List of Topics

This guide is organized into the following topics:

Table - List of Topics

Topic	Description
Overview - SMB 360	This topic provides an overview of the SMB 360 feature.
Get Started	This topic provides the information on how to view SMB 360.
Business Details	This topic describes the basic details of the SMB customer.
Owner Details	This topic describes the details of the owners of the business.
Total Relationship Value	This topic describes the total value of the relationship between the customer and the bank in terms of assets and liability.
Account Information	This topic provides the systematic instructions to view the balance and outstanding information of all the customer accounts.
Transactions	This topic provides information about the recent transactions done by the customers across all accounts.
Fee Income Products	This topic describes the products through which the bank gains income from the customer.
Standing Instructions	This topic describes the standing instructions set for the customer accounts.
Stakeholders	This topic describes the information about the stakeholders of the SMB Customer.
Alerts	This topic describes the items that require immediate action, such as payment overdue.
Pending Activities and Requests	This topic describes the requests/activities that are made by the customers and not yet responded to by the bank.
Upcoming Events	This topic describes the schedule of the customer based on their activities.
Offers and Schemes	This topic describes the offers and schemes that are already availed by the customers.