1 Overview of Master Data
The Master Data Configuration page contains the following configurations that can be performed.
These configurations are done through the data load service and can be connected to fields in the onboarding JSON. For more information on the tables used, see Preparing Data.
- Account Type
- Address Purpose
- Citizenship
- Status
- Countries
- Employment Type
- Gender
- Generic Master Data
- Marital Status
- Markets Served
- Method of Account Opening
- NAICS Codes
- Occupation
- Organization Legal Structure
- Phone Purpose
- Products Offered
- Public or Private
- Relationship Type
- Source of Wealth
- Watchlist Category
- Watchlist Subtype
- Watchlist Type
- Customer Data Slice