1. Retail Onboarding User Guide
  2. Insta Party Management
  3. Insta Retail Onboarding
  4. Insta Retail Onboarding - Relationships
  5. Relationships - Power of Attorney

2.1.3.2 Relationships - Power of Attorney

Power of Attorney segment allows user to capture power of attorney related to a party.

To add a relationship with existing customer/non-customer:

Note:

The fields marked as Required are mandatory.
  1. On the Relationships segment, click Edit button on the Power of Attorney widget.
    The Power of Attorney screen is displayed.
  2. Click on the Add iconicon to add a household relationship.
    The Power of Attorney screen is displayed.
  3. Enter CIF ID/Party ID to add a relationship with existing customer/non-customer or click Next to create a non-customer and add as a relationship.

    Note:

    If CIF/Party ID is not known for an existing customer/non-customer, click Search icon to launch Search Party screen. Select CIF/Party ID from the list of values based on the search criteria.
    • Party ID
    • First Name
    • Middle Name
    • Last Name
    • Data of Birth
    • Unique ID
    • Mobile Number
    • Email

Existing Customer/Non-Customer

  1. On click of Next button in the Power of Attorney screen, the system displays the screen to add relationship specific attribute.
  2. On the Power of Attorney screen, add the relation specific attribute. For more information on the fields, refer to the Table 1-18 table.

New Non-Customer

  1. On click of Next button in the Power of Attorney screen, the system displays the screen to create a new non-customer.
    The Add New Power of Attorney screen is displayed.
  2. On the Add New Power of Attorney screen, click and expand Basic Info & Citizenship segment.
  3. Specify the details on the Basic Info & Citizenship segment. For more information on fields, refer to the Table 1-4 table.
  4. On the Add New Power of Attorney screen, click and expand ID Details segment.
  5. Specify the details on the ID Details segment. For more information on fields, refer to the Table 1-12 table.
  6. On the Add New Power of Attorney screen, click and expand Address segment.
  7. Specify the details on the Address segment. For more information on fields, refer to the Table 1-7 table.
  8. Click Next to capture the KYC details of a non-customer. For more information, refer to the KYC Check section.
  9. Add relationship specific attributes. For more information on fields, refer to the Table 1-18 table.

Parent topic: Insta Retail Onboarding - Relationships