General Details

Client registration — personal & identification details.

Basic Information

{{ 'labels.inputs.Office' | translate }} @for (office of officeOptions; track office) { {{ office.name }} } @if (createClientForm.controls.officeId.hasError('required')) { Office is required } {{ 'labels.inputs.Legal Form' | translate }} @if (createClientForm.get('legalFormId')?.value) { {{ createClientForm.get('legalFormId')?.value === 1 ? 'person' : 'business' }} {{ getSelectedLegalFormLabel() }} } @for (legalForm of legalFormOptions; track legalForm) { {{ legalForm.id === 1 ? 'person' : 'business' }} {{ legalForm.id === 1 ? 'Individual' : 'Non-Individual' }} } Nationality @if (getSelectedNationality()) { @if (getSelectedNationality().flagType === 'india') { } @else { {{ getSelectedNationality().icon }} } {{ getSelectedNationality().label }} } @for (nat of nationalityOptions; track nat) { @if (nat.flagType === 'india') { } @else { {{ nat.icon }} } {{ nat.label }} } @if (createClientForm.get('legalFormId')?.value === LegalFormId.PERSON) { {{ 'labels.inputs.Is staff' | translate }}? No Yes }

{{ 'labels.inputs.Client Details' | translate }}

@if (createClientForm.get('fullname')) { {{ 'labels.inputs.' + getDateLabel(createClientForm.get('legalFormId')?.value, ['Name', 'Entity Name']) | translate }} @if (createClientForm.controls.fullname.hasError('required')) { Client name is required } @else if (createClientForm.controls.fullname.hasError('pattern')) { Only letters, spaces, dots, hyphens and apostrophes allowed } @else if (createClientForm.controls.fullname.hasError('maxlength')) { Name cannot exceed 100 characters } @if (createClientForm.get('fullname')?.value) {
Entity Name: {{ createClientForm.get('fullname')?.value }}
@if (!sanctionsVerified && !sanctionsBlocked) { } @if (sanctionsVerified) { RBI KYC Master Direction (2016) — Section 51 & PMLA 2002 Verified info } @if (sanctionsBlocked) { RBI KYC Master Direction (2016) — Section 51 & PMLA 2002 Sanctions Match info }
} } @if ( createClientForm.get('firstname') || createClientForm.get('middlename') || createClientForm.get('lastname') ) {
@if (createClientForm.get('salutationId') && salutationOptions?.length > 0) { Salutation person @for (salutation of salutationOptions; track salutation) { {{ salutation.name }} } } @if (createClientForm.get('firstname')) { {{ 'labels.inputs.First Name' | translate }} badge @if (createClientForm.controls.firstname.hasError('required')) { First name is required } @else if (createClientForm.controls.firstname.hasError('pattern')) { Only letters, spaces, dots and hyphens allowed } @else if (createClientForm.controls.firstname.hasError('maxlength')) { Cannot exceed 50 characters } } @if (createClientForm.get('middlename')) { {{ 'labels.inputs.Middle Name' | translate }} person_outline @if ( createClientForm.controls.middlename?.hasError('pattern') && createClientForm.controls.middlename?.touched ) { Only letters, spaces, dots and hyphens allowed } } @if (createClientForm.get('lastname')) { {{ 'labels.inputs.Last Name' | translate }} person @if (createClientForm.controls.lastname.hasError('required')) { Last name is required } @else if (createClientForm.controls.lastname.hasError('pattern')) { Only letters, spaces, dots and hyphens allowed } @else if (createClientForm.controls.lastname.hasError('maxlength')) { Cannot exceed 50 characters } }
@if (fullNamePreview) {
Full Name: {{ fullNamePreview }}
@if (!sanctionsVerified && !sanctionsBlocked) { } @if (sanctionsVerified) { RBI KYC Master Direction (2016) — Section 51 & PMLA 2002 Verified info } @if (sanctionsBlocked) { RBI KYC Master Direction (2016) — Section 51 & PMLA 2002 Sanctions Match info }
} } @if (createClientForm.get('legalFormId')?.value === LegalFormId.PERSON) { Date of Birth calendar_today @if ( createClientForm.get('dateOfBirth')?.hasError('required') && createClientForm.get('dateOfBirth')?.touched ) { Date of Birth is required } } @if (createClientForm.get('legalFormId')?.value === LegalFormId.PERSON) { {{ 'labels.inputs.Gender' | translate }} @if (getSelectedGender()) { {{ getGenderIcon(getSelectedGender().name) }} {{ getSelectedGender().name | titlecase }} } @for (gender of genderOptions; track gender) { {{ getGenderIcon(gender.name) }} {{ gender.name | titlecase }} } @if (createClientForm.get('genderId')?.hasError('required') && createClientForm.get('genderId')?.touched) { Gender is required } } @if (createClientForm.get('legalFormId')?.value === LegalFormId.PERSON && calculatedAgeDetail) {
{{ calculatedAgeDetail }} @if (isMinor) { Minor }
}
@if (isMinor && createClientForm.get('legalFormId')?.value === LegalFormId.PERSON) {
family_restroom

