Procedure to issue Instant/Personlaised ATM cards in DOP Finacle

1.     Minimum balance in account should be Rs. 50/-

2.     Cif should be updated with the latest KYC documents.

3.     Update mobile number and email id if possible as message alert service is available.

4.     There must not be any special characters and numbers in the account name. If any name modification is there in  CIF id pl modify in CMRC @ CIF level  and in HAALM menu in account level. Only supervisor can access the command HAALM . One supervisor has to modify the name and another supervisor has to verify the same.

Procedure to follow by counter clerk

Menu: CCMM

Enter CCMM command in command box. Following screen will be displayed

1.       Select Add in Function menu and enter cif id of the customer and click on GO

2.     Enter account number of the customer. Name will be fetched automatically.

Select card type as Instant

Enter the KIT number which is available on the ATM card envelope.

Select Primary Account Flag as YES

Select Action as New Card Request

And Click on Submit

  

3.       You will get the message “The record is added successfully”

Procedure to follow by Supervisor

1.  Menu: CCMM

Select Function: Verify

Enter CIF id and then click on GO

2.  The following screen will be displayed. All the details will be fetched automatically. Check all the details available on the screen and ensure they are correct.

Then click on Submit and it will show a message “Record verified successfully”.