SB Account Opening in DOP Finacle

SB Account Opening in DOP Finacle

SB Account opening includes two steps.

1.Account Opening

2.Funding

Step By Step Procedure in Detail - India Post Finacle Guide

1.Create the CIF or Modify the older CIF if any exists
2.Invoke CASBAO menu
3.Select the scheme code

• SBGEN - SB general a/c without cheque book
• SBCHQ - SB general a/c with cheque book
• SBPEN - SB pension a/c with cheque book
• SBPWC - SB pension a/c without cheque book

4.Click on GO(F4)

5.Select mode of operation

6.Select the documents received as NO

7.Enter the Related party 2 and Related party 3 details for minor and joint accounts

8.Enter the Nomination details if any

9.Enter submit(F10)

10.Note down the A/C number and verify the same in CASBAV menu in supervisor login

11.Do the funding for the opened SB A/C using CTM menu

12.Verify the transaction in the same menu in supervisor login

13.Issue the cheque books for cheque accounts using HICHB menu

14.Verify the trasaction in the same menu in supervisor login

15.Check the cheque book status for SB A/Cs in HCHBM menu.

Note :

We need not choose documents received as YES, as we are not sending any documents related to AOF for scanning at CPC.