In the Enrichment stage, the RM can capture detailed information about the Small and Medium Enterprise customer to be added in Oracle Banking Enterprise Party Management.

1. Click Acquire and Edit in the Free Tasks screen for the application for which Small and Medium Enterprise - Onboarding Enrichment stage has to be acted upon.
   The Small and Medium Enterprise - Onboarding Enrichment screen displays.

   Figure 1-8 SME Onboarding Enrichment

   
   

   
   Description of "Figure 1-8 SME Onboarding Enrichment "

   
   

   Note:

   By default, the onboarded customer is displayed as an icon under the tree view. The default view can be changed to list view or table view if required.
2. On the Small and Medium Enterprise - Onboarding Enrichment screen, right-click on the customer icon for the options.
   For more information on fields, refer to the field description table.

   Figure 1-9 SME Onboarding Enrichment

   
   

   
   Description of "Figure 1-9 SME Onboarding Enrichment "

   
   

   Table 1-6 Onboarding Enrichment – Field Description

   Field	Description
   Add Customer	Select this option to open a pop-up screen with multiple options, where you can add the child customer details and link with the parent customer.
   Configure	Select this option to open a pop-up screen, where you can add the following details: Customer profile Financial profile Stakeholders Assets

3. Click Next.
   The Comments screen displays.

   Figure 1-10 Enrichment – Comments

   
   

   
   Description of "Figure 1-10 Enrichment – Comments"

   
   

   Note:

   The RMs can capture overall comments for the Onboarding Enrichment stage. Capturing comments helps in better understanding of the task by the banker who will work with this task in the next stage.
4. On the Comments screen, specify the overall comments for the Enrichment stage and perform the following actions:

   Table 1-7 Actions - Description

   Action	Description
   Post	Click Post. The comments are posted below the text box.
   Submit	Click Submit. The Checklist window is displayed.
   Outcome	On the Checklist window, select the Outcome as Proceed and click Submit. The task is moved to the Review stage.

• Customer Profile
  In the Customer Profile section, you can enrich the Small and Medium Enterprise customer with additional details.
• Financial Profile
  This topic provides the systematic instruction to enrich the customer’s financial information in the Financial Profile.
• Stakeholders
  This topic provides the systematic instruction to add the Stakeholders details.
• Signature Upload
  This topic provides the systematic instruction to the add/upload Signatures of the Authorized Signatories while adding the details of the Authorized Signatories.
• Assets
  This topic provides the systematic instruction to add the details about the assets of the Small and Medium Enterprise customer.