Customer Central for FSO

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Customer Central provides agents or contributors with all the information about the customer in one central place. It enables them to focus on the customer issue and provide efficient and supportive services to their customers.

    As an agent or contributor, you can view Customer Central on customer records in the Financial Services Operations (FSO) workspace on the Customer Information tab.

    Activate Customer Central for FSO

    To use Customer Central in FSO applications, activate the Customer Central plugin. For more information, see Activate Customer Central.

    Agents or contributors can view Customer Central on the interaction, case, account, contact, or consumer records in the FSO workspace on the Customer Information tab.

    Customer Information tab

    The Customer Information tab displays key information about the customer and a view of all recent customer touchpoints with the service organization. It contains various predefined lists, records, reports, and report groups that are highly configurable, or you can create your own. You can also configure the number of days to display the data.
    Figure 1. Customer Information tab

    Configure Customer Central

    For more information, see Configure Customer Central.