Related Party Relationship segment allows user to capture household relationship of a party.

1. On the Insta Retail Onboarding screen, click and expand Relationships segment.
2. On the Relationships segment, click Edit button on the Related Party widget.
   The Related Party screen is displayed.
3. Click on the icon to add a Related Party relationship.
   The New Related Party screen is displayed.

   Figure 2-21 New Related Party

   
   

   
   Description of "Figure 2-21 New Related Party"

   
   
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

5. On click of Next button in the New Related Party screen, the system displays the screen to add relationship specific attribute.
6. On the New Related Party screen, add the relation specific attribute. For more information on the fields, refer to the Table 1-22 table.

   Note:

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

New Non-Customer

7. On click of Next button in the New Related Party screen, the system displays the screen to create a new non-customer.
   The New Related Party screen is displayed.
8. On the New Related Party screen, click and expand Basic Info & Citizenship segment.
9. Specify the details on the Basic Info & Citizenship segment. For more information on fields, refer to the Table 1-4 table.
10. On the Add New Household screen, click and expand ID Details segment.
11. Specify the details on the ID Details segment. For more information on fields, refer to the Table 1-12 table.
12. On the Add New Household screen, click and expand Address segment.
13. Specify the details on the Address segment. For more information on fields, refer to the Table 1-7 table.
14. Click Next to capture the KYC details of a non-customer. For more information, refer to the KYC Check section.
15. Add relationship specific attributes. For more information on fields, refer to the Table 1-22 table.