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.

Following additional data segments other than the ones captured in Initiation stage, are available in Enrichment - Basic Details screen.

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

   Figure 1-31 Enrichment- Basic - Info

   
   

   
   Description of "Figure 1-31 Enrichment- Basic - Info"

   
   

   The following details that are captured in the Initiation stage will be populated in this screen:

   • Basic info and Citizenship
   • ID Details
   • Contact Details
   • Current Address
   • Previous Address
   • Tax Declaration
   • Social Profile
   • Educational Qualification

   Note:

   For information on Basic info and Citizenship, Contact Details, Current Address, Previous Address, ID Details, Tax Declaration, Educational Qualification and Social profile section, refer to the Onboarding Initiation sub-section.

   As apart of basic information, the system checks the duplicate customers. For more information, refer to the Duplication Check (De-dupe Check).

2. On the Basic Info screen, click Visa Details segment to add the details of the visa.

   Figure 1-32 Enrichment - Basic Info - Visa Details

   
   

   
   Description of "Figure 1-32 Enrichment - Basic Info - Visa Details"

   
   
3. On the Visa Details segment, specify the details. For more information on fields, refer to the field description table.

   Table 1-33 Visa Details - Field Description

   Field	Description
   Country Of Visa	Country of visa as per visa information of the party. Common Core Maintenance: cmc country maintenance
   Class/Type Of Visa	The specific type of visa held by the party (e.g., Tourist, Student, Work, etc.). Entity Code: VIS
   Visa Number	The unique identification number assigned to the party’s visa.
   Port Of Issue	The location or port where the party’s visa was issued.
   Visa Issue Date	The date when the party’s visa was issued.
   Visa Expiry Date	The date when the party’s visa will expire.
   Remarks	Additional notes or comments about the party’s visa status or related information

   Note:

   • The list of drop-down values is configurable through Entity Maintenance. For details on Entity Code Maintenance and the available values corresponding to each Entity Code, refer to the Oracle Banking Party Configurations User Guide.
   • For details on Common Core Maintenance, refer to the Common Core User Guide.
4. On the Basic Info screen, click Dates segment to add important dates of the customer.
   The Dates screen displays.

   Figure 1-33 Enrichment – Basic Info – Dates

   
   

   
   Description of "Figure 1-33 Enrichment – Basic Info – Dates"

   
   
5. Specify the details on the Dates screen.
   For more information on fields, refer to the field description table.

   Table 1-34 Dates - Field Description

   Field	Description
   Date Type	The type of significant date for the party (e.g., Anniversary, Birthdate). Entity Code: ECD
   Date	The specific date related to the important date type (e.g., the anniversary date, birthday, etc.).

   Note:

   Refer to the Oracle Banking Party Configurations User Guide for entity maintenance.
6. Click and expand the Supporting documents section to add the supporting documents.
   The Supporting Documents screen displays.

   Figure 1-34 Enrichment – Basic Info – Documents

   
   

   
   Description of "Figure 1-34 Enrichment – Basic Info – Documents"

   
   
7. Click Add in the Supporting documents section.
   The Add Document screen display

   Figure 1-35 Enrichment – Add Documents

   
   

   
   Description of "Figure 1-35 Enrichment – Add Documents"

   
   
8. On the Add Document screen, specify the details.
   For more information on fields, refer to the field description table.

   Table 1-35 Add Document - Field Description

   Field	Description
   Document Name	Select the document name from the drop-down list. The available options are: Aadhar Voter Id Pan Card Driving License Passport Note: The list of values can be configured through Entity Maintenance.
   Document Number	Specify the document number.
   Document Issue Date	Click the calendar icon, and select the issue date of the document.
   Document Expiry Date	Click the calendar icon, and select the expiry date of the document.
   Upload Documents	Click icon and select the document to be uploaded or drag and drop the documents.
   Uploaded Documents	Displays the uploaded documents.

   Note:

   Refer to the Oracle Banking Party Configurations User Guide for entity maintenance.
9. Click Save to save the details.
   The document details are added and listed in the Supporting Documents segment.

   Note:

   You can also select the required item from the list and click Edit/Delete to modify/delete the added document details.
10. The system will check for duplicate customers. For more information, refer to the Duplication Check (De-dupe Check).
11. Click Next to move to the Onboarding Enrichment - Signatures screen.