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

2.3.5 Insta SMB View - Financial Profile

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

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

Table 2-14 Data Segment - Description

Sl.No Data Segment Name Mandatory / Optional / Conditional Description
1 Asset Optional Data segment to view assets details of the party.
2 Liability Optional Data segment to view liability details of the party.
3 Income Optional Data segment to view income details of the party.
4 Expense Optional Data segment to view expense details of the party.
5 Other Relationship Optional Data segment to view other relationships of the party.
6 Beneficially Owned Company Optional Data segment to view beneficially owned company relations of the party.
  1. On the Insta SMB View screen, click and expand Financial Information segment.
    The Financial Information screen is displayed.
  2. On the Financial Information segment, click View button on each widget to view 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.