1. Small and Medium Enterprise 360 User Guide
  2. Get Started
  3. SME 360 Page

2.1 SME 360 Page

This topic provides systematic instructions to view the customer details in SME 360 page.

Before you begin, log in to the application home page. For information on how to log in, refer to Getting Started User Guide.

Note:

  • User should have required access to view a party within a customer access group as relationship. For more details, refer Oracle Banking Party Configuration User Guide.
  • User should have required Personal Identifiable Information (PII) access to view individual stakeholders if PII fields are configured. For more details, refer Oracle Banking Party Configuration User Guide.

Note:

The fields, which are marked with an asterisk, are mandatory.
  1. On the Home page, click Party Services. Under Party Services, click View 360.
    The View 360 screen displays.

    Figure 2-1 View 360


    Description of Figure 2-1 follows
    Description of "Figure 2-1 View 360"

  2. On the View 360 screen, specify the fields. For more information on fields, refer to the field description table.

    Table 2-1 View 360 - Field Description

    Field Description
    Enter Party ID Specify the party ID of the desired customer.
    Enter CIF Specify the CIF of the desired customer.
  3. Click View 360 Now.
    The SME 360 page displays.

    Figure 2-2 SME 360


    Description of Figure 2-2 follows
    Description of "Figure 2-2 SME 360"

Parent topic: Get Started