US SAR-8125- Occupation Fields Replaced With Occupation Code (Doc ID 3038094.1)

Last updated on AUGUST 05, 2024

Applies to:

Symptoms

In US SAR 8125,when ECM case is transferred to SAR , The occupation of customer is transferred same as how its stored in kdd_case_customers instead of description .

As per Fincen Guidelines, it should transfer the occupation name instead of occupation code.

Example: If occupation code in ECM side is 010001, the relevant occupation name like Accountant/Doctor/Lawyer etc to be transferred to CRR side instead of 01001.

1. Login to the ECM application.
2. Select an AM_SURV case and navigate to 'Entities' >> 'customer' tab.
3. Check the current information of the customer.
4. Add 'occupation' for the customer and mark it as suspect while moving to the involved party.
5. Take the action as 'close and generate SAR'.
6. Now, log in to CRR and open the new report created from ECM.
7. Verify the 'occupation/type of business' field in the 'subject information' tab.
Actual Behavior: It shows the occupation code instead of the occupation description.

Cause

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