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

Slides:

Advertisements

Similar presentations

ORDER VERIFICATION ORDER ENTRY DAILY PROCESS ORDER VERFICATION - Order Sort Browse - Enter Order # - F-8 OK.

Advertisements

Online Leave Request Employee Training

Transfer application form & where to apply? Depositor has to submit SB -10 (b) and Pass Book either- At Transferring office At transferee office At any.

Quality Means degree of excellence of a thing Distinctive feature of product / service Absence of any defect in the product / service Conformance to specifications.

Introduction Business Scenario Finacle CBS Process Overview Key Terminologies Step by Step Process Demonstration Summary.

Introduction Business Scenario Finacle CBS Process Overview Key Terminologies Step by Step Process Demonstration Summary.

Online Filing of S1 Form by National Informatics Centre, Chennai 21/08/2014.

Introduction Important Note from the Office of Labor Relations Retention Rights Overview System Overview System Demonstration – Principal View – HR Partner.

30/11/2013YRM, PTC, Mys Quiz on Double Entry System.

14/02/2014YRM, PTC, Mys-10, PA-ADP1.1.1 Presentation on Transactions in Office Account.

15/08/2014PTC, Mys Recurring Deposit. SB-3 and pay in slip to be filled in. The following documents are compulsory – One copy of recent photograph.

Core banking solution Introduction.

Introduction Business Scenario Finacle CBS Process Overview Key Terminologies Step by Step Process Demonstration Summary.

Customer Service Module Course Contents Table of Contents Enter A Request Search A Request Create Invoice (Funeral home request) Search Invoice Manage.

30/11/2013YRM, PTC, Mys Questionaire on CBS.

Introduction Business Scenario Finacle CBS Process Overview Step by Step Process Demonstration Summary.

Introduction Business Scenario Finacle CBS Process Overview Key Terminologies Step by Step Process Demonstration Summary.

Introduction Business Scenario Finacle CBS Process Overview Key Terminologies Step by Step Process Demonstration Summary.

Introduction Business Scenario Finacle CBS Process Overview Step by Step Process Demonstration Summary.

Introduction Business Scenario Finacle CBS Process Overview Key Terminologies Step by Step Process Demonstration Summary.

Introduction Business Scenario Finacle Process Overview Key Terminologies Functionalities Available Demonstration Summary.

Introduction Business Scenario Finacle CBS Process Overview Key Terminologies Step by Step Process Demonstration Summary.

Introduction Business Scenario Finacle CBS Process Overview Key Terminologies Step by Step Process Demonstration Summary.

Introduction Business Scenario Finacle CBS Process Overview Step by Step Process Demonstration Summary.

Presentation on CIF Creation in Finacle

Monthly Income Scheme. Monthly Income Scheme (MIS) Table of Contents Introduction Slide 2  Introduction  Business Scenario  Finacle Process Overview.

Introduction Business Scenario Finacle CBS Process Overview Key Terminologies Step by Step Process Demonstration Summary.

Loan Against Recurring Deposit and PPF. Loan Against Recurring Deposit and PPF (LNRDPPF) Table of Contents Introduction Slide 2  Introduction  Business.

Introduction Business Scenario Finacle Process Overview Key Terminologies Step by Step Process Demonstration Summary.

Introduction Business Scenario Finacle CBS Process Overview Step by Step Process Demonstration Summary.

Bank Accounting.

15/08/2014PTC, Mys Time Deposit. SB-3 and Pay in slip to be filled in The following documents are compulsory – One copy of recent photograph –

14/02/2014YRM, PTC, Mys-10,PA-ADP1.1.1 CIF Creation in Finacle.

Agent Portal – Finacle CBS

Core banking solution Introduction.

Prepared by ASM Research, Inc. 1 How to Create a Profile Step 1 - Select Profile Option from Student Functions Menu Step 2 - Complete Student Information.

1 Public Provident Fund. Background Features Process Benefits.

Bank Accounting. Table of Contents  Bank Master Data  Check Processing  Bank statement  Cash Journal Master Data  Cash Journal Posting & Reports.

MS-Word XP Lesson 9. Mail Merge The Mail Merge feature combines a list of data, typically name and address that is contained in one file with a document.

How to Use Online Registration – Student Quick Reference Guide This quick reference guide contains step by step instructions on how to: 1.Register online.

CREATING A SAVINGS ACCOUNT. 2 The client is approved The client account is created in the system Before proceeding, make sure that…

State of Kansas Cash Advances Statewide Management, Accounting and Reporting Tool Entering a Cash Advance Navigation: Employee Self Service > Travel and.

Procurement Cards Supervisor Verification: P-Card/Travel Card/NET Card.

DETAILED FTO PROCESSING PROCEDURE AT HEAD/SUB OFFICES

Do’s in KYC collection & the Don’ts observed at CPC Team CPC.

Step 2 – Register a Card To register a UR Card, you can send an to or fill out the registration form at one of our awesome

Confidential. NSDL e-Gov Internal use only NSDL e-Governance Infrastructure Limited Withdrawal Process.

Confidential. NSDL e-Gov Internal use only NSDL e-Governance Infrastructure Limited Capturing of Superannuation / Premature exit request by Nodal Office.

Confidential. NSDL e-Gov Internal use only NSDL e-Governance Infrastructure Limited Withdrawal Process.

Confidential. NSDL e-Gov Internal use only NSDL e-Governance Infrastructure Limited Withdrawal Process.

Confidential. NSDL e-Gov Internal use only NSDL e-Governance Infrastructure Limited Capturing of Superannuation / Premature exit request by POP Online.

Login Screen Step 1: Please Enter 21 digit Head of office Login Id and Password Step 2: Click Submit Button.

Withdrawal Process.

Create a PO-Based Invoice

Capturing of Superannuation / Premature exit request by POP

Powered by Custom Duty Payment Powered by

ASSESSEE VERIFICATION

Capturing of Superannuation / Premature exit request by Nodal Office

BSLI Data Processing.

Back Office Training: Time Entry, Payroll & Paycheck Corrections

Integrating Word, Excel, and Access

SECURE SAFE AND EASY WEBSITE GUIDE

Payments & Collections

Business Office Manager Training The ACH Process in 7 Steps

Create a New Expense Report

User Manual Financial Accounting

Reimbursement Training

Controller’s Office – Journal Voucher eForm January 22, 2019

Viewing and Changing Investment Elections

Presentation transcript:

30/11/2013YRM, PTC, Mys Presentation on Savings Account in Finacle

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

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

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

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

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

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

Process flow 30/11/2013YRM, PTC, Mys 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

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

Demonstration 30/11/2013YRM, PTC, Mys

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

30/11/2013YRM, PTC, Mys

30/11/2013YRM, PTC, Mys