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BAJAJ AUTO FINANCE LIMITED, 2W – SEGMENT

PROCESS NOTE FOR SUMASOFT

Effective date : 03-01-2009 Process Ref No : BAFL-SUMASOFT-002

Scope :.All users scanning agreements through SumaSoft for disbursement under nucleus scenario.

Objective :

To provide step by step procedure for scanning documents to SumaSoft for disbursement.

Introduction :

This document is covering SumaSoft disbursement process to be used when we are moving to nucleus
platform.

Contents :

1. Process flow
2. Scanning process
3. Loan authorization process
4. Scanner setting
5. Points to remember before starting SumaSoft
6. DM sheet field description
7. Dispatch of Documents
1. Process Flow

Dealership / SumaSoft
Images Scanned Data punching in
Branch / RO (BPO)
Mode Internet Explorer NUCLEUS –
FINONE
CAS by SumaSoft

DCN XLs Format

Authorizing
Loan after
receiving DCN
Agreements and xl sheet
PDCs

Mr. S Swaminathan
/ Mr. Hareshwar
Thate (HO –
Operations)
Disbursement to
dealer
2. Scanning Process :

SumaSoft is the primary interface provided to business users / CSM to upload scanned documents for
disbursement. This also provides a tracking and reporting interface to all users of the system.

Home Page : https://bafl1.sumasoft.com:8443/bajaj/

Tracking system Login: Use the given link, user name and password to enter into the system.

Number of Images which has to be scanned for approved cases is listed below.

1. Application form – Front (for applicant)


2. Application form – Back (for applicant)
3. Application form – Front (for co-applicant – if any)
4. Application form – Back (for co-applicant – if any)
5. DM sheet
6. FI Report

Number of Images which has to be scanned for rejected cases is listed below.

1. Application form – Front (for applicant)


2. Application form – Back (for applicant)
3. DM sheet
4. FI Report

Example to fill application form and DM sheet is attached in separate file.


3. Loan Authorization process

Once images are successfully uploaded to SumaSoft, User has to send DCN xl sheet to specified email
id. After receiving DCN xl sheet HO ops team will authorize the loan.

DCN xl sheet format

Payment
Case Branch Application Dealer Customer Scheme Disb Stamp Processing mode to
Sr Number Name ID Name Name code Amt Duty Fee FDD Dealer

Email id state wise to send DCN xl sheet

EMAIL ID for DCN State


Bihar /
Jharkhand
afdcneast@bajajauto.co.in Orissa
Up / Uttaranchal
West Bengal
Chandigarh
Delhi
Haryana
Himachal
afdcnnorth@bajajauto.co.in
Pradesh
North East
Punjab
Rajasthan
Andhra Pradesh
Goa
afdcnsouth@bajajauto.co.in Karnataka
Kerala
Tamil Nadu
Gujarat
afdcnwest@bajajauto.co.in Maharashtra
MP / Chattisgarh

.
3. Scanner Settings

Scan the form with following setting:

Type of scanning: Image or Picture


Image Type: TIFF, single page TIFF image, CCITT 4 Compression - TIFF
Settings: Black and White
DPI: 200
4. Points to Remember before starting SumaSoft

4.a. Six digit reference numbers used in legacy system are not be used to fill up application form.
Scheme group/Scheme code/Product code provided in master sheet has to be used.

4.b. Applications form should be completely filled. Black pen should be used for better image reading
quality.

4.c. Check application form/DM sheet for correct information before scanning and uploading to
SumaSoft.

4.d. Proposal number series to be maintained in manual register till 25th January 2009.

4.e. Old application form (having Shoppe code at back side) should not be used.
DM sheet - Field Description

Fields Description Example Remark


Application Application number appearing on form
B 5485572
number no. 1.
Branch Code Branch code as was in legacy system 402
GEM
Dealer name Name of Dealer
Automobiles
Verificatin Logic
Agency Name Agency
Product Pulsar 150
Description ES
Product Model Pulsar
Two
Product Make
Wheeler
Scheme Group As per master
Scheme code provide by HO
Scheme Name marketing cell while rolling out new K275
scheme
To be entered only in case of
rescanning. Application ID is
FINNONE
provided by SumaSoft on DASH board
Application ID
after first time scanning. (second last
column)
Delivery Order
Date of issuing delivery order
date
Road Tax Paid
Date of paying road tax
date
CRTM
(Temporary Has to be YES or NO
passing)
Installment One of the option has
Daily / Monthly / Unstructured
Type to be ticked
Net
disbursement Net Amount payable to dealer
Amount
Adhitya
Put YES if applicable else let it be
Scheme (if
blank
applicable)
Invoice number
Invoice date
Insurance
CA859654
policy number
Proposal series maintained during
Proposal
legacy has to be maintained till 20th
Number
Jan 09
Repayment One of the option has
PDC / NO-PDC / ECS / Auto debit
Mode to be ticked
Loan Tenure
First EMI due
First due date has to be mentioned
Date
Number of Number of adv EMI has to be
Advance EMI mentioned, not amount
One of the option has
PDC by Applicant / Co-Applicant
to be ticked
Bank Account One of the option has
Saving / Current
Type to be ticked
Account Holder As appearing on bank statement or
Name pass book
As appearing on bank statement or
Bank Name
pass book
Bank Location / Locations of Bank where Customer
city holds account
Bank Account As appearing on bank statement or
Number pass book
Bank MICR MICR code appearing on the cheque
Code (9 digit code)
One of the option has
PDC By Applicant / Co-applicant
to be ticked
Normal (N) Repayment by PDC
Security cheques collected in case of
Security (X)
repayment by ECS
Cancelled cheque collected for Sign
Shadow (S) verification in case of repayment by
ECS
PDC Bank
Code
PDC Bank Pin Pincode of bank branch where
Code applicant have account
Mention starting number of
PDC installement. Incase of different series
installement of cheques given or cheques from
number different bank mention cheque
numbers in different rows
PDC Start
Start cheque number Only in case of PDC
Cheque
repayment mode
Number
PDC End
Cheque End cheque number
Number
PDC cheque
EMI amount has to be entered here
Amount
NOTE:
All date has to be filled in DD/MM/YYYY fomat only.
Numerical data to be written in numbers only.
7. Dispatch of documents

After punching data in FINONE, SumaSoft will provide LAN number (last column) on dash board.
Documents (agreement + PDCs) can be dispatched to Mr. S Swaminathan / Mr. Hareshwar Thate after
LAN is appearing on Dash board.
Filename: SumaSoft
Directory: C:\Documents and Settings\trg.AK-PCS-
\Desktop\SumaSoft KIT
Template: C:\Documents and Settings\trg.AK-PCS-\Application
Data\Microsoft\Templates\Normal.dot
Title: BAJAJ AUTO FINANCE LIMITED, 2W – SEGMENT
Subject:
Author: bafl
Keywords:
Comments:
Creation Date: 1/3/2009 12:16:00 PM
Change Number: 7
Last Saved On: 1/3/2009 2:33:00 PM
Last Saved By: trg
Total Editing Time: 119 Minutes
Last Printed On: 1/3/2009 2:36:00 PM
As of Last Complete Printing
Number of Pages: 9
Number of Words: 1,008 (approx.)
Number of Characters: 5,748 (approx.)