Customer Management

Customer 360

Search and inspect any customer — profile, KYC, goals, ledger, complaints, audit.

Skeleton — wired UI, mocked data
  • Search by name, phone, customer ID, ID number
  • Profile · KYC · goals · transactions · ledger · complaints · audit
  • Suspend / Reactivate (permissioned, with reason)
  • AI Copilot summarizes activity and surfaces risks
  • All actions logged to immutable audit trail
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