Mandatory Guidelines About Entering Date of Birth In Finacle

Dear all

Please note that in Finacle entering of DOB is mandatory while opening an account. Finacle treats all depositors as minor if age on the date of opening an account is less than 18 years and asks Guardian CIF. In some schemes, a child of 10 years and more age can open and operate account independently without guardian. To accommodate this, following procedure should be followed:-

• Depositor should not be asked to fill Guardian details in the Account Opening Form (AOF).
• Signature and Photograph of minor of 10 years or more is to be taken on the Account opening form.
• Create Minor CIF and note down Minor CIF ID in Account Opening Form in place of Depositor CIF ID.
• In the column of Guardian details and guardian CIF, Counter PA should enter CIF ID as 300668762
• In Finacle, when account is opened, select mode of operations as SELF and in the field of guardian CIF, enter 300668762.
• In CPC, while scanning the AOF, CIF ID of minor is to be entered.

Note:- CIF ID 300668762 has been created centrally with dummy data. When CIF ID will be entered, system will show following details :-

Last Name / Short Name - GUARDIAN
DoB - 01/07/1960
Document type - ADPRF with unique id 3dec2014email.
Document code -PSBID
Nationality- Indian
Tax deducted at source as - NOTAX

This process may be circulated all CBS Post Offices and CBS Trainers.

Mr. Bhagwati Ji

Please include this in the training curriculum of CBS.

Regards,

(Kawal Jit Singh)

Assistant Director (SB-II)

Postal Directorate

New Delhi

Contact No. 011-23036224, 011-23096108

Mob:- 09899998054