2.9 Stakeholders

This topic describes the information about the stakeholders of the SMB customer.

The stakeholders are grouped by stakeholder type. Users can click on the corresponding tab to view the list of specific stakeholders.

Note:

• User should have required Customer Group Access to View 360 of a party within a customer access group. For more details, refer to Oracle Banking Common Core User Guide, Oracle Banking Security Management System User Guide and Retail Onboarding User Guide.
• User should have required Personal Identifiable Information (PII) access to view party information, if PII fields are configured. For more details, refer to Oracle Banking Security Management System User Guide and Retail Onboarding User Guide.

The following figure shows a sample of this tile.

Figure 2-17 Stakeholders

Description of "Figure 2-17 Stakeholders"

If the stakeholder is an existing customer of the bank and the owner is not a customer, clicking on the owner’s name will open the 360 view for the owner. If the stakeholder is not a customer, then the system will launch the view of non-customer stakeholder details.

Figure 2-18 Non-customer stakeholder details

Description of "Figure 2-18 Non-customer stakeholder details"