Instructions on Application Form Scanning from PNB Branches

Transcription

1 Instructions on Application Form Scanning from PNB Branches (Including FAQs) Release: Version 1.2

2 Table of Contents 1 IMPORTANT POINTS RTSCLIENT SHOULD BE RUNNING AND VISIBLE AS YELLOW ICON IN THE TASKBAR RIGHT BOTTOM CHECK THAT THE PC IS CONNECTED TO THE CBS NETWORK (BANKS LAN) APPLICATION FORM SCANNING PROCESS FOR TESTING AT PNB BRANCH RUNNING THE DOCUECAPTURE FOR SCANNING THE APPLICATION FORM... 4 FREQUENTLY ASKED QUESTIONS FAQS Document Not getting deleted from Publish Folder Document not getting scanned What will I do with premium cheque or how will I deposit the initial premium? Where will I get Lien challan format? Which physical application forms and documents should I send for archival? Where should I send the original application form and other documents post scanning? How would I submit requirement documents or counter offer acceptance if any? IMPORTANT NUMBERS FOR TROUBLE SHOOTING Whom to Contact if Having Problem in Scanning the Application Form? Whom to Contact if want the Status of the New Business Application or Rejections or Pending Requirements? Whom to Contact Incase of any issue faced in paying premium in PNB Branch through PAYPREM through Cheque / DD? MetLife Confidential Internal Use Only Page: 2 of 17

3 1 Important Points 1.1 RTSClient should be running and visible as Yellow Icon in the Taskbar right bottom If RTS Client Yellow Icon not coming the Double Click on RTS Client Icon on Desktop RTS Client 1.2 Check that the PC is connected to the CBS Network (Banks LAN) 2 Application Form Scanning process for Testing at PNB Branch Put the Documents in the Scanner, Order would be as follows: Points to remember: 1. Barcode should be on the downside for all the Forms Patch Sheets and Application Form 2. Face of the 1st Document which is Patch Sheet with Barcode on Downside should be towards the Scanner 3. All the Documents as per the order mentioned in the Table above should put in the Scanner Screen shot for reference and tif files mentioned above are attached. MetLife Confidential Internal Use Only Page: 3 of 17

4 3 Running the for Scanning the Application Form Click on the Icon on the Desktop Icon MetLife Confidential Internal Use Only Page: 4 of 17

5 Click Batch Scan Click Import Images and Create Packages MetLife Confidential Internal Use Only Page: 5 of 17

6 Window would come as below Screen Shot Click OK MetLife Confidential Internal Use Only Page: 6 of 17

7 Click Exit Click File and then Log Off Scan Select Indexing MetLife Confidential Internal Use Only Page: 7 of 17

8 Click Open Package Select the Last Record of the File Scanned MetLife Confidential Internal Use Only Page: 8 of 17

9 (1) Enter the Application No generated from the Met Smart (2) Select Yes (3) Select ENGLISH (4) Select (5) Click Update after selecting ML_General_V MetLife Confidential Internal Use Only Page: 9 of 17

10 Click OK (1) Click Next Step (2) Click OK MetLife Confidential Internal Use Only Page: 10 of 17

11 Check the Publish Folder the Document Folder will be created and will get deleted automatically when it will be transferred to Bangalore Note: RTSClient Should be Running as ICON in the Taskbar RIGHT CLICK ON THE RTSCLIENT YELLOW ICON AND CHECK THE STATISTICS THAT COUNT HAS INCREASED ONCE THE SCANNED FOLDER IS DELETED FROM PUBLISH FOLDER MetLife Confidential Internal Use Only Page: 11 of 17

12 Frequently Asked Questions 2.1 FAQs Document Not getting deleted from Publish Folder Please check that RTSClient is running and PC is connected to the FTP Server Document not getting scanned Please check that Scanner Settings and TWAIN is Selected What will I do with premium cheque or how will I deposit the initial premium? Use the Prem Pay deposit slip pdf format available in Met Smart (Knowledge Repository) and drop the payment at PNB branch. Attach the acknowledged copy (duly stamped and signed by PNB) of the deposit slip with application form while scanning through docue-capture. Refer to PNB New Business Process Note version 1.0 for details Where will I get Lien challan format? Use the Lien challan format is available in Met Smart (Knowledge Repository). Attach the acknowledged copy (duly stamped and signed by PNB) of the deposit slip with application form while scanning through docue-capture. Refer to PNB New Business Process Note version 1.0 for details. MetLife Confidential Internal Use Only Page: 12 of 17

13 1.2.5 Which physical application forms and documents should I send for archival? Application status OTHER THAN the following should be sent for archival- METSMART STATUS BRANCH DE & QC CPU DE CPU QC RESCAN REJECT PENDING FOR SCAN SCMA PENDING UNDER PROCESSING_C UNDER PROCESSING_R UNDER PROCESSING Met Smart Status can be checked from STATUS column in the application screen on home page Where should I send the original application form and other documents post scanning? Application forms and documents ready for archival should be couriered to Iron Mountain on the following address. Iron Mountain India Pvt Ltd Plot # 31, Jigani Industrial area 2nd Phase, Near OTIS Circle Bangalore Contact parson- Dilip Madappa C Mob no: How would I submit requirement documents or counter offer acceptance if any? Following steps should be followed- MetLife Confidential Internal Use Only Page: 13 of 17

14 1. Use request management option in Met Smart. Click on Request Management 2. Submit the requirement by selecting request" in category and respective subcategory. E.g. Step 1: Select Policy Servicing Step 2: Select Request Step 3: Select applicable option* Step 4: Enter the application number Step 5: Attach the scan copy of the document Step 7: In case of any comments/ inputs, update here Step 6: check the box and enter id for receiving confirmation Step 8: Submit the request *Select the applicable sub type from the drop down and upload the document before final submission. Sub types available- 1. NB Refund : Refund Letter to be uploaded as given by the customer 2. NB Fund Transfer : Fund Transfer Letter to be uploaded as given by the Customer 3. NB Withdrawn : Withdrawn Letter to be uploaded as given by the Customer MetLife Confidential Internal Use Only Page: 14 of 17

15 4. NB Counter Offer : Counter Offer Letter to be uploaded as Signed by the Customer 5. NB Additional Documents: Any Other Medical/Non Medical Document to be uploaded e.g.: PAN Doc, Income proof, DOB proof etc which may be missed when scanning the document or required by MetLife later. How do I get my pending letter and counter offer letter? Click on Customer Letters Click on applicable letter format link MetLife Confidential Internal Use Only Page: 15 of 17

16 2.2 Important numbers for trouble shooting Whom to Contact if Having Problem in Scanning the Application Form? Dial: Press Extn : 5000 Select Option: Whom to Contact if want the Status of the New Business Application or Rejections or Pending Requirements? Dial: Press Extn: india_iagroup@metlife.com Whom to Contact Incase of any issue faced in paying premium in PNB Branch through PAYPREM through Cheque / DD? Contact Transaction Banking Division in PNB Dial: / In case of Met Smart system related issues, kindly refer to Met Smart FAQs sent earlier. MetLife Confidential Internal Use Only Page: 16 of 17

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