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India post finacle guide for SB Account Opening

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India post finacle guide - pofinacleguide for SB Account Opening in dopfinacle. step by step procedure by poupdates team

India post finacle guide for SB Account Opening

SB Account opening includes two steps.

1.Account Opening
2.Funding

Step By Step Procedure in Detail - India Post Finacle Guide


1.Create the CIF or Modify the older CIF if any exists
2.Invoke CASBAO menu
3.Select the scheme code
  • SBGEN - SB general a/c without cheque book
  • SBCHQ - SB general a/c with cheque book
  • SBPEN - SB pension a/c with cheque book
  • SBPWC - SB pension a/c without cheque book
4.Click on GO(F4)
5.Select mode of operation
6.Select the documents received as NO
7.Enter the Related party 2 and Related party 3 details for minor and joint accounts
8.Enter the Nomination details if any
9.Enter submit(F10)
10.Note down the A/C number and verify the same in CASBAV menu in supervisor login
11.Do the funding for the opened SB A/C using CTM menu
12.Verify the transaction in the same menu in supervisor login
13.Issue the cheque books for cheque accounts using HICHB menu
14.Verify the trasaction in the same menu in supervisor login
15.Check the cheque book status for SB A/Cs in HCHBM menu.

Note :

We need not choose documents received as YES, as we are not sending any documents related to AOF for scanning at CPC.


India post finacle guide for merging inventory in finacle Click Here

For India Post Finacle guide frequently used menus list Click Here

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