Standard Operating Procedure - Internet Banking ...

Standard Operating Procedure - Internet Banking | www.postaltechi.com


Introduction:

Department of Posts has introduced Internet Banking facility for Post Office Savings Bank customers for CBS migrated Post Offices.

Eligibility Criteria for availing Internet Banking

a)  Customer should have Savings Bank account in CBS Office

b)  Either Single or Joint "B" account are eligible

C)  Joint "A", Minor, Lunatic, Illiterate, BO accounts are not allowed for
     availing Internet Banking

Pre-requisites

a)   Customer should provide a valid Email ID

    b) Customer should provide a valid PAN number

    c) Customer should provide a valid mobile number

    d) CIF ID should be updated with correct First name, Last name, DOB,
        Father's Name, Gender, valid Identity and address proof, Correct
        present address, Mobile number, PAN Number and Mother's 
        Maiden Name



Procedure to be adopted by the CBS POs for enabling internet banking facility for eligible SavingsBank account holder is as under:

1)  Eligible Post Office Savings Account customer may apply for Internet Banking facility. Savings Account must be standing at any CBS Post Office but not in Branch Offices in account with CBS Post Office.

2)  Account Holder has to apply for Internet Banking by filling Post Office Savings Bank (POSB) ATM Card / Internet / Mobile / SMS banking service request form. If Account holder has opened savings account after migration to CBS with proper KYC documents, there is no need for taking fresh KYC documents. If Account holder has opened Savings Account before migration, fresh Identity and Address proof as well as photograph has to be taken in single sheet KYC form along with ATM Card / Internet / Mobile / SMS banking service request form.

3)  This form has to be submitted only in the CBS Post Office where the SB account stands. If a
depositor having SB account in any other SOL wants to apply for internet Banking at any other SOL, he/she has to first get his/her account transferred to the same SOL by following already laid down procedure. CPA/SU should check the current SOL ID of the account which was transferred in either in HACCDET/HACLI menu and confirm the same before enabling internet banking.


4) Once the form along with required documents is submitted, Counter PA should go to IES
menu of Finacle to verify signature and photograph of the applicant.

5) Once customer's signatures and other documents are verified, Counter PA has to ensure
that all required fields in ATM Card / Internet / Mobile / SMS banking service request form have

been properly filled. Counter PA will invoke CMRC menu and click on modify option. In CMRC menu, Counter PA has to click on Enable Internet banking after ensuring that the eligibility criteria and pre-requisite conditions are fulfilled. Mobile number should be unique for each customer and same mobile number should not be used for any other CIF.


Refer below screen shot:

Standard Operating Procedure - Internet Banking | www.postaltechi.com
6) Supervisor has to verify the modifications done in CMRC menu. After verification, Supervisor will make entry in a Register to be maintained in manuscript in CBS SO/HO showing following information:


Standard Operating Procedure - Internet Banking | www.postaltechi.com

7)  Customer should be informed that he/she will get an SMS alert to the registered mobile number after 24 hours with a link for internet banking login after processing the request. Customer should go to the link and activate his/her Internet banking. Customer should be informed that CIF ID will be the User ID and set the Login and Transaction password during first time login using the provided link.

8) Till FSI-CSI GL integration is rolled out, nodal office Bangalore GPO will centrally account all the eBanking transactions initiated on previous day for entire India based on the basis of daily report shared by the CEPT Report Building Team. "Total deposits and withdrawals initiated in eBanking channel for entire set ID "ALL" across schemes (SB/ RD / PPF / TD) should always match".

9)  One deposit and one withdrawal voucher for the total amount (scheme-wise) has to be prepared by Bangalore GPO for entire India and transferred to SBCO along with printed copy of consolidation. Total deposits and withdrawals initiated in eBanking channel for set ID "ALL" should always match and then only eBanking transactions amount has to be accounted by nodal accounting office "Bangalore GPO"

10) In case the customer approaches home branch PO to disable Internet banking, Post office should modify Internet banking option in CMRC menu as "NO", then submit and verify. Internet Banking will be disabled after 24 hours.

11)  If any customer requests for issuance of passbook for RD or TD accounts opened through eBanking, same has to be processed by concerned home branch PO and provide duly printed and attested passbook to the customer.


12) For any complaint regarding Internet banking, customer has to either dial toll free number 1800-425-2440 or send an e-mail to dopebanking@indiapost.gov.in If customer complains at any CBS Post Office, his/her complaint may be accepted and forwarded to this e-mail ID.

13) Facilities which can be availed by these account holders in Internet Banking is provided in Annexure - I.



  
Standard Operating Procedure - Internet Banking | www.postaltechi.com
Standard Operating Procedure - Internet Banking | www.postaltechi.com