2.3.1 Insta Party View - Basic Details

You can view personal details such as name, date of birth, and address of the customer in the Basic Details screen.

Basic details screen captures the following data segments.

Table 2-12 Data Segment - Description

Sl.No	Data Segment Name	Mandatory / Optional / Conditional	Description
1	Basic Info and Citizenship	Mandatory	Data segment for basic personal information of the party.
2	Current Address	Conditional	Data segment for current address of the party such as current communication address, current residential address, etc.
3	Previous Address	Optional	Data segment for previous addresses of the party such as previous communication address, previous residential address, etc.
4	ID Details	Optional	Data segment to view identity details of the party such as Passport, Driving License, etc.
5	Contact Details	Optional	Data segment to view contact details of the party such as Mobile, Email, Phone, etc.
6	Tax Declaration	Optional	Data segment to view tax details of the party such as Form W8-BEN, W9 etc.
7	Educational Qualification	Optional	Data segment to view educational qualification of the party.
8	Visa Details	Optional	Data segment to view visa details of the party.
9	Dates	Optional	Data segment to view key and important dates related to party.
10	Social Profile	Optional	Data segment to View social profile of the party such as Linkedin, Facebook, etc.

1. On Insta Retail View screen, click and expand the Basic Details segment.
   The Basic Details segment is displayed.
2. On the Basic Details segment, click Edit button on each widget to amend the details. For more information on Basic Info & Citizenship, Current Address, Previous Address, ID Details, Contact Details, Tax Declaration, Educational Qualifications, Visa Details, Dates, and Social Profile, refer to the Insta Retail Onboarding - Basic Details section.