1.

Customer Creation  Menu

  The screenshot shows the customer creation menu. For opening new account click
on Customer Creation

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Customer Creation  Customer Details:
This screen is used to create a new customer. Fill in the details and click CaptureFP
button to proceed.

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Customer Creation  Wait Screen:
  After clicking on the CaptureFP button of the UID customer creation page, this screen
will appear showing the message “please wait till the capturing process initializes…”

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Customer Creation  Initializing device (fingerprint capture):
An alert box will appear showing the message “initializing device”. Click on ok to
continue.

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Customer Creation  Finger Print Capturing Process:
  Select the finger and Click on capture to activate the device. When the device gets
activated, put and press the selected finger on the device to get the finger prints.
Note: Kindly note the Reference ID / User ID.

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Customer Creation  Finger Print Capturing Process:
  Capture finger print 3 times for the same selected finger.

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Customer Creation  Finger Print Capturing Confirmation:
  There would be a “success” status against the selected finger thus informing that the
finger print of that particular finger is captured. Click on continue to move ahead with the
same process again.

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Customer Creation  Finger Print Capturing Confirmation:
  Another success page of the same kind as mentioned before. Click on continue to
proceed.

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Customer Creation  Finger Print Capturing Confirmation:
  This page would be viewed after the finger prints of all the three fingers are
captured. Click on continue to move ahead to the finger print preference page.

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Customer Creation  Finger Print Capturing Confirmation:
Select the fingers according to their preference. Click on continue to complete the
process.

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Customer Creation  Customer Details:
  To continue with the rest of the customer creation process, fill in the details
properly in the form that would appear as shown. After filling this up click on the other
tab “Nominee details” to continue

For City Enter

First 3 Digits of
Pin – code

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Customer Creation  Nominee Details:
  Fill in the details and click on “ATM Details”. This is meant to provide all necessary
details of a nominee.

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Customer Creation  ATM details
Select ATM Card Requirement and click on the other tab “Censuscode Details” to
continue

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Customer Creation  Censuscode Details
Select all the * fields with the help of drop box and click on submit.

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Customer Creation  Photo Upload:
  A message would be viewable showing “Customer created successfully with the
Reference No.”. A photo upload option will appear. Click on browse to add the photo
to be uploaded. Click on submit.
Note: Photo size should be less than 25kb.

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Customer Creation  Account Opening Charges:
  After the above process is completed, user will be directed to this page showing
the account opening charges. Click on confirm to proceed.

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Customer Creation  Acknowledge Receipt:
To print click on Print button.

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2. Customer Creation  Continue Customer Creation:
  The screenshot shows the customer creation menu. To continue account
opening process click on “Continue Customer Creation”

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Customer Creation  Continue Customer Creation:
  After clicking on the tab “continue customer creation” the below shown page will
appear. Fill in the details and click on Query. This is meant to provide all remaining
links for customer creation for that particular reference number.

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3. Customer Creation  Print Account Opening Form:
  The screenshot shows the customer creation menu. To print account opening
form, click on “Print Account Opening Form”

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Customer Creation  Print Account Opening Form :
  Enter the Reference Number and click on Submit button. This is meant to provide
account opening form of a customer.

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Customer Creation  Print Account Opening Form :
 

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Customer Creation  Print Account Opening Form :
Customer needs to sign in the selected area.
 

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Customer Creation  Print Account Opening Form :
Customer needs to sign in the selected area.
 

CSP Signature

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9. Customer Creation  SHG Creation:
  After clicking on SHG Creation the page, To continue with the rest of the SHG
group creation process, fill in the details properly in the form that would appear as
shown. After filling this up click on submit to continue.

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Customer Creation  SHG Creation:
After that customer should enter the two or three reference number for
signatories and then click on submit button for completing the SHG group creation.

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10. Passbook issue  ID card generation:
The screenshot shows the customer creation menu. To print customer ID Card,
click on “ID card generation”

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Passbook issue  ID card generation:
Fill in the details and click on Query. This is meant to provide ID card of a
customer.

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Passbook issue  ID card generation:
Click on continue to view ID card.

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Passbook issue  ID card generation:
Click on Print to print ID card for customer.

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11. Customer Creation  Re – Upload Customer Photo:
  The screenshot shows the customer creation menu. To re upload customer
photo, click on “Re – Upload Customer Photo”

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Customer Creation  Re – Upload Customer Photo:
This is for uploading photo against the records which doesn’t have one. Enter the
reference number and click on Submit.

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12. Money Transfer  Menu:
The screen shot shows the money transfer menu.

