Wednesday, January 9, 2013

Customer ID Creation in finacle- in short

Dear Users , this week , we will discuss menus related to customer ID Creationaccount opening (SB/CD/CC loan account opening and verification),  , You might know , before opening an account you should open the customer id. The same customer id is to be used to open all the accounts of the customer (for e.g. SB / CA / CC / OD / Term Deposit A/c etc.).

Lets discuss the shortest way to create a Customer ID. Its almost same for all Banks ( may differ a little Bank to Bank ). In case any differences due to customization ,  please contact your IT/ Systems Department / Data Center.



Customer Master Creation (CUMM) WEB MODE

Menu : CUMM

Functions : A –Add ;  M – Modify ; I – Inquire ; V – Verify

Sub Options : G – General Details ; E – Currency Details ; T –Trade Finance Details ; M – Minor Details ; N – NRI Details ; A – Accounts of Customer

Creating a Customer ID

CUMM - enter - A - f4 - Title* - Name - Short Name - Type* - Status* - status as on- group* - Occupation* -Gender - Constitution * -Staff - Minor - NRI - Date of Birth - Introducer Cust Id -NATID No-  f6- Address type (both Communication & Permanent Address details)- f4- f6 - Combined statement - TDS slab -f6- f6-f6- purge allowed - f6 - f6 - f4 - E -f4 - INR - f4 - Delete E put T - f4 -f4 - Inland trade allowed Y” - f4 - f10


Verification of a Customer ID

CUMM - enter - V - f4 - give the Customer ID - f4 - Visit all the pages by pressing F6 ( 7 times ) - f4 -*( E - f4 - ctrl E - f4 - f4 - Delete E put T - f4 -) f4 - f10

* Not required when verifying the modification of Customer ID



We will bring you the detail Steps with Screenshots shortly. Feel free to post comments and feedback on this post. 



3 comments:

  1. Please give codes list used in CUMM menu and ACM menu. It would be helpful to keep a print out instead of F2 always.

    ReplyDelete
  2. am new to banking so plz post all the finacle commands which is helpful to the new comers in banking

    ReplyDelete
  3. Found this helpful... thanks! :)
    Keep up the good work

    ReplyDelete

Posts Category wise :

      CBS Manual – Finacle Menus/ Commands for your ready reference

 

·         Huge Collection of 938 Finacle Menus

·         286 Selective Finacle Menu options

·         Category wise Commonly used Finacle Menus

·         Finacle Menu options/ Commands for Bank Auditors

·         Frequently used Function keys in Finacle

 

      Customer ID & Account Opening related Menu Options / Commands

 

·         Customer ID creation and Verification in Finacle by using CUMM menu

·         Customer ID creation in finacle in short by using CUMM menu

·         Changing Customer ID of a Customer

·         Account Opening (Savings/Current) in Finacle using menu option OAAC

·         Account opening in Finacle – in short

·         Frequently asked questions related to Customer ID  and Account Opening

 

      Demand Draft / Pay Order related Menu Options / Commands

 

·         Issuing a Demand Draft using Finacle Menu options TM

·         Issuing Multiple Demand Draft / PO using Finacle menu option TM

·         Printing Demand Draft / PO using menu option DDPRNT

·         Cancellation of Demand Draft  in Finacle using menu option DDC

·         Marking a Demand Draft Lost and issuing Duplicate DD

·         Inquiry and Reports finacle Menu related to Demand Draft

 

      Miscellaneous Finacle Menu Options / Commands

 

·         Standing Instruction Maintenance using Finacle Menu Options SIM.

·         Creating a Memo Pad in Finacle Part - I.

·         Creating a Memo Pad in Finacle Part - II.

·         Deleting Memo Pad in Finacle

·         Mass Transaction Posting in Finacle using Finacle Menu option TTUM.

·         Freezing & Unfreezing of accounts in finacle using Finacle Menu AFSM

·         Passbook Printing in Finacle

·         Finacle Teller Cash account Maintenance using Finacle Menu GECM

·         Finacle Menu option TM  for Transaction Posting and Maintenance