2.3 Insta Party View

Insta Party View feature allows to view party details using a single screen.

To initiate the insta process:

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

   Figure 2-23 Insta Party View

   
   

   
   Description of "Figure 2-23 Insta Party View"

   
   
3. On view screen, enter CIF number or click Advance Search 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 View Customer.
   The Insta Party View screen is displayed.

• 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.
• Insta Party View - Documents & Images
  Section to view party documents including the supporting document and signatures.
• Insta Party View - Relationships
  The Relationship segment is where customer relationship details are added, which benefits both the customer and the bank during critical events.
• Insta Party View - Employment Details
  The employment data section records a retail party's employment details, including whether they are salaried or self-employed. This information helps banks determine professional stability. The section includes the following data segments.
• Insta Party View - Consent & Preferences
  Section to view consent and preferences of the party including e-sign, marketing, minor, and tax.
• Insta Party View - Additional Info
  Section to view additional information related such as Insider, special needs, PEP, and armed forces details.
• Insta Party View - Membership & Association
  Section to view Membership and Association information related to the party.
• Insta Party View - Financial Information
  Section to view financial information related to party including asset, liability, income, and expense.