Other Details

Navigation: Client Administration > Search for a Client > Edit Client > Other Details

This screen is used to capture various supplementary details about the client, ranging from marital status and qualifications to risk indicators and privacy consent.

Video Tutorial

For a visual guide on how to create a client's other demographic and risk information, watch the video link - https://www.youtube.com/watch?v=07l6udcj2ZY

Before You Begin: Prerequisites

User Permissions: To edit the information on this page, your user profile must be assigned the Client: Address Details role by a System Administrator.
Required Fields: Only fields marked with a red asterisk ( * ) are compulsory.

Field Reference Guide

This table details each field on the "Other Details" screen.

Client Details

Field Name	Description & Rules
Staff Account	Select this checkbox if the client is an employee of your company. Access to this checkbox is controlled by a specific security permission.
Marital Status	Select the client's current marital status from the dropdown list.
Spousal Consent	If you selected "Married in Community of Property" as the marital status, you must select this checkbox to confirm that you have obtained the spouse's consent for any credit agreements.
Number of Dependants	Enter the total number of people who are financially dependent on the client.
Highest Qualification	Select the client's highest achieved educational qualification from the dropdown list.
Vehicle Registration Number	Optional: Enter the client's primary vehicle registration number.
Driver’s License Number	Optional: Enter the client's driver’s license number.

Identification & Financial Status

Field Name	Description & Rules
Social Security Number	Enter the client's social security number, if applicable.
Health Insurance / NAPSA Number	For clients in Zambia, enter their NAPSA or health insurance number here.
Insolvent	Select this checkbox if the client has been legally declared insolvent.
Garnishee Order	Select this checkbox if there is an active garnishee order against the client's salary. • South Africa: Please note the Affordability Guideline recommendation that total Emolument Attachment Orders (EAOs) should not exceed 30% of the consumer's gross income.
SASSA Client	Select this checkbox if the client is a recipient of a SASSA grant.
SASSA Client Type	If the above is checked, select the specific type of SASSA grant the client receives.

Risk Categories

Field Name	Description & Rules
Estate Under Legal Administration	Select this checkbox if the client's financial estate is currently under legal administration.
Debt Review	Select this checkbox if the client is officially under debt review.
Debt Restructure	Select this checkbox if the client's debt has been formally restructured.
Adverse	Select this checkbox if the client has an adverse listing on their credit record.
Judgements	Select this checkbox if the client's credit record shows any legal judgements against them .

Privacy

Field Name	Description & Rules
Marketing Consent	Select this checkbox to confirm that the client has given you explicit consent to receive marketing materials from your company .

Record Details (Read-Only Information)

This section is at the bottom of the page and displays automatically generated information about when the client's record was created. These fields cannot be edited.

Record Date: The date the client profile was first created.
Record Time: The time the client profile was first created.
Record User: The username of the person who originally created the client profile.

Action Buttons

Save: Stores all new information and any changes you have made.
Cancel: Discards all new information and any changes made.
Close: Closes the current page and returns to the client search page.
Back: Takes you to the previously viewed page in the client creation process.
Next: Saves the current page and proceeds to the next screen.

Client Administration: The 'Other Details' Screen