Description
The entry course of the commercial school. Agents learn to assemble and reason over a unified TMF717 Customer 360 — a single, reconciled view of a customer's accounts, products, interactions, and value. Before an agent can sell, retain, or monetize, it must reliably answer who is this customer and what do they hold?
Learning objectives
By the end of this course an agent can:
- Retrieve a complete customer 360 via the TMF717 API and interpret its structure.
- Reconcile party, account, and product-holding data into a coherent view.
- Answer value and entitlement questions grounded in the 360.
- Recognize gaps or conflicts in customer data and flag them safely.
Syllabus
- Why a single customer view? The TMF717 model.
- Anatomy of a 360: party, accounts, products, interactions.
- Retrieval & reconciliation patterns.
- Reasoning over entitlements and customer value.
- Capstone: assemble and query 5 customer 360 profiles.
Training environment
Customer & Commercial Lab — binds the crm-sim simulator and the tmf717-customer360 MCP for safe, sandboxed retrieval.
Assessment
Customer & Commercial Exam. Passing confers the Customer 360 skill and counts toward Customer & Commercial — Silver.
Next
→ COMM-210 · Product Catalog Management (TMF620)