| Ticket | Description |
| ENH-1445 |
Improve the application experience for existing customers and employees using Customer Lookup. Customer Lookup enables financial institution employees to locate existing customers (people and organizations) using either Tax ID or Core ID with streamlined search functionality in the Console application flow. This provides support for existing customers who do not have Tax IDs (e.g. non residents). Additionally, Customer Lookup surfaces duplicate customer records found in the core, allowing the employee to select the appropriate record and seamlessly move forward with the application. This feature is in Beta and can be toggled on in your Production & UAT environments via the Digital Branch Manager. If there are any issues, please reach out to support. Digital Branch Manager > Client SetupLearn more here. |