If the customer is a member of or associated with any institution, the RM can add details about the same in the Membership/Association screen.

1. Click Next in the Onboarding Enrichment - Consent and Preferences screen.
   The Onboarding Enrichment - Membership / Association screen displays.

   Figure 1-26 Enrichment - Member / Association

   
   

   
   Description of "Figure 1-26 Enrichment - Member / Association"

   
   
2. Click Add button to add the membership details.
   The Membership screen displays.

   Figure 1-27 Memebership

   
   

   
   Description of "Figure 1-27 Memebership"

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

   Table 1-28 Membership - Field Description

   Field	Description
   Institution Name	The name of the financial institution where the party holds an account or financial relationship.
   Institution Type	The type of relationship the party has with the other financial institution. Entity Code: RTY
   Relationship worth	The total monetary value of the party’s relationship with the other financial institution.
   Relationship worth Currency	The currency in which the relationship worth is denominated (e.g., USD, EUR). Common Core Maintenance: cmc currency maintenance
   Relationship Since	The date or year when the party started their financial relationship with the other institution.

4. Click Save to save the Membership details.

   Note:

   You can also select the required item from the list, and click Edit/Delete to modify/delete the added membership details.
5. Click Next to move to the Onboarding Enrichment - Financial Profile.