Master Data

The Master Data Configuration page contains the following configurations that can be performed. These configurations are done through the data load service and can be connected to fields in the onboarding JSON. For more information on the tables used, see Preparing Data.

·        Account Type

·        Address Purpose

·        Citizenship Status

·        Country

·        Employment Type

·        Gender

·        Marital Status

·        Market Served

·        Method of Account Opening

·        NAICS Codes

·        Occupation

·        Organization Legal Structure

·        Phone Purpose

·        Products Offered

·        Public or Private

·        Relationship Type

·        Source of Wealth

·        Watchlist Category

·        Watchlist Subtype

·        Watchlist Type

·        Customer Data Slice

To access the master data, select the Master Data menu. You can either add a new configuration or edit an existing configuration. There are two ways to add configurations:

1.     Add a record by using Add and save the record. When you add a new record, it appears on the UI grid. To edit a record, select the record you want to edit, then click Edit , and then save the record.

2.     Export the configured data from a specific environment, add values in the applicable columns, or add a new row and provide values in the applicable columns, and upload the file to another environment. You cannot change the structure of the file.

NOTE:   

Fields marked with an asterisk () are mandatory.