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

2.3.3 Insta Party View - Relationships

The Relationship segment is where customer relationship details are added, which benefits both the customer and the bank during critical events.

The following data segments are available in the Relationships screen to capture the basic details of a party.

Table 2-14 Data Segment - Description

Sl.No Data Segment Name Mandatory / Optional / Conditional Description
1 Household Optional Data Segment to view household relationships of the party.
2 Power of Attorney Optional Data Segment to view power of attorney relationships of the party.
3 Service Member Optional Data Segment to view service member relationships of the party.
4 Related to Insider Optional Data Segment to view related to insider relationships of the party.
5 Guardian Conditional Data Segment to view guardian relationships of the party. Either of a guardian or custodian is mandatory for a minor party.
6 Custodian Conditional Data Segment to view custodian relationships of the party. Either of a guardian or custodian is mandatory for a minor party.
7 Solicitor Optional Data Segment to view solicitor relationships of the party.
  1. On Insta Retail View screen, click and expand the Relationships segment.
    The Relationships segment is displayed.
  2. On the Relationships segment, click Edit button on each widget to amend the details. For more information on the Household, Power of Attorney, Service Member, Related to Insider, Guardian, Custodian, and Solicitor refer to the Insta Retail Onboarding - Relationships section.