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This topic describes the detailed information on the various tiles/sections of the SMB 360 page.

SMB 360 enables the RM to view all the necessary information about the customer from a single place. The SMB 360 page can be viewed using the Customer Search option.

This topic contains the following subtopic:

• SMB 360 Page
  This topic provides the systematic instructions to view the customer details in SMB 360 page.
• Business Details
  This topic describes the basic details of the SMB customer in the top left pane of the SMB 360 page.
• Owner Details
  This topic describes the information to view the owner details of the business.
• Total Relationship Value
  This topic describes the information to view the total value of relationship between the customer and the bank in terms of assets and liability.
• Account Information
  This topic provides the systematic instruction to the balance details and outstanding information of all the customer accounts at the top of the SMB 360 page.
• Transactions
  This topic describes the information about the recent transactions done by the customers across all accounts.
• Fee Income Products
  This topics describes the information to view the groups and lists the products through which the bank gains income from the customer.
• Standing Instructions
  This topic describes the information to view the standing instruction sets for the customer accounts.
• Stakeholders
  This topic describes the information about the stakeholders of the SMB customer.
• Alerts
  This topic describes the information on the alerts that require immediate action, such as payment overdue.
• Pending Activities and Requests
  This topic describes the information about the pending activities and customer requests.
• Upcoming Events
  This topic describes the information to view the schedule of the customer based on their activities.
• Offers and Schemes
  This topic describes the information about the offers and schemes availed by the customers.