CBS End User Training

Finacle End user training program - training scheduleDay Topic Time

Registration & inaugaration 9:00 to 9:45 amBenefits of Finacle CBS and Familiarization 9:45am to 10:45amTEA BREAK 10:45am to 11:00am CIF 11:00 to 12:00 noonSavings bank 12:00 noon to 1 noonLUNCH BREAK 1pm to 2pmAccount opening saving bank.continued 2pm to 2:45pm

hands on 2:45pm to 3:30pm

TEA BREAK 3:30pm to 3:45pm

Transactions - Cash and transfer 3:45pm to 4:15

hands on 4:15pm to 4:45pmSummarisation, question and answers 4:45pm to 4:50PmFeed back collection and closure of day 1 4:50pm to 5:00pm

Revision of day 1 topics 9:00am to 9:10amVault operations 9:10am to 10:00amInventory Management 10:10am to 11:00 amTea break 11:00 to 11:15 am

cheque book operations 11:15am to 12:00amHands on Vault, inventory, cheque book 12:00 to 1:00 noonLunch break 1:00 to 2:00pmAccount modification,Lien, Freeze stop payment 2:00pm to 2:30 noonHands on account modification, Lien, Freeze, Stop payment 2:30pm to 3:00 pmTea break 3:00pm to 3:15 pmOffice accounts 3:15pm to 4:00 pmStanding instructions and hands on 4:00pm to 4:30 pm

Hands on 4:30 pm to 4:45 pmRecapitulation of day's work 4:45pm to 4:50 pmFeedback collection and day closures 4:50 to 5:00 pm


Day

1D

ay 2

Previous days recap 9:00am to 9:10 amPost Office Time deposit 9:10am to 11:00 amTea break 11:00 to 11:15 amMonthly income scheme 11:15am to 12:00 noon

Hands on Time deposits and MIS 12:00am to 1:00 noonLunch 1:00 to 2:00 noonSCSS 2:00noon to 3:00 noonTea break 3:00pm to 3:15 pmCertificate products NSC and KVP 3:15pm to :4:00pmQuiz - Knowledge test and discussion 4:00Pm to 4:45pmRecapituation of days' topics 4:45pm to 4:50pmFeedback collection and closure of the day 4:50pm to 5:00pm

Recap of previous day 9:00am to 9:10amNSC KVP continued 9:10am to 10:30 amHands on SCSS, NSC and KVP 10:30am to 11:00 am

Tea break 11:00 am to 11:15 amAgent portal 11:15 to 12:00 noon

Agent portal - Hands on 12:00 to 12:30 noonIntroduction to payment systems 12:30to 1:00 pmLunch 1:00 to 2:00pm

Outward clearing 2:00 to 2:30pmInward clearing 2:30 to 3:00 pmTea break 3:00 to3:15 pmHand on clearing 3:15 to 4:00 pmECS 4:00 to 4:30 pm

Day

3D

ay 4

Hands on ECS 4:30 to 4:45 PmDays' work recap 4:45 to 4:50 pmFeedback collection and closure of the day 4:50 to 5:00 pm


Recap of previous day 9:00am to 9:10amRecurring deposit 9:10am to 11:00 amTea break 11:00 am to 11:15 amLoan against recurring deposit 11:15 to 12:00 am

Hands on RD and Loan against RD 12:00 to 1:00 pmLunch 1:00 to 2:00pmPPF account 2:00 to 3:00 pmTea break 3:00 to 3:15 pmPPF continued 3:15 to 4:00 pmLoan against PPF 4:00 to 4:50 pmFeedback collection and closure of the day 4:50 to 5:00 pm


Recap of previous day 9:00am to 9:10am

Hands on PPF 9:10am to 10:00 am

Hands on Loan against PPF 10:00 am to 11:00 amTea break 11:00 to 11:15 amInternet banking - Retail customer 11:15 to11:45 am

Day

5D

ay 6

Hands on Internet banking - Retail customer 11:45 to 12:00 noonExeceptional and discontinued schemes 12:00 to 1:00 pmLunch 1:00 to 2:00pm

Hands on Exceptional and discontinued schemes 2:00 to 2:30 pmSkill Evaluation exercise 2:30 TO 3:00 PMTea break 3:00 to 3:15 pmSkill Evaluation exercise 3:15 to 4:45 pmDays' work recap 4:45 to 4:50 pmFeedback collection and closure of the program 4:50 to 5:00 pm

Finacle End user training program - training schedulerelated job aids Hands on exercises Quiz/knoweledge assessment

Finacle CBS overview PPT

JA_CIFJA_SB

EXR_CIF, EXR_SB

JA_CASHRCPT, JA_CASHPMT

EXR_CASHTRF

JA_TXNJA_INVTMGMT

JA_CHKBKISS, JA_lien_freeze_SP EXR_INV, CHK SPP, LIEN

JA_Lien_Freeze_SPEXR_ACCMODEXR_ACCMOD,SI,Agent

JA_OFFACTSJA_SI


open a CIF, open a SB account with cheque book option, Add a joint holder, look for an old account in Finacle CBS

Post transaction using CTM and CXFER into the accounts openned by you

day begin, day cash operations, day end, Move inventory from CSD to HO and SOIssue inventory to EmployeeIssue cheque book to an account opened on day 1

Set up a standing instruction on monthly frequency to transfer 1000 rupees from SB1 to SB2

JA_TD

JA_MIS

JA_MIS

JA_SCSS

JA_NSC, JA_KVP

JA_NSC, JA_KVPJA_NSC, JA_KVP

JA_agent

JA_OWCLG Knowledge assessmentJA-INWCLG

Open a TD account, fund it, print passbook, Pre close a TDcheck the limit of a customer for MIS account and open a MIS account for 2 joint holders, fund it, close a MIS account

Open a SCSS account for senior citizen and accept cash. Preclose the SCSS as the account holder deceased

Open an agent in core, link products and accounts, collect RD instalments in cash, DOP cheques and non DOP cheques through portal and post them in Finacle CBS

Open an agent in core, link products and accounts, collect RD instalments in cash, DOP cheques and non DOP cheques through portal and post them in Finacle CBS


JA_RD

JA_LNRDPPF

JA_PPF

JA_LNRDPPF


JA_RD

JA_ibanking

Enable an SB account you openned on day 1 for ECS, create an ECS mandate. create the ECS file (this step by trainer)

Open an RD account, Fund an RD account with initial denomination, collect denominations and check for rebate and penalty calculation, pre close and part close ancRD account

Open a PPF account, post transactions into PPF account, transfer PPF account from CBS to CBS, non-CBS to CBS, CBS to non-CBS, try all closure options

Open a loan against PPF account and check for the validationsCollect the instalments and check the adjustments towards the interest and principalTake another PPF account which is 7 years old in tenure and try the withdrawal option

JA_DIS, JA_EXP, JA_NSS

Login as a customer, check the related accounts, view mini statement and period statements, request for cheque book, change personal profile, change password

Managing accounts under exceptional schemes and discontinued schemes including NSS

Documents

CBS End User Training