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Viewing Summary Information for Oracle FLEXCUBE Universal Banking Contacts

The Universal Summary view provides a comprehensive view of a Contact's relationship with other entities, such as limits, mandates, contracts, service requests, financial accounts, and activities. Users can get latest information using Refresh button available on Universal Summary applet.

To view universal summary contact information

1. Navigate to the Contacts screen, then Contacts List view.
2. In the Contacts list, drill down on the desired contact.
3. Click the Universal Summary view tab.

Refreshing Summary Information

Use the following procedure to refresh summary information.

To refresh the summary information

1. Navigate to the Contacts screen, then Contacts List view.
2. In the Contacts list, drill down on the desired contact.
3. Click the Universal Summary view tab, and then click the Refresh button.