Preface

Purpose

This guide provides the detailed information about the Small and Medium Business (SMB) customer 360 feature.

Audience

This guide is intended for the Relationship Managers (RM) in the SMB division of the bank.

Documentation Accessibility

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Access to Oracle Support

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Diversity and Inclusion

Oracle is fully committed to diversity and inclusion. Oracle respects and values having a diverse workforce that increases thought leadership and innovation. As part of our initiative to build a more inclusive culture that positively impacts our employees, customers, and partners, we are working to remove insensitive terms from our products and documentation. We are also mindful of the necessity to maintain compatibility with our customers' existing technologies and the need to ensure continuity of service as Oracle's offerings and industry standards evolve. Because of these technical constraints, our effort to remove insensitive terms is ongoing and will take time and external cooperation.

Conventions

The following text conventions are used in this document:

Convention	Meaning
boldface	Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary.
italic	Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values.
`monospace`	Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter.

Related Resources

For more information, see these Oracle resources:

Getting Started User Guide
SMB Onboarding User Guide

Screenshot Disclaimer

Personal information used in the interface or documents is dummy and does not exist in the real world. It is only for reference purposes.

Acronyms and Abbreviations

The following acronyms and abbreviations are used in this guide:

Table - Acronyms and Abbreviations

Acronym/Abbreviation	Description
CASA	Current Account and Saving Account
CIF	Customer Information File

Basic Actions

Most of the screens contain icons to perform all or a few of the basic actions. The actions which are called here are generic, and it varies based on the usage and the applicability. The table below gives a snapshot of them:

Table - Common Icons and its Definitions

Icon	Description
Close	Click Close to exit the screen.

Symbols and Icons

The following are the symbols you are likely to find in this guide:

Table - Symbols and Icons

Symbol/Icon	Function
	Close
	Expand view
	Maximize
	Minimize