SB Account Menu and Overview in DOP Finacle

SB Account Overview in India Post

SB ACCOUNT OPENING& ISSUE OF PASSBOOK:

Sl. No	MENU NAME	WORK DESCRIPTION	REMARKS
1	CASBAO	Enter the CIF id in the SB account opening menu and enter all the mandatory fields by the Counter PA. (Select the appropriate type of SB account like -   SBBAS – SB– Basic Saving Account SBCHQ – SB With Cheque Book SBDIS – SB–  Discontinued Accounts SBGEN – SB Without Cheque Book SBPEN – SB  Pensioners With Cheque Book SBPWC – SB Pensioners W/o Cheque Book SBSAN – SB Sanchayika With Cheque Book SBSWC – SB Sanchayika W/o Cheque Book	Funding of the account can be made separately, after opening of account by invoking CTM menu
2	CASBAV	Verification by the Supervisor
3	CASBAOM	Account modification before verification by the PA

Modification before verification:

Sl. No	MENU NAME	WORK DESCRIPTION	REMARKS
1	CASBAOM	Account modification before verification by the PA

Modification after verification:

Sl. No	MENU NAME	WORK DESCRIPTION	REMARKS
1	CASBAM	Account modification before verification by the PA
2	CASBAM	Verification by the Supervisor

Transaction – Deposit /Withdrawal:

Sl. No	MENU NAME	WORK DESCRIPTION	REMARKS
1	CTM	Deposit or withdrawal	Ø  Add Ø  Select Deposit or withdrawal Ø  Go Ø  Enter the account no. and amount. Ø  If the transaction exceeds Rs.50000/- PAN no.
2	CTM	Verification by the Supervisor	Ø  Enter the tran id Ø  Submit

ISSUE OF CHEQUE BOOK:

Sl. No	MENU NAME	WORK DESCRIPTION	REMARKS
1	HICHB	To issue cheque book by counter PA	Ø  Select Issue Ø  Enter the account no. Ø  Select Cheque type as CHQ Ø  Select Begin cheque no. from the searcher Ø  Enter the End cheque no. &  issue date Ø  Go
2	HICHB	Verification by Supervisor	Ø  Enter the account no. Ø  verify

CANCELLATION OF CHEQUEBOOK:

Sl. No	MENU NAME	WORK DESCRIPTION	REMARKS
1	HICHB	To Cancel cheque book entered by counter PA	Ø  Select cancel Ø  Enter the account no. Ø  Go

INQUIRE CHEQUEBOOK:

Sl. No	MENU NAME	WORK DESCRIPTION	REMARKS
1	HCHBI	To inquire cheques	Ø  Enter the account no. Ø  Go

CHEQUEBOOK MAINTENANCE:

Sl. No	MENU NAME	WORK DESCRIPTION	REMARKS
1	HCHBM	To acknowledge, caution, destroy, undo, inquire
2	HCHBM	Verification by the Supervisor

STOP PAYMENT & REVOCATION OF STOP-PAYMENT OF A CHEQUE:

Sl. No	MENU NAME	WORK DESCRIPTION	REMARKS
1	HSPP	To stop payment of a cheque by the Counter PA	Ø  Select ‘Stop pay’ Ø  Enter account id Ø  Enter cheque number& no. of leaves Ø  Note down the reference number
2	HSPPAU	Authorization by the Supervisor	Ø  Enter the reference number Ø  verify
		For revocation , use the same process as above.	Ø

TRANSFER OF SB ACCOUNT

Sl. No	MENU NAME	WORK DESCRIPTION	REMARKS
1	HACXFSOL	To transfer SB account by counter PA	Ø  Select Transfer Ø  Go Ø  Enter the account no. and Target sol id Ø  Submit Ø  Note down the Instruction no.
2	HACXFSOL	Verification by the Supervisor	Ø  Select Verify Ø  Select the Instruction no. from the Searcher

SB ACCOUNT CLOSURE

• Before account closure, withdraw the entire sum and make the balance zero
• In case of cheque account, select all the unsued cheques and then submit

Sl. No	MENU NAME	WORK DESCRIPTION	REMARKS
1	HCAAC	To close the SB account	Ø  Select ‘Close” Ø  Enter the account no. Ø  Navigate the General/Closure details/Closure exception pages
2	HCAACV	Verification by the Supervisor	Ø  Select verify Ø  Select the account no. from searcher or enter the account no.