Showing posts from August, 2015
Inquire Customer Signature using HACI HACI Menu is available in both Operator and Supervisor Menu : HACI - Customer A/c Inquiry Finacle User can invoke the Menu called HACI. Select the below function Function cod…
Find A/c No using Cheque No. in Finacle Finding the Account no. from Cheque no. using Finacle Menu Only for Supervisor. Menu not available in Operator and System Administrator Menu Shortcut HINQACHQ - Inquire A/C. …
Internet Explorer Settings for DOP Finacle Normal View Untick Menu bar, Favorites bar, Command bar to View Finacle Application in Normal Mode. We can also use F11 to enable Full Screen Mode so that user can view only applic…
Login Credentials of DOP Finacle DOP Finacle Password should be change oncein 60days. Otherwise it will automatically redirect to Password changing window. The following criteria should be followed. Password should be…
Divisional Head Improved target monitoring by providing, HO and SO performance reports Easy tracking of transactions Forecasting and management of real time cash requirements Availability of Reports to watch functionin…
SB Counter Operation in DOP Finacle Download attached HD image or PDF file then take print out for quick reference. Snapshot of the above subject is attached below. Download in PDF format of the Menus for DOP Fina…
When SB7 is received from BO for sanction of interest, PA at Account Office (SO/HO). First Invoke the menu HTDTRAN or HIOT to check the interest accrued for the said TD account. Following procedure should be followed:- Menu…
User can view the uploaded documents of Customer CIF using CIF Modification Menu in DOP Finacle. Menu : CMRC / CIFMD for PA & Supervisor CIF Modification Menu to View Invoke Menu for CIF Modification CMRC. Enter C…
CIF Creation Process in DOP Finacle Invoke the menu option “CDEDUP” to see whether the customer is already a existing customer and for creation of CIF invoke “CCRC/CIFCR” option. Menu in Details CDEDUP - Create / Verify …
A lleged practices of splitting of one higher denomination account into multiple lower denomination accounts in post offices It has been brought to notice of t his office by Joint Director & Head of the Department NSI Nag…
Usage of HTTUM Tool and Menu Video Tutor HTTUM - Transfer Transaction Upload Maintenance Short Note on Salary Upload In ‘Report to Field’, enter ‘DoP’. Transaction subtype should be selected as ‘Transfer – Bank Induced’.…
DOP Finacle : Salary / Pension Upload using HTTUM Pre-requisites Software: Dot Net frame work 4.0 Microsoft Office 2007 or higher version. HTTUM Latest Tool given by Infy. 1. An excel file with the following c…
Signature viewing menu in DOP Finacle In DOP Finacle we can check the signature and photograph of the customer for an account.Signature and photograph can be viewed by using the menu IES. IES Menu Field Description …
Signature viewing menu in DOP Finacle Menu : IES In DOP Finacle we can check the signature and photograph of the customer for an account. Signature and photograph can be viewed by using the menu IES The detailed proced…
Document Flow in Branch Level Customer comes to the PO fills in form and submit KYC documents. Counter person checks the form and submitted KYC. Account is Opened with minimal required files. All the required documents …
DOP Finacle Credentials Instructions Change Credentials : Minimum 8 characters long. Maximum 15 characters long. Necessarily have any three of the following types: lower case alphabet upper case alphabet num…
Finacle CBS Core activities Menu Welcome Menu: CIF – Modify retail customer and verification (CMRC) Welcome Kit – Welcome Kit account opening - CWELAOP Savings – QDE Modification of a savings account and verificati…
Finacle RD Trial Closure For invoking Trial Closure of RD account, user has to invoke CRDAAC menu as given in the below screen shots. Customer should be told about the amount of interest and if he agrees, f…
There is no Trial Closure for SB and PPF. However, to see closing interest, following process is to be followed:- It involves two components-Closing accrued Interest for completed months and balance outstanding in the accoun…
Interest Inquiry in SB : DOP Finacle Menu : HAITINQ Feature of the above Menu The interest accrual enquiry can also be done using the Finacle menu HAITINQ. On Navigating to the menu HAITINQ and providing the A/C Id.,…
Menu: CSCCAAC(NSCAC) Trial premature closure option for the NSC/KVP accounts is done by executing the menu CSCCAAC(NSCAC). The interest applicable on premature closure of NSC/KVP accounts can be seen using the above referr…
Trail Closure for MIS/TD/SCSS/ Matured NSC&KVP Menu:HCAACTD The Finacle menu HCAACTD can be used to perform trial closure on MIS/TD/SCSS/Matured NSC&KVP accounts. As displayed in the screen shots below , the in…
Trail Closure of Savings Accounts The trail closure is useful to know the maturity amount of the Customer Account. Using trail closure Operator can obtain the total amount for the completed / required period. In DOP fi…
Restore Finacle Desktop Settings with One Click Download attached file of Finacle Desktop Settings. Extract and double Restore using brie.exe to restore. The above settings is compatible in Windows 7 / XP / Server 2003 …
Process (provisional) of Accounts standing or opened at BOs after Account Office Migrated to CBS Account Opening (Savings/RD/TD) Account opening form received at BO and sent to SO / HO At BO: Cash and form collected a…
DSA IDs should not contain SPACE or DOT in between Agent IDs created in Finacle should not contain space or a dot. Agents Portal will not allow creation of such agent id’s. Agent ID Creation In E-Banking Create Agent ID in…
