Aura
Testbed · Demo Bank-SwedenVP
    • Customer overviewFrom meetingKompas Bank meeting, 3 Nov: Espen asked for one customer overview with accounts, agreements and status in one place.
    • People
    • Organisations
    • Relationships
    • Online banking accessFrom meetingKompas Bank meeting, 3 Nov: Espen and Christian need to see who can access a company's online banking and accounts.
    • Collateral and limits
    • Loyalty
  • System setup

Customers

Everything about the people and companies the bank serves.

Customer overview

From meetingKompas Bank meeting, 3 Nov: Espen asked for one customer overview with accounts, agreements and status in one place.1
  • All customers

People

2
  • Persons
  • Person due diligence

Organisations

2
  • Organisations
  • Organisation due diligence

Relationships

4
  • Clients
  • Agreements
  • Investment preferences
  • Conversations

Online banking access

From meetingKompas Bank meeting, 3 Nov: Espen and Christian need to see who can access a company's online banking and accounts.2
  • Channel users
  • Channel role templates

Collateral and limits

3
  • Collaterals
  • Limits
  • Limit settings

Loyalty

4
  • Loyalty members
  • Point redemptions
  • Loyalty products
  • Reward groups

Aura Core 2 - Light

Staff sign-in

Live Aura data is only available to staff on the allowlist. Customer data cannot be seen without it.