1.9.1 Adding a Record

Use Relationship Type Assessment Mapping screen to add records.

Note:

You must add a relationship type and an assessment type for each jurisdiction.

To add a record, follow these steps:

1. Click Add Jurisdiction to open the Jurisdiction window.
2. Select a jurisdiction.
3. Click Add a Relationship Type Assessment Mapping to open the Relationship Types window.
4. Enter the values as mentioned in the following table.

   Table 1-7 Fields and Description - Relationship Types

   Fields	Description
   Relationship Type	Enter the relationship type. By default, a full KYC is performed on the related customer. You can select more than one relationship type for a jurisdiction. For example, you can select two relationship types for the Asia Pacific jurisdiction, that is, Authorized Signatory and Legal Signatory.
   Assessment Type	Enter the assessment type. If you select more than one combination of relationship type and assessment type and Full KYC Assessment is selected for any relationship type, then a full KYC is performed on the related customer.

   Note:

   All the fields are mandatory.
5. Click Save and click OK to save the record.

   Note:

   Only when the record is saved, the Actions will be automatically updated with Edit and Delete actions.
6. Under the Actions, click Reset and click OK if you want to clear the selected Relationship Type and Assessment Type fields and enter new values.
7. Under the Actions, click Cancel and click OK if you want to cancel the selected Relationship Type and Assessment Type.