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

2.2.5 Insta SMB Amendment - Financial Profile

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

Financial information section allows user to capture financial information of the party. The following data segments can be captured in financial information section:

Table 2-10 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.
7 Profit and Financial Ratios Optional  
  1. On the Insta SMB Onboarding screen, click and expand Financial Information segment.
    The Financial Information screen displays.
  2. On the Financial Profile screen, 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 SMB Onboarding - Financial Profile section.