Single Customer View (Legal Entities)

Single Customer View (Legal Entities) is the central hub for collecting, aggregating, and processing banking customers’ data for legal entities.

* The information presented here also applies to other later releases of Single Customer View (Legal Entities), v3.2.1 and v4.0.

User Guide

Detailed instructions for using Single Customer View (Legal Entities).

Download PDF


Installation Instructions

Step-by-step instructions on how to install each package available with the current release of Single Customer View (Legal Entities).


Feature Highlights


What is Single Customer View (Legal Entities) and what are its uses.

Adding Companies

Read step-by-step instructions on how to create legal entity customer records.

Managing Company Information

Learn how to manage detailed company information through a series of dedicated tabs.