1.3 Retail View

In this retail view stage, the relationship manager can view the information about a retail customer using Oracle Banking Enterprise Party Management.

To initiate the Amendment process:

• User must have required customer group access to view a party within a customer access group.
• User must have required Personal Identifiable Information (PII) access to view a party, if PII fields are configured.

1. On the Homepage, under Party Services, click View.
   The View screen is displayed.
2. Specify the CIF or search for a CIF. For advance search, clickAdvance Search button. The following values are available for the advance CIF search:
   • Party ID
   • First Name
   • Middle Name
   • Last Name
   • Data of Birth
   • Unique ID
   • Mobile Number
   • Email
3. Click View Customer.
   The Party View screen is displayed.
4. Click icon of the respective section for which the information needs to be updated. You can view the following sections during party view:
   • General Information – For more information, refer to Onboarding Initiation - Basic Details.
   • Signature - For more information, refer to the Onboarding Enrichment - Signatures.
   • Relationships - For more information, refer to the Onboarding Initiation - Relationship.
   • Professional Information
     1. Education Details - For more information, refer to Onboarding Initiation - Educational Qualification.
     2. Membership Details - For more information, refer toOnboarding Enrichment - Membership / Association.
   • Employment - For more information, refer to Onboarding Enrichment - Employment.
   • Consent and Preferences - For more information, refer to Onboarding Enrichment -Consent and Preferences.
   • Additional Info - For more information, refer to Onboarding Enrichment - Additional Information.
   • Supporting Documents - For more information, refer to the Figure 1-37.
   • Dates - For more information, refer to the Figure 1-36.
   • KYC - For more information, refer to KYC Check.
   • Assets - For more information, refer to Onboarding Initiation - Financial Information.
   • Liabilities - For more information, refer to Onboarding Initiation - Financial Information.
   • Income - For more information, refer to Onboarding Enrichment - Financial Profile.
   • Expense - For more information, refer to Onboarding Enrichment - Financial Profile.
   • Beneficially Owned Company - For more information, refer to the Figure 1-61.
   • Other Relationship - For more information, refer to the Figure 1-60.