Financial holdings
The Financial holdings component provides an at-a-glance view of the customer’s relationship with the bank, showing wallet share, assets and liabilities, and other aspects of the customer's holdings with the bank.
The Overview tab in the Financial holdings component provides high-level information on the customer’s financial holdings. The default selection is an overview of the customer’s assets and liabilities, including relevant alert indicators on the right of the area. You can hover over an indicator to view the indicator message. The other tabs offer a summary view of other financial holdings, such as accounts, investments, loans, credit lines, and long-term savings.
The Financial holdings tab provides a detailed view of all the items presented in the component together with associated holdings, such as investment portfolios or credit lines, where the contact is a beneficiary.
See further guidance on how to configure Financial holdings.