Friday, July 18, 2014

CIF Step 4 : Process of Merger of CIF in Finacle

  Admin       Friday, July 18, 2014

Merger of CIF in Finacle

CIF Merger may be for the following reasons:

  1. When one person is having several accounts in different CIF ID
  2. On death of a single account holder the nominee or legal heir wants to continue the account of the deceased.
Menu in Finacle

HCCA

Invoke the above menu in Finacle, to merge the CIF ID.


Operator Process

  1. Operator have to invoke the menu called HCCA, select the Function  M- Modify.
  2. Enter the account number to which the CIF ID is to be merged.
  3. Click on GO button using Mouse / Press F4 using Keyboard to go the next screen.
  4. Enter New CIF ID of the Customer. Click on Yes in Modify A/C Name if any changes in customer name.
  5. Select the Proper reason code then Submit using Mouse / Press F10 using Keyboard.

Supervisor Process

Merger of the CIF ID has to be verified by the Supervisor using the same menu option 

HCCA

  1. Select the Function v- Verify and Enter the Account Number.
  2. Click on GO using Mouse / Press F4 Using Keyboard.
  3. Verify all the necessary fields then Click on Submit / Press F10 using Keyboard.

Detailed CIF Creation Process in DOP finacle

Step 1 : Check Duplication in CIF Click Here

Step 2 : Create a new CIF in Finacle Click Here

Step 3 : Modification in CIF of Finacle Click Here

Step 4 : Merger of CIF in DOP Finacle Click Here

Step 5 : Suspending of CIF in DOP Finacle Click Here

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Thanks for reading CIF Step 4 : Process of Merger of CIF in Finacle

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6 comments:

  1. how to modify other sol cif id ?

    ReplyDelete
  2. Sir,
    Can we directly murge one CIF to Another CIF because in all type of certificate investment in previous year one CIF have so many account as per certificate/registration norms for customer better performance service.

    ReplyDelete
  3. kindly create a new command for cif 2 cif merger, now HCCA command is only for account number to cif merger

    ReplyDelete
  4. Sir,
    Can we directly murge one CIF to Another CIF because in all type of certificate investment in previous year one CIF have so many account as per certificate/registration norms for customer better performance service.

    ReplyDelete
  5. Due to migration, date of birth of minor cif has been changed to 1-7-1960. Now minor cif is disabled for medication. In other words we can not change date of birth, mobile no etc. Please guide

    ReplyDelete

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