Review identity, account, and relationship information in customer details.
The customer detail page is usually opened from Customer Management -> Customer List. It centralizes a single customer's basic identity data, account status, organization relationship, and available management actions.
This page is a core information page in customer management. Operations staff, customer managers, and authorized administrators can quickly confirm the customer's identity, account status, and business relationship before entering related management functions.
实际可见的操作由当前账号的角色、数据范围和客户状态共同决定。
顧客詳細は Manager 専用画面で、後続操作の前に顧客の本人情報、口座状態、組織関係を確認します。
Find the target customer in Customer Management -> Customer List, then click the customer name, UID, or a view-details entry to open the customer detail page.
The top of the page displays the customer's main identifying information. Before modifying profile data, changing relationships, or taking other management actions, first confirm that the current page belongs to the intended customer.
The Base Info area shows the customer's core identity and account-opening information in the system.
Different institutions may enable different customer fields. The actual content shown depends on the current organization's business configuration and permission settings.
The Account Info area is used to review the customer's current business organization, account state, and relationship context.
Through this area, back-office users can quickly understand who the customer is, who brought the customer in, which institution they belong to, which broker currently serves them, and what account state they are in.
The bottom of the customer detail page displays management actions according to the current user's permissions.
Available actions depend on the institution's enabled features, the current user's role, and data permissions.
Customer details are not fully visible or editable to every back-office user.
Finger Manager decides which customers can be viewed and which actions can be performed based on Role + Permission + Data Scope. Therefore, different accounts may see different information and available actions on the same customer detail page.
The customer detail page is commonly used for identity confirmation, relationship review, account troubleshooting, and internal customer management.
Customer detail is a core customer profile page inside the Manager back office.
Before modifying customer relationships, changing account state, or taking any action that may affect a customer's business relationship, review the sequence: customer identity -> UID -> current organization relationship -> current account status -> operation permission.
After confirmation, proceed with the follow-up management action. Depending on institution configuration, changes involving customer data or business relationships can be recorded in operation logs for later audit and issue tracing.
Customer detail is normally opened after locating a customer in the list. The page path confirms which customer record is being reviewed.
The operator confirms the target customer before reviewing data.Base information includes email, user number, real name, account opening status, pilot status, and creation time.
The team can verify the customer's core identity and status.Account information shows the customer's maker, broker, inviter, group, account status, and recent update state.
Relationship context is visible before follow-up operations.Actions such as editing IB relationship or viewing operation records depend on the current role and data scope.
Customer operations remain controlled by role permissions.