Customer Details. Australian Edition

Field name	Required	Field type	Constraints	Mask	Comment
Personal info
First name	Y	text field,<string>
Middle name	N	text field, <string>
Last name	Y	text field, <string>
Date of Birth	Y	text field, <date format>
Gender	Y	dropdown	dropdown options: Male \| Female
Marital Status	Y	dropdown	dropdown options: Married \| Single \| Divorced \| Separated \| Widow(er)
Number of dependents	Y	dropdown	dropdown options: 0-10
Citizenship	Y	dropdown	dropdown options: Australian Resident \| Other
Country of Citizenship	Y	dropdown	Dropdown options: values from Countries dictionary		appears if Other option is chosen in Citizenship dropdown list
Education	Y	dropdown	Dropdown options: < Year 12 \| Year 12 Graduation \| TAFE / College Graduate \| University Graduate \| Post Graduate
Medicare number	Y	text field, <string>	numeric	xxx-xx-xxxx	AU equivalent – healthcare number
Email	Y	email	(@) and (.) are required. (-) and (_) can be used
Actual Address
Search by postcode	Y	button	once clicked, Select place dialog box (Figure 1) appears
Address Place	disabled		prefilled after search by postcode is performed
State/Self-govern territory/External territory	disabled		prefilled after search by postcode is performed
Post Code	disabled		prefilled after search by postcode is performed
Apartment Number	Y	text field, <string>	max length: 5 symbols
Street Number	Y	text field, <string>
Street Name	Y	text field, <string>
Street Type	Y	dropdown	Dropdown options: Ave \| Bvd \| Cct \| Cls \| Crt \| Crs \| Drv \| Esp \| Gdns \| Hwy \| Lane \| Mews \| Pde \| Plc \| Rd \| St \| Tce \| Wy \| Other
Residential status	Y	dropdown	Dropdown options: Rent \| Own \| Leased \| Government Housing \| Live with parents \| Other
Resided at address (years)	Y	dropdown			2 dropdowns – (1)years (2)months
Resided at address (months)	Y	dropdown
Mailing address
Mailing address is the same	N	checkbox			By default, it is checked. If checked, the Address fields are used to fill in the similar Mailing address fields and disabled If unchecked, the Mailing address fields are empty and editable
Search by postcode	Y, until Mailing address is the same checkbox is checked	button	once clicked, Select place dialog box (Figure 1) appears
Address Place	disabled		prefilled with results of search by postcode OR with address place of the actual address section if Mailing address is the same is checked
State/Self-govern territory/External territory	disabled		prefilled with results of search by postcode OR with State/Self-govern territory/External territory of the actual address section if Mailing address is the same is checked
Post Code	disabled		prefilled with results of search by postcode OR with Post Code of the actual address section if Mailing address is the same is checked
Apartment Number	Y	text field, <string>	max length: 5 symbols
Street Number	Y	text field, <string>
Street Name	Y	text field, <string>
Street Type	Y	dropdown	Dropdown options: Ave \| Bvd \| Cct \| Cls \| Crt \| Crs \| Drv \| Esp \| Gdns \| Hwy \| Lane \| Mews \| Pde \| Plc \| Rd \| St \| Tce \| Wy \| Other
Additional info
Car Owner	Y	dropdown	Dropdown options: yes \| no
Driver's License Number	N	text field, <string>
Driver's License State of Issue	N	dropdown	Dropdown options from Australian States dictionary
Main Phone	Y	text field, <string>	10 digits max	xxxx-xxx-xxx
Alternative Phone	Y	text field, <string>	10 digits max	xxxx-xxx-xxx
Monthly Income	Y		money value
Expenses
Monthly Expenses		non-editable prefilled text field	money value; automatically calculated sum of the fields values bellow
Housing	Y	text field, <string>	money value
Utilities	Y	text field, <string>	money value
Transport	Y	text field, <string>	money value
Insurance & Health Care	Y	text field, <string>	money value
General Living (Groceries)	Y	text field, <string>	money value
Child Care & Education	Y	text field, <string>	money value
Leisure & Entertainment	Y	text field, <string>	money value
Existing Loan / Credit card payments	Y	text field, <string>	money value
Savings	Y	text field, <string>	money value
Miscellaneous	Y	text field, <string>	money value
Employment info
Primary Income	Y	dropdown	dropdown options: Employed \| Self Employed \| Government Benefits \| Retired / Home duties \| Other
Employment Information (only available for Income Type = Employed)
Position type	Y	dropdown	dropdown options: CEO/CFO \| Upper manager \| Middle manager \| Employee\| Tradesman \| Civil Servant \| Other
Work Phone	Y	text field, <string>	10 digits max	xxxx-xxx-xxx
Start Date	Y	text field	date format; <= Current Date
Employment Information (only available for Income Type = Self Employed)
Company name	Y	text field, <string>
Company Phone	Y	text field, <string>	10 digits max	xxxx-xxx-xxx
Company Beginning Date	Y	text field	date format; <= Current Date
Employment Information (only available for Income Type = Government Benefits)
Main source of benefit	Y	dropdown	dropdown options: Age Pension \| Carer Allowance \| Child Support \| Disability Pension \| Family Tax Benefit A \| Family Tax Benefit B \| Newstart \| Parenting \| Youth Allowance \| Other
Benefit Start Date	Y	text field	date format; <= Current Date
Employment Information (only available for Income Type = Retired / Home duties OR Other)
Start Date	Y	text field	date format; <= Current Date

Additional Income	N		A button to display a modal window to add a secondary income same as the primary one
Bank Account
Name of bank	Y	text field, <string>
Account name	Y	text field, <string>
BSB	Y	text field, <string>	6 digits	xxxxxx
Account Number	Y	text field, <string>	max length: 10 symbols; numeric
Time with Bank Account	Y	dropdown	dropdown options: Month \| 3 Months \| 6 Months \| 12 Months \| More than 1 Year \| Morethan 2 Years \| More than 3 Years \| More than 5 Years
Documents
Choose file	N	button	up tp 10 attachments; each attachment <= 20Mb