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Customer Central for FSO › Explore › Financial Services Operations \(FSO\)
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Access Customer Central

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 All > Financial Services Operations > Workspace.

  2. Select the lists icon (

Image omitted: inline-data-vis-96px-list.png
lists icon\).

  1. On the Lists tab, select Customer or Interaction.

  2. On the Interaction, Contact, Account, or Consumer record, select the Customer Information tab to view key customer information.