1. Current Account Origination User Guide
  2. Initiating Current Account Opening Process
  3. Global Actions
  4. Customer 360

2.17.2 Customer 360

You can view the customer details such as Name, CIF number and indication whether it is an existing customer.

  1. Click it to select the Customer ID of existing customer, and then view the Mini Customer 360.

    The Customer 360 screen is displayed.

    Figure 2-72 Customer 360


    Description of Figure 2-72 follows
    Description of "Figure 2-72 Customer 360"

  2. The screen shows the list of Customer IDs in case of Joint Accounts. Select the specific Customer ID to view their Mini Customer 360. The CIF Numbers are populated in the Customer 360 screen only post the CIF number has been keyed in the Customer Information data segment.

Parent topic: Global Actions