12 Data Segment Amendment

User can capture data segment level amendments at the party level example Address, Email, Phone Number.

  1. From Home screen, under Party Services, click Data Segment Amendment.
  2. Click Data Segment Amendment - Basic Info & Citizenship data segment section.
    The Basic Info and Citizenship screen displays.

    For more details, refer step1 of the section Onboarding Initiation - Basic Details.

  3. Click Data Segment Amendment - Current Address data segment screen.
    The Current Address screen displays.

    For more details, refer step 5 of the section Onboarding Initiation - Basic Details.

  4. On Data Segment Amendment - Basic Info & Citizenship screen, click and expand the ID Details data segment section.
    The ID Details screen displays.

    For more details, refer step 16 of the section Onboarding Initiation - Basic Details.

  5. Click Data Segment Amendment - Contact Details data segment screen.
    The Contact Details screen displays.

    For more details, refer step 3 of the section Onboarding Initiation - Basic Details.

  6. Click Data Segment Amendment - Tax Declaration data segment screen.
    The Tax Declaration screen displays.

    For more details, refer step 19 of the section Onboarding Initiation - Basic Details.

  7. Click Data Segment Amendment - Employment screen, click the Salaried Employment data segment section.
    The Salaried Employment screen displays.

    For more details, refer the section Onboarding Initiation - Employment.

  8. Click Data Segment Amendment - Employment screen, click the Self-Employed data segment section.
    The Self-Employed screen displays.

    For more details, refer the section Onboarding Initiation - Employment.

  9. Click Data Segment Amendment - Consent and Preferences data segment screen.
    The Consent and Preferences screen displays.

    For more details, refer the section Onboarding Enrichment -Consent and Preferences.

  10. Click Data Segment Amendment - Additional Information data segment screen.
    The Additional Information screen displays.

    For more details, refer the section Onboarding Enrichment - Additional Information.

  11. Click Data Segment Amendment - Service Member Info data segment screen.
    The Service Member Info screen displays.

    For more details, refer the section Insta Retail Onboarding - Membership & Association.