8- sbi ko user manual

8/9/2019 8- SBI KO User Manual

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RURAL KIOSK BANKING SOLUTION

FOR

STATE BANK OF INDIA

Application User Manual

TCS Confidential


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TABLE OF CONTENTS

TABLE OF CONTENTS.........................................................................................2

1LOGIN ............................................................................................................................................. ...... ...... .. 3

2Customer Creation ........................................................................................................................................ 5

3Continue Customer Creation ............................................................................................................. ...... ... 12

4Existing Customer ....................................................................................................................................... 14

5Cas !e"osit ................................................................................................................................................ 1#

$Cas %it&ra'a( ......................................................................................................................................... 2)

*Ba(an+e En,uir- .......................................................................................................................................... 22

#Statement o A++ount .................................................................................................................................. 24

4.$ A&& Benei+iar- ...................................................................................................................................... 25

4.* !e(ete Benei+iar- ................................................................................................................................... 2*

5Fun&s Transer ............................................................................................................................................ 2#

5 O"tions ........................................................................................................................................................ 32

5.1 Cange Login /ass'or& ......................................................................................................................... 32

$Cange Transa+tion /ass'or& ................................................................................................................... 33

$Su0 O Coniguration ................................................................................................................................ 34

*Autorie O ............................................................................................................................................... 3$

$ e"orts ........................................................................................................................................................ 3$

*.I&entit- Car& ............................................................................................................................................... 3#

#. !o'n(oa& Fi(es .......................................................................................................................................... 3

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1 LOGIN

This option allows the KO user to login and access the services or !ios! "an!ing. The user has to

enter the "elow lin! in address "ar o internet e#plorer "rowser.

http$%%www.s"i!ios!.co&%

The user will get the ollowing screen.

' Enter user (d in the user (d te#t "o#.2 Enter the password in the password te#t "o#.

) Select the Language re*uired.

+ Clic! on the “Login” "utton.

, S-ste& as!s or Finger print veriication o KO. The "elow window will "e displa-ed

with preerred inger to "e captured.

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Clic! on /Capture0 "utton to start the process o inger print veriication. ( the capturedinger print is not &atched with the e#isting inger print then s-ste& will veri- or other

preerred inger. This process continues till an- o the inger print is &atched with

e#isting inger print 1onl- or three ingers.

3 ( an- o the inger prints is &atched then KO can login in to the application. The "elowigure represents the page when KO login in to s-ste&. The shown services in this page

are provided to that KO user.

Note$ Login (d and 4assword are case sensitive.

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2 Custome Ceation

To view this screen5 clic! on /Customer Creation” su" lin! in the &ain &enu. This option allows

the user to create new custo&er.

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' Clic! on /Customer Creation” su" lin! in the &ain &enu and the a"ove page isdispla-ed.

2 This page displa-s the guideline or the custo&er creation procedure.

) Clic! on the Start lin!.+ The ollowing screen as!ing or the irst na&e and last na&e will "e displa-ed.


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, Enter the irst na&e and last na&e ields and clic! on continue.

Then Fingerprint capture page will "e displa-ed.

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3 New window will "e opened to indicate which inger to "e captured. Now KO has toclic! on /capture0 "utton to capture the corresponding Finger print.

6 /Submit 0 "utton should "e clic!ed once the inger print is captured successull-. (

inger print is not captured properl- then a"ove procedure has to "e repeated or sa&einger till capturing is successul.

7 The a"ove procedure should "e repeated or ingers o custo&er shown in the

window.

'8 9hen all inger prints are captured successull-5 KO can choose ) preerred ingers or

veriication.

'' Then the ollowing page as!ing or the custo&er details will "e displa-ed.

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'2 Enter the details o the custo&er. :a!e sure that all the &andator- ields are entered.

') Select the identiication t-pe provided "- Custo&er and also enter the identiicationnu&"er. Enter the Identification Issued At and Identification Issued Date i re*uired.

'+ Clic! on the Submit lin!.

', Then 4hoto ;pload page will "e displa-ed. ;sing the Browse "utton5 select the (&ageile having the photo o the custo&er.

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' Clic! on Upload "utton. :a!e sure that the photo si


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'6 Since signature is not &andator- it &a- or &a- not "e uploaded.

'7 ( signature is to "e uploaded using the Browse option select the (&age ile o thesignature the custo&er and clic! on Upload else clic! on Ignore. The &a#i&u& si


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! Continue Custome Ceation

To view this screen5 clic! on /Customer Continuation” su" lin! in the &ain &enu. This optionallows the user to continue the custo&er creation process.

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' Enter the custo&er=s >eerence nu&"er in the te#t "o# provided.

2 Clic! on the submit "utton.

) Then s-ste& as!s the custo&ers inger print or veriication. The "elowigures represents the inger print veriication or custo&er.

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+ Clic! on /Capture” "utton to start the process o inger print veriication.

, ( the inger print veriication is successul the custo&er creation process

continues. Custo&er continuation is possi"le onl- or custo&ers whose reerence

nu&"ers were generated within a speciied ti&e period set "- the

ad&inistrator.

