www.loanperformer.com

Table of Contents (Online Help)

Personal Data

This page allows a Loan Performer user to enter more of the client's personal data.  

All the fields apart from the Birth date are optional and filled only if the information is required by the regulations of your organization.

How to fill in or update personal data for a client

To fill in or update a clients personal data you go to Clients/Individual Clients and a screen like the one below shows up:

Click on the Retrieve command button and choose the client for whom you wish to add personal data and then click on the Personal Data tab to continue.

• Branch: This is the code of a branch of your organization to which the client belongs, e.g., "TA". If there are no branches, it is the code of your organization. The branch codes are not modifiable and are assigned to the organization at licensing. Unless you have a corporate license or a license for centralized data administration, your choice will be limited to only one branch code. In the demo version of Loan Performer the branch code is the abbreviation DB standing for Demonstration Branch.
• Reg. Code (Registration Code): The program automatically chronologically assigns a new registration code to every new client, e.g., "000012". The clients registration number will therefore be, "KA/000012" which is a combination of a branch code and the reg. code of six (6) digits,. This means that the maximum number of individual clients that can be registered is 999999.
• Send to word: Click the "Send to Word" button and select the directory to where the word document containing the client registration details will be saved. This path should have been created under System/Configuration/Register Part 2.
• Approved by: The name of the person logged in will appear in this field also as the approving person e.g. "Performer".
• Approval date: The date the client was approved will appear here e.g. "21/10/2015".
• Client Names: There are 3 fields for entry of the clients' names: First Name, can be optional e.g. "Mary", Middle Name optional can be left blank and Surname compulsory e.g "Jacqueline". Each of these fields can contain up to 30 characters. You can chose which name is compulsory or optional under the menu System/Configuration/Register Part 2 "Word to export client's data"

• Note that Individual clients in Loan Performer are registered one at a time unless they are just imported under menu Client/Import Client Data/Importation of Individual Clients.
  

• Title: This is a drop-down box with options like: Mr.\Ms.\Mrs.\Dr.\Hajj, etc. You can set these options the way it suits you at Support files\Name Titles menu and add/modify/delete them later.
• Registration Date: This is the date when you register someone as your client e.g "21/10/2015". It is a compulsory field, and the date entered here should precede any transactions with the client.
• Gender: A compulsory field, where you indicate your client's gender, choosing from options Female or Male in the drop-down box.
• Retrieve: Click on the Retrieve command button and choose the client for whom you wish to edit the data
• Client Exists: When entering a new client, you can always check if the same person or a client with similar characteristics does not already exist in your database.
• Client is also a guarantor: Tick this checkbox if the client can stand in as a guarantor to other clients. If this checkbox is not ticked, he will not appear among the acceptable guarantors.
• Client can buy shares: Tick this checkbox if the client is allowed to own shares in the organisation. If this checkbox is not ticked, he will not be able to purchase or sell shares to the company.
• Member of a group: Click the drop down menu to display the groups and select the one that the client belongs this will save the user from registering the member independently from the menu Clients/group Clients.
• Start of membership: Enter here the date when the individual client started his membership in the selected group.
• Delete: Click on the delete command button if you want to delete a client
• Birth date - Client's date of birth.
• Place of birth:
• Marital Status: "Is he/she married?" - Client's marital status. Choose an appropriate option from the drop-down list-box.
• Read and Write? - From the drop down, select the appropriate remark on the client's ability to read and write.
• Housing - Choose the option for the client's housing status from the predefined list in the drop-down box.
• Speak English? - From the drop down, select the appropriate remark on the client's ability to speak English language.
• Speak any other Language: From the drop down any other language the client can speak other that the commonly used one e.g "Hausa" These languages need to be defined under Support files under Languages 
• Profession - From the drop down select the client's profession or occupation. These professions should have been defined under Support files/show more/Profession.
• Employer: Enter here the name of the employer of the client incase they are also employed e.g "Ministry of Works".
• Area Name Code: Click on the choose button to select the client's area code e.g "009001003000"
• Father: Type here the Father of the Client e.g "Frank Mwine"
• Mother: Type here the Mother of the Client e.g "Joyce Kabakumba"
• Graduated from group scheme: Mark the check-box Graduated from the group scheme if the client has been earlier registered with you as a group member and now registers as an individual.
• Number of children - Enter here the number of client's children.
• Dependants - Enter here the number of family members depending on the client's income.
• Education:   - Client's educational level. You can set the options under Support files/Educational levelsand at this point just choose an option from the drop-down list-box.
• Next of kin: Enter the next if kin's information in the text boxes provided, Name, Relationship, Birth date and Address.
• Documents: Click on the documents command button to register the clients identification documents (the ID documents window will show up)

Related Topics

If in the System/Configuration/Register Part 2 you have specified the minimum age of your clients, Loan Performer will not allow you to save a client below the minimum age.

• Bank: Select the bank name    into the text boxes. and the branch from the respective drop down list boxes and enter the IBAN No.(where appropriate) and/or client's account number.
• Further you can enter client's bank account details. The bank and branch information should be previously specified at System/Banks menu.

Related Topics

Contact LPF live support for more information
This service requires an Internet connection.