In the Initiation stage, the RM can capture brief information about the Small and Medium Business customer to be onboarded using Oracle Banking Enterprise Party Management.

1. On Home screen, click Party Services. Under Party Services, click Small and Medium Business Onboarding.
2. Under Small and Medium Business Onboarding, click Onboarding.
   The Onboarding screen displays.

   Figure 1-2 Onboarding Initiate

   
   

   
   Description of "Figure 1-2 Onboarding Initiate "

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

   Table 1-1 Onboarding - Field Description

   Field	Description
   Customer Type	Select the Small and Medium Business customer from the drop-down list.
   Business Process Code	If required, select the desired business process code. Note: This field is displayed and required only if more than one process code is configured for a given customer type.

4. Click Onboard Now.
   The Small and Medium Business - Quick Initiation screen is displayed.

   Figure 1-3 SMB Onboarding - Quick Initiation

   
   

   
   Description of "Figure 1-3 SMB Onboarding - Quick Initiation"

   
   
5. On the Small and Medium Business - Quick Initiation screen, specify the details about the customer.
   For more information on fields, refer to the field description table.

   Table 1-2 Small and Medium Business - Quick Initiation - Field Description

   Field	Description
   Doing Business As	Business name of the Small and Medium Business.
   Registration Number	Registration number of the Small and Medium Business.
   Date of Registration	Registration Date of the Small and Medium Business.
   SMB Classification	Classification of Small and Medium Business. Entity Code: SCT
   Customer Category	The classification of the party based on predefined categories. Common Core Maintenance: cmc customer categories

6. Click Submit system will check for duplicate customers. For more information, refer to the Duplication Check (De-dupe Check).

• Onboarding Initiation - Basic Details
  This topic provides the basic details of Small and Medium Business Party such as Business Details, Contact Details, Address Details etc.
• Onboarding Initiation - Stakeholder Details
  The stakeholder section furnishes information concerning the connections between the party and related parties, including household members, guardians, custodians, and other relevant affiliations.
• Onboarding Initiation - Financial Information
  Information about the customer’s income, assets, and liability is added to the Financial Information screen.
• Onboarding Initiation - Comments
  The RMs can capture overall comments for the initiation stage in the Comments screen.
• Onboarding Initiation - Review and Submit
  The Review and Submit screen provides a consolidated view of the information captured in all the sections.