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

2.3 Insta SMB View

Insta SMB View feature allows user to view party using a single screen.

To initiate the insta amendment process:
  1. On the Homepage, under Party Services, click Insta Party Management.
  2. Under Insta Party Management, click View.
    The View screen is displayed.

    Figure 2-20 Insta Party View


    Description of Figure 2-20 follows
    Description of "Figure 2-20 Insta Party View"

  3. Enter CIF number or click Advance Search button to search for a CIF number. The following values are available for the advance CIF search:
  4. Enter CIF number or click Search for a CIF number.

    Note:

    • User Search icon to search from the Common Core External Customer.
    • Click Advance Search button for more granular search from parties stored in Oracle Banking Party Management.
  5. Click View.
    The Insta SMB View screen is displayed.