1.4 Onboarding Enrichment

This topic describes about the relationship manager can capture detailed information about the financial institution customer to be added in the Oracle Banking Enterprise Party Management.

1. Click Acquire and Edit for Onboarding Enrichment stage in the Free Tasks screen.
   The Onboarding Enrichment screen is displayed.

   Figure 1-9 Onboarding Enrichment

   
   

   
   Description of "Figure 1-9 Onboarding Enrichment"

   
   

   Note:

   By default, the onboarded customer is displayed as an icon under the Tree view. Default view can be changed to List View or Table View, if required.
2. On Enrichment screen, right click on the customer icon for the following options.
   • More Info
   • Add Customer
   • View
   • Quick View
   • Configure

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

   Table 1-4 Onboarding Enrichment - Field Description

   Field	Description
   More Info	Click to open the pop-up to displays the onboarding details.
   Add Customer	Click Add Customer popup screen with multiple options, where the child customer details are added and linked with the parent customer. Duplication check is performed while trying to save the child customer.
   View	Click View to view scustomer details. This field is read only mode.
   Quick View	Click Quick View to open the view screen with the limited customer details. This field is read only mode.
   Configure	Click Configure to add the Party Details.

   The following figures shows the FI customer in tree, list, and table views.

   Figure 1-10 FI Onboarding Enrichment – Tree View

   
   

   
   Description of "Figure 1-10 FI Onboarding Enrichment – Tree View"

   
   

   Figure 1-11 FI Onboarding Enrichment – Table View

   
   

   
   Description of "Figure 1-11 FI Onboarding Enrichment – Table View"

   
   

   Figure 1-12 FI Onboarding Enrichment – List View

   
   

   
   Description of "Figure 1-12 FI Onboarding Enrichment – List View"

   
   
3. Click Next.
   The Onboarding Enrichment - Comments screen displays.

   Figure 1-13 Enrichment – Comments

   
   

   
   Description of "Figure 1-13 Enrichment – Comments"

   
   

   Note:

   The Relationship Managers can capture overall comments for the Enrichment stage in this screen. Capturing comments helps in better understanding of the task by the banker who will work with this task in the next stage.

4. Specify the overall comments for the Onboarding Enrichment stage and click Submit.

• Customer Profile
  This topic describes about the Financial Institution Customer Profile.
• Financial Profile
  This topic provides the systematic instruction to enrich the customer’s financial information in the Financial Profile.
• Revenue Generated
  This topic provides the systematic instruction to add the Revenue Generated for each Financial Year.
• Stakeholders
  This topic provides the systematic instruction to add the Stakeholders details.
• Signature Upload
  This topic provides the systematic instruction to the add/upload Signatures of the Authorized Signatories while adding the details of the Authorized Signatories.
• Assets
  This topic provides the systematic instruction to add the details about the assets of the Financial Institution customer.