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Canada Life CUSTOMER Information Domain DRAFT (Customer - anyone who…
Canada Life CUSTOMER Information Domain
DRAFT
Customer
- anyone who purchases or uses our products and services, or who will in the future.
Customer
Types
Individual
clients
**
who buy insurance, investment and retirement products
Group
plan sponsors who provide benefits for their employees or members; and the members of those group benefit plans, including their families.
Customer Profile -
PERSON
Identity
Name(s)
Mailing Addresses(s)
Trusted?
eMail Addresses(s)
Date of Birth
Identification Number ("SuperID")
Type/Role
Consent & Preferences
Communication language
Statement
Website language
Payment preference
Notification preference
Important / News preferences
Marketing/Promo preference (CASL)
Relationships
Employer(s)
Advisor(s)
Providers(s)
Dependents
Beneficary(s)
Sold/Purchased Products
Sold Product Identifier
Product name
Product type
Payment
Banking Information
Activity
Compliance Profile (AML)
Survey Sentiment
Customer Segment
Investment Profile
Health Profile
Digital Profile
Web Registration Details
Life Events Profile
Customer Profile -
ORGANIZATION
Identity
Organziation Name
Mailing address(s)
eMail address(s)
Identification Number
Relationship(s)
Primary Contact Information