Alice Chen
- Customer ID
- C-0001
- Gov ID #
- GOV-0001
- Segment
- retail
- City
- San Francisco
- alice.chen@example.com
- Phone
- +1-415-555-0001
- Customer since
Accounts (2)
- 4471-0001checking$4,500
- 4471-0002savings$12,000
Relationships (1)
Add note
Timeline (17)
- 4471-0001 · Payroll deposit$1800.00
- Login from branch
- 4471-0001 · Whole Foods-$90.00
- 4471-0002 · Transfer in from checking$1200.00
- Login from web
- Login from mobile
- 4471-0001 · Rent-$1350.00
- 4471-0002 · Interest credit$12.00
- 4471-0001 · ACH transfer out-$450.00
- 4471-0002 · Transfer out to checking-$600.00
- in Address change request
- 4471-0001 · Refund$135.00
- 4471-0002 · Transfer in from checking$960.00
- out Updated terms
- Branch: Reviewed interest rate on savings account.
- 4471-0002 · Transfer in from checking$720.00
- Helena Kowalski: Reviewed quarterly statement; no exceptions.