1. Term Deposit Origination User Guide
  2. Term Deposit Origination
  3. Global Actions
  4. Customer 360

2.4.2 Customer 360

In this section you can view the list of customers involved in the application.

The seperate tiles of all the customers involved in the application appears. You can click on the respective customer tile to view the 360 degress details of that customer.
  1. Click Customer 360 to view the list of customer involved in the application.

    The Customer 360 screen is displayed.

    Figure 2-23 Customer 360


    Description of Figure 2-23 follows
    Description of "Figure 2-23 Customer 360"

    The customer title comprises of below details:
    • <Applicant Role>
    • <KYC Status>
    • <Applicant Image>
    • <First Name, Middle Name, Last Name>
    • <Title>
    • Customer ID
    • Signature
    • Contact
    • Communication
  2. Select the specific Customer ID to view their Mini Customer 360. The CIF Numbers are populated in the Customer 360 screen only post the CIF number has been keyed in the Applicant data segment.

Parent topic: Global Actions