1. Small and Medium Business Onboarding User Guide
  2. Insta Party Management
  3. Insta SMB Onboarding
  4. Insta SMB Onboarding – Relationships
  5. Relationships - Suppliers

2.1.3.4 Relationships - Suppliers

Suppliers Relationship segment allows user to capture suppliers of the small and medium business.

To add a relationship with existing customer/non-customer:

  1. On the Insta SMB Onboarding screen, click and expand Relationships segment.
  2. On the Relationships segment, click Suppliers button on the Owner widget.
    The Suppliers screen is displayed.
  3. Click
    Add icon

    icon to add a suppliers relationship.
    The Add New Suppliers screen is displayed.

    Figure 2-14 Add New Suppliers


    Description of Figure 2-14 follows
    Description of "Figure 2-14 Add New Suppliers"

  4. Enter CIF ID/Party ID to add a relationship with existing customer/non-customer or click Next to create a non-customer and add as a relationship.

    Note:

    If CIF/Party ID is not known for an existing customer/non-customer, click Search icon to launch Search Party screen. Select CIF/Party ID from the list of values based on the search criteria.
    • Party ID
    • First Name
    • Middle Name
    • Last Name
    • Data of Birth
    • Unique ID
    • Mobile Number
    • Email

Existing Customer/Non-Customer

  1. On click of Next button in the Add Suppliers screen, the system displays the screen to add relationship specific attribute.
  2. On the Add New Suppliers screen, add the relation specific attribute. For more information on the fields, refer to the Table 1-8 table.

    Note:

    For entity maintenance, refer to the Oracle Banking Party Configurations User Guide.

New Non-Customer

  1. On click of Next button in the Add New Suppliers screen, the system displays the screen to create a new non-customer.
    The Add New Suppliers screen is displayed.
  2. On the Add New Suppliers screen, click and expand Basic Info & Citizenship segment.
  3. Specify the details on the Basic Info & Citizenship segment. For more information on fields, refer to the Table 1-8 table.
  4. On the Add New Suppliers screen, click and expand ID Details segment.
  5. Specify the details on the ID Details segment. For more information on fields, refer to the Table 1-9 table.
  6. On the Add New Suppliers screen, click and expand Address segment.
  7. Specify the details on the Address segment. For more information on fields, refer to the Table 1-5 table.
  8. Click Next to capture the KYC details of a non-customer. For more information, refer to the KYC Check section.
  9. Add relationship specific attributes.