1. Core User Manual
  2. Group Corporate Onboarding
  3. Group Corporate Onboarding – Search Corporate

16.1 Group Corporate Onboarding – Search Corporate

Bank administrator logs in to the application and navigates to the Group Corporate onboarding Screen. On this screen, the administrator will be required to search a Group Corporate and select the required Group Corporate name from the search results, for setting up the onboarding functions.

System allows bank admin to search Group Corporate by using either Group Corporate details or Corporate Party details.

To search using Group Corporate details, application gives a provision to enter the Group Corporate information including Group Corporate ID and Group Corporate Name.

User can enter the Group Corporate ID (if known) or the Group Corporate name with a minimum of 1 characters. System matches the input provided by the user with the Group Corporate name records and displays the matching group corporate records.

User can enter party information including Entity ID, Party ID or Party Name, if searching the Group Corporate using Party details.

User can enter the Entity ID, Party ID (if known) or the Party Name with a minimum of 5 characters. System matches the input provided by the user with the Party Name records and displays the matching group corporate details.

To search Group Corporate (Using Group Corporate Details):

  1. Navigate to one of the above paths.
    The Group Corporate Maintenance screen appears.
  2. In the Search By field, select the appropriate option to search the Group Corporate.
    1. If you select the Group Corporate option;
      1. In the Group Corporate ID field, enter the Group Corporate ID whose Group Corporate Details you want to view.

        OR

        In the Group Corporate Name field, enter the name of the Group Corporate whose Group Corporate Details you want to view.

    2. If you select the Party option;
      1. In the Party ID field, enter the party ID mapped to Group Corporate you wish to view.

        The Search Party popup appears.

      2. From the Entity ID list, select the entity from which party to be searched.
      3. In the Party ID field, enter the party ID to be searched.

        OR

        In the Party Name field, enter the name of the party to be searched.

      4. Click Search to search the party mapped to the Group Corporate.

        OR

        Click Cancel to cancel the transaction.

        OR

        Click Clear to reset the details.

  3. Click Search.
    The Group Corporate summary screen appears with search results as per the searched criteria

    In case of invalid Group Corporate details, appropriate error message is shown on the screen.

    OR

    Click Clear to reset the details.

    OR

    Click Cancel to cancel the transaction.

    Figure 16-2 Group Corporate – Search by Group Corporate Name


    Description of Figure 16-2 follows
    Description of "Figure 16-2 Group Corporate – Search by Group Corporate Name"

    Figure 16-3 Group Corporate – Search by Group Corporate ID


    Description of Figure 16-3 follows
    Description of "Figure 16-3 Group Corporate – Search by Group Corporate ID"

    Figure 16-4 Group Corporate – Search by Party ID


    Description of Figure 16-4 follows
    Description of "Figure 16-4 Group Corporate – Search by Party ID"

    Figure 16-5 Group Corporate – Search by Party Name


    Description of Figure 16-5 follows
    Description of "Figure 16-5 Group Corporate – Search by Party Name"

    Table 16-1 Field Description

    Field Name Description
    Search By Group Corporate Details
    Group Corporate ID Group Corporate ID for which Group Corporate onboarding is to be maintained/ viewed.
    Group Corporate Name Group Corporate Name for which Group Corporate onboarding is to be maintained/ viewed.
    Search By Corporate Party Details
    Entity ID Entity ID of the Corporate Party
    Party ID Party ID for which Group Corporate onboarding is to be maintained/ viewed.
    Party Name Party Name for which Group Corporate onboarding is to be maintained/ viewed.
    Search Results
    Group Corporate ID Group Corporate ID for which Group Corporate onboarding is to be maintained/ viewed.
    Group Corporate Name Group Corporate ID for which Group Corporate onboarding is to be maintained/ viewed.
    Onboarding Status Onboarding status of Group Corporate in Application
    Modification Status Modification status of Group Corporate in Application
    Last Updated Last updated details for the Group Corporate.
  4. Click the Onboarding Status link, to view details of the selected Group Corporate.
    The Group Corporate - View screen appears.

    OR

    Click Cancel to cancel the transaction.

    OR

    Click Clear to clear the input search preference.

Parent topic: Group Corporate Onboarding