Details
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Improvement
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Status: Closed
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Major
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Resolution: Auto Closed
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None
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None
Description
As a Loan Officer, i would like to easy know all accounts related to a client in client profile with clearly defined relation.
E.g
If an account belongs to a client, the Relationship will be "Principal Owner"
If a client guarantees a loan, the account is shown on his/her profile but the Relationship will be "Guarantor"