Preface

Purpose

This guide provides the detailed information about the Small and Medium Enterprise (SME) 360 feature.

Audience

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

Conventions

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.

Related Resources

For more information, see these Oracle resources:
  • Getting Started User Guide

  • SME Onboarding User Guide

Screenshot Disclaimer

Personal information used in the interface or documents is dummy and does not exist in the real world. It is only for reference purposes.

Acronyms and Abbreviations

The following acronyms and abbreviations are used in this guide:

Table - Acronyms and Abbreviations

Acronym/Abbreviation Description

CIF

Customer Information File

SME Small and Medium Enterprise

Basic Actions

Most of the screens contain icons to perform all or a few of the basic actions. The actions which are called here are generic, and it varies based on the usage and the applicability. The table below gives a snapshot of them:

Table - Common Icons and its Definitions

Icon Description

Close

Click Close to exit the screen.

Symbols and Icons

The following are the symbols you are likely to find in this guide:

Table - Symbols and Icons

Symbol Function

Close icon

Close icon

Filter icon

Filter icon

Maximize icon

Maximize icon

Minimize icon

Minimize icon

Speedometer icon

Product 360 View