BoI Financial Inclusion KIOSK-CIF Transactions User Manual Version 0.1

Transcription

1 BoI Financial Inclusion KIOSK-CIF Transactions User Manual Version 0.1

2 Notice 2011 Tata Consultancy Services Limited This is a controlled document. Unauthorised access, copying, replication or usage for a purpose other than for which it is intended, are prohibited. All trademarks that appear in the document have been used for identification purposes only and belong to their respective companies.

3 Document Release Note Notice No.: Customer: Bank of India Project: BoI Financial Inclusion Document details BoI FI - KOISK - CIF Transactions V0.1 draft About This Manual Purpose This manual has been written to help you understand and use the FI Transaction application. It presents the functional capabilities and operational details of FI Transactions. Intended Audience This manual is primarily intended for BC/BCA who will use the FI Transactions application to handle the transaction using KIOSK. Prerequisites for Use Functional Basic understanding of financial transactions made by the banks are required. Technical - Basic understanding of computer and web application. You are expected to be familiar with operations such as to select, click or choose menu options and buttons and enter values in text/number boxes.

4 No table of figures entries found. Contents

5 List of Abbreviations. POS BCA FI Point Of Sale Business Correspondent Agent Financial Inclusion 2

6 Login to the application (To be done by BCA) Open Internet browser and enter Login Operator s ID and Password Verify Operator with his/her biometric data 3

7 Customer Login Click Customer Login Enter Customer s CIF number and select Customer Type CIF Click Submit 4

8 Ask Customer to put his/her finger as specified and Click Verify On successful authentication, click OK. The customer s account details will be displayed 5

9 Deposit Select account and Service Type Deposit. Select the respective denominations and check the Total Amount. Click Submit. 6

10 Operator has to authenticate with his/her biometric. On successful authentication by BCA/Agent, the message will be displayed. 7

11 Click OK for Customer Authentication and place customer finger on the scanner. On successful authentication, the message will be displayed. 8

12 The Deposit Receipt will be displayed and printed. BCA need to reprint one more copy of the transaction for the bank record. Click Yes to continue the next transaction. Otherwise click NO. 9

13 Withdrawal Select account and Service Withdrawal. Click on Submit. Select the respective denominations and check the Total Amount. Click Submit. 10

14 Operator has to authenticate with his/her biometric. On successful authentication by BCA/Agent, the message will be displayed. 11

15 Click OK for Customer Authentication and place customer finger on the scanner. On successful authentication, the message will be displayed. 12

16 The Withdrawal Receipt will be displayed and printed. BCA need to reprint one more copy of the transaction for the bank record. Click Yes to continue the next transaction. Otherwise click NO 13

17 Fund Transfer Select account and Service Fund Transfer. Click on Submit. Enter recipient account number and amount to transfer. Click Submit. 14

18 Operator has to authenticate with his/her biometric. On successful authentication by BCA/Agent, the message will be displayed. 15

19 Click OK for Customer Authentication and place customer finger on the scanner. On successful authentication, the message will be displayed. 16

20 The Fund Transfer Receipt will be displayed and printed. BCA need to reprint one more copy of the transaction for the bank record. Click Yes to continue the next transaction. Otherwise click NO. 17

21 Mini Statement Select account and Service Ministatement. Click on Submit. Click OK for Customer Authentication and place customer finger on the scanner. 18

22 On successful authentication, the message will be displayed. The Mini Statement will be displayed and printed. BCA need to reprint one more copy of the transaction for the bank record.click Yes to continue the next transaction. Otherwise click NO. 19

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24 Document Title Confidential 21