1.5 Investor Fund Details in 360 Degree Customer View
This topic explains the Investor Fund Details in 360 Degree Customer View.
From Oracle FCUBS, you can view the fund details on an investment customer using the 360 Degree Retail Customer View (STDCUSVW) screen.
FCIS system hands off the details of funds to FCUBS system during a query from 360 Degree Retail Customer View screen.
You can view the following investor fund details:
- Unit holder ID
- Fund ID
- Name of fund
- Fund base currency
- Number of units
- Average cost
- Current value
Data Exchange
TBD
Table 1-12 Data Exchange
| Source System | Target System | Operation | Action | Communication Channel | Webservice/ Notification Name | Synochronous/ Asynchronous |
|---|---|---|---|---|---|---|
| FCUBS | FCIS | 360 degree customer view screen - unit holding details | Query | Webservice | FCISCustomerInquiry | Synchronous |
Parent topic: Oracle FCUBS - FCIS Integration