1.3.3 Onboarding Enrichment - Membership / Association

If the customer is a member of or associated with any institution, the RM can add details about the same in the Membership/Association screen.

Note:

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

1. Click Next in the Onboarding Enrichment - Stakeholder Details screen.
   The Onboarding Enrichment - Membership / Association screen displays.

   Figure 1-35 Enrichment - Member / Association

   
   

   
   Description of "Figure 1-35 Enrichment - Member / Association"

   
   
2. Click Add button to add the membership details.
   The Membership screen displays.

   Figure 1-36 Memebership

   
   

   
   Description of "Figure 1-36 Memebership"

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

   Table 1-20 Membership – Field Description

   Field	Description
   Institution Name	Specify the name of the institution where the customer is a member.
   Institution Type	Select the institution type from the drop-down list.
   Membership Type	Select the membership type from the drop-down list.
   Since	Click the calendar icon and select the membership start date.
   Valid Till	Click the calendar icon and select the membership expiry date.

4. Click Save to save the Membership details.

   Note:

   You can also select the required item from the list, and click Edit/Delete to modify/delete the added membership details.
5. Click Next to move to the Onboarding Enrichment - Financial Profile.