Preface

This guide provides the detailed information about the Corporate 360 feature.

Parent topic: Preface

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

Parent topic: Preface

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.

Parent topic: Preface

This guide is organized into the following topics:

Table - List of Topics

Topic	Description
Overview of Corporate 360	This topic provides an overview of the Corporate 360 feature.
Get Started	This topic provides information on how to view Corporate 360.
Customer Demographics	This topic provides the basic details about the corporate’s business.
Portfolio	This topic provides the details of the product portfolio held by the corporate with the bank.
Actions	This topic provides information about the pending actions related to the client.
Sales Opportunities	This topic provides information about the sales opportunities (upsell/cross-sell) associated with the corporate customer.
Service Requests	This topic provides information about the outstanding service requests raised by the customer.
My Diary	This topic provides information about tracking the to-do list for a relationship manager.