1.3 Onboarding Enrichment
In the Enrichment stage, the relationship manager can capture detailed information about the retail customer to be added in the Oracle Banking Enterprise Party Management.
This topic contains the following subtopics:
- Onboarding Enrichment - Basic Information
This topic describes about the personal information captured in the Initiation stage, the relationship managers can add important dates, supporting documents, and photos of the customer in the Basic Info screen. - Signatures
This topic provides information about the customer signatures. - Onboarding Enrichment - Relationships
You can add the details about the relationships of the customer to be onboarded in the Relationships screen. - Onboarding Enrichment - Employment
Details about the customer’s source of income are added to the Employment screen. - Consent and Preferences
Consent and preference data segments captures, specific customer consent and preferences for communication and data sharing. - Additional Information
This topic captures the additional information of the customers. - Membership / Association
This topic provides information about the customer is a member in or associated with any institution, the relationship manager can add details about the same in this data segment. - Onboarding Enrichment - Financial Profile
The relationship managers can further enrich the customer’s financial information in the Financial Profile screen, by adding total income and net worth, income, and expense details, and details about the relationship with other banks. - Onboarding Enrichment - Comments
The relationship managers can capture overall comments for the enrichment stage in the Comments screen. - Onboarding Enrichment - Review and Submit
The Review and Submit screen provides a consolidated view of the information captured in all the sections.
Parent topic: Retail Onboarding