2.3.3 Insta SMB View – Relationships
The details about the relationships of the customer to be onboarded are added in the Relationship segment. Adding relationship details is beneficial to both the customer and the bank during critical events.
The following data segments can be captured in relationship segment.
Table 2-13 Data Segment - Relationships
| Sl.No | Data Segment Name | Mandatory / Optional / Conditional | Description |
|---|---|---|---|
| 1 | Owners | Optional | Data segment to view owner relationships of the party. |
| 2 | Authorized Signatory | Optional | Data segment to view authorized signatory relationships of the party. |
| 3 | Guarantors | Optional | Data segment to view guarantor relationships of the party. |
| 4 | Suppliers | Optional | Data segment to view supplier relationships of the party. |
- On Insta SMB View screen, click and expand the Relationships segment.
- On the Relationships segment, click View button on each widget to view the details. For more information on the relationships refer to the Insta SMB Onboarding – Relationships section.