1. Small and Medium Business 360 User Guide
  2. Get Started
  3. SMB 360 Page

2.1 SMB 360 Page

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

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

Note:

  • User should have required Customer Group Access to View 360 of a party within a customer access group. For more details, refer to Oracle Banking Common Core User Guide, Oracle Banking Security Management System User Guide, and Retail Onboarding User Guide.
  • User should have required Personal Identifiable Information (PII) access to view individual party information, if PII fields are configured. For more details, refer to Oracle Banking Security Management System User Guide, and Retail Onboarding User Guide.

  • Note:

    The fields marked as Required are mandatory.
  1. On the Home page, click Party Service. Under Party Service, 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 SMB 360 page displays.

    Figure 2-2 SMB 360


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