1. Small and Medium Enterprise Onboarding User Guide
  2. Small and Medium Enterprise Onboarding
  3. Onboarding Enrichment

1.4 Onboarding Enrichment

In the Enrichment stage, the RM can capture detailed information about the Small and Medium Enterprise customer to be added in Oracle Banking Enterprise Party Management.

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

  1. Click Acquire and Edit in the Free Tasks screen for the application for which Small and Medium Enterprise - Onboarding Enrichment stage has to be acted upon.
    The Small and Medium Enterprise - Onboarding Enrichment screen displays.

    Figure 1-8 SME Onboarding Enrichment


    Description of Figure 1-8 follows
    Description of "Figure 1-8 SME Onboarding Enrichment "

    Note:

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

    Figure 1-9 SME Onboarding Enrichment


    Description of Figure 1-9 follows
    Description of "Figure 1-9 SME Onboarding Enrichment "

    Table 1-6 Onboarding Enrichment – Field Description

    Field Description
    Add Customer Select this option to open a pop-up screen with multiple options, where you can add the child customer details and link with the parent customer.
    Configure

    Select this option to open a pop-up screen, where you can add the following details:

    • Customer profile
    • Financial profile
    • Stakeholders
    • Assets
  3. Click Next.
    The Comments screen displays.

    Figure 1-10 Enrichment – Comments


    Description of Figure 1-10 follows
    Description of "Figure 1-10 Enrichment – Comments"

    Note:

    The RMs can capture overall comments for the Onboarding Enrichment stage. Capturing comments helps in better understanding of the task by the banker who will work with this task in the next stage.
  4. On the Comments screen, specify the overall comments for the Enrichment stage and perform the following actions:

    Table 1-7 Actions - Description

    Action Description
    Post Click Post. The comments are posted below the text box.
    Submit Click Submit. The Checklist window is displayed.
    Outcome On the Checklist window, select the Outcome as Proceed and click Submit. The task is moved to the Review stage.