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	Description
   CIF ID	CIF ID if the party holding and account with financial institution.
   Account Number	Account number related to CID ID.
   ,.Account Type	Type of account Entity Code: ACT
   Party Relationship	Relationship of party with account. Entity Code: PRS
   Party Role	Role of party in account. Entity Code: PAR
   Ownership Type	Ownership of party on account Entity Code: OST
   Responsibility Type	Responsibility type of the party in account Entity Code: RPT
   Application Type	Application of account origination Entity Code: APT
   Product Group	Product group of account Entity Code: PDG
   Combined Statement	Flag to identify if combined statement is required for the party.
   Nick Name	Party to Account Relationship Nick Name
   Start Date	Party to Account Relationship start date
   End Date	Party to Account Relationship end date
   Nick Name 2	Party to Account Relationship Nick Name
   Percentage of Owner	Percentage Ownership
   Title Position	Legal title position

   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.
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.