2.2 Insta SMB Amendment

Insta SMB 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 2-16 Insta Party Amendment

   
   

   
   Description of "Figure 2-16 Insta Party Amendment"

   
   
3. Enter CIF number or click Search for a CIF number.

   Note:

   • User Search icon to search from the Common Core External Customer.
   • Click Advance Search button for more granular search from parties stored in Oracle Banking Party Management.
4. Click Amend Now.
   The Insta SMB Amendment screen is displayed.

• Insta SMB Amendment - Basic Details
  You can amend basic details such as business and address of the customer to be onboarded in the basic details screen.
• Insta SMB Amendment – Document & Images
  Section to amend party documents including the supporting document.
• Insta SMB 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 SMB Amendment - Membership & Association
  Section to add membership and association information related to the party.
• Insta SMB Amendment - Financial Profile
  Section to add financial information related to party including asset, liability, income, and expense.