1.3.3 Onboarding Enrichment - Relationships

You can add the details about the relationships of the customer to be onboarded in the Relationships screen.

  1. Click Next in theSignatures screen.
    The Relationships screen displays.

    Figure 1-46 Enrichment – Relationships



    The Relationships details added in the Onboarding Initiation stage are populated automatically on this screen.

  2. Click Next to move to the Onboarding Enrichment - Employment segments.