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FINACLE TRAINING LESSON 5 [ NOMENCLATURE , USER INTERFACE]


FINACLE TRAINING LESSON 5 by PO Updates (poupdates.blogspot.com)
Recap:
In the previous lesson we were learning about the basic terminology used in Finacle. As a part of it we have learnt about what is Function. If you have not read the previous lesson, please read it first and then come back and continue reading this lesson.
In today’s lesson we will learn more about the terminology used in Finacle.

 Finacle Terminology continued…

In the previous lesson we have learnt that, we instruct Finacle what to do, by choosing appropriate function. But Function alone is not enough to complete a transaction. Sometimes Finacle needs some additional information to fully understand what you want to do. Let’s see this with an example.

Suppose a customer has come to your counter to make an RD Deposit by cash. Since RD Deposit can be made either by cash, or by post office SB cheque or by any bank Cheque, we need to tell finacle the mode of payment. We can tell the mode of payment by choosing appropriate option in Transaction Type. See the image below.

 

As we can see in the above image we chose Function as ADD since we are doing new cash transaction. But since RD deposit can be made by cash, POSB Cheque or bank cheque, we have to tell Finacle whether we are making the deposit by cash POSB/Bank cheque. We can tell this to Finacle by choosing appropriate option in Transaction Type.

·        For RD Deposit by cash we choose C/NR – Cash Deposit
·        For RD Deposit by POSB/Bank Cheque we choose T/CI – Transfer Customer Induced
·        T/BI Bank Induced option is used only in extra ordinary cases. (Bank doesn’t mean other bank. Bank means us. Bank means Post office. We are bank.)

In this way we give additional information about a transaction to Finacle. You will observe the following additional options in various menus
·        Function Type in CTM
·        Transaction Type/Subtype in HTM, CPDTM
·        Type in CPDTM
·        Scheme Code/ Scheme in all account opening menus
·        Product Group in MIS/TD opening and NSC/KVP issue menus.
All these additional options are used to give additional information about a transaction to Finacle.

Various Schemes available in Finacle

As per our POSB Rules we have several schemes which are SB, RD, MIS, TD, SCSS, SSA, NSC, KVP, NSS 87, NSS 92 etc. In Finacle we call these as Products.

In each product there are different types of schemes. Let’s see with an example.
Previously we used to call SB as scheme. But in Finacle
·        We call saving account with cheque book as a scheme.
·        We call saving account without cheque book as a scheme.
·        We call Pension account with cheque book as a scheme.
·        We call pension account without cheque book as a scheme.

Similarly In TD
·        We call 1 yr TD as a scheme
·        We call 2 yr TD as a scheme
·        We call 3 yr TD as a scheme
·        We call 5 yr TD as a scheme

Hope you are getting my point.

SB, RD, TD, MIS etc are called as Products. Whereas, schemes have an entirely different meaning in Finacle.

Different terms used in Finacle 
Please see the below table and you will understand the difference of terminology used in basic terms. For example we call a customer as DEPOSITOR, in finacle we call customer as Related Party. See the below table for more such differences and learn the terms used in Finacle for the old terms which we were using till now.

Terms used till now
Terms used in Finacle
Account number
Account ID
Depositor
Related Party
Schemes ( SB, RD, PPF etc)
Products
Customer
Retail Customer
Passbook View
Ledger Inquiry
A/c Conversion
A/c Modification
Ac transfer from one PO to Other PO
SOL transfer
Post Office
Service Outlet (SOL)
Finacle User Interface

It is essential but not compulsory to learn about the user interface of Finacle. People who are rigorous internet users can skip this part of the lesson. For those people who feel Internet as Chinese or Japanese language compulsorily read the following part. It will be helpful not only in Finacle but also when we start using CSI in our offices. Not only in office, even in your day to day life this knowledge of internet will be useful.

See the image below first then I’ll tell you in detail about what you see in the image.

 

The above image is a screen shot of our India Post Website. It’s nice and colorful. There are various items on the screen, our logo, menu, our national emblem, tracking section of mails, important news etc. All these things are called as Elements.

These elements are all put together to form a Website. We know that Finacle is also a website. Since Finacle is also a website it will also have these elements. I will discuss all the elements which are used in Finacle. Now again see the below image.
 
Not so colorful. But the elements are same. Let us discuss each element in detail.

Text Field: A text field is an element in which you can enter some data.  As shown in the above all the rectangle boxes are text fields. See in Address Line 1 and Address Line 3 I have noted them as Text Fields. I’m so lazy yar. That’s why I noted only two boxes as text fields. But all the other rectangular boxes are also called as Text Fields only. We can simply call Text field as Field.

Labels: In the above image Address Line 1 is the Label of the Text Field which I have noted in the image. Similarly Phone Type is the Label of the Drop down Box. Label is nothing but the name of the other elements.  For example If I tell you Pin as 500018 then you have to click on the text field beside Pin Label on the screen and then you have to enter the pin as 500018.

