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

2.3.8 Insta Party View - Financial Information

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

The following data segments can be captured in Financial Information section to capture party basic details.

Table 2-16 Data Segment - Description

Sl.No Data Segment Name Mandatory / Optional / Conditional Description
1 Asset Optional Data segment to view assets details of the party.
2 Liability Optional Data segment to view liability details of the party.
3 Income Optional Data segment to view income details of the party.
4 Expense Optional Data segment to view expense details of the party.
5 Other Relationship Optional Data segment to view other relationships of the party.
6 Beneficially Owned Company Optional Data segment to view beneficially owned company relations of the party.
  1. On Insta Retail View 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 view 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.