1.1.1 Process Address Changes

This topic explains the systematic instructions to capturing and maintaining address adhering to the SWIFT standards.

New address fields are created which captures both structured, unstructured and hybrid address types. This change is implemented in the party maintenance screen.

1. On the homepage, click Corporate Lending and then click Maintenance.
2. From Maintenance, click Party Maintenance and then click Create Party.
   The Create Party screen displays.

   Figure 1-1 Create Party

   
   

   
   Description of "Figure 1-1 Create Party"

   
   

   For more information on fields, refer to the field description table.

   Table 1-1 Create Party - Field Description

   Field	Description
   Party Number	Click search to view and select the required party.
   Party Name	Displays the party name. Party name gets auto-populated.
   Party Type	Select the type of the party. The available options are: Individual Corporate
   Country Of Incorporation	Click search to view and select the required country.
   Date Of Incorporation	Select the date from the drop-down calendar.
   Place Of Incorporation	Specify the place of incorporation.
   Demographic Type	Select the demographic type. The available options are: Domestic Global
   Holding Pattern	Select the holiday pattern. The available options are: Public LTD Private LTD Proprietorship Government Owned Trust Society Limited Liability Partnership Others
   Organization Type	Select the organization type. The available options are: Single Conglomerate
   KYC Status	Select the KYC status. The available options are: Pending Completed
   Preferred Language	Specify the preferred language to the party.
   Report Locale	Select the preferred advice language for the Party.

3. In the Create Party screen, click the Add Address button.
   The Address Details screen displays.

   Figure 1-2 Address Details

   
   

   
   Description of "Figure 1-2 Address Details"

   
   

   For more information on fields, refer to the field description table.

   Table 1-2 Address Details - Field Description

   Field	Description
   Address Type	Specify the address type.
   Address Line 1-4	Enter the unstructured address line 1 to 4.
   Country	Specify the country.
   Country Sub Division	Specify the unstructured country sub division.
   Post Codes	Enter the zip code.
   Department	Enter the structured department.
   Sub Department	Enter the structured sub department.
   Street Name	Enter the street name.
   Building Number	Enter the building number.
   Building Name	Enter the building name.
   Floor	Enter the floor details.
   Post Box	Enter the post box details.
   Room	Enter the room details.
   Post Code	Enter the zip code.
   Town Name	Enter the town name.
   Town Location Name	Enter the town location name.
   District name	Enter the district name.
   Country	Enter the country name.
   Country Sub Division	Enter the country sub division details.
   Address Line 1 -2	Enter the structured address line 1 to 2.

4. In the Create Party screen, click to add the contact details.
   The Add Contact pop up displays.

   Figure 1-3 Add Contact

   
   

   
   Description of "Figure 1-3 Add Contact"

   
   

   For more information on fields, refer to the field description table.

   Table 1-3 Add Contact - Field Description

   Field	Description
   Salutation	Enter the salutation.
   First Name	Enter the first name.
   Last Name	Enter the last name.
   Designation	Enter the designation details.

5. Click Save to save the party details.
   The Create Party screen with the added contact displays.

   Figure 1-4 Create Party with Contact

   
   

   
   Description of "Figure 1-4 Create Party with Contact"

   
   
6. In the loan parties data segment, existing party details are displayed in the updated format.
   The Parties screen with details displays.

   Figure 1-5 Loan Parties

   
   

   
   Description of "Figure 1-5 Loan Parties"