---
sourceDocument: Xanadu Financial Services Operations
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/financial-services-operations

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Access Customer Central

# Access Customer Central {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Access Customer Central to get a quick overview of key customer information. This
information helps you learn more about a customer who contacts support.

## Before you begin

Roles required: sn_customerservice_agent, sn_bom.agent, and sn_bom.agent
sn_bom.contributor

## About this task

Use Customer Central to get a quick insight into key customer information. You can
filter the customer information by financial accounts to access the information that
you require.

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Select the lists icon (![]()).
3. On the Lists tab, select Customer or Interaction.
4. On the Interaction, Contact, Account, or Consumer record, select the Customer Information tab to view key customer information.
{#access-customer-central__steps_lwb_bcn_wsb}

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