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.
Please give codes list used in CUMM menu and ACM menu. It would be helpful to keep a print out instead of F2 always.
ReplyDeleteam new to banking so plz post all the finacle commands which is helpful to the new comers in banking
ReplyDeleteFound this helpful... thanks! :)
ReplyDeleteKeep up the good work
How to open a account in finacle with cust id
ReplyDelete