1. Retail Onboarding User Guide
  2. Party Memo

4 Party Memo

Party memo feature is to support capturing of notes and memos related to a party.

To initiate the party memo process:

Note:

The fields marked as Required are mandatory.
  1. On the Homepage, under Party Services, click Party Memo.
    The Party Memo screen is displayed.

    Figure 4-1 Party Memo


    Description of Figure 4-1 follows
    Description of "Figure 4-1 Party Memo"

  2. On the Party Memo screen, click Add icon icon.
    The Add Memo pop-up screen is displayed.

    Figure 4-2 Add Memo


    Description of Figure 4-2 follows
    Description of "Figure 4-2 Add Memo"

  3. On the Add Memo pop-up screen, specify the details about a memo. For more information fields, refer to the field description table.

    Table 4-1 Add Memo - Field Description

    Field Description
    CIF Id Enter CIF ID of the party.
    Memo Type Select the memo type the list of values. The available options are:
    • Information
    • Action

    Note:

    The list of values can be configured through entity maintenance.
    Memo Category Select the category of a memo from the list of values. The available options are:
    • Warning
    • Override

    Note:

    The list of values can be configured through entity maintenance.
    Start Date Select start date of a memo.
    Expiry Date Select expiry date of a memo.
    Memo Specify the content of a memo.
  4. Click Add to save memo for the party.

    Note:

    Click Reset to clear all the fields.