3.3 View KYC

View KYC process allows user to View or amend a KYC record for the party.

To initiate the View KYC:

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

   Figure 3-4 View KYC

   
   

   
   Description of "Figure 3-4 View KYC"

   
   
3. Enter KYC Reference Number or click Search icon to fetch the KYC Reference Number.

   Note:

   For more information on the KYC Reference Number, refer to the Create KYC section.
4. Click View Now.
   The Standalone KYC View screen is displayed.

Party Information

The party information will be available only in the view mode and cannot be amended.

5. On the Standalone KYC Amend screen, click and expand Basic Details segment.
6. Under the Basic Details segment, click View on each widget to view the details. For more information on the Basic Info & Citizenship, Current Address, ID Details, and Contact Details, refer to the Onboarding Initiation - Basic Details section.
7. On the Standalone KYC View screen, click and expand Additional Information segment.
8. Under the Basic Details segment, click View on each widget to view the details. For more information on the Politically Exposed Person widget, refer to the Insta Retail Onboarding - Additional Info section.

KYC Information

9. On the Standalone KYC Amend screen, click Next.
   The KYC Information screen is displayed.
10. Click Edit icon on each widget to View the KYC details. For more information on the fields, refer to the KYC Check section.