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Money Transfer:
Enter the correct Account No. and Click on Submit button.

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Money Transfer:
Select the Account No. from the drop box and verify the customer name and
address, Later fill all the * fields and enter the amount and Click on Submit button.

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Money Transfer:
Enter correct denomination to match the Total Amount and Click on Verify.

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Money Transfer:
Enter correct Transaction Password and Click on Authorize.

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Money Transfer:
Select Confirm Button to proceed with the transaction.

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Money Transfer:
Select OK to proceed with the transaction.

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Money Transfer:
For Acknowledgment Receipt. Click on Print button

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13. Sub KO Creation :
Click on Sub KO Creation and Select Create Sub KO from the menu as shown below

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Sub KO Creation  Create Sub
KO Sub KO Details:
For creation of a sub KO, all the * fields in the form need to be filled. After that click
on Sub KO Validity Details.

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Sub KO validity Details:
  Enter the dates in the two mandatory fields and click on Address Details.

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Address Details:
Enter the details in the fields provided and click on add.

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Confirmation Page
Reference ID of Sub KO creation with success status. Now click on FpCapture.

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Agent Fingerprint Capturing
Enter and Select mandatory fields and click on Capture. Follow the process of
finger print capture.
Note: For reference kindly refer Page no.: 5 to 10.

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Confirmation Page
Reference ID of Agent Fingerprint Captured with success status for the given SUB
KO.
Note: CSP needs to Activate SUB KO ID by sending a request at “Pay Point India
Network Pvt. Ltd”

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14. Sub KO Creation  Authorize sub KO :
Select Sub KO ID with help of the search button and fill remarks in order to authorize
the sub-KO. After clicking on submit button, user will be logged out following the
particular sub KO‘s authorization.

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15. SBI other services  change transaction password:
Click on SBI other service and Select Change Transaction Password.

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Change transaction password:
The transaction change password page lets the user to enter the current
password and the new password (twice) in order to successfully change the password.

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16. SBI other services  Change Logon Password :
Click on SBI other service and Select Change Logon Password.

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Change logon password:
The logon change password page lets the user to enter the current password and
the new password (twice) in order to successfully change the password.

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17. Customer Login
  For Customer login customer should Enter CIF Number and then Click on
“Submit” to continue.

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18. Customer can select various services:

1. Cash Deposit

2. Cash Withdraw

3. Balance Enquiry

4. Add Beneficiary

5. Fund Transfer

6. Delete beneficiary

7. Mini Statement

8. STDR account open

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19. Customer Login  Transactions  Cash Deposit:
Select a service and Enter the Amount and Click on “Submit” to continue.

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20. Customer Login  Transactions  Cash Withdraw:
  When user select cash withdraw this page will appear, Click on “Submit” to
continue.

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21. Customer Login  Transactions  Balance enquiry:
  When user select Balance enquiry this page will appear Click on “Submit” to
continue.

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22. Customer Login  Transactions  Add Beneficiary: 
When user selects Add Beneficiary this page will appear, Click on “Submit” to
continue.

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23. Customer Login  Transactions  Fund Transfer:
When user selects Fund Transfer this page will appear, Select Beneficiary and
Enter the amount, Click on “Verify” to continue.

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24. Customer Login  Transactions  Delete Beneficiary:
When user selects Delete Beneficiary this page will appear, Click on “Delete” to
continue.

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25. Customer Login  Transactions  Mini Statement:
When user selects mini statement this page will appear, Click on “Yes” to
continue.

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26. Customer Login  Transactions  STDR account open:
  When user select STDR account opens this page will appear, Select Months and
Enter the Amount, Click on “Submit” to continue.

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27. Reports  BF Activity:
When user select BF Activity this page will appear, Fill all the * fields and Click on
“Submit” to continue.

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28. Reports Online Report:
  The screenshot shows the Report menu. To download reports click on “Online
Reports”

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Reports Online Report:
  The screenshot shows the certificate page, Click on “Continue to this website
(not recommended)” to proceed.

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Reports Online Report:
  The screenshot shows the download page, We can download various reports.

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Reports KO Limit & Cash Holding Reports :
  The screenshot shows the Reports download page, To check your balance click
on “KO Limit & Cash Holding Reports” and Select “Current Day Cash Holding”

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Reports KO Limit & Cash Holding Reports :
  Select From date & To Date should be same (ie Current Date), Select download
type and click on Download

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Reports KO Limit & Cash Holding Reports :
  Selected download type will appear on the screen, now you can save this file for
your reference.

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