You may be thinking why all this nonsense you are teaching man, go straight into finacle. Let me explain. One of our respected staff who came for finacle training at my training center did this. I told him to enter address in Address field 1. He was clicking on the Label instead of clicking in the rectangular box beside it. I was shocked. People have very little knowledge about internet and computers. That’s why I’m forced to cover all this basic stuff. Moreover I'll be using these terms very frequently in the coming lessons. So lets get used to them.

Drop Down Box : A drop down box is an element in which there will be more than one option. In those many available options we have to choose one option. When you click on that element, a list will drop down. Hence the name.

Radio Buttons: A radio Button is a set of buttons similar to drop down box where we can choose only one option. Many years ago when radios were newly used, radios had a group of buttons out of which you can only press one button at a time. When you press the second button, the first button which is already pressed will come up and this second button will pressed down. Here also radio buttons will work in the same way. You can only click one button at a time.

See in the image. For enabling internet banking there are two radio buttons Yes and No. You have to choose either Yes or No. You cannot choose both at a time.
Radio buttons are used when you have to choose only one option from given options.
You may be thinking drop down boxes are also used for the same purpose. Then when should use radio button or when should we use drop down boxes.
Radio buttons are used when the there only 2 or 3 options. Imagine there are 100 options. It will be very confusing when 100 buttons are present on the screen. In such cases drop down boxes are used. When more options are there we use drop down boxes.

Check Boxes:  A check box is an element which is used when you can choose more than one option. But in finacle they never used more than one check box at time. A check box is nothing but a small box , when you click it, a small tick mark will come. It is used to indicate Yes or No in our Finacle. When you check it , it means Yes, when you uncheck it, it means No.
         
Buttons:  I hope everybody know what a button is. In the image, we have two buttons. 1) Submit 2) Cancel.
We have seen a lot of buttons in Sanchay Post. Some of them are
·        New Form
·        Send
·        Yes
·        NO
·        Ok etc.
In finacle we see different kinds of buttons. I will explain some of them
v Go: When you click on Go button, Finacle will show you the next screen of the transaction which you are currently doing.
v Post/Submit: When you click on Post button or Submit , it means that your transaction is completed.
v Validate: This button can be used to check whether you have correctly filled all the fields on the screen. When you click Validate button, Finacle will check whether everything is right. If something is missing it will show you some error.
v Clear : Clear button can be used to delete all the data which you have entered in a screen and a fresh form will appear on the screen
v Cancel: As we all know by clicking cancel, the current incomplete transaction will be cancelled and a new screen will appear
v Back: Back button will take us to the previous screen of the transaction which you are currently doing.

So this is the basic terminology which is used in Finacle. Don’t worry if you think I have missed something, that something will be covered as and when necessary.

Points to Remember:
1.     Apart from Function, finacle needs some more information to complete our transaction.
2.     Finacle terminology is different from our general terminology. But since finacle terminology is on par with global banking terminology let’s get used to it.
3.     SB, RD, TD, MIS etc are called as Products.
4.     Learn all the elements which I have discussed in this lesson.
.

 source :  poupdates.blogspot.in
National Federation of Postal Employees
1st Floor North Avenue Post Office Building, New Delhi-110 001
Phone: 011.23092771                                               e-mail: nfpehq@gmail.com
       Mob: 9868819295/9810853981                    website: http://www.nfpe.blogspot.com

No. PF-01(e)/2016                                                                             Dated: 28th April, 2016

CIRCULAR
To

            All General Secretaries /NFPE Office Bearers
            All Circle /Divisional & Branch Secretaries

Dear Comrades,

1.         Xth   Federal Council NFPE.

            Xth Federal Council of NFPE is scheduled to be held on 7th,8th & 9th September,2016 at Guwahati (Assam) Regional Co-ordination committee of Assam and NE has started  preparations. Reception Committee has been formed as below:

1.Shri Indibar Dewri Retired IPOs & Eminent Intellectual-Chairman
2.Com. M.R. Das , Ex. Convenor RCC of P&T Employees,  Assam & NE Circle                   –Working Chairman.
3. Com.D.K. Deb Nath- Convenor RCC Assam & NE- General Secretary.
4.Bishnu Ram Raha -Treasurer

            Notice for Federal Council will be issued separately. Federal Executive will also  be  held in the F/N of 7thSeptember,2016 at Guwahati. Federal Councilors will be paid TA & TA by their respective CHQs as decided in last Federal Executive. No Delegate Fee will be paid to Reception Committee for Federal Councilors. However visitors/observers will have to pay Rs.1500/- as Delegate Fee as fixed by the Reception Committee.

            All General Secretaries are requested to direct Federal Councilors to book to & fro tickets to avoid inconvenience.

2.         Confederation: National Conference.

            Diamond Jubilee National Conference of Confederation of Central Government Employees and Workers will be held at Chennai on 16th, 17th & 18th August-2016

            All India Women Convention of Confederation will also be held during National Conference. All General Secretaries are requested to decide the names of Women Comrades to participate in the Women Convention. Their TA/DA will be paid by the respective CHQs.

