1.2.5 Financial Information

Information about the customer’s income, assets, and liability is added to the Financial Information screen. Financial information about the customer help the bank in determining the creditworthiness of the customer in a better manner.

Note:

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

1. Click Next in theOnboarding Initiation screen.
   The Financial Information screen displays.

   Figure 1-30 Initiation – Financial Information

   
   

   
   Description of "Figure 1-30 Initiation – Financial Information "

   
   
2. Click and expand the Annual Income section.
3. Select the income range of the customer in the Annual Income section.
4. Click and expand the Asset Details section.
   The Financial Information – Asset Details screen displays.

   Figure 1-31 Financial Information – Asset Details

   
   

   
   Description of "Figure 1-31 Financial Information – Asset Details"

   
   

   The following options are displayed for the assets:

   • Add
   • Edit
   • Delete
5. Click Add to add the asset details.
   The Assets screen displays.

   Figure 1-32 Assets

   
   

   
   Description of "Figure 1-32 Assets"

   
   
6. On the Assets screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 1-29 Assets – Field Description

   Field	Description
   Type	Select the asset type from the drop-down list.
   Currency	Click search icon and select the currency from the list.
   Total Value	Specify the total value.

   1. Click Submit to add the asset details.

      Note:

      You can also select the required item from the list, and click Edit/Delete to modify/delete the added asset details.
7. Click and expand the Liabilities Details section.
   The Liabilities Details screen displays.

   Figure 1-33 Financial Information – Liabilities Details

   
   

   
   Description of "Figure 1-33 Financial Information – Liabilities Details"

   
   

   The following options are displayed for the liabilities:

   • Add
   • Edit
   • Delete
8. Click Add to add the liabilities details.
   The Liabilities screen displays.

   Figure 1-34 Liabilities

   
   

   
   Description of "Figure 1-34 Liabilities "

   
   
9. On the Liabilities screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 1-30 Liabilities – Field Description

   Field	Description
   Type	Select the type of liability from the drop-down list.
   Currency	Click search icon and select the currency from the list of values.
   Total Value	Specify the total value.

   1. Click Submit to add the Liabilities details.

      Note:

      You can also select the required item from the list, and click Edit/Delete to modify/delete the added asset details.
10. Click Next to move to the Interested Products segments.