Person details page

The purpose of the person details page is to provide a comprehensive management and viewing interface for a specific person's (customer's) profile and associated financial products. It allows you to efficiently review, navigate, and administer a person's complete record within the Tuum system.

Person's summary

The summary card, located prominently at the top centre of the content area, offers a quick overview of the person's essential details and status. It displays key details such as:

  • status and type of the person;

  • ID number, creation date, language, tenant code, and customer type;

  • contact information (phone, e-mail);

  • residency country, business area, counterparty sector code, and intra org code.

If a person is classified as a Politically Exposed Person (PEP), it will be indicated on the summary card as a dedicated notice.

You can modify the parameters shown on the summary card in the respective section of the content area below.

Content menu

The left-side content menu features navigation categories for Tuum product items, providing quick access to person-related financial products. The categories include accounts, loans, deposits, cards, and other financial products. You can select a category and its sub-items, if applicable, to swiftly locate specific financial products related to that person.

The available list of navigation items in it depends on the configuration of the Tuum business modules (e.g. accounts, loans, deposits, cards) for your organisation.

Content sidebar

The content sidebar, located on the right side of the content area, consists of two elements: action buttons at the top and content navigators below them.

Action buttons

The action buttons allow the user to perform essential activities with the person. The specific list of action buttons depends on the person's status. In this example, the user can inactivate the person's record or restrict access to it.

For more information about the action buttons in the content sidebar, please refer to the Action buttons chapter in the BackOffice content page features.

Section navigators

The section navigators on the sidebar display a complete list of content sections on a person's details page.

For more information about the content section navigators in the content sidebar, please refer to the Section navigators chapter in the BackOffice content page features.

Content sections

The purpose of the content section is to group similar data sets into distinct visual categories. To view the data in a particular section, ensure that its visibility is enabled. You can then access it by clicking on the corresponding section navigator in the content sidebar or by simply scrolling the page to that section.

Person details section

The person overview page includes a Details section, which is structured based on the type of person:

  • Private person: displays individual-specific sections such as Personal, Contact, and Work & home.

  • Legal person: displays entity-specific sections such as Personal, Contact, and Business.

Other sections

For more information on viewing data items located in other sections of the person's details page, please refer to the Page content section features chapter.

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