CIF operations

Creation of CIF(CCRC)

  The menu for creation of CIF(Customer Information File) is CCRC but the most important point is check whether the customer is existing customer or using the menu CDEDUP then select function as " ADD " and click on Go.Make a practice to check for the customer is existing or not in order to overcome the duplication. 


CDEDUP:-

  This menu is used for checking whether the customer is existing customer or not which is very important for tracing the no of accounts held by the customer.It will have 10 parameters better to search by last name and postal code


CMRC

 For  modification of existing and migrated accounts CIFs we have to change the title,DOB,Documents and address details in this menu.

Try to use the old CIFs only before creating new one.

 HCCA

  For merging of CIFs if the customer is having more than 1 CIF.

HCRV

  To find the no of accounts for a particular customer.



11 comments

error in making cif.....that the logon token is empty....how to remove this error??

Error Message(s): Display when CIF creation
- The logon Token is empty

sir how to generated list of accounts (all category ) or each category .......from the beginning

sir how to generated list of accounts (all category ) or each category .......from the beginning... no need of no of accounts .... we are in need of list of accounts

how to find out cif in the cases of joint a/c holders in sb/rd/mis/nsc/kvp/td !?

INVOKE MENU- CASBAM , YOU WILL SEE ALL DETAILS OF ACCOUNT HOLDERS NAME AND CIF AND OTHER INF ABOUT THE ACCOUNT

UNABLE TO LOGIN
USER ID DOP.MI5082040100003 IS UNABLE TO LOG IN MY ACCOUNT. I FACE DIFFICULTY TO DEPOSIT RD ACCOUNTS .I REQUEST YOU PLEASE OPEN AS EARLY AS POSSIBLE TO AVOID FINE FOR LATE DEPOSIT. THANKS G.VIJAYA LAXMI AGENT. PLEASE I NEED YOUR HELP
Mob. No: 8008171397 / 8499987799

In finacle HAALM menu not available for operator. Then how can name of depisitior be changed in account
R.Bhuvaneswari PA Tiruvarur North SO mobile 9488119776 mail id muthumaha78@gmail.com

In finacle HAALM menu not available for operator. Then how can name of depisitior be changed in account
R.Bhuvaneswari PA Tiruvarur North SO mobile 9488119776 mail id muthumaha78@gmail.com

How signature can be seen while any new a/c is opened by transferring from SB a/c?


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ADD THE FACEBOOK WIDGET CODE HERE