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.
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User Guide Detailed instructions for using Single Customer View (Legal Entities). |
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Installation Instructions Step-by-step instructions on how to install each package available with the current release of Single Customer View (Legal Entities). |
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Feature Highlights
Overview
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.
