This topics describes the systematic instructions to add relationship details of the applicant that are involved in account opening application.

1. Click Next in the previous data segment to proceed with the next data segment, after successfully capturing the data.
   The Relationships screen displays.

   Figure 2-7 Relationships

   
   

   
   Description of "Figure 2-7 Relationships"

   
   
2. Click Edit on the applicant tile to add relation of the applicant.

   The Relationships screen displays with the household tab.

   Figure 2-8 Relationships - Household

   
   

   
   Description of "Figure 2-8 Relationships - Household"

   
   

   Note:

   Capturing household relationships is optional. It is used to capture the relationship between applicants.
3. Click + Add icon to add the relationship details.
4. Specify the fields on Relationships - Household tab.

   For more information on fields, refer to the field description table.

   Table 2-4 Household tab – Field Description

   Field	Description
   Name	Click search and select the other existing applicants from the list associated with the application. User can also specify the name of the new applicant which not listed in the customer record.
   CIF/Party ID	Specify the CIF/Party ID of the applicant's relation.
   Relationship	Select the relationship of the applicant from the drop-down list. The available options are: Spouse Father Mother Daughter Son Guardian Ward Grand Parent Grand Child Other
   Reverse Relationship	Select the reverse relationship of the applicant from the drop-down list. The options of this field displays based on selected relationship.
   Is Dependent	Select the dependency with the applicant. Yes No
   Details	Click to view the following details in the pop-up list. Unique ID Mobile Number Email Household Added on
   Action	Click to add the record. Click to delete the added record. Click to delete the saved record.

5. Click Related to Insider tab.
   The Related to Insider tab displays.

   Figure 2-9 Relationships - Related to Insider

   
   

   
   Description of "Figure 2-9 Relationships - Related to Insider"

   
   

   Specify the fields on Relationships - Related to Insider tab.

   For more information on fields, refer to the field description table.

   Table 2-5 Related to Insider tab – Field Description

   Field	Description
   CIF/Party ID	Specify the CIF/Party ID of the applicant's relation.
   Name	Specify the name of the applicant's relation.
   ID/Registration Number	Specify the ID/Registration number of the applicant's relation.
   Details	Click to view the following details in the pop-up list. Mobile Number Email Relationship Reverse Relationship Insider Added on
   Action	Click to add the record. Click to delete the added record. Click to delete the saved record.

6. Click Service Member tab
   The Service Member tab displays.

   Figure 2-10 Relationships - Related to Service Members

   
   

   
   Description of "Figure 2-10 Relationships - Related to Service Members"

   
   

   Specify the fields on Relationships - Related to Service Members tab.

   For more information on fields, refer to the field description table.

   Table 2-6 Service Members tab – Field Description

   Field	Description
   CIF/Party ID	Specify the CIF/Party ID of the applicant's relation.
   Name	Specify the name of the applicant's relation.
   ID/Registration Number	Specify the ID/Registration number of the applicant's relation.
   Details	Click to display the following details in the pop-up list. Mobile Number Email Relationship Reverse Relationship Service Member Added on
   Action	Click to add the record. Click to delete the added record. Click to delete the saved record.

7. Click Save to save all details.
8. Click Next to navigate to the next data segment, after successfully capturing the data. The system will validate all mandatory data segments and data fields. If mandatory details are not provided, the system displays an error message for the user to take action. User will not be able to proceed to the next data segment, without capturing the mandatory data.