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

2.2.3 Insta SMB Amendment – 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.

The following Data Segments can be captured in Relationship Segment.

Table 2-9 Data Segment - Relationships

Sl.No Data Segment Name Mandatory / Optional / Conditional Description
1 Owners Optional Data segment to capture owner relationships of the party.
2 Authorized Signatory Optional Data segment to capture authorized signatory relationships of the party.
3 Guarantors Optional Data segment to capture guarantor relationships of the party.
4 Suppliers Optional Data segment to capture supplier relationships of the party.
  1. On Insta SMB Amendment screen, click and expand the Relationships segment.
    The Relationship segment is displayed.
  2. On the Relationships segment, click Edit button on each widget to amend the details. For more information on the relationships refer to the Insta SMB Onboarding – Relationships section.

Parent topic: Insta SMB Amendment