The All India Association of Inspectors & Asstt. Supdt. Posts

Showing posts with label CBS. Show all posts

Monday, August 10, 2015

CBS Finacle FAQ and Workshop

1. Can the new Finacle application handle automatic transfer of funds between accounts (electronic transfer of funds between accounts)?

Yes, Finacle supports all modes of electronic transfer of funds like NEFT, ECS, and RTGS. Interbank and Intra-bank transfers are in scope of CBS project.

2. Certificates (NSC & KVP) being digitized as a part of CBS project? What type of schemes will be digitized?

All (schemes) types of accounts will be digitized as a part of CBS project; even discontinued schemes will be stored in the centralized server after digitization. So, digitized & manual certificates will definitely be migrated to the new Finacle software. The idea is to have all accounts in digitized form in the new software system.

New certificates will be issued using Finacle software.

3. Explain the concept of CPC with respect to PLI and CBS.

CPCs or Circle Processing Centres are envisioned to do all bulk operations related to accounts opening and processing. CPC will perform tasks like scanning of documents, updating account details, KYC check etc.

For CBS, 22 CPCs are planned across India, one for each circle.

The standard requirement area of CPC is 1000sqft (for POSB) to begin with and will increase (along with staff) as the volume of work increases. Circles may have to identify space that could be scalable in future based on the volume of accounts to be handled.

4. Will there be a single window (URL) for Banking and Insurance transactions?

No, banking transactions will be maintained/ operated through Finacle software and insurance transactions will be handled in McCamish software. Since Finacle and McCamish are two different software's with different architecture two different URLs will be provided for banking and insurance operations. But these URLs will be maintained in a single location of CSI.

5. Are Finacle reports customized?

Yes, most of the reports are customized according to the requirements of the post office. However one cannot add new fields to extract reports. E.g. if Date of Birth is not listed in the list of items of a report, a user cannot add Date of birth to the report.

Totally 25 Numbers of Questions and Answers are available and its contain 7 Pages of PDF File.

Monday, April 6, 2015

Change in Account Opening Form and Introduction of new KYC Form for CBS Post Offices.

Copy of Dte Letter :

I am directed to circulate new forms devised for the following purposes:-

1. ATM Card/e-Banking/Mobile Banking Request Form for existing customers migrated to CBS.

2. ATM Card/e-Banking/Mobile Banking Request Form for existing customers who have opened accounts after migration to CBS.

3. Customer Information Updtation Form for existing customers.

It is requested that as and when any customer will ask for issue of ATM Card or E-Banking/Mobile Banking facility, form mentioned at Sl. No.1 should be used for those who were already having Savings Account before migration to CBS and this form alongwith KYC Document is to be sent to CPC for scanning and uploading of latest Signatures, Photograph and KYC documents. CPC will return these Forms to Post Offices concerned in a separate packet and post offices should file these forms (date-wise) in a separate Guard File named as "Channel Request Forms File".

If any customer who opened savings account after migration to CBS applies for ATM Card, E banking/Mobile Banking, Form mentioned at Sl.No.2 should be used and this form need not to be sent to CPC but should be filed in the same guard file named " Channel Request Forms".

If any customer either old or new, want to update its KYC information, Form mentioned at Sl. No. 3 should be used and if signatures or photograph is to be updated, form should be sent to CPC and CPC will upload this form and return to post office concerned. For this purpose also, a separate guard file is to be maintained with name" Customer Information Updation File". In other cases, post office should not send this form to CPC but file locally in the same guard file.

It is requested to start a drive for updation of Customer Information of the existing customers and CBS post offices should always remember that any Modification in CIF has to be verified by Supervisor and only after verification, modification will be updated in Finacle and if it is not verified, it will block EOD.

Regards,

(Kawal Jit Singh)

Assistant Director (SB-II)

Postal Directorate

New Delhi

Contact No. 011-23036224, 011-23096108

Mob:- 09899998054

1. Account Opening Form please Click Here.

2. KYC Form for CBS Post Offices please Click Here.

Wednesday, March 11, 2015

New Request Form for POSB ATM Card for existing customers migrated to CBS

To view, please CLICK HERE.

Wednesday, February 4, 2015

POSB ATM Card/e-Banking/Mobile Banking request Form & Customer Information Updation Form for existing customers

Thursday, July 3, 2014

F A Q ON ISSUES FACED IN FINACLE

To view, please CLICK HERE.

Message of Secretary (Posts) for the staff and officers of the Department over the IT Project.

Dear colleagues,

It gives me immense pleasure to update you about the ambitious IT Modernization project of the Department of Posts. As you know, with this project we have embarked upon a transformational journey. I take this opportunity to congratulate and thank each one of you for your dedication and hard work to bring about this historic transformation.

At this point in time, we have already networked close to 23,000 locations, making our the largest WAN in the country. Implementation of our Core Banking System and PLI solutions have attained a critical mass, which will enable us to undertake performance testing & certification before further roll outs. Core SI solutions relating to Mail Operations, Human Resources and F&A are in the UAT stage; and we are nearing identification of a vendor for the Rural Hardware program to support the modernization of our rural post offices.

Implementation of the CBS and Core-PLI solutions has been gradual by design so that we can pinpoint errors/ defects in the solutions and address them appropriately, before graduating to an exponential roll-out phase. As expected, officers and staff are facing some challenges during the initial implementation phase. While we continue to strengthen the solutions based on these valuable experiences, the extra mile that you all have traversed in order to manage these challenges is commendable.

As the implementation gathers steam, I would request each one of you to keep up the energy & commitment you have demonstrated so far. We will make sure that the required technical and administrative support for success is made available.

The primary objective of the IT modernization project has been to enhance customer, satisfaction through better service delivery. The project will enhance the Post Offices capabilities, and enable it to deliver more efficient services, and more add-on services & products. Hon’ble Prime Minister of India has also urged the Department to fast-track the IT-modernization project and improve the quality of service. Thus, being sensitive and responsive to the customer is the need of the hour.

You will agree that it is a matter of great pride for each one of us to be associated with this huge transformational project. We must now work hand in hand to make this historical transformation happen quickly.

Together we can, and we will do it!!

Kavery Banerjee

Secretary (Posts)

Thursday, June 19, 2014

CORE BANKING SOLUTION ( FAQ For MPKBY AGENTS)

To view the details, please CLICK HERE.

Saturday, March 29, 2014

Country's first Post Office Savings Bank ATM opened at T Nagar HO (Chennai) on 27/2/2014

Country's First Post Office Savings Bank ATM inaugurated by Shri P. Chidambaram, Hon'ble Union Finance Minister, Govt. of India on Thursday the 27th February 2014 at Thyagaraya Nagar Head Post Office, Shivagnanam Road, T'Nagar, Chennai, Tamilnadu - 600017.