Customer 360 for Legal Entities

Customer 360 for 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 Customer 360 for Legal Entities, v3.2.1 and v4.0.

User Guide

Detailed instructions for using Customer 360 for Legal Entities.

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Installation Instructions

Step-by-step instructions on how to install each package available with the current release of Customer 360 for Legal Entities.

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Feature Highlights

Overview

What is Customer 360 for 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.