Preface

• Purpose
  
• Audience
  
• Before You Begin
  
• Module Pre-requisite
  
• Module Definitions
  
• Diversity and Inclusion
  
• Conventions
  
• Related Resources
  
• Acronyms and Abbreviations
  
• Screenshot Disclaimer
  
• Symbols and Icons
  
• Basic Actions
  
• Module Post-requisite
  

Purpose

This guide provides the detailed information about the Small and Medium Enterprise (SME) 360 feature.

Audience

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

Before You Begin

Kindly refer to the Getting Started with Oracle Banking Cloud Service for information on common functionalities like login, navigation, and general settings before proceeding with this guide.

Module Pre-requisite

Specify User Id and Password, and login to the Home screen.

Module Definitions

Table - Terms & Definitions

Terms	Definitions
Customer Demographics	Business demographic details including stakeholders, financial profile, industry presence, balance sheet, country presence, subsidiaries, and ratings.
Portfolio	Product portfolio held by the SME customer with the bank.
Sales Opportunities	Upsell/cross-sell opportunities associated with the SME customer.
Service Requests	Outstanding service requests raised by the customer.
My Diary	To-do list for relationship managers to track tasks.

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

• SME Onboarding User Guide

Acronyms and Abbreviations

The following acronyms and abbreviations are used in this guide:

Table - Acronyms and Abbreviations

Acronym/Abbreviation	Description
CIF	Customer Information File
SME	Small and Medium Enterprise
RM	Relationship Manager
PII	Personal Identifiable Information
SCF	Supply Chain Finance
LM	Liquidity Management
VAM	Virtual Account Management
CM	Cash Management
KYC	Know Your Customer
AAA	Common top-tier credit rating (example)
CCC+	Credit rating grade
BB+	Credit rating grade

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.

Symbols and Icons

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

Table - Symbols and Icons

Symbol	Function
	Close icon
	Filter icon
	Maximize icon
	Minimize icon
	Product 360 View

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.

Module Post-requisite

After finishing all the requirements, log out from the Home screen.