Preface

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

Parent topic: Preface

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

Parent topic: Preface

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Parent topic: Preface

This guide is organized into the following topics:

Table - List of Topics

Topics	Description
Overview of Retail 360	This topic provides an overview of the Retail 360 feature.
Get Started	This topic describes the information on how to view Retail 360.
Personal Information	This topic provides the systematic instructions to view the personal information about the customer.
Account Information	This topic provides the systematic instructions to view the balance details and outstanding information of all the customer accounts.
Pending Activities	This topic describes the activities that can be viewed by RM to take necessary actions based on criticality.
Alerts	This topic describes the items that require immediate action, such as payment overdue.
Pending Requests	This topic describes the requests 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.
Total Relationship Value	This topic provide the systematic instructions to view the total value of the relationship between the customer and the bank in terms of assets and liability.
Last Five Transactions	This topic describes the last five transactions done by the customers.
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.
Offers and Schemes	This topic describes the offers and schemes that are already availed by the customers.