1.3.5 Onboarding Enrichment - Comments

The RMs can capture overall comments for the initiation stage in the Comments screen.

Capturing comments helps the banker who works in the next stage to understand this task.

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

   Figure 1-49 Enrichment Comments

   
   

   
   Description of "Figure 1-49 Enrichment Comments"

   
   
2. On the Comments screen, specify the overall comments for the Onboarding Enrichment stage.
3. Click Post to post the comments.
4. Click Next to move to the Onboarding Enrichment - Review and Submit.