1. Small and Medium Business Onboarding User Guide
  2. Insta Party Management
  3. Insta SMB Onboarding

2.1 Insta SMB Onboarding

Insta SMB 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 Small and Medium Business from the drop-down values. The available options are:
    • Retail
    • Small and medium Business
    KYC Reference Number Specify the KYC reference number or click Search icon for a KYC reference number, if KYC record is available for the party. Selection of “Party Type” is not required if the KYC reference number is available:

    Note:

    Refer to the KYC Management section for the KYC Reference Number.
  4. Click Onboard Now.
    The Insta SMB Onboarding screen is displayed.

    Figure 2-2 Insta SMB Onboarding - Party Information


    Description of Figure 2-2 follows
    Description of "Figure 2-2 Insta SMB Onboarding - Party Information"