" E#istin$ Custome

To invo!e this screen5 clic! / Eisting Customer” in the &ain &enu. This option allows the user

to provide services li!e deposit5 withdrawal5 "alance en*uir- and state&ent o account to

custo&ers.

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3 Enter the custo&er=s identiication nu&"er 1C(F in the te#t "o# provided.6 Clic! on !uer" Accounts "utton.

7 Then s-ste& as!s the custo&ers inger print or veriication. The "elow

igures represents the inger print veriication or custo&er.

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'8 Clic! on /Capture” "utton to start the process o inger print veriication.

'' ( the inger print veriication is successul then all the accounts corresponding

to the entered C(F nu&"er will "e displa-ed in the drop down na&ed/Account Nu&"ers0.

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'2 Select an account nu&"er ro& the drop down and clic! on Submit "utton.

') Custo&er welco&e screen appears.

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% Cas& De'ositTo view this screen5 clic! / Deposit” ro& service &enu. This option allows the user to deposit

&one- to custo&er=s account.

' The account nu&"er will "e populated auto&aticall-.

2 Enter the a&ount to "e deposited "- custo&er. The deposited a&ount should "e lessthan or e*ual to the value shown in the page corresponding to the custo&er

transaction li&it per da- and total transaction li&it per da-.

) Enter the transaction password o KO.

+ Clic! on the Su"&it lin!., Then s-ste& as!s the custo&ers inger print or veriication. The "elow igure

represents the inger print veriication or custo&er.

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Clic! on /Capture” "utton to start the process o inger print veriication.

3 ( the inger print veriication is successul then Conir&ation screen will appear5as!ing custo&er or conir&ation. ( the custo&er conir&s that all the details are

correct then clic! on the Confirm "utton else clic! on #odif" "utton.

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6 The ac!nowledge&ent screen appears with details i conir& "utton is selected. Ta!ethe printout o the ac!nowledge&ent page and give it to custo&er.

7 ( the custo&er doesn=t want an- other transaction then clic! on Bac! to ?o&e &enuin custo&er service &enu.

( Cas& )it&da*alTo invo!e this screen5 clic! “$it%drawal” custo&er service &enu. This option allows the user to

withdraw &one- ro& custo&er=s account.

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' Enter the a&ount to "e withdrawn ro& custo&ers account.2 KO can o"serve the custo&er transaction li&it per da- and his%her transaction li&it

per da-.

) Enter the transaction password o KO.+ Clic! on the Su"&it lin!., Then s-ste& as!s the custo&ers inger print or veriication. The "elow igure

represents the inger print veriication or custo&er.

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Clic! on /Capture” "utton to start the process o inger print veriication.

3 ( the inger prints veriication is successul then Conir&ation screen will appear5as! custo&er or conir&ation. Clic! on the conir& lin! to co&plete the transaction.

6 ( the transaction password o KO and inger print o custo&er are valid thenac!nowledge&ent screen appears otherwise an error &essage will "e displa-ed.

7 Ta!e the printout o ac!nowledge&ent screen and give it to custo&er.

+ Balan,e En-ui.

To invo!e this screen5 clic! / Balance En&uir"0 ro& custo&er service &enu and clic! it. This

option allows the user to show the account "alance or custo&er.

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' On clic!ing Su"&it lin! inger print veriication process starts. The sa&e inger printveriication procedure or a"ove deposit % withdrawal should "e repeated here.

2 ( the inger print veriication is successul then "elow igure will "e displa-ed with the

account details.

) Custo&er can re*uest or print out o these details.

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/ Statement of A,,ount

To invo!e this screen5 clic! on /Statement of Account 0 ro& custo&er service. This option allows

the user to displa- the state&ent o account or custo&er.

' Enter the Fro& @ate.2 Enter the To @ate.

) Clic! on the Displa" to displa- the state&ent o account.

+ Finger print veriication process should "e done "eore getting the state&ent oaccount. The inger print veriication procedure done or a"ove deposit % withdrawal

should "e repeated here to view the state&ent o account.

, ;se the 'et and Bac( "uttons to go through the state&ent o account.

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"0( Add Benefi,ia.

This option allows the user to add a "eneiciar- or the custo&er to do a unds transer. To invo!e

this screen5 clic! on / Add Beneficiar"0 in Customer Ser)ices #enu.

' Enter the C(F%Account Nu&"er o the "eneiciar- and a nic!na&e and clic! on/Submit 0.

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2 A Conir&ation screen will "e displa-ed with details o the "eneiciar-. ( C(Fnu&"er has "een entered the custo&er has to select an account o the "eneiciar-. (

custo&er conir&s the details his inger print o the custo&er will "e veriied.

) ( the inger print veriication is successul and i the custo&er does not have &orethan , "eneiciaries alread- added then the C(F%Account Nu&"er o this Beneiciar-

will "e validated.

+ ( the validation is successul then an ac!nowledge&ent screen is displa-ed otherwiseerror &essage will "e displa-ed.

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"0+ Delete Benefi,ia.

