This topic describes the systematic instructions to create an account for a new customer.

1. Click Corporate Account Services, and under Corporate Account Services, click Account Creation for New Customer.
   The Account Creation for New Customer page displays.

   Figure 4-25 Account Creation for New Customer

   
   

   
   Description of "Figure 4-25 Account Creation for New Customer"

   
   
2. Specify the Account Category, Primary Currency, and Priority fields, and then click Initiate to start the account creation process.
   The New Customer Account Creation Entry - <Application Number> page displays the New Customer Onboarding page.

   Figure 4-26 New Customer Onboarding

   
   

   
   Description of "Figure 4-26 New Customer Onboarding"

   
   
3. Specify the fields on the screen.

   Table 4-19 New Customer Onboarding - Field Description

   Field	Description
   Customer Name	Specify the customer name.
   Party Type	Specify the party type of the customer from the drop-down list. COR– Corporate (Default).
   Country of Incorporation	Specify the country of incorporation.
   Date of Incorporation	Specify the date of incorporation.
   Place of Incorporation	Specify the place of incorporation.
   KYC Status	Specify the KYC status of the customer from the drop-down list. Valid values are – Pending Yet to verify Verified Not verified
   Preferred Language	Specify the preferred language of the customer from the drop-down list.
   Address Type	Specify the type from the drop-down list which uniquely relates the address to the customer by its type. Select from the following: HOA → Head Office ROA → Registered Office BOA → Branch Office COA → Communication Address.
   Department	Specify the department which identifies a division of a large organization or building.
   Sub Department	Specify the sub-division of a large organization or building.
   Street Name	Specify the name of a street or thoroughfare.
   Building Number	Specify the number that identifies the position of a building on a street.
   Building Name	Specify the name of the building or house.
   Floor	Specify the floor or story within a building.
   Post Box	Specify the numbered box in a post office assigned to a person or organization, to keep letters until called for.
   Room	Specify the building room number.
   Post Code	Specify the code consisting of a group of alphanumeric characters added to a postal address to assist in sorting mail.
   Town Name	Specify the name of a built-up area with defined boundaries and a local government.
   Town Location Name	Specify the specific Location name within the town.
   District Name	Specify a subdivision within a country sub-division.
   Country Subdivision	Specify a subdivision of a country, such as a state, region, or county.
   Country	Specify the nation with its government.

4. Click Next.
   The Summary tab displays.

   Figure 4-27 Summary

   
   

   
   Description of "Figure 4-27 Summary"

   
   
5. Click Submit.
   The Stage Movement Submission dialog displays the Overrides stage.
6. Complete the Stage Movement Submission process.
   1. Accept any Overrides generated and click Proceed Next.
      The Checklist stage fetches and displays checklists mapped to this stage.
   2. Confirm the checklist items and then click Proceed Next.
      The Outcome stage displays.
   3. Select PROCEED from the drop-down list and click Submit.
      The Stage Movement Submission process creates the New Customer Account Creation Enrich task.
7. Complete the Account Creation for New Customer tasks.
   1. Select Tasks, and under Tasks, click Free Tasks.
      The Free Tasks page displays.
   2. Search the listed tasks with these column values. The Process Name column contains Account Opening For New Customer, the Stage column contains New Customer Account Creation Enrich task and the Application Number column contains the number noted in Step 6. c.
   3. Click Acquire and Edit.
      The New Customer Account Creation Enrich - <Application Number> page displays.

      Figure 4-28 New Customer Account Creation Enrich - Account Details

      
      

      
      Description of "Figure 4-28 New Customer Account Creation Enrich - Account Details"

      
      
8. Update the data entry screens to create the new customer account.
   At this point, the steps to create the new customer account are similar to the steps in the account creation for existing customers. Follow the instructions in Account Creation.