1.1.2.5 Onboarding Enrichment -Consent and Preferences

Consent and preference data segments captures, specific customer consent and preferences for communication and data sharing.

Customer consent and preferences are used to comply with various regulatory and bank compliance policies and processes.

1. On the Consent and Preferences screen, click and expand e-Sign segment.
   The e-Sign screen displays.

   Figure 1-44 e-Sign

   
   

   
   Description of "Figure 1-44 e-Sign"

   
   
2. On e-Sign screen, specify the fields. For more information on fields, refer to the field description table.

   Table 1-38 E-Sign Consent - Field Description

   Field	Description
   E-Sign Consent	E-sign consent as per marketing and consent details of the party.

3. On the Consent and Preferences screen, click and expand Marketing Communication segment.
   The Marketing Communication screen displays.

   Figure 1-45 Enrichment - Marketing Communication

   
   

   
   Description of "Figure 1-45 Enrichment - Marketing Communication"

   
   
4. On Marketing Communication segment, specify the fields. For more information on fields, refer to the field description table.

   Table 1-39 Marketing Communication - Field Description

   Field	Description
   Consent to receive Marketing, Promotional, Sales and other	Marketing consent of the party.
   Channel	Select the channel of communication as per marketing and communication details of the party. Select from the list of values. The available options are: Email SMS Whatsapp Postal Mail Note: List of values can be configured through Entity Maintenance.
   Contact	Specify contact details as per marketing and communication details of the party. Note: List of contact is populated as per contact details captured in contact section.
   Preferred Time	Preferred time as per marketing and communication preference details of the party. Select from the following list of values. Weekday: 9:00 to 18:00 Weekday: 9:00 to 18:00 Weekend: 10:00 to 16:00 Any day: 9:00 to 18:00 Weekday: Before 8:00 or after 17:00 Note: List of values can be configured through Entity Maintenance.

5. On Consent and Preferences screen, click and expand Privacy Information segment.
   The Privacy Information screen displays.

   Figure 1-46 Privacy Information

   
   

   
   Description of "Figure 1-46 Privacy Information"

   
   
6. On the Privacy Information screen, specify fields. For more information on fields, refer to the field description table.

   Table 1-40 Privacy Information - Field Description

   Field	Description
   Privacy Information	Select the check box of the privacy information consent of the party.

   Note:

   Refer to the Oracle Banking Party Configurations User Guide for entity maintenance.
7. On Consent and Preferences screen, click and expand Minor Consent segment.
   The Minor Consent screen is displayed.
8. On Minor Consent screen, specify fields. For more information on fields, refer to the field description table.

   Table 1-41 Minor Consent - Field Description

   Field	Description
   Minor Consent	Date of consent of minor party. Minor consent will be available only for minor party. Note: Minor consent is mandatory for minor party onboarding.

   Note:

   Refer to the Oracle Banking Party Configurations User Guide for entity maintenance.
9. Click Next to move to the Additional Information segments.