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## 14 Group Corporate Onboarding

This topic describes the information about Group Corporate Onboarding process.

Corporate onboarding is the process that bank undertakes when bringing a new business customer onboard. OBAPIS furnishes integrating the onboarding workflow to a business rules engine that facilitates uninterrupted corporate onboarding processing. Generally, the customer onboarding process constitutes of multiple activities.

Group corporate onboarding allows the administrator to onboard the corporate party on OBAPIS along with definition of various attributes including Group Corporate Profiling, Party and User Account Access, User Onboarding, User Group Maintenance, User Reports Mapping, Approvals Workflow and Rules Maintenance etc. in a single flow. After performing these onboarding steps in a single flow, the applications send the same as a single approval.

Group corporate onboarding allows corporate parties belonging to different entities to map under a Group Corporate ID.

Group Corporate onboarding function would be a two-step process. Bank admin would be required to onboard Corporate using his party ID and then proceed to Group Corporate Onboarding wizard.

This maintenance is done only for corporate type of parties and is not applicable for retail & business type of parties. Parameter values maintained against a Group Corporate defines the system behavior for the following:

- Accessible Roles for Group Corporate
- Workflow and Approval Flow preference
- Party and User level account access
- User onboarding with multi-entity setup and accessible Party Maintenance
- User Group Maintenance for Group Corporate users
- Corporate user report mapping maintenance to generate user reports
- Approval workflow and Rules setup for banking transaction

Figure 14-1 Workflow

Description of "Figure 14-1 Workflow"
Features supported in Application:

- Setup Group Corporate Onboarding
  - Group Corporate Profiling
  - Party Account Access
  - User Onboarding
  - User Group Maintenance
  - User Account Access
  - User Reports Mapping
  - Approval –Workflow Management
  - Approval – Rules Management
- View Group Corporate Onboarding Details
- Edit Group Corporate Onboarding Details

Navigation Path: Perform anyone of the following navigation to access Group Corporate Maintenance.

- From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Corporate Onboarding, Under Corporate Onboarding , click Group Corporate Onboarding.
- From System/ Bank Administrator Dashboard, under Corporate Onboarding widget, click Group Corporate Maintenance.

- Group Corporate Onboarding – Search Corporate
  This topic describes the systematic instruction to Group Corporate Onboarding – Search Corporate screen.
- Step 1: Group Corporate Profiling
  This topic describes the information about Group Corporate Profiling step.
- Step 2: Party Account Access
  This topic describes the information about Party Account Access step.
- Step 3: User Onboarding
  This topic describes the information about User Onboarding step.
- Step 4: User Group Maintenance
  This topic describes the information about User Group Maintenance option.
- Step 5: User Account Access
  This topic describes the information about User Account Access option.
- Step 6: Report Mapping
  This topic describes the information about Report Mapping
- Step 7: Workflow Management
  This topic describes the information about Workflow Management feature.
- Step 8: Approval Rules
  This topic describes the information about Approval Rules feature. This function enables the Bank Administrator to set up conditions for approval as well as for Releaser as per the bank/corporate requirements.
- Send to Modify
  This topic describes the systematic instruction to Send to Modify.
- FAQ