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EKG Catalog
Client 360 / Customer 360
EKGF/ekg-catalog

Client 360 / Customer 360

Client 360 / Customer 360 Customer Relationship Management Account Management Activity Management Contact Management Lead Management Opportunity Management Know Your Customer Activity Monitoring Anti Money Laundering (AML) Crime Records GDPR High Net Worth Individuals Identification Verification Politically Exposed Persons (PEPs) Risk Management Sanctions Relationships & Connections Business Connections Family Connections Political Connections Social Connections Social Media Interest Graph Social Graph Core Record Management
Client 360 / Customer 360 Customer Relationship Management Account Management Activity Management Contact Management Lead Management Opportunity Management Know Your Customer Activity Monitoring Anti Money Laundering (AML) Crime Records GDPR High Net Worth Individuals Identification Verification Politically Exposed Persons (PEPs) Risk Management Sanctions Relationships & Connections Business Connections Family Connections Political Connections Social Connections Social Media Interest Graph Social Graph Core Record Management
New to this diagram? Learn about the method: Use Case Tree · Use Case · Outcome

Client 360 (also known as Customer 360) creates a unified, real-time view of customers by integrating data from multiple systems and touchpoints without requiring expensive data warehouses or complex ETL processes. This use case enables organizations to understand customer relationships and connections, provide personalized experiences, and maintain a single source of truth for customer information that automatically updates as new data sources are added through semantic relationships.

The Challenge

Creating a unified customer view requires:

  • Integrating data from multiple systems and touchpoints
  • Real-time updates as customer interactions occur
  • Connecting customer data across products and services
  • Understanding customer relationships and connections
  • Providing a single source of truth for customer information
  • Enabling personalization and targeted engagement

Traditional approaches require massive data warehouses with complex ETL processes that are expensive, slow to update, and break when new data sources are added.

Why EKG is Required

Traditional approaches require massive data warehouses with complex ETL processes that are expensive, slow to update, and break when new data sources are added. EKG enables:

  • Real-time, federated views — Automatically connect customer data from any source through semantic relationships
  • No data duplication — Federated approach avoids expensive data warehouses
  • Rapid integration — New data sources can be added quickly through semantic mapping
  • Relationship understanding — Graph structure naturally represents customer relationships and connections
  • Cross-system queries — Semantic relationships enable queries across all systems without data movement

Business Value

  • Improved customer experience — Unified view enables better service
  • Reduced churn — Better understanding enables proactive retention
  • Increased cross-selling — Complete view enables targeted offers
  • Better personalization — Comprehensive understanding enables personalized experiences
  • Cost reduction — Federated approach reduces data warehouse costs

Components

Client 360 / Know Your Customer depends on and integrates with several other use cases:

  • Legal Entity Management - Client 360 uses Legal Entity Management for comprehensive information about corporate customers, their legal structures, ownership, and relationships. See Legal Entities for details.

Core Record Management

Client 360 uses Core Record Management for authoritative reference data:

  • Countries - Geographic reference data for customer risk assessment
  • Jurisdictions - Legal and regulatory jurisdictions for compliance
  • Regions - Geographic regions for risk classification
  • Addresses - Address reference data for identity verification
  • Legal Entities - Legal entity reference data for corporate customers

The Core Record Management use case is integrated under Know Your Customer, providing the foundational reference data needed for customer management and KYC processes.