Agent Portal – Finacle CBS

An overview MPKBY agents canvas customers

and procure RD business. They prepare bulk list either manually or through RD Customer package provided by DOP.

As Finacle CBS is implemented in DOP, MPKBY/PRSS agents need to prepare bulk list through Web Portal.

Pre Requisites Agent Commission will be credited only

to the Post Office Saving Bank account of the MPKBY/PRSS Agents after implementation of Finacle CBS.

Every Agent should ensure that PO SB account number and PAN number is linked in the Post Office database.

This Portal can be accessed through Internet either at Home or at browsing centres using their respective user name and password.

Changes – from existing systemRD account opening to be done across the

counter and should not be included in the bulk list prepared through the Portal

RD Loan repayment not to be included in the bulk list prepared through the Portal.

Commission not to be deducted while presenting the list across counters.

Accounts linked to agents cannot be paid across the counter.

If the customer wants to pay themselves, counter PA on requisition from customer should delink the RD account from MPKBY/PRSS agent and accept the deposits across the counter

Changes…. Contd Agents to ensure that their name is linked while

RD account opening. Funding should be done during account open WITHOUT fail.

Commission for the RD New account opened by the respective MPKBY/PRSS agent will be credited to their respective PO SB account.

New RD Default Fee structure to be implemented. RD accounts opened from 1st to 15th of the month should be paid within 15th of the month and accounts opened from 16th to 31st to be paid on the last day of the month.

New default fee structure will be Re.1/- for Rs.100/-

Agent Portal….. An overviewAgent Portal can be access through the website

using the website www.indiapost.gov.inhttps://dopagent.indiapost.gov.inEvery MPKBY/PRSS agent will be provided with

user name and password.All the accounts linked to the particular agent will

be displayed once the agent logons to web portal.As and when new accounts are opened and linked

to a particular agent, those accounts will be listed under that MPKBY/PRSS agent respectively.

Transactions could not be performed by Agents on expiry of Agent License

Agent Portal….Separate lists to be prepared for Cash/DOP

cheques (POSB)/Non DOP chequesLists prepared within 15th of the month

without default fee by the MPKBY/PRSS agent should be presented in the counter within 15th. If the list is presented in the counter on 16th, accounts with default fee will get rejected automatically while posting.

Fresh list needs to be generated for those accounts which could not be posted due to default fee variation.

Step by Step Agent login screen

Log-in to Agents Portal with User Name and Password provided by

the Post Office.

System displays the login screen. Agent can select ‘view the dashboard’, ‘Change Password’ or the ‘Accounts’ canvassed by the Agent clicking on the respective tabs

Select “Agent- Enquire and Update Screen” System displays all the accounts canvassed by the agent.

1. Agent to select the mode of payment Cash/DOP Cheque/Non DOP cheque

2. Agents can select multiple accounts by clicking the check box. Max of 50 accounts can be selected in a list.

3. Click on “Save” once all the accounts are selected

4. Searcher option is available for selecting the account number

5. Enter the account number and click on “Fetch” option

Once the accounts are selected, system navigates to the next screen.

Accounts selected alone will be listed with Radio Button.

Default fee if any will be displayed against the particular account

Suppose if there are three months default, default fee for the 1st defaulted month alone will be displayed

Cash Mode In Cash Mode, if there are no rebate

payment or partial default payment, the agent can click on “Pay all modified instalments” without clicking on “Edit” for each account

A reference number like C123 will be generated. The logic of reference number is

C – Cash ModeDC – DOP Cheques (POSB)NDC – Non DOP Cheques (Other than POSB)

DOP Cheques In DOP Mode, agent to click on the “Select” Radio

button for all the accounts for entering the POSB cheque details.

Details of the cheques for the selected account need to be entered in the second half of the screen

POSB Cheque number to be enteredNew POSB account to be entered An error “Invalid Cheque Number or account

number” will be thrown if wrong cheque number or account number is entered.

(Please Note: Old account number available in cheque should not be entered)

ASLAAS number for each account to be entered.

Non DOP ChequesIn Non DOP Mode, agent to click on the

“Select” Radio button for all the accounts for entering the Non POSB cheque details.

Details of the cheques for the selected account need to be entered in the second half of the screen

Bank Name to be enteredNon POSB Cheque number to be enteredAccount number of the concerned cheque to

be entered ASLAAS number to be entered for each

account.

ReportsAgents can take required number of print

outs from the “Reports” menuReports can be searched/taken for any

particular period or even a single dayEnter the required “Reference Number” Select the status “Success / Failure/

Pending” and click on “Search”Only the selected List reference number

will be listed.The file can be downloaded either as

“PDF” or “XLS”

RD Instalment report - Sample

Presenting the RD bulk list at PO counter

Agent should present the required number of copies of bulk list along with Cash/DOP/Non DOP at the PO counter.

The commission deducting TDS will be credited to the concerned SB account of the agent.

Agents should ensure that their DSA ID should be linked while RD new accounts are opened. Commission for this new account will be credited instantly in their SB account.

This account will automatically get linked to their ID.

InstructionsLogon password will get locked

automatically if wrong password is entered for 10 times.

Agents should change password once in 180 days

THANK YOU