2.6.3 Customer 360

This topic provide systematic instructions to view the list of customers involved in the application.

User can click the relevant customer tile to view the 360-degree details for that customer. The separate tiles for all customers involved in the application appear.

1. Click Customer 360 to view the list of customer involved in the application.

   The Customer 360 screen displays.

   Figure 2-36 Customer 360

   
   

   
   Description of "Figure 2-36 Customer 360"

   
   

   The customer tile comprises of below details:

   • <Applicant Role>
   • <KYC Status>
   • <Applicant Image>
   • <First Name, Middle Name, Last Name>
   • <Title>
   • Customer ID
   • Signature
   • Contact
   • Communication
2. 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 Applicant data segment.