This option allows the user to delete a "eneiciar-. To invo!e this screen5 clic! on / Delete

Beneficiar"0 in Customer Ser)ices #enu.

' The list o "eneiciaries lin!ed to the custo&er will "e displa-ed.

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2 On selecting the "eneiciar- to "e deleted5 a conir&ation page will "e displa-ed.

) Once the custo&er conir&s the deletion5 his ingerprint will "e veriied.

+ On successul veriication o inger print5 the "eneiciar- will "e deleted and an

ac!nowledge&ent screen will "e displa-ed otherwise and error &essage will "e

shown.

% Funds Tansfe

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This option allows a user to do unds transer to a "eneiciar- who is alread- added. To invo!e

this service clic! on / *unds +ransfer 0 lin! in custo&er services &enu.

' Select the "eneiciar- to who& the unds have to "e transerred. Enter the a&ountand KO has to enter his transaction password. Clic! on /Submit 0 lin!.

2 The custo&er=s inger print will "e veriied.) ( the ingerprint veriication is successul and the "eneiciar- account is valid then a

conir&ation screen will "e displa-ed showing the custo&er=s account nu&"er5

na&e5 "eneiciar- account nu&"er and the a&ount.

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+ ( the custo&er conir&s the details5 then clic! on /Confirm0 lin!., ( the transer is successul then an ac!nowledg&ent screen will "e displa-ed

otherwise an error &essage will "e shown.

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"011 A,,ount En-ui.

This option allows the user to chec! the status o his ST@> account and also the &aturit-

details. ( the ST@> account is closed then the status o the account will "e /CLOSE0 other wisethe status will "e /O4EN0.

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' Enter the current login password in te#t "o# provided.

2 Enter the new logon password in the te#t"o# provided. The new logon password

entered should &atch the password polic- displa-ed in the screen.

) >eenter the new logon password in the te#t"o# provided.

+ Clic! on /Submit ” "utton to change the logon password. Clic! on /Clear0 to clear thedetails entered in all the ields.

, Once /Submit 0 is clic!ed a response &essage5 i the password ollows the password polic- /4assword is Changed Successull-0 appears indicating successul change ologon password which would co&e into eect ro& the ne#t login else change logon

password screen is displa-ed with the error &essage.

( C&an$e Tansa,tion ass*od

This option allows the user to change his%her transaction password. To invo!e this screen5&ove the &ouse over the &ain &enu /,ption0 and clic! on the /C%ange +ransaction -assword 0

su" &enu. The /C%ange +ransaction -assword 0 Screen appears.

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' Enter the current transaction password in te#t "o# provided.

2 Enter the new transaction password in the te#t"o# provided. The new transaction password entered should &atch the password polic- displa-ed in the screen.

) >eenter the new transaction password in the te#t"o# provided.

+ Clic! on /Submit ” "utton to change the transaction password. Clic! on /Clear0 toclear the details entered in all the ields.

, Once /Submit 0 is clic!ed a response &essage5 i the password ollows the password polic- /4assword is Changed Successull-0 appears indicating successul change otransaction password which would co&e into eect ro& the ne#t transaction else

change transaction password screen is displa-ed with the error &essage

( Su KO Confi$uation

This option allows the user to create a new S;B KO. To invo!e this screen5 clic! on

/Sub , Configuration0 in /,ptions0 su" &enu.

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'. Enter the details o the S;B KO in the ields provided.

2. Clic! on / Add” to add the S;B KO.

The S;B KO will "e created and an ac!nowledge&ent screen will "e displa-ed with the

user id that is generated or the S;B KO.

). Clic! on /Capture *-” lin! on the S;B KO Coniguration page.

+. Select the user id o the S;B KO created using the search provided.

,. Clic! on /Capture” to capture the inger print o the S;B KO. Now a re*uest will "e sent to the corresponding BC or the approval o this S;B KO.

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+ Aut&oi3e KO

Once the BC has approved a S;B KO5 the KO can authori


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' Enter the su" !ios! id 1optional.

2 Enter the start and end dates. The- can "e selected using the Calendar provided.) Select the t-pe o transaction or the report is to "e generated.

+ Clic! on Download to download the report.

KO can o"serve reports li!e 4a-&ents receipts5 Fund Transer Success5 Fund Transer

E#ceptions5 Balance en*uiries5 State&ent o Account5 Custo&ers created5 Custo&ersreected%pending5 SB account closure5 ST@> account opening and ST@> pre&ature closure.

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+0Identit. Cad

To invo!e this screen5 clic! on Identit" Card lin! in the &ain &enu.

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' Enter the reerence nu&"er o the custo&er that was generated during custo&er

creation.

2 Clic! on Submit "utton.) ( the custo&er is successull- created in the CBS then the identit- card o the

custo&er is shown else the current status o the custo&er will "e shown.

/0 Do*nload Files

To invo!e this screen5 clic! on Download *iles lin! in the &ain &enu. This Screen helps

the CS4s to download the language sound iles to the local s-ste&.

'. Select the preerred Language or the sound iles to "e downloaded.

2. Clic! on Su"&it). E#tract the


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8- sbi ko user manual

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