View customer accounts and transactions in Agentic Contact Center for Banking

task australia Updated Sep 10, 2026 2 min read view-customer-accounts-and-transactions.md

Review a customer's financial summary, account holdings, and account details in the Customer 360 page to understand the customer's overall position with the bank before or during an interaction.

Before you begin

Role required: sn_fso_csr.business_agent, sn_fso_csr.personal_agent

Procedure

Open a consumer or account record.
Review the three financial metric cards to assess the customer's current financial position:
- Total deposit: The combined balance across the customer's savings accounts, checking accounts, and fixed-term deposits.
- Total available credit: The remaining available balance across credit cards, overdraft facilities, and lines of credit.
- Total money owed: The total outstanding balance the customer owes the bank, including unpaid loans and credit card balances. If the value of a metric is zero, the card displays $0. If no relevant product exists for the customer, the card displays No account available.
In the Accounts section, from the Select account list, select an account to review that customer's account.

Each account card shows the product name, masked account number (last four digits visible), current balance, and account status.
Review the transactions for the selected account.

The transactions are presented in a list, showing the description, posting date time, amount, and transaction type.

[Omitted image "agentic-contact-center-banking-c360-overview.png"] Alt text: Customer 360 overview showing deposit, credit, and debt summaries with account transactions.

Parent Topic:Using Agentic Contact Center for Banking

View customer cases in Agentic Contact Center for Banking

Summarize a banking customer profile with AI

Generate customer insights in the Customer 360 page

Keywords banking customer 360 view customer accountsbanking customer 360 view customer transactionsbanking customer 360 financial summarybanking customer 360 account holdingsbanking customer 360 total depositbanking customer 360 total available creditbanking customer 360 total money owedbanking customer 360 account detailsbanking customer 360 transaction historycustomer 360 page

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---
title: View customer accounts and transactions in Agentic Contact Center for Banking
description: Review a customer's financial summary, account holdings, and account details in the Customer 360 page to understand the customer's overall position with the bank before or during an interaction.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/view-customer-accounts-and-transactions.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
keywords: [banking customer 360 view customer accounts, banking customer 360 view customer transactions, banking customer 360 financial summary, banking customer 360 account holdings, banking customer 360 total deposit, banking customer 360 total available credit, banking customer 360 total money owed, banking customer 360 account details, banking customer 360 transaction history, customer 360 page]
breadcrumb: [Use, Agentic Contact Center for Banking, Banking applications, Financial Services Operations \(FSO\)]
---

# View customer accounts and transactions in Agentic Contact Center for Banking

Review a customer's financial summary, account holdings, and account details in the Customer 360 page to understand the customer's overall position with the bank before or during an interaction.

## Before you begin

Role required: sn\_fso\_csr.business\_agent, sn\_fso\_csr.personal\_agent

## Procedure

1.  Open a consumer or account record.

2.  Review the three financial metric cards to assess the customer's current financial position:

    -   **Total deposit**: The combined balance across the customer's savings accounts, checking accounts, and fixed-term deposits.
    -   **Total available credit**: The remaining available balance across credit cards, overdraft facilities, and lines of credit.
    -   **Total money owed**: The total outstanding balance the customer owes the bank, including unpaid loans and credit card balances.
    If the value of a metric is zero, the card displays **$0**. If no relevant product exists for the customer, the card displays **No account available**.

3.  In the Accounts section, from the **Select account** list, select an account to review that customer's account.

    Each account card shows the product name, masked account number \(last four digits visible\), current balance, and account status.

4.  Review the transactions for the selected account.

    The transactions are presented in a list, showing the description, posting date time, amount, and transaction type.

    \[Omitted image "agentic-contact-center-banking-c360-overview.png"\] Alt text: Customer 360 overview showing deposit, credit, and debt summaries with account transactions.


**Parent Topic:**[Using Agentic Contact Center for Banking](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/using-agentic-contact-center-for-banking.md)

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