Tuesday, 23 June 2015

DOP AGENT RD BULK LIST PREPARATION AT AGENT PORTAL

21:35  AMIT KUMAR  No comments
Agent Portal can be accessed using the the website 
Every MPKBY/PRSS agents will get the usernames and passwords at the time of migration to Fiancle by the DOP IT Chennai.
  1. All the accounts linked to a particular agent will be displayed one the agent logons to web portal.
  2. Separate lists to be prepared for Cash/DOP Cheque(POSB Cheque) and NON DOP Cheque.
  3. The accounts opened before 15th should be paid on or before 15th and the accounts opened after 15th can be paid on or before last day of a month.

RD Bulk List Preparation Procedure:-

Open the URL for RD agent portal then the system will ask to enter the username and password enter both of them as shown
  • Then click on login then the system will ask to change the password after the first login then change the password.
  • Note that the system will give you chance to enter the password maximum of 10 times for unsuccessful attempts.
After entering the username and password then the system will show the following screen
Then click on Accounts tab as shown
  • Then click on Agent inquire and update screen as shown
  • Then the system will show the list of accounts attached to that agent as shown
  • Then select the mode of payment i.e., select mode as cash/dop cheque or non dop cheque as shown
  • Then in the next step select the list of account numbers you are trying to pay in the list for suppose if you are paying for 5 customers we have to select the 5 account numbers. 
  • Account numbers in the agent portal will be in ascending order so select them. For example if your 1st account number is in page1 select it and if next account number is page3 go to page3 and select the account number in this way select 5 account numbers in our example as shown and then click on save.
Note that after selecting all the account numbers only click on save maximum of 50 account numbers can be selected for 1 list for maximum of 10000 for cash and no limit for cheque.

Then in the next screen it will display the selected accounts as shown

FOR CASH MODE:-

Select first account number enter the no of installments and then click on get rebate and default then system calculates the default and rebate automatically as shown and enter the ASLAAS number of the customer and then click on save

FOR DOP/NON DOP Cheque:-

Select the account number enter the no of installments,enter the cheque number,enter the account number for RD installment(Bank account number on the cheque) and ASLAAS number and then click on save.

Then the system will show the message "installment saved successfully" as shown then the modified column for first record will change as "YES"
Then select the second record enter the no of installments,ASLASS number and then click on save as shown repeat this step for all the records.

After saving for all the records i.e., modified column will be "YES" for all the records then finally click on pay all modified installments as shown


  • Then click on pay all modified installments then system will generate the reference number with "C" as shown for cash,DC for DOP cheque and NDC for non dop cheque.
  • Then click on reports as shown 
  • Then enter the list reference number "________" and select status as "sucess" and then click on search then finally click on "OK" as shown

  • Then after clicking a PDF file will be generated take 2 copies and submit in the counter as shown in the below figure.

The detailed step by step procedure can be watched in the above video for preparation of RD bulk list for DOP Finacle.

USER CREATION TOOL FOR ACTIVE DIRECTORY INDIA POST

21:29  AMIT KUMAR  No comments

Tool For Active Directory User

Bat file for Active Directory user solution also detailed procedure in supporting of this file attached

Steps :

By this new Active directory users may get desktop and other user file as administrator or other working accounts.
This command line automatically add Add users to administrators group .

Download : 

Thanks to
Shri. Ajay Kumar Sharma
email : ajaykumarhingonia@gmail.com

PERSON TO PERSON TRANSFER OF CERTIFICATES IN DOP FINACLE

21:26  AMIT KUMAR  No comments

Person To Person Transfer Of Certificates In DOP Finacle

  • In DOP we can transfer the certificates (NSC and KVP) from one person to another person.
  • As per the SB oder 05/2014 point numbers (xi) and (xii) we can transfer the certificates both KVP and NSC from one person to another person in DOP Finacle.
  • Certificates can be transferred only once from date of issue to date of maturity.
  • At the time of transfer of certificates from one person to another, old certificates will not be discharged, Name of the holder shall be rounded and name of the new holder shall be written on the old certificate and purhcase application(in case of non CBS post offices) under dated signatures of the authorized postmaster with his designation stamp and date stamp of post office.
  • Generally in DOP we will transfer the certificates from one person to another person when invester is offering the certificates as gift or in case of deceased depositor(investor) and the nominee willing to continue the certificates.
The procedure for transferring the certificates from one person to another person is mentioned below

In DOP Finacle CIF Is To Be Created For The New Customers.(Use Menu CCRC)

  1. Before creating a new CIF, a de-dupe check has to be made for checking about the existence of the customer.(use the menu CDEDUP)
  2. New CIF is to be created to the new customer whose name is going to be added or in whose name certifcates are going to be transferred.
  3. New CIF is to be attached with the existing accounts created against certificates.This is required to be done for each certificate.( use the menu HCCA i.e., merging the CIF).
  4. On the physical certificate, name of the old certicate has to be rounded and name of the new customer to be added uner dated signature of Supervisor.
  5. In case of Single to Joint, name of the new customer is to be added on the existing certifcates.

Procedure To Attach The CIF For The Existing Accounts Against Certificates

  1. In order to attach the CIF for the existing accounts use the menu HCCA
  2. HCCA stands for Change CIF Id ofA/c ( Merging the CIF id)
  3. Invoke the menu HCCA then the system will display the below screen
Then select the function as "Modify" as shown in the figure and enter the account number as shown in the figure


  1. Then click on GO then the system will display the below mentioned screen and do the changes as mentioned below
  2. In new CIF ID column system will show old CIF id remove it and enter new CIF ID
  3. Select Modify A/c Name as "YES"
  4. Select Reason code from the searcher as T(T-Transfer of certificates) as shown
Then click on Submit and verify in the supervisor using the same menu HCCA.

SANCHAY POST UPDATES ALL PATCHES IN ONE PLACE

21:25  AMIT KUMAR  No comments

LEDGER PRINT OF SB/PPF (HPSP) : FINACLE SOLUTION

21:23  AMIT KUMAR  No comments
Ledger Print In Fiancle

HPSP command is used for Ledger Print of SB/PPF scheme at request of customer. The following step are taken for execution of this command.

Command - HPSP 

Fill From A/C No............................
Fill To A/C No................................
Fill From Date.................................
Fill To Date.....................................

Event - ''Duplicate''
Statement Size as ''Half''
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