1. 30/11/2013YRM, PTC, Mys-101.1.1 Presentation on Savings Account in Finacle

2. Savings Account in Finacle From letter boxes to ATMs, We serve people 30/11/2013YRM, PTC, Mys-101.1.2

3. Content Table Introduction Post office scenario Process Flow Menu commands Demo Summary 30/11/2013YRM, PTC, Mys-101.1.3

4. Introduction What is the Objective? What is the Duration? To whom? To understand the process of – Opening the SB Account – Modification the SB Account – Closing the SB Account – To get new account number from migrated account 3 Hours SB counter staff 30/11/2013YRM, PTC, Mys-101.1.4

5. Post office Scenario A customer wants to open an SB Account and has produced all the relevant documents and got a CIF ID – How to Open an SB Account An existing customer wants to modify the nomination details – how to modify An existing customer wants to close an SB Account – How to close an SB A/c An old customer wants to know the new account number after migration – How to get the new account number 30/11/2013YRM, PTC, Mys-101.1.5

6. Savings Account In Finacle, SB A/c can be opened for Single holder, joint holder and so on as per the rules Minimum required fields including nomination details are to be entered by the counter PA Rest of the process will done at CPC including Digitalization of record and linking it to Finacle Account Number created by Finacle will have 10 digits Account opened by counter PA has to be verified by Supervisor Account can be modified before and after verification 30/11/2013YRM, PTC, Mys-101.1.6

7. Finacle Menu commands Commands 1.CASBAO/QDESA 2.CASBAV/QDESAVF 3.CASBAM/QDEMSA 4.CASBAOM/QDEMSABV 5.CTM 6.HCAAC 7.CNAC Functions  Opening of Account  Verification of A/c Opening  Modification after verification  Modification before verification  Deposit & withdrawal transactions  Closing of Account  To find the new account number from migrated a/c 30/11/2013YRM, PTC, Mys-107

8. Process flow 30/11/2013YRM, PTC, Mys-101.1.8 For opening of an account Customer submits Account Opening Form along with KYC Documents After creation of CIF ID account will be opened by using CASBAO/QDESA Account can be modified by the creator by using CASBAOM/QDEMSABV Opened Account has to be verified by supervisor by using CASBAV/QDESAVF

9. Process flow After Verification, funding can be done by using CTM. Transaction ID has to be verified by the supervisor by same option For Closing the account HCAAC menu option is used and verified by supervisor by same option You can get the New Account Number from the Migrated account by using CNAC menu option 30/11/2013YRM, PTC, Mys-101.1.9

10. Demonstration 30/11/2013YRM, PTC, Mys-101.1.10

11. Summary Now you have understood How to Open & Verify an SB Account in Finacle How to Modify & Verify an SB Account How to do routine transactions – Deposits and Withdrawals How to Close an SB Account How to Get new account number from migrated account number 30/11/2013YRM, PTC, Mys-101.1.11

12. 30/11/2013YRM, PTC, Mys-101.1.12

13. 30/11/2013YRM, PTC, Mys-101.1.13