1. Corporate Onboarding User Guide
  2. Corporate Customer Onboarding
  3. Amendment

1.9 Amendment

This topic describes the systematic instruction to enable the Relationship Manager to amend the information or can add additional information about a corporate customer using Oracle Banking Enterprise Party Management.

Note:

  • The user should have required access to amend a party within a customer access group as relationship. For more details, refer Oracle Banking Party Configuration User Guide.
  • The user should have required Personal Identifiable Information (PII) access to amend individual stakeholders, if PII fields are configured. For more details, refer Oracle Banking Party Configuration User Guide.
  1. On the Home page, click Party Services. Under Party Services, click Corporate.
  2. Under Corporate, click Amendment
    The Amendment screen displays.

    Figure 1-42 Amendment – Enter Customer Id


    Description of Figure 1-42 follows
    Description of "Figure 1-42 Amendment – Enter Customer Id"

  3. On Amendment screen, specify the Customer ID and click Amend Customer.
    The Corporate Amendment screen displays.

    Figure 1-43 Amendment – Corporate Amendment


    Description of Figure 1-43 follows
    Description of "Figure 1-43 Amendment – Corporate Amendment "

  4. On Corporate Amendment screen, specify the information for desired fields.
    For more information on the fields, refer to the Table 1-2 table.
  5. Click Submit to move to the next stage (Amendment KYC stage).
    For more information on the KYC, refer to the KYC Details stage.
  6. To acquire the Corporate Amendment KYC task, perform the following steps:
    1. Click Acquire and Edit from the Free Task.
    2. Update the status of KYC Check in this stage and submit the KYC task.
      For more information on enrichment stage, refer to the Onboarding Enrichment stage.
  7. To acquire the Corporate Amendment Enrichment task, perform the following steps:
    1. Click Acquire and Edit from the Free Task.
    2. Update the desired information in Enrichment stage and submit the task.
      For more information on review stage, refer to the Review stage.
  8. To acquire the Corporate Amendment Enrichment task, perform the following steps:
    1. Click Acquire and Edit from the Free Task.
    2. Update the desired information in the Enrichment stage, and submit the task to move to following stages in the sequential order:
      • Corporate Amendment - Review stage. For more information, refer to Review stage.
      • Corporate Amendment - Recommendation stage. For more information, refer to Recommendation stage.
      • Corporate Amendment - Approval stage. For more information, refer to Approval stage.