Insta Retail Onboarding feature allows user to onboard party using a single screen.

1. On the Homepage, under Party Services, click Insta Party Management.
2. Under Insta Party Management, click Onboarding.
   The Onboarding screen is displayed.

   Figure 2-1 Onboarding - Insta Party Management

   
   

   
   Description of "Figure 2-1 Onboarding - Insta Party Management"

   
   
3. On the Onboarding screen, specify the fields. For more information on fields, refer to the field description table.

   Table 2-1 Onboarding - Field Description

   Field	Description
   Party Type	Select Retail from the drop-down values. The available options are: Retail
   KYC Reference Number	Specify the KYC reference number or click Search icon for a KYC reference number. The following values are available for KYC reference search. Party ID First Name Middle Name Last Name Data of Birth Unique ID/National ID Mobile Number Email Note: Unique ID is the ID captured in ID details data segment. National ID is captured as part of Basic Info & Citizenship. Refer to the KYC Management section for the KYC Reference Number.

4. Click Onboard Now.
   The Insta Retail Onboarding screen is displayed.

   Figure 2-2 Insta Retail Onboarding

   
   

   
   Description of "Figure 2-2 Insta Retail Onboarding"

   
   

   Click and expand each data segment to provide required inputs for the party onboarding.

• Insta Retail Onboarding - Basic Details
  You can add personal details such as name, date of birth, and address of the customer to be onboarded in the Basic Details screen.
• Insta Retail Onboarding - Documents & Images
  Section to upload party documents including the supporting document and signatures.
• Insta Retail Onboarding - Relationships
  The details about the relationships of the customer to be onboarded are added in the Relationship segment. Adding relationship details is beneficial to both the customer and the bank during critical events.
• Insta Retail Onboarding - Employment Details
  Employment data segment captures employment details of a retail party. A retail party can be employed as a salaried or a self-employed profession. Employment details are necessary for a bank to determine the professional stability of the party.
• Insta Retail Onboarding - Consent & Preferences
  Section to add consent and preferences of the party including e-sign, marketing, minor, and tax.
• Insta Retail Onboarding - Additional Info
  Section to add additional information related such as Insider, special needs, PEP, and armed forces details.
• Insta Retail Onboarding - Membership & Association
  Section to add Membership and Association information related to the party.
• Insta Retail Onboarding - Financial Information
  Section to add financial information related to party including asset, liability, income, and expense.