2.1.3 Insta SMB Onboarding – 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.

The following Data Segments can be captured in Relationship Segment.

Table 2-4 Data Segment - Relationships

Sl.No	Data Segment Name	Mandatory / Optional / Conditional	Description
1	Owners	Optional	Data segment to capture owner relationships of the party.
2	Authorized Signatory	Optional	Data segment to capture authorized signatory relationships of the party.
3	Guarantors	Optional	Data segment to capture guarantor relationships of the party.
4	Suppliers	Optional	Data segment to capture supplier relationships of the party.

• Relationships- Owners
  Owner relationship segment allows user to capture owners of the small and medium business.
• Relationships - Authorized Signatory
  Authorized Signatory Relationship segment allows user to capture authorized signatories of the small and medium business.
• Relationships - Guarantors
  Guarantors Relationship segment allows user to capture guarantors of the small and medium business.
• Relationships - Suppliers
  Suppliers Relationship segment allows user to capture suppliers of the small and medium business.