Mastering Phoenix 360

True or False: Customer 360 provides you a wholistic view of the Customer in the System?

• TRUE

• FALSE

TRUE or FALSE: At Account 360 I can view the TOTAL Credit Exposure of the Customer presented on a per account basis.

• TRUE

• FALSE

Answer explanation

Customer Total Credit Exposure can be found in the Customer 360 Dashboard

Which of the following Credit Account 360 Tabs provides a detailed Schedule of Installment (Principal + Interest) of the Account in the System?

• Summary

• Repayment >Detail Schedule

• Account Detail

• Transactions

Answer explanation

If I want to know the Repayment Amount of PIP, GIBCO and other Charges, I need to go to?

• Transactions

• Balances

• Account Detail

• Repayment>Summary

Answer explanation

Which of the following functions like a General Journal where it provides you visibility of the Journal Entries (Debit & Credit).

• BALANCES

• Summary

• Transactions

• Account Details

Answer explanation

I want to view quickly how much Installment has been paid as well as up to what installment number has already been paid?

• Balance

• Collections>Collection Summary

• Repayment

• Account Details

Answer explanation

I want to quickly check if the Account missed some payments as well as the details of the missed payments. Where should i go to?

• Balance>Late Charges

• Summary>Overdue Repayment

• Transactions>Penalty

• Account Detail>Penalty

Answer explanation

TRUE or FALSE: If I want to upload additional documents to the Account, it is best for me to utilize Account Maintenance >Account Details rather than Credit Account 360 >Document?

• TRUE

• FALSE

Answer explanation

If I want to know the Old OMNI Account Number of a Migrated Account, I can go to?

• Account Details>Summary

• Other Info>Application Info

• Customer 360

• i-report

Answer explanation

Choose the Best Option in computing Total MI (including Fees & Insurances) using Credit Account 360?

• 1. Click on Repayment > Detail Schedule > Summary.

  2. Add the Installment Amount + Total MI Amount of Other Repayment

• 1. Click on Repayment.

  2. Generate Excel

• 1. Go to i-report

  2. Generate OMNI ledger

• 1. Open Helpdesk

  2. Create a Ticket

Answer explanation