1. Small and Medium Business Onboarding User Guide
  2. Insta Party Management
  3. Insta SMB Amendment
  4. Insta SMB Amendment - Basic Details

2.2.1 Insta SMB Amendment - Basic Details

You can amend basic details such as business and address of the customer to be onboarded in the basic details screen.

Insta SMB Amendment - Basic Details screen captures the following data segments to capture party basic details.

Table 2-7 Data Segment - Description

Sl.No Data Segment Name Mandatory / Optional / Conditional Description
1 Business Details Mandatory Data segment to capture business information of the party.
2 Current Address Conditional Data segment to capture current address of the party such as current communication address, current residential address, etc.

Note:

Address type in current address can be configured as mandatory through Address Management Maintenance. For more information, refer to the Oracle Banking Party Configurations User Guide for address management configurations.
3 Previous Address Optional Data segment to capture previous addresses of the party such as previous communication address, previous residential address, etc. Multiple previous address for each of the address type can be captured in previous address.
Minimum address history will be required, if configured,as per Address Management Maintenance.

Note:

For more information, refer to the Oracle Banking Party Configurations User Guide for address management configurations.
4 Social Profile Optional Data segment to capture Social Profile of the party such as Linkedin, Facebook, etc.
  1. On the Insta SMB Amendment screen, click and expand the Basic Details section.
  2. On the Basic Details segment, click on the Edit button on Business Details widget.
    The Business Details screen displays.

    Figure 2-17 Amendment - Business Details


    Description of Figure 2-17 follows
    Description of "Figure 2-17 Amendment - Business Details "

  3. On the Business Details screen, specify the additional information related to the business. For more information on Business Details, Current Address, Previous Address, and Social Profile, refer to the Table 1-4 table.