2.3.1 Insta SMB View - Basic Details
You can view basic details such as business and address of the customer to be onboarded in the basic details screen.
Insta SMB Amendment - Basic Details screen captures the following data segments to capture party basic details.
Table 2-11 Data Segment - Description
| Sl.No | Data Segment Name | Mandatory / Optional / Conditional | Description |
|---|---|---|---|
| 1 | Business Details | Mandatory | Data segment to view business information of the party. |
| 2 | Current Address | Conditional | Data segment to view current address of the party such as current communication address, current residential address, etc.
Note: Address type in current address can be configured as mandatory through Address Management Maintenance. For more information, refer to the Oracle Banking Party Configurations User Guide for address management configurations. |
| 3 | Previous Address | Optional | Data segment to view previous addresses of the party such as previous communication address, previous residential address, etc. Multiple previous address for each of the address type can be captured in previous address.
Minimum address history will be required, if configured,as per Address Management Maintenance.
Note: For more information, refer to the Oracle Banking Party Configurations User Guide for address management configurations. |
| 4 | Contact Details | Optional | Data Segment to capture contact details of the party such as Mobile, Email, Phone etc. |
| 5 | Tax Declaration | Mandatory | Data Segment to capture Tax Details of the party such as Form W8-BEN, W9 etc. |
- On the Insta SMB View screen, click and expand the Basic Details section.
- On the Basic Details segment, click on the View button. For more information on Business Details, Current Address, Previous Address, and Social Profile, refer to the Table 1-4 section.
Parent topic: Insta SMB View