1.5 Onboarding Enrichment

This topic describes the systematic instruction to capture detailed information about the corporate customer to be added in Oracle Banking Enterprise Party Management.

The user can acquire and edit the Enrichment task using the Free Tasks screen.

To add the additional information:

1. On the Home page, click Tasks. Under Tasks, click Free Tasks.
   The Free Tasks screen displays.

   Figure 1-9 Free Tasks

   
   

   
   Description of "Figure 1-9 Free Tasks"

   
   
2. On the Free Tasks screen, select the required task and click Acquire and Edit.
   The Onboarding Enrichment screen displays.

   Figure 1-10 Corporate Onboarding Enrichment

   
   

   
   Description of "Figure 1-10 Corporate Onboarding Enrichment"

   
   

   Note:

   By default, the onboarded customer is displayed as an icon under the tree view. The default view can be changed to a list view or table view if required.
3. On the Onboarding Enrichment screen, right-click on the customer icon for the options. For more information on options, refer to the field description table.

   Figure 1-11 Corporate Onboarding Enrichment Options

   
   

   
   Description of "Figure 1-11 Corporate Onboarding Enrichment Options"

   
   

   Table 1-4 Onboarding Enrichment – Field Description

   Field	Description
   Add Customer	Select this option to open a pop-up with multiple options, where the child customer details are added and linked with the parent customer.
   View	Select this option to open a pop-up with the customer details in read-only mode.
   Quick View	Select this option to open a pop-up with the limited customer details in read-only mode.
   Configure	Select this option to add the following details. For more information, refer to Customer Profile thru Assets. Customer Profile Financial Profile Stakeholders Assets

   The details of the corporate customer can be displayed in various views. The following figures depict the tree, list, and table views.

   Figure 1-12 Corporate Onboarding Enrichment – Tree View

   
   

   
   Description of "Figure 1-12 Corporate Onboarding Enrichment – Tree View"

   
   

   Figure 1-13 Corporate Onboarding Enrichment – List View

   
   

   
   Description of "Figure 1-13 Corporate Onboarding Enrichment – List View"

   
   

   Figure 1-14 Corporate Onboarding Enrichment – Table View

   
   

   
   Description of "Figure 1-14 Corporate Onboarding Enrichment – Table View"

   
   
4. Click Next.
   The Onboarding Enrichment - Comments screen is displayed.

   Figure 1-15 Enrichment – Comments

   
   

   
   Description of "Figure 1-15 Enrichment – Comments"

   
   

   Note:

   TThe Relationship Managers can capture overall comments for the Enrichment stage. Capturing comments helps in a better understanding of the task by the banker who will work with this task in the next stage.
5. On the Comments screen, click Submit.
   The Checklist window displays.
6. On the Checklist window, select the Outcome as Proceed and click Submit.
   The task is moved to the Review stage.

• Customer Profile
  This topic describes the systematic instructions to enrich the corporate customer with additional details.
• Financial Profile
  This topic describes the systematic instructions to add the financial information of the corporate customer.
• Add Stakeholders
  This topic describes the systematic instruction to add the details about the stakeholder such as authorized signatories, management team, etc. of the business.
• Assets
  This topic describes the systematic instructions to add the details about the assets of the corporate customer.