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Presentation on Savings Account in Finacle

Presentation on Savings Account in Finacle. Savings Account in Finacle. From letter boxes to ATMs, We serve people. Content Table. Introduction Post office scenario Process Flow Menu commands Demo Summary. Introduction. What is the Objective? What is the Duration ? To whom?.

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Presentation on Savings Account in Finacle

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  1. Presentation on Savings Account in Finacle YRM, PTC, Mys-10

  2. Savings Account in Finacle From letter boxes to ATMs, We serve people YRM, PTC, Mys-10

  3. Content Table • Introduction • Post office scenario • Process Flow • Menu commands • Demo • Summary YRM, PTC, Mys-10

  4. 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 YRM, PTC, Mys-10

  5. 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 YRM, PTC, Mys-10

  6. 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 YRM, PTC, Mys-10

  7. Finacle Menu commands Commands 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 • CASBAO/QDESA • CASBAV/QDESAVF • CASBAM/QDEMSA • CASBAOM/QDEMSABV • CTM • HCAAC • CNAC YRM, PTC, Mys-10

  8. Process flow YRM, PTC, Mys-10

  9. Process flow YRM, PTC, Mys-10

  10. Demonstration YRM, PTC, Mys-10

  11. 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 YRM, PTC, Mys-10

  12. YRM, PTC, Mys-10

  13. YRM, PTC, Mys-10

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