2.2 Insta Party Amendment

Insta Party Amendment feature allows user to amend party using a single screen.

To initiate the insta amendment process:

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

   Figure 2-21 Insta Party Amendment

   
   

   
   Description of "Figure 2-21 Insta Party Amendment"

   
   
3. Enter CIF number or click Advance Search button to search for a CIF number. The following values are available for the advance CIF search:
   • Party ID
   • First Name
   • Middle Name
   • Last Name
   • Data of Birth
   • Unique ID
   • Mobile Number
   • Email
4. Click Amend Now.
   The Insta Retail Amendment screen is displayed.

   Figure 2-22 Insta Retail Amendment

   
   

   
   Description of "Figure 2-22 Insta Retail Amendment"

   
   

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

• 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.
• Insta Party Amendment - Documents & Images
  Section to upload party documents including the supporting document and signatures.
• 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.
• Insta Party Amendment - 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 Party Amendment - Consent & Preferences
  Section to add consent and preferences of the party including e-sign, marketing, minor, and tax.
• Insta Party Amendment - Additional Info
  Section to add additional information related such as Insider, special needs, PEP, and armed forces details.
• Insta Party Amendment - Membership & Association
  Section to add Membership and Association information related to the party.
• Insta Party Amendment - Financial Information
  Section to add financial information related to party including asset, liability, income, and expense.