2.2.3 Insta Party 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.

Note:

The fields marked as Required are mandatory.

The following data segments are available in the Relationships screen to capture the basic details of a party.

Table 2-9 Data Segment - Description

Sl.No	Data Segment Name	Mandatory / Optional / Conditional	Description
1	Household	Optional	Data Segment to capture household relationships of the party.
2	Power of Attorney	Optional	Data Segment to capture power of attorney relationships of the party.
3	Service Member	Optional	Data Segment to capture service member relationships of the party.
4	Related to Insider	Optional	Data Segment to capture related to insider relationships of the party.
5	Guardian	Conditional	Data Segment to capture guardian relationships of the party. Either of a guardian or custodian is mandatory for a minor party.
6	Custodian	Conditional	Data Segment to capture custodian relationships of the party. Either of a guardian or custodian is mandatory for a minor party.
7	Solicitor	Optional	Data Segment to capture solicitor relationships of the party.

1. On Insta Retail Amendment screen, click and expand the Relationships segment.
   The Relationships segment is displayed.
2. On the Relationships segment, click Edit button on each widget to amend the details. For more information on the Household, Power of Attorney, Service Member, Related to Insider, Guardian, Custodian, and Solicitor refer to the Insta Retail Onboarding - Relationships section.