Tuesday, July 01, 2014

Changes in POSB Statutory Rules in the backdrop of CBS Implementation

Changes in POSB Statutory Rules in the backdrop of CBS Implementation


Download:

SB Order 5-2014:

Download


Rulings of CBS/Non CBS Offices Page 1 to 17

Download - Page1


Download - Page 2-17


Note: SCSS Withdrawal should be made on 1st of April, July,October,January 

McCamish PLI - Loan Repayment – Policy Dispatch

Introduction

The purpose of this document is to define the process of Policy Dispatch, when the customer has made full policy loan repayment.

1.1 Policy bond return

On full loan repayment, any holds placed on life insurance policy as security, should get removed accordingly. The life insurance policy should be returned back to the policy owner.

Solution:

1. Customer repays loan at the same PO.

  • Assume Loan is indexed in PO “A” & sanctioned in HO associated with this PO
  • The Policy bond will be scanned & stored in the CPC associated with this PO.
  • Customer repays at the same PO.
  • The policy bond will be returned/ dispatched directly from this CPC.
  • Therefore an INBOX task will be created in the CPC indicating dispatch of policy bond.

2. Customer repays loan at a different PO but which falls under the same HO.

  • Assume Loan is indexed in PO “A”& sanctioned in HO associated with this PO. The Policy bond will be scanned & stored on the CPC associated with this PO.
  • Customer repays at a different PO “B” associated with the same HO (Same CPC).
  • The policy bond will be returned/ dispatched directly from CPC.
  • Therefore an INBOX task will be created in the CPC (since both PO’s are associated with the same HO, the CPC would be same) indicating dispatch of policy bond.
3. Customer repays loan at a different PO & that falls under the different HO.

  • Assume Loan is indexed in PO “A”& sanctioned in HO associated with this PO. The Policy bond will be scanned & stored on the CPC associated with this PO 
  • Customer repays at a different PO “B” associated with a different HO (different CPC).
  • The policy bond will be returned/ dispatched directly from CPC associated with PO “A” (since this is the sanctioning HO) and documents are stored in this CPC.
  • Therefore an INBOX task will be created in the CPC indicating dispatch of policy bond.

Download Detailed Document:

Download

Finacle Complete Menu and Process document


Finacle Process Document and Complete Menu

  • Complete menus wise detailed procedures document.
  • List of Complete Menu on Finacle.

Download:

Complete Menu


DOP finacle Process Document v1.5

Process Document


Note: above documents are mainly for training purposes and work at field level.

Not Available : New Menu for clearing "Already logged in" users


User Already Logged in Issues :

Most Common issues in Finacle , User already Login. so that user not able to login and can not continue the counter operation / supervision. 

System Administrator Invoke below Menu and  Clear Already Logged in Issues:

CSAC

  • Enter Logged User ID then click on Submit to Clear User Log in Issue
Note: CSAC temporarly unavailable in Finacle, it will be updated soon
Until that

System Administrator / Supervisor / Postmaster  

Invoke Menu
HSAC

Guidance:

01. Type "HSAC" in menu option and Press Enter
02. Type "D" in funtion field - Press F4
03. Now it will display List of all the Logged in / Locked User details.
04. Select User ID (Shift + F4 ) in the field e.g : " ARUN01" - Press F4
05. Press F10 to complete the operation.

Problem Still persist

contact dmcc to unlock the User/ fix already logged in issues.