RM widget is a separate panel and is available to Relationship Managers (RM) in banks, who takes care of a given number of customers and is the primary point of contact between the bank and the customer.

RM user can see the transactions of their customers in the dashboard.

1. The widget can contain the overview of critical activities/tasks customers.
2. The widget can filter only the customers attached to me as an RM.
3. The widget can support view of All customers.
4. The widget can also support display of select customers that are configurable.
5. The widget can auto-refresh on a pre-decided schedule.
6. The widget should allow me to drilldown and work on the individual tasks as required.

The individual widget below RM widget displays details of all customers and the RM has to filter specific customers to find more information.