1.2.8 Onboarding Initiation - Review and Submit

The Review and Submit screen provides a consolidated view of the information captured in all the sections.

The relationship managers can view the displayed information and take necessary actions such as modifying the information or moving the task to the next stage.

Note:

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

1. Click Next in theOnboarding Initiation screen.
   The Review and Submit screen displays.

   Figure 1-37 Initiation – Review and Submit

   
   

   
   Description of "Figure 1-37 Initiation – Review and Submit"

   
   
2. On the Review and Submit screen, verify the details that are displayed in tiles.
   For more information on fields, refer to the field description table.

   Table 1-31 Review and Submit – Description

   Tile Name	Description
   General Information	In this tile, the following details are displayed: Citizenship Address Social Profile
   Professional Information	In this tile, the following details are displayed: Education Membership
   Relationship	In this tile, the following details are displayed: Household Power of Attorney
   Employment	Displays the employment details of the customer.
   Dates	Displays the details of the dates.
   KYC	Displays the KYC details.
   Assets	Displays the assets details.
   Liabilities	Displays the liabilities details.
   Income	Displays the income details.
   Expense	Displays the expense details.
   View details	In the corresponding tile, click this icon to view the detailed information.

3. Click Submit System will check for duplicate customers.
   • If no duplicate customer existed in the system. Then user can proceed further.
   • If a duplicate customer/s existed in the system. It will display the list of customers with same name. User will have facility to:
     • Discard the Customer Onboarding.
     • Go ahead and Save.
     • Cancel and go back to previous screen

   Figure 1-38 Duplicate

   
   

   
   Description of "Figure 1-38 Duplicate"

   
   
4. Click Continue to save the Onboarding Initiation. A message is displayed and task is submitted to Free Task.