---
title: "Customer 360"
type: OpenSpec
status: Draft
domain: Customer Management
---

# Customer 360

## Requirement Definition
A centralized dashboard providing key information about a customer, giving a real-time view of customer behavior, balances, cards, and transaction statistics.

## Process Flow

### Pre-Conditions
- Users must have access rights in the "Customer Profile" module and select a customer to view the dashboard.

## Business Rules

### Dashboard Components

#### 1. Customer Information
- Summarized view of the customer's profile (name, CIF, status, etc.). Allows edit/delete actions from a pop-up.

#### 2. Customer's Rewards Statistic
- **Points**: Total available points.
- **Cash back**: Total available cash back.
- (Uses system date to determine balance bucket periods).

#### 3. Account / Card Information
- Lists all of the customer's accounts and cards.
- If there are no cards, it shows just the accounts.
- Columns include: Account Type, Account No, Card No, CIF, Card Status, Indicator, Expiry, Account Block Code, Account Status, Open Date.

#### 4. Transaction Statistic
- **Line Chart**: Shows fluctuation in balance (Earned/Redeemed/Adjusted) for a selected pool over a specified period (This month, Last month, Last 3/6 months). Data from TRANSACTION table.
- **Combo Chart**: Illustrates relationship between total number of transactions (line) and total transacted merchants (bar) over a specified period.

#### 5. Customer Activities
- Logs loyalty program actions (enroll, earn, redeem, transfer), feedback/reviews, email engagement, and account management events.
- Filterable by timeframe.

#### 6. Customer Segmentation
- Shows the demographic (Gender, Age, Marital Status, Income) and behavioral (Frequency, Membership class, Purchase channel, Hobby) segments the customer belongs to.

#### 7. Most Redeemed Items
- Displays the top N (configurable, default 10) redeemed items of the customer.
- Shows Item Code, Name, Category, Quantity, Points used, Cash amount used.
- Data from CAT_CATALOGUE_TRANS_DETAIL ordered by quantity descending.

#### 8. Balance Information
- Summary of all Pool balances for the customer.
- Shows Pool ID, Pool Name, Balance (sum of all buckets), Redeemable Balance (non-expired/available), Earliest Expiring Balance and Date.

## Post-Conditions
- Strategy guide for personalized experiences.