Step by Step Procedure for First Time registration for Retail user.

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Julius Hardy
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1 Step by Step Procedure for First Time registration for Retail user. This document gives a Step-by-Step procedure for Retail customers or individual users to register themselves for Internet Banking Services. After registration, the customers will be able to access Internet Banking and have Viewing Rights of different functionalities. 1. The following steps need to be followed at account opening level: Branch will ask customer if he/she wants to avail for Internet Banking Facility. While opening the account, the customer should tick the appropriate box against Internet Banking Options. There are two types of Internet Banking Rights and Password. [a] View Rights through Login Password - The Customer here gets the rights to view Dashboard, view and generate Account Statements, Summary etc by using his user id and Login Password [b] Transaction Rights and Password: The Customer here gets the rights to perform transactions like various types of Fund Transfers, Bill Payments etc. These transactions can be completed only with Transaction Password, which will be asked by the system after inputting all the details. The customer should be encouraged to choose and use both Viewing Rights and Transaction Rights. The customer has a Daily Ceiling limit of US$15,000 for Funds Transfer transactions. The Branch will share the literature on Bank s Terms and Conditions for Internet Banking. The customer will initial on all pages and then sign the last page of the Bank s Terms and conditions. After account has been created in Finacle, the customer will be provided the below mentioned information for online registration (Payroll Card or Welcome Kit). This should match with the CIF Records (as otherwise online Registrations will not be successful) First Name Last Name Gender Date of Birth Customer ID ( CIF ID) Mobile Number Page 1 of 13

After Customer has completed online registration, the branch will send a mail to IT Department for enabling of Transactions Rights (Applicable for customers who opted for Transaction Rights).

2 After Customer has completed online registration, the branch will send a mail to IT Department for enabling of Transactions Rights (Applicable for customers who opted for Transaction Rights). Step 1: 2. Steps for Online Registration for Customer. Method A: Accessing through Clicking through the linkwww.sbimauritius.com, the user will be reaching the following web page. The user can click the Internet Banking login on the right hand side of the page. Please proceed further going through Step 3 of this document in the next page. Click here to proceed Method B: Method B: The use can also access Internet Banking Services through following steps. Step 1: Clicking through, the user will reach the following website. Click the Select Country Link on right hand side Page 2 of 13

Step 2: A list of countries will pop up from among the drop down Menu. Select and click Mauritius as the country to reach SBI (Mauritius) Ltd online banking services site.

3 Step 2: A list of countries will pop up from among the drop down Menu. Select and click Mauritius as the country to reach SBI (Mauritius) Ltd online banking services site. Select Mauritius to proceed Step 3: The following page will appear on the Screen now. Since, Retail Internet Banking is for Personal Users, Click the Personal users link. It will take the user to the next page, and he can proceed further as given in Step 5 of this document. Page 3 of 13

The page illustrates on Phishing attacks and how to report any attacks.

4 Companies - Click on Corporate Users Individuals Click on Retail Users Step 4: After clicking the Personal Users Menu, the page will be redirected as illustrated below. The page illustrates on Phishing attacks and how to report any attacks. The user can proceed further by clicking the Proceed Menu at the bottom of the screen. Click to proceed further Page 4 of 13

5 Step 5: This is the main landing Page of Retail Internet Banking. For new Retail user Registration, click Self Help Features click on New Retail Registration Click on New Retail Registration Step 6: A new page will be opened as below. Please input the following information. All Tabs marked with Red Asterisk (*): are mandatory. Page 5 of 13

Number : 23052583978 Click Continue after filling as below In bank s records the first name is SBIML Last Name IS Test The

6 For example: Title Mr, Mrs, Ms. First Name - Madhusudhan Last Name - Bhat Gender - Male Date of Birth :15/03/1980 Customer ID ( CIF ID) : Mobile Number : Click Continue after filling as below In bank s records the first name is SBIML Last Name IS Test The Customer ID is nine digits Mobile number provide to Bank at time of account Opening Verification code as shown above Click to continue Privacy Policy, Terms and Conditions and Disclaimer is available Page 6 of 13

Step 7: The page will be redirected and the user will receive OTP on Registered Mobile Number. In this case, the SMS will be received on Mobile number 230-52583978.

7 Step 7: The page will be redirected and the user will receive OTP on Registered Mobile Number. In this case, the SMS will be received on Mobile number The One Time Pass Code or Password (OTP) is a one-time validation code sent by text message on Registered mobile phone to validate transactions on Internet Banking. Message to inform you that OTP has already been sent to your registered Mobile Number Input the OTP which is 4 digits Input the Verification Code Click to continue If OTP is not received then register again Step 8: The page will be redirected to set password. Brief Description of various features are given below. Page 7 of 13

Login Password and Transaction Password as below: Password must contain letters (lower case and upper case), digits and

8 Tips for setting of password Password to access Account details also known as Signon Password Tick to set Signon Password Password to make transactions Tick to set Transaction Password Step 9: Based on Password Tips, the customer can set the Login Password and Transaction Password as below: Password must contain letters (lower case and upper case), digits and special characters Each password needs to be retyped Password Indicator Click to continue Click to view password set Page 8 of 13

9 Step 10: Page will show User id and Password has been changed successfully. Click Login to The page will show the above message and provide the Userid Step11: The customer can go the landing Page of Internet Banking through access Menus explained earlier. The user can Input Sign on Password using the normal key pad, or by using the Virtual Key Board. This is the Virtual Keyboard which is Dynamic and the characters shift position after each input of character. Page 9 of 13

10 Step 12: After successful login, the customer will be directed to The terms and conditions Page, which will be displayed as below. After reading and clicking on I agree at the end of Page, the customer will be directed to Dash Board Page. Page 10 of 13

11 Click as agree after reading and understanding the terms and conditions. Step 13 The Dashboard will be shown to the user. The various features are briefly below. Page 11 of 13

12 After inputting correct User id and Sign on password, the Internet Banking Page will be displayed. The customer can safely log out of the screen using the last button on the right hand side of the screen. View account details and transactions Initiate/view transactions, Manage Beneficiary Log out Button User can customize the dashboard as per their convenience Services requests for example debit card/cheque book Profile of the user. Personal Settings Information of the user. Security Settings user can change password. Preferences User can set their preferences Mail Services user can send their feedback or queries Step 14: The Login Password and Transaction Password has been set successfully by the customer. The Login Password has also been successfully tested. For Transaction Password, please contact the Branch by filling the following form to add Tranaction Rights. Page 12 of 13

reasons: o o o o New User Input of wrong password for more than 3 times Not accessed for more than 180 days Other (Please specify) (Note: Limit for Retail user is USD

13 INTERNET BANKING RETAIL USER ACTIVATION FORM USERID: Account Number:.. Branch Date: Customer Name: Customer's Mobile Number: Kindly activate Sign on/transaction password for Internet banking of the above mentioned user id for the following reasons: o o o o New User Input of wrong password for more than 3 times Not accessed for more than 180 days Other (Please specify) (Note: Limit for Retail user is USD 15,000/- per day) Yours faithfully, (Customer Signature) FOR BANK USE ONLY Branch Authorisation Authorised by: Date:.../.../.. Page 13 of 13

unsuccessful attempts.

Step by Step Procedure for Resetting Transaction Password by the User. when the user has been disabled after 3 unsuccessful attempts. The following module helps the Customers in Resetting Transaction password