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Overview
In the Companies tab select your client from the search results and click DETAIL to view or modify the Company Details. Or click ADD to create a new entry.
The system opens the Company Detail window’s Main tab.
The top section of the window (A) shows basic information about the client:
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Audience: Sales Representatives, Sales Managers, Financial Professionals
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Functionality: Company Details are used to create a new Company entry or to view and change all information about your existing clients that are entities. |
Company Details Tabs
The Company Detailswindow tabs show all information about this customer or prospect.
Note: Your company site may be configured to hide unused tabs or show additional ones specific to your company. Company-specific tabs are not described here.
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The Main tab contains basic information about a Company, their past events and planned events.  This tab shows the fields that are used most often:
There are additional sub-tabs at the bottom of the screen:
 To add a Note, right-click on the tab and select Add.
This tab shows existing Relationships for a Company, including Reps assigned to this client, the client’s household members, and any other relevant contact persons Contacts that are employees of this Company. In this tab, you can :
 right-click and select Add to add an employee. 
The Summary tab shows all Accounts stored in jCore that this entity has with your company. You can see the totals for Primary Assets and Liabilities at the bottom of the screen. Note: To view and change external asset and liability information, go to the Suitability tab. In this tab, you can:
The User Defined Fields tab displays the values defined for the selected Company. A user-defined field is a custom data field that your company may use in addition to the standard ones.  |
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Annuity tab shows information about each customer’s Annuity Account with your company. This data is imported automatically. To see the account data, double-click the account in |
the table, and the Annuity Account Details window will open. Select one of the accounts to see additional details at the bottom of the |
tab: |
The privacy preferences are:
Don’t call - the customer has opted out of telemarketing campaigns
Don’t e-mail - the customer has opted out of e-mail marketing campaigns
Don’t share with affiliates - the customer does not want his information shared with bank affiliates
Don’t mail - the customer has opted out of direct mail marketing campaigns
National no-call list - the customer is on the nationwide “no-call” list
 Actions available on this tab:
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Trust tab |
shows information about |
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Tip: Accounts created through jCore will automatically appear in the Assets and Liabilities sections. You must manually enter any external assets and liabilities, which will then be calculated into the respective totals. |
Select the information in the Financial Profile section:
| View the information about the latest Suitability interactions with the customer:
Note: The jCore Letter generation capability is an automatic process performed in the background. It combines information in the Mail Merge Recipient and Mail Merge Trigger tables to send Letters to your customers. The results can be viewed through Data Load Reports. | ||
The Assets Information lists assets that are not stored directly in jCore. Click Add to add an Asset.  Select the Internal Asset checkbox if the asset is kept at your company but not accessible through jCore (e.g., deposit account, credit card balance, alternative investment trust, etc.). | Select the information in the Client Suitability Info section:
Click Add to add Investment Objectives Information.  | ||
The Liability Information lists assets that are not stored directly in jCore. Click Add to add a Liability.  | Click Add to add the customer’s Investment Experience Information.  | ||
The Account Level Profile section lets you view this customer’s current and previous accounts. Double-click to open Account Details.  | Right-click and select Add to add Insurance Information.  |
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The ID tab contains information about the client’s ID on file, their current employment status, and other due diligence information.
For a Personal ID, fill out these fields:
Type
Number
Issuer
Date Of Issue
Expiration Date
Description
Issuer State
Issuer Country
Notes
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Note: This tab shows only the most current data. To see the history of changes to ID and employment information, investigate the Audit Tables. |
For the current Employment information, fill out these fields:
Employer - click the magnifying glass icon to find an existing Company from the database, or type the Company name, and the system will ask if you want to link to an existing Company.
Employer Address
Select Update work address/phone number - to copy this information to the corresponding fields in the Main tab upon Save
Industry
Occupation
Job Title
Employed From
Contact Type
In the Other tab, fill out:
Mother’s Maiden Name
Bank Employee
Broker/Dealer Employee
Control Person
In the Affiliated With tab, fill out:
Bank
Trust
Insurance Company
Choose additional due diligence information related to the Company (select all that apply):
Money service business
Senior Foreign Political Figure
Personal Acct. Support Business
Princ. Or Bene. Reside Foreign Juris.
Family Member of a Senior Foreign Political Figure
Close Associate of a Senior Foreign Political Figure
Foreign Corp./Offshore Company
Institutional Account
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The Attributes tab displays the attributes defined for the selected Company. An attribute is a custom data field that your company may use in addition to the standard ones.
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Tip: A Systems Administrator in the Contact Maintenance tool can define values for these attributes. |
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The User Defined Fields tab displays the values defined for the selected Company. A user-defined field is a custom data field that your company may use in addition to the standard ones.
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The Documents tab displays the documents uploaded and indexed to the selected Company. These are usually image files of documents received from the customer, such as filled-out and signed forms, scanned IDs, etc. Double-click on a document in the table to download and open the file. Click ADD DOCUMENT in the upper toolbar to add a new Document for this customer. 
