1.3.9 Onboarding Enrichment - Comments

The relationship managers can capture overall comments for the enrichment stage in the Comments screen.

Capturing comments help the banker working with this task in the next stage to better understand the task.

1. Click Next in theOnboarding Enrichment - Financial Profile screen.
   The Comments screen displays.

   Figure 1-64 Comments

   
   

   
   Description of "Figure 1-64 Comments"

   
   
2. Specify the overall comments for the Onboarding Enrichment stage.
3. Click Post.
4. Click Next to move to the Onboarding Enrichment - Review and Submit segments.