Customer ID Creation in finacle- in short

Dear Users , this week , we will discuss menus related to customer ID Creation, account 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.