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Customers & Customer 360

Customer list - /customers​

Purpose: Find a person (or business record, depending on deployment) before opening 360.

What you do

  1. Search (remember debouncing).
  2. Filter by segment, officer, or flags your bank enabled.
  3. Open a row to launch Customer 360.

Customer 360 - /customers/[id]​

Purpose: One screen that connects applications, scoring entry points, documents, and risk widgets so staff do not hunt across modules.

Typical zones (tenant-specific)​

  • Profile & contact - verified channels only for outbound.
  • Relationships - linked applications and accounts.
  • Risk & scoring shortcuts - deep links to /scoring/credit-scoring or history with customer_id when implemented.
  • Documents - KYC and supporting files per policy.

What happens when you click “Score” or similar​

Decision PRO sends a scoring request for the selected context; AIS returns a result shown on the scoring surface-always capture which product and which model version your committee cares about.

QA matrix alignment​

Use CUSTOMER_360_QA_MATRIX.md to build pass/fail rows per widget for training sign-off.

Back: Customers overview