Customer 360 Function - View Scenarios

Scenario 1: View Customer Information and Exposure

Details

Step 1

From the Tree Menu, search for the Customer 360 function and click once on it.

Step 2

By default, system will display the CIF 360 Dashboard panel.

Step 3

Proceed to input value for the search criteria field located at the Customer Search Criteria panel. Then click once on a relevant search criterion button.

Note: If there is only one record found, Step 4 and Step 5 is not applicable.

Step 4

System will retrieve records of existing customer and displayed accordingly at the Customer Listing pop-up window, if there are more than one record found.

Step 5

Mouse over a selected customer record , and then click once on it.

Step 6

The details of the selected record will be displayed at the following sections:

  • Customer Details

  • Dashboard

  • Account Information

Step 7

Click once on the 'Close' button, to return to the 'Customer Search Criteria' panel.

Notes:

  • At the 'Dashboard' section, click once on the pie chart, to view the related details at the Asset Liability: ASSET pop-up window.

  • At the 'Related Exposure' section, click once on the pie chart, to view the related details at the Credit Exposure pop-up window.

  • Click once on the 'Account Information' section, to view the list of credit facilities of the customer at the 'Financing' panel.

  • Click once on any of the credit facility record at the 'Financing' panel, to view the related account details at the Credit Account 360 function screen.