1.4.6 Assets

This topic provides the systematic instruction to add the details about the assets of the Financial Institution customer.

Note:

The fields, which are marked with an asterisk, are mandatory.

1. On the Party Details screen, click on the Assests section.
   The Assets screen displays.

   Figure 1-35 Add revenue

   
   

   
   Description of "Figure 1-35 Add revenue"

   
   
2. Click on the + button to add Assets Details.
   The Add Assets screen displays.

   Figure 1-36 Add Assets

3. Specify the required details in the Add Assets segment.

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

   Table 1-20 Add Assets – Field Description

   Field	Description
   Name	Specify the name for the asset.
   Value	Specify the currency and value of the asset.
   Description	Specify the description of the details of the assets being captured.

4. Click Submit to submit the assest details.