The financial information section pertains to details regarding the party's financial status, including income, assets, liabilities, and other relevant financial data.

1. Click Next in theOnboarding Initiation screen.
   The Financial Information screen displays.

   Figure 1-24 Initiation – Financial Information

   
   

   
   Description of "Figure 1-24 Initiation – Financial Information "

   
   
2. Click and expand the Annual Income section.
3. Select the income range of the customer in the Annual Income section.
4. Click and expand the Asset Details section.
   The Financial Information – Asset Details screen displays.

   Figure 1-25 Financial Information – Asset Details

   
   

   
   Description of "Figure 1-25 Financial Information – Asset Details"

   
   
5. Click Add to add the asset details.
   The Assets screen displays.

   Figure 1-26 Assets

   
   

   
   Description of "Figure 1-26 Assets"

   
   
6. On the Assets screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 1-29 Assets – Field Description

   Field	Description
   Type	The specific category or type of asset held by the party (e.g., Real Estate, Stocks, Bonds). Entity Code: AST
   Currency	The currency in which the asset’s value is denominated (e.g., USD, EUR). Common Core Maintenance: cmc currency maintenance
   Amount	The monetary value of the asset held by the party, in the specified currency.

   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.
   1. Click Submit to add the asset details.

      Note:

      You can also select the required item from the list, and click Edit/Delete to modify/delete the added asset details.
7. Click and expand the Liabilities Details section.
   The Liabilities Details screen displays.

   Figure 1-27 Financial Information – Liabilities Details

   
   

   
   Description of "Figure 1-27 Financial Information – Liabilities Details"

   
   
8. Click Add to add the liabilities details.
   The Liabilities screen displays.

   Figure 1-28 Liabilities

   
   

   
   Description of "Figure 1-28 Liabilities "

   
   
9. On the Liabilities screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 1-30 Liabilities – Field Description

   Field	Description
   Liability Type	The specific category or type of liability held by the party (e.g., Mortgage, Loan, Credit Card). Entity Code: LTY
   Currency	The currency in which the liability amount is denominated (e.g., USD, EUR). Common Core Maintenance: cmc currency maintenance
   Amount	The monetary value of the liability, as per the specified currency.

   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.
   1. Click Submit to add the Liabilities details.

      Note:

      You can also select the required item from the list, and click Edit/Delete to modify/delete the added asset details.
10. Click Next to move to the Comments segment.