What Is the customer 360 area in Trade Shield used for?

Created by Amy Price, Modified on Thu, 6 Mar at 11:42 AM by Amy Price


Join us for the training session hosted on our demo site on how to use the Customer 360 area of Trade Shield.


Click on this link to view the video https://youtu.be/uSV4dPqgfZA


What you’ll learn:


  • The recommendation page
  • What is the maximum limit
  • What is the risk adjustment framework
  • The Trading History
  • The external information
  • How is the limit recommendation calculated for a new buyer vs an existing debtor?
  • When I do a limit review on an inactive debtor, why does it not provide a limit recommendation?



A second session was had, please see the video: https://youtu.be/fSJRaOmbUz0

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article