This topic provides the instruction to create party to account relationship details.

1. On Homepage, under Party Services, click Party To Account.
   The Party To Account screen is displayed.

   Figure 7-1 Part to Account

   
   

   
   Description of "Figure 7-1 Part to Account"

   
   

Create Party to Account Relationship

2. Click Create button from the Party to Account screen to create a new relationship.
   The Add Relationship screen is displayed to update the relationship details.

   Figure 7-2 Party to Account - Add Relationship

   
   

   
   Description of "Figure 7-2 Party to Account - Add Relationship"

   
   
3. Specify the fields on Add Relationship screen.
   For more information on fields, refer to the field description table below.

   Table 7-1 Add Relationship - Field Description

   Field	Field Type	Mandatory/Optional	Description
   CIF ID	Search	Mandatory (If Party ID is not provided)	CIF ID of the customer holding an account with the financial institution. User should be able to search a party from CMC External Customer.
   Account Number	Text	Mandatory	Account Number of the party. Note: No validation is supported for Account Number.
   Account Type	Drop-down	Mandatory	Select the type of account from the available drop-down values. Note: The available options are configurable through Entity Maintenance. For more information on Entity Maintenance, refer to the Oracle Banking Party Configuration User Guide.
   Party Relationship	Drop-down	Mandatory	Select the party relationship from the available drop-down values. Note: The available options are configurable through Entity Maintenance. For more information on Entity Maintenance, refer to the Oracle Banking Party Configuration User Guide.
   Party Role	Drop-down	Mandatory	Select the party role from the available drop-down values. Note: The available options are configurable through Entity Maintenance. For more information on Entity Maintenance, refer to the Oracle Banking Party Configuration User Guide.
   Ownership Type	Drop-down	Optional	Ownership of a party on account. Following are the values: P - Primary S - Secondary O - Other
   Responsibility Type	Drop-down	Optional	Responsibility of a party on account. Following are the values: D – Direct I – Indirect R - Related
   Application Type	Drop-down	Optional	Select the application type from the available drop-down values. Note: The available options are configurable through Entity Maintenance. For more information on Entity Maintenance, refer to the Oracle Banking Party Configuration User Guide.
   Product Group	Drop-down	Optional	Select the product group from the available drop-down values. Note: The available options are configurable through Entity Maintenance. For more information on Entity Maintenance, refer to the Oracle Banking Party Configuration User Guide.
   Combined Statement	Toggle	Optional	Combined statement indicator

4. Click Submit.

Search Party to Account Relationship

5. Input Account Number or CIF ID to retrieve party to Account Relationships on the Party to Account screen.
6. Click Fetch.
   The Party to Account Relationships will be displayed in the grid view.

   Figure 7-3 Party to Account - Search Party

   
   

   
   Description of "Figure 7-3 Party to Account - Search Party"

   
   

   Note:

   The account relationship with Account Number will provide a list of all parties associated with the account. A party performing a search with their CIF ID will reveal all accounts linked to them.
7. Click Edit icon in the action column to amend or delete and existing party to account relationship.

   Note:

   CIF ID and Account Number cannot be changed during amendment.
   The drawer will open to amend the relationship.