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Showing posts with label Agents. Show all posts

February 06, 2020 ,
Finacle Menu : HDSAIP
This Menu is available for both counter PA and Supervisor. HDSAIP - Direct Selling Agent Inquiry and Print.

 
Invoke HDSAIP Menu in Finacle and select Function type as Display or Print the list of Agents available in the Particular SOL / SETID.
 

Displaying the list of DSA agents

If the user selected the option as "Display" then click on Go then the system will display the list of DSA agents for that particular SOL as shown in the below figure 
  • If the user want to view the MPKBY agents list the user need to select the following 
  • Scheme code from as "RDIPN"
  • Scheme code to as "RDIPN" as shown in the below figure
  • Then click on Go then the system will display all the MPKBY agents as shown in the below figure

May 09, 2016 , ,

Due to change in the compounding from Half Year to year in NSC-8 issue, a new scheme has to be created. In this regard, New scheme codes NSN81 / NSN82 / NSN83 / NSN84 / NSN85 have been created in Finacle for the certificates issued from 01/04/2016.

Infosys have intimated that for issue of NSC through agents, these  new  scheme codes NSN81 / NSN82 / NSN83 / NSN84 / NSN85 have to be added to the agents with subvention placeholder as 45089000 through HDSAMM.

These changes are required only for investment through agents and for regular issue, there is no need to do any changes.​

There is no need to make any changes for inventory.

For certificates already opened in old scheme codes, scheme transfer will be done by Infosys.
​It will be intimated once transfer is completed by Infosys.

The following are the steps to add NSC New (NSN) Product to Agents :

  • Menu Shortcut - HDSAMM > GO
  • Function - M - Modify
  • DSA ID - Fill required DSA ID
  • Click GO
  • DSA Master Maintenance screen will get displayed as shown below
  • Click Product
  • Click Add
  • Click Searcher of Scheme code
  • Select NSN81
  • After Select You will see the screen as shown below

  • Select Pay commission - Yes
  • Subvention Reversal Credit Placeholder - 45089000
  • Next commission Date - 31-12-2099
  • Payment Freq - D-Daily Week Day Date N-Next Day
  • As like Click Add
  • Select NSN82
  • Repeat the process
  • After add all scheme codes (NS83/NSN84/ NSN85) click submit button
  • Login in Supervisor
  • Menu Shourtcut - HDSAMM
  • Function - V-Verify
  • DSA ID - Required DSA ID
  • Click GO
  • Click Submit Button

December 26, 2015 , , , ,
> Finacle facilitates Agents Details capturing in Agent’s Master File by creating DSA ID of Agent

> Every DSA ID can be linked to different products like RD, MIS, TD, NSC, and so on at the time of account opening

> Separate web portal for agents allows agents to view and create transactions into the RD Accounts  for which they have collected installments money

Watch Demo Video on Agent Portal :

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