1. Retail Onboarding User Guide
  2. Party Management

1 Party Management

Party Management features allows user to onboard, amend, and view party using a work flow-based process.

Retail Onboarding

Retail Onboarding is the process of collecting, evaluating, and authorizing the customer information for secured retail banking. The Relationship Managers can initiate this process when the customer shows interest in any of the bank’s product or approaches the bank for availing facility. The information collected throughout this process are stored in bank’s database for future reference.

This topic contains the following subtopics:

  • Retail Onboarding
    Retail Onboarding is the process of collecting, evaluating, and authorizing the customer information for secured retail banking.
  • Retail Amendment
    In the Amendment stage, the relationship manager can amend the information or can add additional information about a retail customer using Oracle Banking Enterprise Party Management.
  • Retail View
    In this retail view stage, the relationship manager can view the information about a retail customer using Oracle Banking Enterprise Party Management.