Created/Revised By Revision Details Created/Revised on Version No Pooja Zaware Initial Draft Nov 19, 2014 0.1 Shweta Mukherjee Client Feedback Implementation Nov 24, 2014 1.0 Vikas Salgaonkar Client Feedback Implementation Nov 25, 2014 1.1 Shweta Mukherjee Client Feedback Implementation Nov 26, 2014 1.2 Shweta Mukherjee ID Review Dec 3, 2014 1.3 Shweta Mukherjee Client Feedback Implementation Dec 5, 2014 1.4 Shweta Mukherjee Client Feedback Implementation Dec 8, 2014 1.5 Shweta Mukherjee Client Feedback Implementation Dec 9, 2014 1.6 Shweta Mukherjee Client Feedback Implementation Dec 10, 2014 1.7 Shweta Mukherjee Client Feedback Implementation Dec 11, 2014 1.8 Shweta Mukherjee Client Feedback Implementation Dec 12, 2014 1.9 Shweta Mukherjee Client Feedback Implementation Dec 19, 2014 2.0 Priya Tiwari Client Feedback Implementation Dec 23, 2014 2.1 Shweta Mukherjee ID Review Dec 25, 2014 2.2
Shweta Mukherjee QA Review Dec 26, 2014 2.3 Vikas Salgaonkar Client Feedback Implementation Jan 2, 2015 2.4 Vikas Salgaonkar Changes Verification Jan 5, 2015 2.5 Vikas Salgaonkar Client Feedback Implementation Jan 6, 2015 2.6 Vikas Salgaonkar Client Feedback Implementation Jan 6, 2015 2.7 Zaware Removed highlights and comments Jan 8, 2015 2.8 Shweta Mukherjee Client Feedback Implementation Jan 12, 2015 2.9 Shweta Mukherjee Client Feedback Implementation Jan 13, 2015 3.0 Vikas Salgaonkar Client Feedback Implementation Jan 13, 2015 3.1 Vikas Salgaonkar Client Feedback Implementation Jan 14, 2015 3.2 Priya Tiwari ID Review Changes Jan 14, 2015 3.3 Vikas Salgaonkar Verification Jan 15, 2015 3.4 Vikas Salgaonkar Verification After QA Jan 15, 2015 3.5 Tiwari Global Changes Jan 16, 2015 3.6 Kavita Nair Client Feedback Implementation Jan 19, 2015 3.7 Pooja Zaware SB changes Jan 20, 2015 3.8 Pooja Zaware Verification Jan 20, 2015 3.9 Salgaonkar Changes after proof reading Jan 22, 2015 4.0 Shweta Mukherjee Client Feedback Implementation Jan 27, 2015 4.1 Shweta Mukherjee Client Feedback Implementation Jan 28, 2015 4.2
Shweta Mukherjee Client Feedback Implementation Feb 2, 2015 4.3 Priya Tiwari Client Feedback Implementation Feb 3, 2015 4.4 Shweta Mukherjee Client Feedback Implementation Feb 4, 2015 4.5 Shweta Mukherjee Client Feedback Implementation Feb 9, 2015 4.6 Shweta Mukherjee Client Feedback Implementation Feb 10, 2015 4.7 Vikas Salgaonkar Client Feedback Implementation Feb 11, 2015 4.8 Pooja Zaware Client Feedback Implementation March 23, 2015 4.9
Module Name: Know Your Customer at State Street Slide Name: New and Existing Customers Screen No: 10 On-Screen Text Graphics Description In order to complete KYC, you first need to identify whether a customer is new or existing. To learn more about New Customer and Existing Customer, click each icon below. To continue, Next. Display T1. Then display instruction with icons ‘New Customer’ and ‘Existing Customer’ below. When user clicks the tab display respective text with image. Image for New customer: Image ID: Image for Existing customer: Image ID:
Module Name: Know Your Customer at State Street Slide Name: Opening an Account Screen No: 13 On-Screen Text Graphics Description The relationship with the customer begins when the account is opened and services are rendered. There are three types of relationships between State Street and its customers. Each type of relationship has a different event that signifies the account is opened and services are rendered. events CANNOT occur until KYC has been completed and approval has been granted to onboard the customer. To learn more about State Street’s relationships with its customers, click each tab below. Display OST then display instruction with art as shown. Make the three tabs, Custody Relationship/Account, Bank Account and Services Rendered clickable. On clicking each tab, display respective text in Transcript Text for Pop-ups: Custody Relationship/Account: