India Post Finacle Guide for TD A/C Opening
Step By Step Procedure in Detail - India Post Finacle Guide
1.Invoke CMISAOP menu
2.Function - Open
3.Enter CIF ID
4.Select Product Group - TD
5.Select Scheme Code
6.Click on GO(F4)
7.Enter Mode Of Operation
8.Enter Interest Credit A/C ID which
is nothing but customer's SB A/C ID
9.Enter Deposit Amount
10.Select No. Of Documents received
as NO
11.Note down the Nomination number
and Enter the document details if any
12.Enter the Related Party 2 details
if any(For Joint and Minor accounts)
13.Select Auto Renewal as YES and
Select Principle only
14.Enter the Transaction Details.
15.Select Transaction required as YES
16.For Transfer Transaction, Enter
the Debit /C ID(Customer's SB A/C ID)
17.Click on FLOW Tab
18.Click on SUBMIT(F10)
19.Note down the A/C number and
verify the same in supervisor login using CMISAOPV menu
Note 1:
If we forget to enter the transaction
details at the time of opening, We must do the funding after verification of
the opening.
1.For Funding by Cash, Invoke CTM
menu
2.For Funding by Cheque/Account
transfer, Invoke CXFER menu
Funding transaction must be verified
in the same menu in supervisor login.
Note 2:
1.For Opening through POSB cheque,
use Cusomer's SB account ID as Debit A/C ID.
2.For Opening through Bank cheque,
use SOLID+0382 as Debit A/C ID. Change the value date as cheque clearance date.
Note 3:
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 certificates printing Click
Here
For India Post
Finacle frequently used menus list Click Here
If you have
any doubts or if you got stuck with something, Please feel free to ask a
question. Click
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