Review customer status and login availability.
The customer status page is used to review the customer's current account state, including whether the account is closed, account-opening status, Pilot status, and login availability.
Different states are used for back-office management and may also directly affect whether the customer can sign in to Finger Trader or another client.
When the customer is in a login-blocked state, the system rejects the login request according to the current account status and the client displays the corresponding prompt.
当客户被注销或关闭后，后台会记录注销时间，并且客户端登录通常会被拦截。
开户状态用于判断客户是否已经完成平台开户流程，和登录状态不是同一个字段。
Pilot 状态用于判断客户是否具备 Pilot 相关能力或角色，不代表客户账号是否可登录。
حالة العميل هي صفحة خاصة بـ Manager تفرق بين إغلاق الحساب وتفعيل الخدمة وحالة Pilot.
Customer status is composed of multiple independent fields, including closed state, account-opening status, Pilot status, close time, and login availability.
Each field has a different meaning and should not be treated as one single account status.
For example, a customer may have completed account opening, but if the account is closed, disabled, or subject to another login restriction, the customer may still be unable to sign in. Back-office staff should review each status field separately when investigating customer issues.
The closed field indicates whether the customer account is currently closed. Common values are No, meaning the account is still valid, and Yes, meaning the account has been closed.
When the customer has been closed, the system records the corresponding close time.
A closed account is usually not deleted immediately. Historical orders, customer information, business records, and operation logs may continue to be retained according to the institution's data retention rules.
If a closed customer tries to sign in again, the system blocks the login attempt and the client displays the corresponding prompt.
Account-opening status indicates whether the customer has completed the account-opening or business-opening process required by the institution. Common values include Unopened and Opened.
Opened means the customer has completed the account-opening process required by the current business. Unopened means the customer may still be filling information, completing KYC/KYB, waiting for review, confirming agreements, or going through another onboarding step.
Account-opening status is mainly used to determine whether the customer has obtained the corresponding business qualification. Whether login is allowed still depends on the customer's login permission and other account states.
Pilot status indicates whether the customer has obtained Pilot-related business capability. Common values include Unopened and Opened.
Pilot status is independent from account-opening status. A customer may have completed account opening without automatically receiving Pilot permission.
When Pilot-related functions are involved, check this field separately and do not rely only on account-opening status.
Some customer states directly affect client login. When the customer submits a login request, the system checks the current account status.
If the customer is allowed to sign in, the normal login flow continues. If the current state does not allow login, the system rejects the login request and returns the corresponding status reason to the client.
The client then displays a matching prompt. When a customer reports that the account and password are correct but login still fails, customer status should be checked first.
During login, the system usually processes the request in this order: the customer submits login information, the system verifies identity, checks the current customer status, then either allows login or rejects the request and returns the status reason.
The client displays the corresponding prompt according to the returned status. This allows the institution to control client access through customer status without deleting the customer account.
When a customer is set to closed, the system records the corresponding close time.
This information can be used to review the account lifecycle, investigate login exceptions, confirm when the account stopped being used, match back-office operation logs, and support internal audit or compliance retention.
For customers that are not closed, close time is usually empty.
Back-office staff can use the filter area at the top of the page to quickly find customers by customer number or UID, email, closed state, and account-opening status.
Status filters can be used to quickly locate customers who cannot sign in, closed customers, customers who have not completed account opening, or customers in a specific business state.
When a customer reports that they cannot sign in, check in this order: customer UID -> closed state -> login availability -> account-opening status -> Pilot status -> operation records.
If the system blocks login based on customer status, the client can still display the corresponding status prompt even when the customer enters the correct account and password.
Customer status is not only used for back-office display. It is also an important mechanism for institutions to control customer access.
The customer list uses separate fields: closed indicates whether the account has been closed, openStatus indicates whether the customer has opened the service, and openPilotStatus indicates Pilot availability.
Operators avoid mixing login availability with business-opening status.When closed is Yes, the customer record keeps the close time. In normal operations, this state should prevent the customer from logging in again.
Closed customers are treated as unavailable for login.Open status has two values in the current Manager data model: Unopened and Opened. It determines whether the customer has completed the service-opening process.
Opening state controls service availability, not necessarily login itself.Pilot status uses the same opened/unopened status model and should be checked separately when Pilot-related capabilities are involved.
The team can decide which follow-up workflow applies.