2.1.1 Insta SMB Onboarding - Basic Details

You can add basic details such as business and address of the customer to be onboarded in the Basic Details screen.

Note:

The fields marked as Required are mandatory.

Insta SMB Onboarding - Basic Details screen captures the following data segments to onboard the customer.

Table 2-2 Data Segment - Description

Sl.No	Data Segment Name	Mandatory / Optional / Conditional	Description
1	Business Details	Mandatory	Data segment to capture business information of the party.
2	Current Address	Conditional	Data segment to capture current address of the party such as current communication address, current residential address, etc. Note: Address type in current address can be configured as mandatory through Address Management Maintenance. For more information, refer to the Oracle Banking Party Configurations User Guide for address management configurations.
3	Previous Address	Optional	Data segment to capture previous addresses of the party such as previous communication address, previous residential address, etc. Multiple previous address for each of the address type can be captured in previous address. Minimum address history will be required, if configured,as per Address Management Maintenance. Note: For more information, refer to the Oracle Banking Party Configurations User Guide for address management configurations.
4	Social Profile	Optional	Data segment to capture Social Profile of the party such as Linkedin, Facebook, etc.

1. On the Insta SMB Onboarding screen, click and expand the Basic Details section.
2. On the Basic Details segment, click on the Edit button on Business Details widget.
   The Business Details screen displays.

   Figure 2-3 Onboarding - Business Details

   
   

   
   Description of "Figure 2-3 Onboarding - Business Details "

   
   
3. On the Business Details screen, specify the additional information related to the business. For more information on fields, refer to the Table 1-4 table.
4. On the Business Details segment, click Edit button on Current Address widget.
   The Current Address screen is displayed.

   Figure 2-4 Onboarding - Current Address

   
   

   
   Description of "Figure 2-4 Onboarding - Current Address "

   
   
5. Click on the
   
   
   
   icon to add a current address details.
   The Add Address screen is displayed.

   Figure 2-5 Add Address

   
   

   
   Description of "Figure 2-5 Add Address"

   
   
6. On the Add Address screen, specify the fields. For more information on the fields, refer to the Table 1-5 table.
7. Click Save.
8. On the Basic Info segment, click Edit button on Previous Address widget.
   The Previous Address screen is displayed.

   Figure 2-6 Onboarding - Previous Address

   
   

   
   Description of "Figure 2-6 Onboarding - Previous Address"

   
   
9. Click on the
   
   
   
   icon to add a current address details.
   The Add Address screen is displayed.

   Figure 2-7 Add Address

   
   

   
   Description of "Figure 2-7 Add Address"

   
   
10. On the Add Address screen, specify the fields. For more information on the fields, refer to the Table 1-5 table.
11. Click Save.
12. On the Basic Info segment, click Edit button on Social Profile widget.
    The Social Profile screen displays.

    Figure 2-8 Social Profile

    
    

    
    Description of "Figure 2-8 Social Profile"

    
    
13. On the Social Profile screen, specify the details. For more information on fields, refer to the Table 1-7 table.
14. Click Save.