Account Management System Functionality

Account Management Overview

Account Portal Screen

CIMS Terminology

CIMS System Interfaces

Customer Information Management System functionality provides for the fluidity of EPS process execution, from creating to authorizing a new customer or billing account. Each function enables Central Office staff to work through the process of managing customer accounts electronically.

·        Create customer accounts

·        Create billing accounts

·        Add contact information

·        Add or modify insurance information

·        Add or modify securities information

·        Add attachments. Attachments can be copies of securities documents or other pertinent information

·        Add notes about accounts

·        Edit existing accounts

·        View existing accounts

·        Search by account number

·        Advanced search provides the capability to enter search criteria such as customer or billing account name, account number, status, date range, or securities numbers.

·        Assign or reassign billing accounts to customer accounts

·        Suspend accounts

·        Inactivate accounts