The Account 360 screen helps the user provide an overview of Account Holder Details, Account Balance, Account Details, Suggested Actions, Alerts, Recent transactions, Interest Details, and Courtesy Pay.

1. On the Home screen, from Retail Account Services, under Account View, click Account 360, or specify Account 360 in the Search icon bar.
   The Account 360 screen is displayed.

   Figure 2-11 Account 360

   
   Description of "Figure 2-11 Account 360"
2. On Account 360 screen, specify the account number.
   Account 360 details for account is displayed.

   Figure 2-12 Account 360 Details for Active Account

   
   Description of "Figure 2-12 Account 360 Details for Active Account"
3. On Account 360 screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 2-8 Account 360 - Field Description

   Field

   Description

   Search By

   Users can search for an account number by using any of the available search criteria. The account number is set as the default search option. Users can specify the account number directly in the adjacent field or search for an account number by clicking the Search icon. Users can also search for the specific account number by providing customer ID, account number, or account name. Other search options available in the Search by field are Customer ID, SSN, Mobile Number, and Email. A specific customer ID can be searched by providing the customer name or customer ID. If SSN, mobile, or email IDs are chosen to find an account number, the respective IDs have to be input entirely in the adjacent field for the system to display the account number. For a given search criteria, multiple account numbers may be linked. For example, two or more account numbers can be linked to a single mobile number. In such cases, the system displays all the account number matches and the user can select the relevant account number on which to perform a servicing operation. Note: The label of the field adjacent to the Search by field changes dynamically. For example, if the Account number is chosen as the search criteria, the label of the adjacent field is displayed as the Account Number. If SSN is chosen as the search criteria, then the adjacent field would display the label as SSN.

4. On the Account 360 screen, click the Refresh icon to refresh the information on the screen.
5. On the Account 360 screen, click the Hamburger icon to browse the account services menu.

• Account Balance
  This topic helps the user to know the account balance details while performing account servicing transactions.
• Account Information
  This topic helps the user to know the account information details while performing account servicing transactions.
• Account Holder Details
  This topic helps the user to know the Account Holder details while performing account servicing transactions.
• Account Details
  This topic helps the user to know the Account Address details and facilities enabled to the account.
• Account Statement Details
  This topic helps the user to know the statement frequency and the last statement details for the account.
• Suggested Actions
  This topic describes the systematic instruction about the Suggested Actions in Account 360 screen. The Suggested Actions widget in the Account 360 screen displays the account's upcoming events and pending actions. This helps the user to inform the account holder and take the required actions.
• Alerts
  This topic describes the systematic instruction about the Alerts in Account 360 screen. The Alerts widget helps the user view alerts on the account.
• Courtesy Pay
  This topic helps the user to know the courtesy pay details for an account.
• Recent Transactions
  This topic describes the systematic instruction to view the Recent Transactions in the Account 360 screen.
• Interest Details
  This topic describes about Interest Details in the Account 360 screen.
• Frequent Actions
  This topic describes the about the Frequent Actions in the Account 360 screen. The Frequent Actions helps the user to perform account servicing related transactions from the account 360 view screen without navigating to the main menu.