1. Retail Onboarding User Guide
  2. Insta Party Management
  3. Insta Party Amendment
  4. Insta Party Amendment - Basic Details

2.2.1 Insta Party Amendment - Basic Details

You can amend personal details such as name, date of birth, and address of the customer to be onboarded in the Basic Details screen.

Note:

The fields marked as Required are mandatory.

Basic details screen captures the following data segments for amendment.

Table 2-7 Data Segment - Description

Sl.No Data Segment Name Mandatory / Optional / Conditional Description
1 Basic Info and Citizenship Mandatory Data segment to amend the basic personal information of the party.
2 Current Address Conditional Data segment to amend 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 amend 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 ID Details Optional Data segment to amend identity details of the party such as Passport, Driving License, etc.
5 Contact Details Optional Data segment to amend contact details of the party such as Mobile, Email, Phone, etc.
6 Tax Declaration Optional Data segment to amend tax details of the party such as Form W8-BEN, W9 etc.
7 Educational Qualification Optional Data segment to amend educational qualification of the party.
8 Visa Details Optional Data segment to amend visa details of the party.
9 Dates Optional Data segment to amend key and important dates related to party.
10 Social Profile Optional Data segment to amend social profile of the party such as Linkedin, Facebook, etc.

  1. On Insta Retail Amendment screen, click and expand the Basic Details segment.
    The Basic Details segment is displayed.
  2. On the Basic Details segment, click Edit button on each widget to amend the details. For more information on Basic Info & Citizenship, Current Address, Previous Address, ID Details, Contact Details, Tax Declaration, Educational Qualifications, Visa Details, Dates, and Social Profile, refer to the Insta Retail Onboarding - Basic Details section.

Parent topic: Insta Party Amendment