1. Retail Onboarding User Guide
  2. Insta Party Management
  3. Insta Retail Onboarding

2.1 Insta Retail Onboarding

Insta Retail Onboarding feature allows user to onboard party using a single screen.

To initiate the insta onboarding process:
  1. On the Homepage, under Party Services, click Insta Party Management.
  2. Under Insta Party Management, click Onboarding.
    The Onboarding screen is displayed.

    Figure 2-1 Onboarding - Insta Party Management


    Description of Figure 2-1 follows
    Description of "Figure 2-1 Onboarding - Insta Party Management"

  3. On the Onboarding screen, specify the fields. For more information on fields, refer to the field description table.

    Table 2-1 Onboarding - Field Description

    Field Description
    Party Type Select Retail from the drop-down values. The available options are:
    • Retail
    KYC Reference Number Specify the KYC reference number or click Search icon for a KYC reference number. The following values are available for KYC reference search.
    • Party ID
    • First Name
    • Middle Name
    • Last Name
    • Data of Birth
    • Unique ID/National ID
    • Mobile Number
    • Email

    Note:

    • Unique ID is the ID captured in ID details data segment. National ID is captured as part of Basic Info & Citizenship.
    • Refer to the KYC Management section for the KYC Reference Number.
  4. Click Onboard Now.
    The Insta Retail Onboarding screen is displayed.

    Figure 2-2 Insta Retail Onboarding


    Description of Figure 2-2 follows
    Description of "Figure 2-2 Insta Retail Onboarding"

    Click and expand each data segment to provide required inputs for the party onboarding.