Process information about customers

Overview

Framework:
RQF
Level:
Level 2
Unit No:
R/506/2134
Credits:
3
Guided learning hours:
14 hours

Assessment Guidance

All Assessment Criteria must be met and assessed in line with Skills CFA Assessment Strategy.

Unit Learning Outcomes

1

Understand how to process customer information.

Assessment Criteria

  • 1.1

    Describe the functions of customer information systems.

  • 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.

Assessment Criteria

  • 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.