Create CIF for DOP Customer in Finacle

To Create CIF ID for customer, DOP Operator have to Invoke the menu called 

CCRC / CIFCR

Invoke the above to create CIF ID.

CCRC - Custom Create Retail CIF

CIFCR - CIF CReation

Follow the below instruction to Create CIF ID for DOP Customer.



Operator:

Invoke CCRC / CIFCR to create New CIF.

1. Select A-Add function , then Click on GO/ Press F4 using Keyboard instead of Click on GO button

2. Enter the Customer details on detailed window as per KYC Norms, should have enter and check all the mandatory feilds.

3. Click on Submit button using mouse / Press F10 using Keyboard to submit.

4. When submitted successfully CIF ID will be created and shown on Result Panel.

5. Carefully Note down the CIF ID on CBS Application form.

6. Submit the Application form to Supervisor for verification.

Supervisor:

Supervisor also invoke the same menu called CCRC / CIFCR 

1. Select V-Verify function, then enter the CIF ID which is created by Operator.

2. Click on GO using Mouse / Press F4 using Keyboard to move to the next screen.

3. Supervisor should verify all the fields using KYC and Application form.

4. Click on SUBMIT using Mouse / Press F10 to Submit verified CIF.

thats it.. CIF Creation Completed Successfully.

To Modify CIF ID Visit

Shortcut Keys are using in this Menu

Press ENTER Key after type Finacle Menu in Menu Shortcut.
Press F4 for GO to next Screen
Press F10 for Submit the Detailed Screen.
Press F4 for Ok on Result Screen and Return to Main Screen.

Use Always Keyboard to Work Fast and easier.

Detailed CIF Creation Process in DOP finacle

Step 1 : Check Duplication in CIF Click Here

Step 2 : Create a new CIF in Finacle Click Here

Step 3 : Modification in CIF of Finacle Click Here

Step 4 : Merger of CIF in DOP Finacle Click Here

Step 5 : Suspending of CIF in DOP Finacle Click Here