---
sourceDocument: Brazil Financial Services Operations
sourceDocumentLink: https://www.servicenow.com/docs/r/financial-services-operations

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# View customer accounts and transactions

# View customer accounts and transactions in Agentic Contact Center for Banking {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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.

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   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.

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**Related concepts**   

* [Customer 360 page for Agentic Contact Center for Banking](https://www.servicenow.com/docs/9HOkFmH0b8JAYArPpr0KTw "The Customer 360 page provides customer service representatives (CSRs) with an AI-enhanced, comprehensive view of a customer's profile, financial standing, account details, transaction history, and service cases.")  
**Related tasks**   

* [View customer cases in Agentic Contact Center for Banking](https://www.servicenow.com/docs/XPwtPXpBNOYwqbx1f_W6iA "Review service cases for a customer's account in the Customer 360 page to understand account activity and any open or historical service requests.")
* [Summarize a banking customer profile with AI](https://www.servicenow.com/docs/24l9GwlpeK~3zzzN8Ud2Qg "Use the Customer Profile Summarization skill to generate an AI-powered overview of a customer's status and information within the Customer 360 page in Agentic Contact Center for Banking. This feature helps customer service representatives quickly understand a customer's status to provide personalized, real-time support.")
* [Generate customer insights in the Customer 360 page](https://www.servicenow.com/docs/Xwe4iqsqiQg~1pylE20k0w "Use the Banking CSR customer insights AI agent in the Customer 360 page to automatically consolidate customer data and generate persona-based insights. These insights help customer service representatives (CSRs) prepare for callbacks, conduct proactive outreach, and identify high-value customers requiring attention.")