1.3.5 Consent and Preferences

Consent and preference data segments captures, specific customer consent and preferences for communication and data sharing.

Customer consent and preferences are used to comply with various regulatory and bank compliance policies and processes.

  1. Click Next in theEmployment screen.
    The Consent and Preferences screen displays.

    Figure 1-48 Consent and Preferences



  2. Click and expand Marketing Communication section.
    The Marketing Communication screen displays.

    Figure 1-49 Marketing Communication



  3. Capture Consent to receive Marketing, Promotional, and Sales communication.
  4. Capture media to receive Marketing, Promotional and Sales communication.
    For more information on fields, refer to the field description table.

    Table 1-35 Marketing Communication - Field Description

    Field Description
    Channel Channel to receive marketing communication such as Email, Mobile etc.
    Contact Respective contact value based on channel such as email id, if channel is selected as Email and Number, if mobile is selected as channel.
    Preferred Time Preferred time of communication.
  5. Click Next to move to the Additional Information segments.