Temenos Lifecycle Management Suite - Recovery Product Guide
Person System Screens

This section provides an overview of the Person system screens that are available in Temenos Infinity:

Screen Description
Audit-Person This screen displays user-initiated changes to fields flagged for audit on the person displayed in the workspace. The Person Audit screen displays the user who made the change, the date the change was made, the type of change, and a description of the change.
For help configuring the fields that are to be flagged, contact a Temenos Customer Care Specialist via a Request case on the Client Portal.
Contacts This screen displays contacts that are related to the person in context. From this screen users can add contacts, add companies, and delete existing contacts. Contacts displayed may contain the name of the contact, the relation to the person, address of the person or company, and email.
Workflow History This screen displays all workflows and comments that have been generated on the account or case in context. The Workflow History screen displays the name of the user who ran the workflow or entered the comment, the name of the workflow, and the date the workflow was ran or the comment was entered.
Related Accounts This screen displays all of a person's related accounts.

 

 


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