1.1.2 Onboarding Enrichment

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

This topic contains the following subtopics:

• Onboarding Enrichment - Basic Information
  In addition to the business details, address, and social profile captured in the Initiation stage, the RMs can add important dates, supporting documents, and photos of the customer in the Basic Info screen.
• Onboarding Enrichment - Stakeholder Details
  You can add the details about the stakeholders of the customer in the Stakeholder Details screen.
• Onboarding Enrichment - Membership / Association
  If the customer is a member of or associated with any institution, the RM can add details about the same in the Membership/Association screen.
• Onboarding Enrichment - Financial Profile
  The RMs can further enrich the customer’s financial information in the Financial Profile screen, by adding income details, expense details, and details about the relationship with other banks.
• Onboarding Enrichment - Comments
  The RMs can capture overall comments for the initiation 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.