1. Retail Onboarding User Guide
  2. Insta Party Management
  3. Insta Party Amendment
  4. Insta Party Amendment - Financial Information

2.2.8 Insta Party Amendment - Financial Information

Section to add financial information related to party including asset, liability, income, and expense.

Note:

The fields marked as Required are mandatory.
The following data segments can be captured in Financial Information section to capture party basic details.

Table 2-11 Data Segment - Description

Sl.No Data Segment Name Mandatory / Optional / Conditional Description
1 Asset Optional Data segment to capture assets details of the party.
2 Liability Optional Data segment to capture liability details of the party.
3 Income Optional Data segment to capture income details of the party.
4 Expense Optional Data segment to capture expense details of the party.
5 Other Relationship Optional Data segment to capture other relationships of the party.
6 Beneficially Owned Company Optional Data segment to capture beneficially owned company relations of the party.
  1. On Insta Retail Amendment screen, click and expand the Financial Information segment.
    The Financial Information segment is displayed.
  2. On the Financial Information segment, click Edit button on each widget to amend the details. For more information on the Asset, Liability, Income, Expense, Other Relationship, and Beneficially Owned Company refer to the Insta Retail Onboarding - Financial Information section.