use the platform for. When a customer is created they indicate if they intend to invest or borrow as their primary function. A welcome email can be sent to the customer with more details regarding what they are wanting to do on the platform and this email can contain documents that are specific to that function and specific to the type of entity, that the customer can read or read and return to the finance company. See here for details
1. Login to Clearmatch Fusion with the relevant credentials:
2. Navigate to Customers > Personal Customer Search:
3. Before attempting to create a new customer, use the Filter Options first to try and find the customer. This is important to avoid creating duplicate customers:
4. If the customer does not appear in the list, click on the cross/plus icon 
located in the top right hand corner.
5. This will show the Personal Customer tab with all of the following details that need to be filled in to create the customer:
Finance Company: Select the relevant finance company that the customer will belong to, from the drop down list (mandatory field).
Originator Group: This is dependent on the finance company selection (and may by default, select the associated originator group based on the finance company) but if there are more than one, select the relevant originator group from the drop down list (mandatory field).
Originator: This is dependent on both the finance company and originator group selection (and also may be default, select the associated originator based on the originator group and finance company) but if there are more than one, select the relevant originator from the drop down list (mandatory field).
Business Type: Select the business type for the customer from the drop down list (mandatory field).
User Name: Enter a username for the customer, which will be used to log in to the portal (mandatory field).
Title : Select the title of the customer from the drop down list (mandatory field).
First Names: Enter the first name of the customer in the text field (mandatory field).
Middle Name: Enter the middle name of the customer in the text field (optional field).
Surname: Enter the last name of the customer in the text field (mandatory field).
Date of Birth: Enter the date of birth of the customer (mandatory field).
Gender: Select the gender of the customer (mandatory option).
Marital Status: Select the marital status of the customer from the drop down list (mandatory field).
Driving License : Provide the driving license of the customer (optional field).
Driving License State : Select the driving license state from the drop down of active states in Australia (optional field).
Passport Number: Enter the passport number of the customer (optional field).
About Me: Enter a short description about the customer (optional field).
Occupation: Select the occupation of the customer from the drop down list (optional field).
Once all of the information has been filled in, click on the 
button to continue.
6. This will show the Marketing tab, with the following details that need to be filled in:
Source Of Business: The source of business can be selected from a drop down list (which identifies how the customer was introduced to the business).
Campaign: Select the relevant campaign from the drop down list (by default it will select NotSet).
Click on the button to continue or the 
button to return back to the Customer Details screen.
7. This will show the General tab, with the following details that need to be filled in:
Australian Resident: Provided that the customer is an Australian resident, select the appropriate option.
Primarily Use the Platform To: Select the option from the drop down list on how the system will be used e.g. if the customer is an investor, then the option Lend will be selected from the drop down list. This is then used in the system in specific places and determines which default menu items will appear for that user (investor or borrower menu items).
Click on the button to continue or the button to return back to the Marketing screen.
8. This will show the Entities tab, with the following details that need to be filled in:
Originating Entity: By default, this will select the originating entity that is associated with the finance company selected on step 5.
Investor Fund Warehousing Entity: This should also select the default investor fund warehousing entity based on the originating entity (the investor fund warehousing entity will be used as the warehousing entity for the fund account and investor and is created with the investor and fund account).
Click on the button to continue or the button to return back to the General screen.
9. This will show the Contact Details tab, with the following details that need to be filled in:
Home Phone: The home phone number for the customer (optional).
Work Phone: The work phone number for the customer (optional).
Mobile: The mobile number for the customer (mandatory).
Primary Email: The email address for the customer (mandatory).
Confirm Primary Email: Enter the same email address that was entered in the Primary Email field (mandatory).
Click on the button to continue or the button to return back to the Entities screen.
10. This will show the Mailing Address tab, with the following details that need to be filled in:
Foreign or Local: Select from the drop down list, what the mailing address is (if it is a foreign mailing address, local or postal).
Type of Residence: Select from the drop down list, the type of residence from active residence types.
Address: When typing in an address, there is an online search for valid addresses NOTE: if the address cannot be found, there is an option to add and enter the address manually by clicking on if your address is not listed, click here to add your address manually link.
How Long There: Enter the number of years and months for the time spent at the mailing address.
Click on the button to continue or the button to return back to the Contact Details screen.
11. This will show the Physical Address tab, with the following details that need to be filled in:
Type of Residence: Select the type of residence for the physical address if this differs from the mailing address.
Address: Enter the details of the physcial address for the customer if this differs from the mailing address NOTE: if the address cannot be found, there is an option to add and enter the address manually by clicking on if your address is not listed, click here to add your address manually link.
How Long There: Enter the number of years and months for the time spent at the physical address.
Once all of the personal customer details have been entered, click on the 
button to add the customer.
NOTE: The new customer will receive the login details via email, only if the setting Customer to receive login details on the originator group customer business rule is set to true.
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