Single Customer View (Private Individuals)

Single Customer View (Private Individuals) is the central hub for collecting, aggregating, and processing banking customers’ data for individuals.

* The information presented here also applies to other later releases of Single Customer View (Private Individuals), v4.0.

User Guide

Detailed instructions for using Single Customer View (Private Individuals).

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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 (Private Individuals).

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Feature Highlights

Overview

What is Single Customer View (Private Individuals) and what are its uses.

Onboarding Private Individuals

Onboarding is the process of collecting, evaluating, and authorizing the customer information for secured retail banking.

Managing Company Information

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