CIF-Customer Information File
Creating a CIF (Customer Information File) is essential for customers who wish to open accounts in various schemes. A single CIF is mandatory for all schemes, and it suffices to open any number of accounts across India. Let’s delve into the process of creating a CIF in Finacle, specifically for the purpose of setting up Post Office Savings Accounts.
Access the Menu Options:To verify whether a customer already exists or to create a new CIF, follow these steps:Invoke the menu option “CDEDUP” to check for existing customers and identify duplications.
For CIF creation, use the menu options “CCRC” or “CIFCR”.
Here’s a brief explanation of the menu options:CDEDUP: Create/Verify Retail Customer – Used for CIF duplication search.
CCRC/CIFCR: Customer Create Retail CIF – Initiates the CIF creation process.
Video Tutorial:You can watch a detailed video tutorial on CIF creation in DOP Finacle on PoTools
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