2.8 Total Relationship Value

This topic provides systematic information to view the total value of the relationship between the customer and the bank in terms of assets and liability.

Before you begin, open the Retail 360 page. For more information, refer to Retail 360 Page.

The following figure shows a sample of this tile:

Figure 2-23 Total Relationship Value

Description of "Figure 2-23 Total Relationship Value"

View the Liability Chart

1. On the Relationship chart, click on the liability portion to view only the liability value.
   The Liabilities window displays.

   Figure 2-24 Liabilities

   
   

   
   Description of "Figure 2-24 Liabilities"

   
   
2. Click Back to view the relationship chart on the Retail 360 page.

View the Assets Chart

3. On the Relationship chart, click on the assets portion to view only the assets value.
   The Assets window displays.

   Figure 2-25 Assets

   
   

   
   Description of "Figure 2-25 Assets"

   
   
4. Click Back to view the relationship chart on the Retail 360 page.