1.2.6 Onboarding Initiation - Review and Submit

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

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

1. Click Next in the Onboarding Initiation - Comments screen.
   The Onboarding Initiation - Review and Submit screen displays.

   Figure 1-28 Initiation – Review and Submit

   
   

   
   Description of "Figure 1-28 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 1-17 Review and Submit – Description

   Tile Name	Description
   General Information	In this tile, the following details are displayed: Citizenship Address Social Profile
   Professional Information	Displays the professional information of the stakeholder.
   Stakeholders	Displays the stakeholders.
   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 the user can proceed further.
   • If a duplicate customer/s is existing in the system. It will display the list of customers with same name. Users will have facility to:
     • Discard the Customer Onboarding.
     • Go ahead and Save.
     • Cancel and go back to the previous screen.

   Figure 1-29 Duplicate

   
   

   
   Description of "Figure 1-29 Duplicate"

   
   
4. Click Continue to move to the Onboarding Enrichment stage.