CURRENT AND SAVING ACCOUNT (CASA ACCOUNT) MAINTENANCE

FOR CREATING CASA ACCOUNT : FIRST PROCESS  IS LINKING CIF ID DETAIL FROM CRM MODULE TO FINCORE.

• GOTO FINCORE AND THEN INVOKE MENU HCCFM BY ENTRING MENU SHORTCUT FIELD AND THEN PRESS GO BUTTON.
• IN FUNCTION SELECT ADD -A AND ENTER YOUR CIF ID  AGAIN PRESS GO BUTTON.
• FORM IS OPENED AND THEN ENTER TOD LIMIT THEN SUBMIT.

VERIFY HCCFM  BY INVOK MENU OPTION HCCFM AND THEN SELECT FUNCTION V - VERIFY FOR VERIFICATION . THERE IS A CHECKER MAKER  CONCEPT SO MUST LOGIN WITH DIFFERENT USER BEFORE VERIFYING HCCFM  .

AFTER SUCCESSFULLY LINKING CIF DETAIL TO FINCORE WE MOVE TOWARDS OPENING CASA ACCOUNT:

• INVOKE MENU OPTION HOAACSB FOR OPENING  SB a/c and HOAACCA FOR OPENING CA.
• In the criteria screen CIF Id is entered and Scheme Code is selected .Once the user clicks on Go the systems opens details screen in which all account related details are entered.After entering all the details, the record is submitted by clicking on Submit
• MUST VISIT PAGE 
•  GENERAL DETAIL
• - DISPAATCH MODE 
•  A/C STATEMENT 
• SCHEME DETAIL 
• INTEREST DETAIL
• RELATED PARTY DETAIL
• The user can invoke menu HOAACMSB or HOAACMCA for SB or CA respectively for modifying the newly created record before verification. These menus are used when the user submits a record to the supervisor for authorization and during the process the authorizer identifies certain data input errors. 
• The supervisor can invoke menu HOAACVSB or HOAACVCA for verifying the newly created SB or CA respectively .
• Invoke menu HACM for subsequently modifying and verifying the modification in both SB and CA after verification .HACM should be verify using HACM menu option.
• Before closing an SB account closure charges menu has to be invoked to recover charges from the SB a/c before closure. Menu HCACC is used. Trial function can be selected to inquire about charges.For collecting charges Collect function is to be selected.Authorizer has to verify the activity using the same menu.
• User to invoke menu HCAAC for closing SB / CA account. 
• By checking the Transfer box in Balance field, system will allow the user to close the account along with balance.User has an option to select Transaction Type as Cash or Transfer .

OPEN AN ACCOUNT : 

• SAVING ACCOUNT : HOAACSB
• CURRENT ACCOUNT : HOAACCA

MODIFY ACCOUNT BEFORE VERIFICATION :

• SAVING ACCOUNT : HOAACMSB
• CURRENT ACCOUNT : HOAACMCA

VERIFICATION OF NEW ACCOUNT

• SAVING ACCOUNT : HOAACVSB
• CURRENT ACCOUNT : HOAACVCA

MODIFICATION OF ACCOUNT AND VERIFICATION : HACM

FIND OUT NEW ACCOUNT NO TO OLD ACCOUNT NUMBER : ONUM

RECOVERY OF CHARGE BEFORE CLOSURE CASA : HCACC

CLOSING OF CASA AND VERIFICATION :HCACC