The Main tab contains basic information about a Contact, their past events, planned events, and public notes.

This tab shows the fields that are used most often:

Salutation Nickname First & Middle name Last name Date of Birth Gender Marital Status Num of Dependents - Number of dependents (entered manually) Est. Retirement - Estimated date of retirement (automatically calculated based on the date of birth) Date of Death Citizenship Lead Source - Select a lead source defined in Contact Maintenance Contact Type - Select a contact type defined in Contact Maintenance NR Alien - Select if the person has a National Resident Alien status (SSN is not mandatory)

Address - Select the address type (Home, Work, Mailing, Business, or others as defined in Contact Maintenance), then enter the street address Tip Tip: A Copy to Mailing button appears next to the Address field if the Home address is filled out. Tip Tip: If you need to add a different type of address specific to this person (e.g., a temporary residency), select <Add New> in the dropdown. Enter the type and click OK. City - Enter the city State - Select a US state Zip Code - Can be up to nine numeric digits, no letters Country - Leave empty for US addresses Phone - Select the phone type (Home, Business, or others as defined in Contact Maintenance), then enter the number E-mail - Select the e-mail address type (Home, Work, or others as defined in Contact Maintenance), then enter the address Referred By - Enter the name of the referral person Referred From- Enter the name of the referral company Referral Date - Enter the date of the referral Main Branch - Select one of your company branches Head of Household - Select the checkbox for the main person in the household

There are additional sub-tabs at the bottom of the screen:

• Events - shows past events, such as letters or e-mails sent to the client

• Planned Events - shows planned events from the calendar, such as scheduled meetings or reminders to call the client

• Public Notes - shows notes that are visible to all users, e.g., import events

To add an Event or a Note, right-click on the tab and select Add.

• Enter event information in the Event notes tab. Click SAVE.

• Enter information that is visible to all reps in the Public notes tab. Click OK.

Rw tab
title Relationships

This tab shows existing Relationships for a Contact, including Reps assigned to this client, the client’s household members, and any other relevant contact persons.

In this tab, you can:

• View the list of your company representatives assigned to this Contact in the Bank Relationships section:

  • You can add a new Bank Relationship from the Contact Manager Search window.

• View the list of family members in the Household section:

  • Click SEARCH or right-click and select Add or Suggest to add the client’s household members.

  • Double-click on a name to edit an existing household relationship.

• View the list of additional contact persons for this Contact in the Other Relationships section:

  • Right-click and select Add to add other connected persons.

Rw tab
title Summary

The Summary tab shows all Accounts stored in jCore that the Contact 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:

• select checkboxes to see Closed Accounts, Accounts of Household members, and Other Related Accounts

• double-click on an account entry to view Account Detailsfor each account

• click the HOLDINGS button to view current Account Holdings for a Contact, including their current price

Rw tab
title Privacy

The Privacy tab shows the Contact’s current privacy preferences. To change the preference, double-click in the Selected column or use the selection buttons at the bottom of the screen.

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

Tip
Tip: A Systems Administrator can define additional privacy preferences in the Contact Maintenance tool.

Rw tab
title Suitability

The Suitability tab contains information about the client’s Financial Profile and Investment Experience. It is used for customer profiling and financial planning.

Tip
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: Tip Tip: A Systems Administrator in the Contact Maintenance tool can define values for these dropdowns. Net Worth Annual Income Tax Bracket Income Source Sp. Exp. Timeframe Investment Income Liquid Assets Annual Expenses Liquidity Needs	View the information about the latest Suitability interactions with the customer: Last Update - shows the date when Suitability information was last changed on this tab 36 Month Mailing - shows the date when the Contact is due the following letter to confirm their Suitability information (for compliance purposes, a customer must be contacted every three years) Trigger Letter - select this checkbox to force the system to send a Suitability Confirmation Letter to the Contact the next time Letters are automatically run (the checkbox will then be automatically reset to unselected) Suppress letter - select this checkbox to prevent the system from sending Suitability Confirmation Letters to the customer (for example, if it is a house account, an internal customer, or a corporation) 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: Time Horizon Risk - overall investment period Tolerance Overall - overall risk tolerance (you can also add individual tolerances on the account level) Investment Objective - overall investment objective 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.

Rw tab
title ID

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 Tip 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 Employment Status
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 Contact (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

Rw tab
title Attributes

The Attributes tab displays the attributes defined for the selected Contact. An attribute is a custom data field that your company may use in addition to the standard ones.

Tip
Tip: A Systems Administrator in the Contact Maintenance tool can define values for these attributes.

Rw tab
title User Defined Fields

The User Defined Fields tab displays the values defined for the selected Contact. A user-defined field is a custom data field that your company may use in addition to the standard ones.

The Documents tab displays the documents uploaded and indexed to the selected Contact. 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:

• FORM - adds forms to the account from the Forms Warehouse

• REGISTRATION - shows Registration Strings that are imported and processed to index the account automatically

• USER DEFINED - shows additional data fields defined by your company

• ACCOUNT - adds a new Brokerage account manually

• DELETE - deletes this account

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:

• Balance

• Status

• Open Date

• Surrender Date - only appears if the account has been canceled

• Rep ID / Loc Code

• Agent’s Name

Actions available on this tab:

• REGISTRATION - shows Registration Strings that are imported and processed to index the account automatically

• USER DEFINED - shows additional data fields defined by your company

• CREATE NEW ACCOUNT - adds a new Annuity account manually

• DELETE - deletes this account

• FORM - adds forms to the account from the Forms Warehouse

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:

• Total Premium

• Contract Term

• Agent’s Name

• Death Benefit Value

• Rep ID/ Loc. Code

• Update Total Asset - if selected, the value of the insurance is included in the Total Assets value for this customer (by default, it is not counted as part of the assets)

• Term Date

• Issue Date

Actions available on this tab:

• REGISTRATION - shows Registration Strings that are imported and processed to index the account automatically

• ACCOUNT - adds a new Insurance account manually

• USER DEFINED - shows additional data fields defined by your company

• DELETE - deletes this account

• FORM - adds forms to the account from the Forms Warehouse

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:

• REGISTRATION - shows Registration Strings that are imported and processed to index the account automatically

• ACCOUNT - adds a new Trust account manually

• DELETE - deletes this account