> ## Documentation Index
> Fetch the complete documentation index at: https://docs.finpace.tech/llms.txt
> Use this file to discover all available pages before exploring further.

# Relationship workbench and interaction history

> RM workbench, contact-center context, routing, and interaction evidence.

# Relationship workbench and interaction history

## Customer 360 workbench

The workbench surfaces:

* customer master profile
* relationship hierarchy
* accounts and balances
* loan positions and schedules
* pending approvals
* cases and tasks
* recent communications
* open pipeline items
* contextual offers and warnings

## Routing and queueing

Finpace supports routing based on:

* customer value
* assigned RM
* language
* skill profile
* service type
* urgency
* complaint or payment-risk indicators

## Interaction event history

Every interaction can be written as an event with:

* channel
* interaction type
* purpose
* outcome
* agent
* timestamp
* linked customer
* linked product or arrangement
* linked case or task
* recording or transcript reference where applicable

## CTI and screen-pop

Telephony and chat platforms can:

* perform customer lookup
* preload customer context
* open the workbench on inbound events
* attach interaction outcomes back to the customer event history