1.2.5 Configure Party Maintenance
This topic describes the systematic instructions to configure party maintenance.
- From Home screen, click Corporate Lending. Under Corporate Lending, click Maintenance.
- Under Maintenance, click Party
Maintenance. Under Party Maintenance,
click Create Party.The Create Party screen displays.
- In the Create Party screen, provide the required details.For more information on fields, refer to the field description table.
Table 1-6 Create Party
Field Description Party Number Select the required party number. Party Name Displays the party name that gets auto-populated. Party Type Select the party type from the drop-down list. The available options are:- Individual
- Corporate
Country Of Incorporation Select the required country. Date of Incorporation Select the date from the drop-down calendar. Place of Incorporation Specify the place of incorporation. Demographic Type Select the demographic type from the drop-down list. The available options are:- Domestic
- Global
Holding Pattern Select the holiday pattern from the drop-down list. The available options are:- Public LTD
- Private LTD
- Proprietorship
- Government Owned
- Trust
- Society
- Limited Liability Partnership
- Others
Organization Type Select the organization type from the drop-down list. The available options are:- Single
- Conglomerate
KYC Status Select the KYC status from the drop-down list. The available options are:- Pending
- Completed
Preferred Language Select the preferred language of the party. Report Locale Select the preferred advice language for the party. Address Type Select the address type from the drop-down list. The available options are:- Registration Address
- Address for Correspondence
- Local Office Address
- Communication Address
Area Specify the area. Building Specify the building. Street Specify the street. Landmark Specify the landmark. Locality Specify the locality. City Specify the city. State Specify the state. Country Select the required country. Zip Code Specify the zip code. Contacts Add the contacts. - Click Save.
Parent topic: Maintenance Screens
