1.8 Amendment

In the Amendment stage, the relationship manager can amend the information or can add additional information about an Small Medium Enterprise customer using Oracle Banking Enterprise Party Management.

Note:

• User should have required Customer Group Access to amend a party within a customer access group.
• User should have required Personal Identifiable Information (PII) access to amend a party, if PII fields are configured.

• Note:

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

1. On the Homepage, click Party Services. Under Party Services, click Amendment.
   The Amendment screen displays.

   Figure 1-41 Amendment – Enter Customer Id

   
   

   
   Description of "Figure 1-41 Amendment – Enter Customer Id"

   
   
2. On the Amendment screen, specify the CIF and click Amend Now.
   The Small and Medium Enterprise Amendment screen displays.
3. On the Quick Initiation screen, edit the information for the desired fields, and submit the task. For information Initiation stage, refer to Onboarding Initiation.
   The task is moved to the Small and Medium Enterprise Amendment KYC stage.
4. Acquire the AME Amendment KYC task, update the status of KYC check in this stage, and submit the task. For information on the KYC stage, refer to KYC Check.
   The task is moved to the SME Amendment – Enrichment stage.
5. Acquire the SME Amendment Enrichment task, update the desired information in this stage, and submit the task. For information on the Enrichment stage, refer to Onboarding Enrichment.
   The task is moved to the SME Amendment – Review stage.
6. Acquire the SME Amendment – Review task, update the desired information in this stage, and submit the task. For information on the Review stage, refer to Review.
   The task is moved to the SME Amendment – Recommendation stage.
7. Acquire the SME Amendment – Recommendation task, update the desired information in this stage, and submit the task. For information on the Recommendation stage, refer to Recommendations.
   The task is moved to the SME Amendment – Approval stage.
8. Acquire the SME Amendment – Approval task, update the desired information in this stage, and submit the task. For information on the Approval stage, refer to Approval.
   The amendment of the corporate customer is completed.