【正文】 護(hù) .................................................................................................................................................................................................15客戶權(quán)限轉(zhuǎn)移 .................................................................................................................................................................................................16 客戶合并 .......................................................................................................................................................................................................18客戶托管移交 .................................................................................................................................................................................................18（七） 系統(tǒng)參數(shù)維護(hù) .........................................................................................................................................................................................21二、客戶管理 .........................................................................................................................................................................................22（一）客戶注冊(cè) .................................................................................................................................................................................22（二）企業(yè)客戶 .................................................................................................................................................................................25證件管理 .........................................................................................................................................................................................................25基本信息 .........................................................................................................................................................................................................32業(yè)務(wù)基本情況 .................................................................................................................................................................................................33財(cái)務(wù)報(bào)表 .........................................................................................................................................................................................................34企業(yè)關(guān)聯(lián) .........................................................................................................................................................................................................35業(yè)務(wù)基本情況 .................................................................................................................................................................................................43企業(yè)關(guān)聯(lián) .........................................................................................................................................................................................................44（三）個(gè)人客戶 .................................................................................................................................................................................44個(gè)人基本信息管理 .........................................................................................................................................................................................44個(gè)人主要資產(chǎn)信息管理 .................................................................................................................................................................................46個(gè)人主要負(fù)債信息管理 .................................................................................................................................................................................47個(gè)人工作經(jīng)歷信息管理 .................................................................................................................................................................................48個(gè)人教育經(jīng)歷信息管理 .................................................................................................................................................................................49個(gè)人配偶信息管理 .........................................................................................................................................................................................50居住情況信息管理 .........................................................................................................................................................................................51個(gè)人社保信息管理 .........................................................................................................................................................................................52個(gè)人保險(xiǎn)信息管理 .........................................................................................................................................................................................53個(gè)人關(guān)聯(lián) .......................................................................................................................................................................................................541機(jī)構(gòu)借款 .......................................................................................................................................................................................................551業(yè)務(wù)基本情況 ...............................................................................................................................................................................................56（四）客戶大事記 .............................................................................................................................................................................573 / 118（五）客戶關(guān)系樹 ..........................................................................................................................................................