agent portal – finacle cbs - tamilnadu post.pptVIP

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 system RD 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 overview Agent Portal can be access through the website using the website .in .in Every MPKBY/PRSS agent will be provided with user name and password. All the accounts linked to the particular agent will be disp