1.2.5 Configure Party Maintenance
This topic provides the systematic instructions to configure Party Maintenance.
Specify the User ID and Password, and login to Homepage.
- On the Homepage, from Corporate Lending, under Maintenance, click Party Maintenance.The Party Maintenance screen is displayed.
- In the Create Party screen, provide the required details.
Table 1-6 Party Maintenance
Field Description Party Number Click Search to view and select the required party. Party Name Party name gets auto-populated. Party Type Select the type from the drop-down list Country Of Incorporation Click Search to view and select the required country Date of Incorporation Select the date from the drop-down calendar. Place of Incorporation Specify the place. Demographic Type Select the type from the drop-down list. Holding Pattern Select the pattern from the drop-down list. Organization Type Select the type from the drop-down list. KYC Status Select the status from the drop-down list. Preferred Language Captures the preferred Language of the Party Report Locale Select the preferred advice language for the Party Address Type Select the type from the drop-down list. 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 Click Search to view and select the required country Zip Code Specify the code. Contacts Click to add the contacts.
Parent topic: Maintenance Screens