Process information about customers

Learning Outcomes

1. Understand how to process customer information

1.1 Describe the functions of customer information systems I

1.2 Explain the way in which legislation and regulatory requirements affect the processing of customer information

1.3 Explain different responsibilities and levels of authority for processing customer service information

1.4 Explain the reliability of sources of customer information

1.5 Explain the validity of customer information

2. Be able to process customer information

2.1 Record information about customers in line with organisational standards and procedures

2.2 Keep customer information up to date

2.3 Respond to requests for customer information from authorised people in a timely manner

2.4 Retrieve customer information that meets the requirements of the request

2.5 Supply customer information in a format appropriate for the recipient

2.6 Adhere to organisational policies and procedures, legal and ethical requirements when processing customer information