Customer Details. International Edition
Field name | Required | FO Display (D)/ Modify (M) | Type | Constraints | Mask | Comment |
Personal info | ||||||
Yes | D | textfield <string> | Standard "e-mail" verification | |||
First Name | Yes | D | textfield <string> | Max length: 200 characters | ||
Middle Name | No | D | textfield <string> | |||
Last Name | Yes | D | textfield <string> | |||
Date of Birth | Yes | D | dropdown | The date must be specified manually from several dropdowns (date, month, year) | date format corresponds to selected Region | |
Gender | Yes | D | dropdown | Male | Female | ||
Marital Status | Yes | dropdown | Married | Single | Divorced | Widow(er) | Civil Marriage | |||
Number of dependents | Yes | textfield <string> | 0 <= N <= 10 | |||
Citizenship | Yes | dropdown | Options: Citizen | Resident Alien | Non-Resident Alien | |||
Education | Yes | dropdown | Options: High school | College | Graduate | |||
Additional Information | ||||||
National ID | Yes | D | textfield <string> | Constraints depend on settings in the National ID constructor | ||
Car owner | No | dropdown | Yes | No | |||
Driver’s License | No | D | textfield <string> | Max length: 30 symbols | ||
Main Phone | Yes | M | textfield <string> | (Predefined country code) + 5-11 digits | The country code depends on the Country chosen in the Region | |
Alternative Phone | No | M | textfield <string> | (Predefined country code) + 5-11 digits | The country code depends on the Country chosen in the Region | |
Monthly Income | Yes | M | textfield <numeric> | >= 0 | ||
Monthly Expenses | Yes | M | textfield <numeric> | >= 0 | ||
Employment Information | ||||||
Income Type | Yes | M | dropdown | Employed | Self Employed | Social Security / Disability | Retirement / Pension | Other | ||
How Often Do You Get Paid? | Yes | M | dropdown | Weekly | Every 2 weeks | Twice a Month | Monthly | Appears only if NOT Self Employed the option is chosen in the Income Type dropdown | |
Employer | Yes | M | textfield <string> | Max length: 200 characters | Appears only in case Employed the option is chosen in the Income Type dropdown | |
Job title | Yes | M | dropdown | CEO/CFO | Upper manager | Middle manager | Employee| Civil Servant | ||
Size of the Company | Yes | M | dropdown | Less than 50 employees | 50-100 employees | 101-200 employees | More than 200 employees | ||
| Employment duration. Years | Yes | dropdown | numbers from 0 to 10 | |||
| Employment duration. Months | Yes | dropdown | numbers from 0 to 11 | |||
Work Phone | Yes | M | textfield <string> | (Predefined country code) + 5-11 digits | The country code depends on the Country chosen in the /wiki/spaces/TKL/pages/827588619 | |
Employee Verification Phone | Yes | M | textfield <string> | (Predefined country code) + 5-11 digits | The country code depends on the Country chosen in the /wiki/spaces/TKL/pages/827588619 | |
Company Name | Yes | M | textfield <string> | Max length: 500 characters | Appears only in case Self Employed option is chosen in the Income Type dropdown | |
Company Phone | Yes | M | textfield <string> | (Predefined country code) + 5-11 digits | The country code depends on the Country chosen in the /wiki/spaces/TKL/pages/827588619 | |
| Company Life Existing. Years | Yes | dropdown | numbers from 0 to 10 | |||
| Company Life Existing. Months | Yes | dropdown | numbers from 0 to 11 | |||
Appears only in case Social Security / Disability option is chosen in Income Type dropdown | ||||||
| Benefit duration. Years | Yes | M | dropdown | numbers from 0 to 10 | ||
| Benefit duration. Months | Yes | M | dropdown | numbers from 0 to 11 | ||
Next Pay Date | Yes | M | textfield <date> | >= Current Date | date format corresponds to selected /wiki/spaces/TKL/pages/827588619 | |
| Income duration. Years | Yes | M | dropdown | numbers from 0 to 10 | Appears only in case Retirement / Pension option is chosen in the Income Type dropdown | |
| Income duration. Months | Yes | M | dropdown | numbers from 0 to 11 | ||
Income duration. Years | Yes | M | dropdown | numbers from 0 to 10 | date format corresponds to selected /wiki/spaces/TKL/pages/827588619 | Appears only in case Other option is chosen in the Income Type dropdown |
Income duration. Months | Yes | M | dropdown | numbers from 0 to 11 | date format corresponds to selected /wiki/spaces/TKL/pages/827588619 | Appears only in case Other option is chosen in the Income Type dropdown |
Income Verification Phone | No | M | textfield <string> | (Predefined country code) + 5-11 digits | The country code depends on the Country chosen in the /wiki/spaces/TKL/pages/827588619 | |
Address | ||||||
Resides at Address | Yes | M | dropdown | Dropdown options: Less than a year | 1-3 years | 4-10 years | More than 10 years | ||
Full Address | Yes | M | textfield <string> | Max length: 200 characters | ||
Residential status | Yes | M | dropdown | Rent | Own | Live With Parents | ||
Documents | ||||||
| Choose file | - | button | ||||
Attached file block | ||||||
| File thumbnail | Yes | image | 1) If the attached file type is the image, then File thumbnail = the minimized image 2) If the attached file type is not image, then File thumbnail = placeholder image | |||
| File name | Yes | text | The name of the attached file | |||
| Delete | - | button | The attached file has been removed from the form | |||