Guardian Details

Minor account — guardian is mandatory per RBI KYC norms
{{ ageBreakdown.years }} yrs {{ ageBreakdown.months }} mos {{ ageBreakdown.days }} days MINOR
@if (!selectedGuardian && !guardianLinking) { }
@if (!selectedGuardian && !guardianLinking) {
person_off
No guardian linked yet. Click "Link Guardian" to search and add. Guardian is mandatory for minor accounts
} @if (!selectedGuardian && guardianLinking) {
Relationship man Father woman Mother gavel Legal Guardian elderly Grandparent group Other
Search Guardian by Name or Client ID person_search @if (guardianSearching) {
Searching...
} @if (!guardianSearching && guardianSearchResults.length > 0) {
@for (result of guardianSearchResults; track result.id) {
{{ result.displayName }} ID: {{ result.id }} · A/C: {{ result.accountNumber }} · {{ result.officeName }} @if (result.dateOfBirth) { · DOB: {{ result.dateOfBirth | dateFormat }} } @if (result.fatherSpouseName) { · {{ result.fatherSpouseName }} }
{{ result.status?.value }}
}
} @if (!guardianSearching && guardianSearchText.length >= 2 && guardianSearchResults.length === 0) {
No clients found
}
} @if (selectedGuardian) {
Photo Name Relationship CIF / A/C Status Actions
@if (selectedGuardian.profileImageUrl) { Photo } @else { }
{{ selectedGuardian.displayName }} link Linked Client #{{ selectedGuardian.cifNumber || selectedGuardian.id }}
{{ createClientForm.get('guardianDetails.guardianRelation')?.value || '-' }} {{ selectedGuardian.accountNo || selectedGuardian.accountNumber || '-' }} {{ selectedGuardian.status?.value || '-' }}
@if (guardianExpanded) {
Account Type {{ selectedGuardian.accountType || '-' }}
@if (selectedGuardian.panNumber) {
PAN {{ selectedGuardian.panNumber }} @if (selectedGuardian.panVerified) { check_circle }
} @if (selectedGuardian.aadhaarMasked) {
Aadhaar {{ selectedGuardian.aadhaarMasked }} @if (selectedGuardian.aadhaarVerified) { check_circle }
} @if (selectedGuardian.mobileNo) {
Mobile {{ selectedGuardian.mobileNo }}
} @if (selectedGuardian.fullAddress) {
Address {{ selectedGuardian.fullAddress }}
}
@if (selectedGuardian.signatureUrl) {
Specimen Signature Signature
}
}
}
} @if (createClientForm.get('clientNonPersonDetails')) {
Constitution Type @if (selectedConstitution) { {{ selectedConstitution.icon }} {{ selectedConstitution.label }} } @for (ct of enrichedConstitutionOptions; track ct.id) { {{ ct.icon }} {{ ct.label }} } Nature of Business / Activity @if (getSelectedBusiness()) { {{ getBusinessIcon(getSelectedBusiness().name) }} {{ getSelectedBusiness().name }} } @for (business of businessLineOptions; track business) { {{ getBusinessIcon(business.name) }} {{ business.name }} } Registration / Incorporation Number @if (selectedConstitution?.regHint) { e.g. {{ selectedConstitution.regHint }} }

