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.

  1. On the Homepage, from Corporate Lending, under Maintenance, click Party Maintenance.
    The Party Maintenance screen is displayed.
  2. 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.