1.1.2 Onboarding Enrichment

In the Enrichment stage, the relationship manager can capture detailed information about the retail customer to be added in the Oracle Banking Enterprise Party Management.

This topic contains the following subtopics:

• Onboarding Enrichment - Basic Information
  This topic describes about the personal information captured in the Initiation stage, the relationship managers can add important dates, supporting documents, and photos of the customer in the Basic Info screen.
• Onboarding Enrichment - Signatures
  This topic provides information about the customer signatures.
• Onboarding Enrichment - Relationships
  You can add the details about the relationships of the customer to be onboarded in the Relationships screen.
• Onboarding Enrichment - Employment
  Details about the customer’s source of income are added to the Employment screen.
• Onboarding Enrichment -Consent and Preferences
  Consent and preference data segments captures, specific customer consent and preferences for communication and data sharing.
• Onboarding Enrichment - Additional Information
  This topic captures the additional information of the customers.
• Onboarding Enrichment - Membership / Association
  This topic provides information about the customer is a member in or associated with any institution, the relationship manager can add details about the same in this data segment.
• Onboarding Enrichment - Financial Profile
  The relationship managers can further enrich the customer’s financial information in the Financial Profile screen, by adding total income and net worth, income, and expense details, and details about the relationship with other banks.
• Onboarding Enrichment - Comments
  The relationship managers can capture overall comments for the enrichment stage in the Comments screen.
• Onboarding Enrichment - Review and Submit
  The Review and Submit screen provides a consolidated view of the information captured in all the sections.