The Brokerage tab shows information about each Brokerage Account the customer has with your company. This data is imported automatically. Select the account number from the dropdown to see each account’s data. Information visible for each account reflects part of the data available in the Brokerage Account Details.  Actions available on this tab:
The Annuity tab shows information about each customer’s Annuity Account with your company. This data is imported automatically. To see the account data, double-click the account in the table, and the Annuity Account Details window will open. Select one of the accounts to see additional details at the bottom of the tab:
 Actions available on this tab:
The Insurance tab shows information about each customer’s Insurance Account with your company. This data is imported automatically. To see each account data, double-click the account in the table, and the Insurance Contract Details window will open. Select one of the accounts to see additional details at the bottom of the tab:
 Actions available on this tab:
The Trust tab shows information about each Trust Account the customer has with your company. This data is imported automatically. Double-click an account in the table to see its data, and the Trust Account Details window will open.  Actions available on this tab:
ACCOUNT - adds a new Trust account manually each Trust Account the customer has with your company. This data is imported automatically. Double-click an account in the table to see its data, and the Trust Account Details window will open.  Actions available on this tab:
The Brokerage tab shows information about each Brokerage Account the customer has with your company. This data is imported automatically. Select the account number from the dropdown to see each account’s data. Information visible for each account reflects part of the data available in the Brokerage Account Details.  Actions available on this tab:
The Insurance tab shows information about each customer’s Insurance Account with your company. This data is imported automatically. To see each account data, double-click the account in the table, and the Insurance Contract Details window will open. Select one of the accounts to see additional details at the bottom of the tab:
 Actions available on this tab:
The Summary tab shows all Accounts stored in jCore that this entity has with your company. You can see the totals for Primary Assets and Liabilities at the bottom of the screen. Note: To view and change external asset and liability information, go to the Suitability tab. In this tab, you can:
The Attributes tab displays the attributes defined for the selected Company. An attribute is a custom data field that your company may use in addition to the standard ones.
The Suitability tab contains information about the client’s Financial Profile and Investment Experience. It is used for customer profiling and financial planning.
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Tasks in the Company Details Window
There are several tasks that you can perform in the Company Details window, such as:
adding new members to the household
attaching a document to the Company entry
sending an e-mail to the client
viewing the event’s history.
Adding Household Members to Contacts
Household members are listed in the Household section of the Company Details Relationships tab.
There are three ways to add household members to a Contact:
Right-click and select Suggest (A) to find potential relationships automatically.
Right-click and select Add (B) to create a new Contact entry that is part of this person’s household.
Click SEARCH (C) on the right side of the section to find a specific Contact that is part of this household.
Selecting Suggested Household Members
To find suggested household members:
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In the Household section of the tab, right-click and select Suggest.
The system shows a list of Contacts with the same last name or who live at the same address. 
Select the Relationship Type for all Contacts that are members of this household. Then click the checkmark icon to add these relationships.
The household members are added to the Household section (A). Click SAVE to keep the changes and close the Company Details window.  |
Creating a New Record for a Household Member
To create a new Contact entry for a household member:
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In the Household section of the tab, right-click and select Add.
A new empty Person Relationship Detail window opens. Select the Relationship type (1) and make sure the Member of Household (2) checkbox is selected, then fill out the new Contact’s data and click SAVE. 
The new household member is added to the Household section (A). Click SAVE to keep the changes and close the Company Details window. |
Adding an Existing Contact as a Household Member
To search and add a specific Contact as a household member:
Note: You may need to search if the household member has a different last name and address than the Head of Household.
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On the right side of the Household section, click SEARCH.
In the Search dialog, fill out the search criteria (1) and click FILTER (2). Select the Contact in the results list and click SELECT (4). 
A Person Relationship Detail window opens. Select the Relationship type (1) and make sure the Member of Household (2) checkbox is selected, then click SAVE.
The household member is added to the Household section (A). Click SAVE to keep the changes and close the Company Details window. |
Adding Other Relationships to Contacts
Any additional relationships are listed in the Company Details Relationships Tab’s Other Relationships (B) section.
To add a new Contact entry as a relationship:
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In the Other Relationships section of the tab, right-click and select Add. 
A new empty Person Relationship Detail window opens. Select the Relationship type (1) and make sure the Member of Household (2) checkbox is not selected, then fill out the new Contact’s data and click SAVE.
The new relationship is added to the Other Relationships section (B). Click SAVE to keep the changes and close the Company Details window. |
Viewing Account Holdings for a Company
You can view the Company’s account holdings, including their current price, in the Summary tabof the Company Details:
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Select those Account records (1) that you want to check. Click the HOLDINGS (2) button. 
The Account Holdings dialog opens. The Estimated Balance field shows the total amount of all Accounts based on the original price. 
Select the Show Current Price checkbox. The Estimated Balance field shows the total amount based on the current price.  |
Viewing Event History
The Event History window displays all events (appointments, calls, tasks, etc.) for each Company based on the selected filter settings.
To open this window:
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Open the Company Details and click the HISTORY button. 
Define the filter settings and click FILTER. 
Select filter parameters in the Event Link Browser window and click FILTER (1). To open the required event, click on it in the Preceding or Subsequent Events list (2). The system opens the linked Task Detail window. 
Select the required event from the Preceding or Subsequent Events list (1) to delete the link and click DELETE (2).  |
Uploading a Document File for a Company
When your home office receives customer documents (filled-out and signed account forms, change requests, scanned IDs, and others), you can keep them in jCore indexed to the specific Company entry. You can view all Documents uploaded to the system in the Document Monitor.
To add a new Document:
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Open the Company Details for the Company.
Click the ADD DOCUMENT button. Alternatively, you can open the Documentstab, right-click in the table, and select Add. 
Select the document’s source in the dialog – Upload a local document, and click OK. 
Click the three dots icon next to the File Name field to select a document from your disk. Note: Most image and document file types are accepted, including 
In the Upload Document window, add or change indexing information for the document and then click OK:
The Documents tab displays the documents uploaded and indexed to the selected Company. You can also view all Documents uploaded to the system in the Document Monitor.  |