CIF Creation Process : Step by Step in DOP Finacle

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 Retail Customer : CIF Duplication Search
CCRC - Customer Create Retail CIF / CIFCR- CIF Creation

• Select the function  add, click on button GO.
• In the details screen provide all the data mentioned below:
• ID details
• Address details
• Contact details
• Additional details
• Click on submit – System adds the record to the database and generates the CIF ID

1. CIF creation needs a verification by Supervisor and it is done using the menu option CCRC/CIFCR 
2. CIF can be modified by the menu option CMRC/CIFMD 
3. Suspension of CIF ID is possible by the menu option CMRC/CIFMD 
4. Merger of CIF ID is possible by menu option “HCCA” 
5. Inquiring of CIF IDs is possible by menu option “HCRV”(Customer Relationship View)

Menu in Details:
CMRC - Customer Modify Retail CIF / CIFMD - CIF Modificaiton
HCCA - Change CIF of A/C No.
HCRV - Customer Relationship View

To view / learn to Create CIF in detailed  using below menu

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