1.1.2.2 Onboarding Enrichment - Consent and Preferences

This topic provides the customer consent details for E-Sign, Marketing and Communication, Privacy Information etc.

Consent and preference data segments captures, specific customer consent and preferences for communication and data sharing.

Customer consent and preferences are used to comply with various regulatory and bank compliance policies and processes.

  1. On the Consent and Preferences screen, click and expand e-Sign segment.
    The e-Sign screen displays.

    Figure 1-22 e-Sign


    Description of Figure 1-22 follows
    Description of "Figure 1-22 e-Sign"

  2. On e-Sign screen, specify the fields. For more information on fields, refer to the field description table.

    Table 1-24 E-Sign Consent - Field Description

    Field Description
    E-Sign Consent E-sign consent as per marketing and consent details of the party.
  3. On the Consent and Preferences screen, click and expand Marketing Communication segment.
    The Marketing Communication screen displays.

    Figure 1-23 Enrichment - Marketing Communication


    Description of Figure 1-23 follows
    Description of "Figure 1-23 Enrichment - Marketing Communication"

  4. On Marketing Communication segment, specify the fields. For more information on fields, refer to the field description table.

    Table 1-25 Marketing Communication - Field Description

    Field Description
    Consent to receive Marketing, Promotional, Sales and other Indicates whether the party has consented to receive marketing communications.
    Channel The specific communication channel preferred by the party for marketing and communication (e.g., Email, SMS, Phone).

    Entity Code: CHN

    Contact The contact details (email, phone number, etc.) provided for marketing and communication purposes.
    Preferred Time The time of day preferred by the party for receiving marketing communications.

    Entity Code: PRE

    Time Zone The time zone of the preferred time for receiving marketing communications.

    Entity Code: TZ

  5. On Consent and Preferences screen, click and expand Privacy Information segment.
    The Privacy Information screen displays.

    Figure 1-24 Privacy Information


    Description of Figure 1-24 follows
    Description of "Figure 1-24 Privacy Information"

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

    Table 1-26 Privacy Information - Field Description

    Field Description
    Privacy Information Select the check box of the privacy information consent of the party.

    Note:

    Refer to the Oracle Banking Party Configurations User Guide for entity maintenance.
  7. On Consent and Preferences screen, click and expand Minor Consent segment.
    The Minor Consent screen is displayed.
  8. On Minor Consent screen, specify fields. For more information on fields, refer to the field description table.

    Table 1-27 Minor Consent - Field Description

    Field Description
    Minor Consent Date of consent of minor party. Minor consent will be available only for minor party.

    Note:

    Minor consent is mandatory for minor party onboarding.
  9. Click Next to move to the Onboarding Enrichment - Stakeholder Details segments.

Parent topic: Onboarding Enrichment