Task #710: Admin - High Net Worth - Finansia Portal - Project Management

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Task #710

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Admin - High Net Worth

Task #710: Admin - High Net Worth

Added by karnake ruengchaicharnkij 19 days ago. Updated 19 days ago.

Status:

New

Priority:

High

Assignee:

karnake ruengchaicharnkij

Start date:

05/27/2026

Due date:

% Done:

0%

Estimated time:

(Total: 0:00 h)

Description

Add "High Network by RM" under "Customer Management" for¶

Maker to create request for upgrade customers to High/Ultra High Net Worth

Add "High Network by RM" under "Approval" for¶

Checker to approve request for upgrade regular customers to High/Ultra High Net Worth
Approver to approve request for upgrade high risk customers to High/Ultra High Net Worth

Add "High Network by RM" under "Enquiry" for¶

RM to check progress of the processes

Subtasks 6 (6 open — 0 closed)

KR Updated by karnake ruengchaicharnkij 19 days ago Actions
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#1

Subtask #711 added

KR Updated by karnake ruengchaicharnkij 19 days ago Actions
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#2

Subtask #712 added

KR Updated by karnake ruengchaicharnkij 19 days ago Actions
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#3

Subtask #713 added

KR Updated by karnake ruengchaicharnkij 19 days ago Actions
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#4

Subtask #714 added

KR Updated by karnake ruengchaicharnkij 19 days ago Actions
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#5

Subtask #715 added

KR Updated by karnake ruengchaicharnkij 19 days ago Actions
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#6

Subtask #716 added

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