Authorized Signatories {{ signatories.length }}

Select registered clients as authorized signatories — as per Board Resolution / Partnership Deed. Max 10.
@if (signatories.length > 0) {
# Name Client ID PAN DIN Status Actions
@for (sig of signatories; track sig.id; let i = $index) {
{{ i + 1 }}
@if (sig.profileImageUrl) { } @else { }
{{ sig.displayName }} @if (sig._loading) { } {{ sig.cifNumber || sig.id }} {{ sig.panNumber || '-' }} @if (sig.panVerified) { check_circle } @if (sig.dinNumber) { {{ sig.dinNumber }} @if (sig.dinVerified) { check_circle } @if (!sig.dinVerified) { cancel } } @else { } {{ sig.status?.value || '-' }}
}
} @if (signatories.length < 10) {
Add Signatory — Search by Name or Client ID person_add @if (signatorySearching) {
Searching...
} @if (!signatorySearching && signatorySearchResults.length > 0) {
@for (result of signatorySearchResults; track result.id) {
{{ result.displayName }} ID: {{ result.id }} · A/C: {{ result.accountNumber }} · {{ result.officeName }} @if (result.dateOfBirth) { · DOB: {{ result.dateOfBirth | dateFormat }} } @if (result.fatherSpouseName) { · {{ result.fatherSpouseName }} }
{{ result.status?.value }}
}
} @if (!signatorySearching && signatorySearchText.length >= 2 && signatorySearchResults.length === 0) {
No clients found
}
}
@if (selectedConstitution?.additionalField) { {{ selectedConstitution.additionalField }} } Remarks
}

Contact Details info

{{ 'labels.inputs.Mobile No' | translate }} phone_android @if (createClientForm.get('mobileNo')?.hasError('required') && createClientForm.get('mobileNo')?.touched) { Mobile number is required } @else if ( createClientForm.get('mobileNo')?.hasError('pattern') && createClientForm.get('mobileNo')?.touched ) { Enter valid 10-digit number (starts with 6-9) }
@if (!mobileVerified) { } @else { ✔ Verified }
Alternate Mobile No phone_android @if ( createClientForm.get('alternateMobileNo')?.hasError('pattern') && createClientForm.get('alternateMobileNo')?.touched ) { Enter valid 10-digit number (starts with 6-9) }
@if (!alternateMobileVerified) { } @else { ✔ Verified }
{{ 'labels.inputs.Email Address' | translate }} email @if ( createClientForm.get('emailAddress')?.hasError('required') && createClientForm.get('emailAddress')?.touched ) { Email is required } @else if (createClientForm.get('emailAddress')?.invalid && createClientForm.get('emailAddress')?.touched) { Enter a valid email (e.g. name@example.com) } @if ( createClientForm.get('legalFormId')?.value === LegalFormId.PERSON && maritalStatusOptions.length > 0 && !isMinor ) { Marital Status @if (getSelectedMaritalStatus()) { {{ getMaritalStatusIcon(getSelectedMaritalStatus().name) }} {{ getSelectedMaritalStatus().name }} } @for (ms of maritalStatusOptions; track ms) { {{ getMaritalStatusIcon(ms.name) }} {{ ms.name }} } }
@if (createClientForm.get('legalFormId')?.value === LegalFormId.PERSON) {

Financial & Classification

{{ 'labels.inputs.Occupation Category' | translate }} @if (getSelectedOccupationCategory()) { {{ getOccupationCategoryIcon(getSelectedOccupationCategory().name) }} {{ getSelectedOccupationCategory().name }} } @for (cat of occupationCategoryOptions; track cat) { {{ getOccupationCategoryIcon(cat.name) }} {{ cat.name }} } {{ 'labels.inputs.Occupation' | translate }} @if (getSelectedOccupation()) { {{ getOccupationIcon(getSelectedOccupation().name) }} {{ getSelectedOccupation().name }} } @for (occ of occupationOptions; track occ) { {{ getOccupationIcon(occ.name) }} {{ occ.name }} } Monthly Income ₹ @if ( createClientForm.get('monthlyIncome')?.hasError('pattern') && createClientForm.get('monthlyIncome')?.touched ) { Enter a valid amount } @else if ( createClientForm.get('monthlyIncome')?.hasError('min') && createClientForm.get('monthlyIncome')?.touched ) { Amount cannot be negative } Annual Turnover (Last FY) ₹ @if ( createClientForm.get('annualTurnover')?.hasError('pattern') && createClientForm.get('annualTurnover')?.touched ) { Enter a valid amount } @else if ( createClientForm.get('annualTurnover')?.hasError('min') && createClientForm.get('annualTurnover')?.touched ) { Amount cannot be negative }
}