2.3 Insta SMB View

Insta SMB View feature allows user to view 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 View.
   The View screen is displayed.

   Figure 2-20 Insta Party View

   
   

   
   Description of "Figure 2-20 Insta Party View"

   
   
3. Enter CIF number or click Advance Search button to search for a CIF number. The following values are available for the advance CIF search:
4. 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.
5. Click View.
   The Insta SMB View screen is displayed.

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