FINACLE : AGENT ID CREATING PROCEDURE AND AGENT PORTAL TIPS

Tips To Create Agent In Finacle

DSA IDs should not contain SPACE or DOT in between. 1. DSA ID 2. First Name 

 3. Last Name

Agent IDs created in Finacle should not contain space or a dot. Agents Portal will not allow creation of such agent id’s.

Agent ID Creation In E-Banking

Create Agent ID in e-banking as it was not part of migrated agents.

Solution: 

The Agent ID should be first created in Finacle using the menu HDSAMM by the post office . After that, the Agent ID should be shared with Help Desk for creating the Agent ID in e-banking as well.

Tips For Agent Login: Not Able To Login

Passwords are case sensitive i.e. lower case and upper case characters should be entered as is. If the agent enters password wrongly 10 times, the Agent ID gets disabled.

Possible Reasons For Accounts Not Visible For Agents

1. Same Agent might have SAS and MPKBY agency.
2. Duplicate agent ids are present. While renewal instead of correcting the existing ID, new agent ID has been created resulting in Duplicate IDs. Further in many post offices it is seen that SB account number is linked even to these duplicate agent IDs.
3. If multiple IDs are present to same agents, PO should refer to correct MPKBY ID from the excel sheet provided during Data Migration Transformation and check whether the RD accounts are linked to this ID.
4. When the agent logs in, accounts are not visible. Please link the accounts.

Solution: The account linkage for the Agent has to be done in Finacle by the PO user by going to account modification menu for each account.

courtesy : http://potools.blogspot.in/