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Customer Details. Australian Edition

Customer Details. Australian Edition

Owned by TurnKey Lender
Sept 24, 2018
Field nameRequiredField typeConstraintsMaskComment
Personal info
First nameY

text field,<string>




Middle nameNtext field, <string>


Last nameYtext field, <string>


Date of BirthYtext field, <date format>


GenderYdropdowndropdown options: Male | Female

Marital StatusYdropdowndropdown options: Married | Single | Divorced | Separated | Widow(er)

Number of dependentsYdropdowndropdown options: 0-10

CitizenshipYdropdowndropdown options: Australian Resident | Other

Country of CitizenshipYdropdownDropdown options: values from Countries dictionary
appears if Other option is chosen in Citizenship dropdown list
EducationYdropdownDropdown options: < Year 12 | Year 12 Graduation | TAFE / College Graduate | University Graduate | Post Graduate

Medicare numberYtext field, <string>numericxxx-xx-xxxxAU equivalent – healthcare number
EmailYemail(@) and (.) are required. (-) and (_) can be used

Actual Address
Search by postcodeYbuttononce clicked, Select place dialog box (Figure 1) appears

Address Placedisabled
prefilled after search by postcode is performed

State/Self-govern territory/External territorydisabled
prefilled after search by postcode is performed

Post Codedisabled
prefilled after search by postcode is performed

Apartment NumberYtext field, <string>max length: 5 symbols

Street NumberYtext field, <string>


Street NameYtext field, <string>


Street TypeYdropdownDropdown options: Ave | Bvd | Cct | Cls | Crt | Crs | Drv | Esp | Gdns | Hwy | Lane | Mews | Pde | Plc | Rd | St | Tce | Wy | Other

Residential statusYdropdownDropdown options: Rent | Own | Leased | Government Housing | Live with parents | Other

Resided at address (years)Ydropdown

2 dropdowns – (1)years (2)months
Resided at address (months)Ydropdown


Mailing address
Mailing address is the sameNcheckbox

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 postcodeY, until Mailing address is the same checkbox is checkedbuttononce clicked, Select place dialog box (Figure 1) appears

Address Placedisabled
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 territorydisabled
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 Codedisabled
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 NumberYtext field, <string>max length: 5 symbols

Street NumberYtext field, <string>


Street NameYtext field, <string>


Street Type YdropdownDropdown options: Ave | Bvd | Cct | Cls | Crt | Crs | Drv | Esp | Gdns | Hwy | Lane | Mews | Pde | Plc | Rd | St | Tce | Wy | Other

Additional info
Car OwnerYdropdownDropdown options: yes | no

Driver's License NumberNtext field, <string>


Driver's License State of IssueNdropdownDropdown options from Australian States dictionary

Main PhoneYtext field, <string>10 digits maxxxxx-xxx-xxx
Alternative PhoneYtext field, <string>10 digits maxxxxx-xxx-xxx
Monthly IncomeY
money value

Expenses
Monthly Expenses
non-editable prefilled text fieldmoney value; automatically calculated sum of the fields values bellow

HousingYtext field, <string>money value

UtilitiesYtext field, <string>money value

TransportYtext field, <string>money value

Insurance & Health CareYtext field, <string>money value

General Living (Groceries)Ytext field, <string>money value

Child Care & EducationYtext field, <string>money value

Leisure & EntertainmentYtext field, <string>money value

Existing Loan / Credit card paymentsYtext field, <string>money value

SavingsYtext field, <string>money value

MiscellaneousYtext field, <string>money value

Employment info
Primary IncomeYdropdowndropdown options: Employed | Self Employed | Government Benefits | Retired / Home duties | Other

Employment Information (only available for Income Type = Employed)




Position typeYdropdowndropdown options: CEO/CFO | Upper manager | Middle manager | Employee| Tradesman | Civil Servant | Other

Work PhoneYtext field, <string>10 digits maxxxxx-xxx-xxx
Start DateYtext fielddate format; <= Current Date

Employment Information (only available for Income Type = Self Employed)




Company nameYtext field, <string>


Company PhoneYtext field, <string>10 digits maxxxxx-xxx-xxx
Company Beginning DateYtext fielddate format; <= Current Date

Employment Information (only available for Income Type = Government Benefits)




Main source of benefitYdropdowndropdown options: Age Pension | Carer Allowance | Child Support | Disability Pension | Family Tax Benefit A | Family Tax Benefit B | Newstart | Parenting | Youth Allowance | Other

Benefit Start DateYtext fielddate format; <= Current Date

Employment Information (only available for Income Type = Retired / Home duties OR Other)




Start DateYtext fielddate format; <= Current Date


Additional IncomeN
A button to display a modal window to add a secondary income same as the primary one

Bank Account
Name of bankYtext field, <string>


Account nameYtext field, <string>


BSBYtext field, <string>6 digitsxxxxxx
Account NumberYtext field, <string>

max length: 10 symbols;

numeric



Time with Bank AccountYdropdowndropdown 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 fileNbutton

up tp 10 attachments;

each attachment <= 20Mb



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