Former Employer in KYC Professional Tab
A few suggestions:
1) Have Employment/Employer info all together in its own sub-tab in KYC section (separating it from Professional Contacts)
2) There is "occupation, start date, GAI $ and Retire date" but to this should be added the "former employer" which should be able to be populated by existing employers in the system. This way we can look at an employers record and see anyone who currently works here or who has worked here in the past. We would then also be able to click on the employer and it would take us right to the employer record. You could also add "anticipated retirement date" which could 'calculate' years until retirement, as suggested in another thread.
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Craig Horvath commented
To echo this suggestion, in KYC professional section, since we can add additional employment history, there should be a field for current employer and former employer. Yes, we can add the employment info in the contact record under basic info, but to capture income for current employer is relevant as well. Furthermore, since people do change jobs and professions, the KYC professional section needs to allow for end date, not just retirement date since you only retire once. Essentially, the section should have Occupation, Employer/Former Employer, Start Date, End Date, Retirement Date and GAI