3.         Celebrate Diamond Jubilee of Confederation.
            This is the Diamond Jubilee year of Confederation as it was formed in the year 1956 by our great leader Dada B.N. Ghosh Ex. Secretary General-NFPTE. All are requested to celebrate Diamond Jubilee in each Circle by organizing a grand programme.


4.         Confederation Trade Union Education Camp at Dehradun (Uttarakhand)

            All India Trade Union Education Camp will be organized at Dehradun on 24th & 25th May-2016.NFPE has already allotted quota to affiliates. All General Secretaries are requested to decide delegates as per quota and direct them to book to & fro tickets. Delegate Fee has been fixed as Rs.600/-

5.         May-Day Ist May-2016.

            May Day on 1st May-2016 should be observed at all work place.

6.         All India General Strikes.

            The National Convention of Workers under the banner of All Central Trade Unions (except BMS)  and All Independent Federations have decided to organize One Day All India General Strike  on2nd September on common demands  against the anti-people economic policies of NDA Government Mobilize all to participate in the  strike.

7.         Indefinite Strike from 11th July-2016 on 7th C.P.C. related issues.

            National Joint Council of Action has decided to organize Indefinite Strike from 11th July, 2016. Notice for which will be issued on 9th June-2016. Please mobilize all Postal, RMS and GDS employees to participate in strike and make it grand success.

8.         GDS Membership verification.

            GDS membership verification is likely to be announced by the Department of Posts very soon All General Secretaries are requested to direct all Circle, Divisional and Branch  Secretaries  to extend maximum co-operation  and full support to enroll maximum no. of members in favour of All India Postal Employees Union-GDS and make it as No.1.

9.         GDS Committee.

            GDS Committee to review the service conditions and wage of GDS employees under the Chairmanship of Shri Kamlesh Chandra Retired Member , Postal services Board  has started function. Memorandum to GDS Committee  have been submitted by NFPE & AIPEU-GDS. GDS Committee has fixed date as on 26th May 2016 for oral evidence NFPE with AIPEU GDS-NFPE will present the case  before GDS Committee effectively.

10.       Retirement of Smt. Kavery Banerjee-Secretary, Department of Post.
Smt. Kavery Banerjee, Secretary, Department of Post is going to retire on 30th April-2016 on superannuation. During her period the relations between administration and staff have remained very co-ordial. Mostly problems got solved with negotiations and she never gave opportunity to staff side to go on agitation. NFPE HQ extends greetings and best wishes for her peaceful and healthy retired life.

            With revolutionary greetings.
Comradely yours,
                                                                                                                       
(R. N. Parashar)

Secretary General


           

NO SCOPE TO MAJOR CHANGES IN 7TH PAY COMMISSION RECOMMENDATIONS: FINMIN

New Delhi: Finance Ministry sources today said on condition of anonymity, there is no scope to major changes in 7th Pay Commission recommendations.
Finance minister Arun Jaitley had promised central government employees would get proper pay scales.
The sources came up with the remark while talking to us about hiking of pay scales of all central government employees and officials by the Empowered Committee of Secretaries than the 7th Pay Commission recommendations.

Those who will hope over this issue will gain nothing but some minor changes on 7th Pay Commission recommendations of pay scales are possible, they added.

Replying to a question, the sources said, “The demand of central government employees over their pay scales is likely to be lightly considered by the Empowered Committee of Secretaries.

They said adding “Though Finance minister Arun Jaitley had promised them that they will get proper pay scales with hiking minimum pay of lower paid employees, after the review of the new pay scales by the Empowered Committee of Secretaries.”

The 7th Pay Commission headed by Justice A K Mathur recommended on November 19, the highest basic salary at Rs 250,000 and the lowest at Rs 18,000 and its increased the pay gap between the minimum and maximum from existing 1:12 to 1:13.8, while all pay commissions made up pay gap between employees and officers from second Pay Commission 1:41 ratio to Sixth pay commission 1:12.

A 13-member secretary-level Empowered Committee headed by Cabinet Secretary P K Sinha was formed by the central government in January to review the 7th Pay Commission proposals before cabinet nod.

7th Pay Commission: Modi Govt all set to implement recommendations; notification most likely in June

7TH PAY COMMISSION: MODI GOVT ALL SET TO IMPLEMENT RECOMMENDATIONS; NOTIFICATION MOST LIKELY IN JUNE



New Delhi, April 27: Modi Government is all set to implement recommendations of Seventh Pay Commission. Reportedly, the notification for the 'increment process' will be issued in the month of June.
It is being believed that Centre will issue notification most likely in the third week of June after Cabinet's nod to the recommendations of pay Commission.

A Finance Ministry sources was quoted by a news website as saying, "But in case it's not issued in third week of June, it will be issued at the beginning of fourth week of June. Usually it takes around one week to issue a notification, after cabinet nod".

Ministry is also hopeful that Empowered Committee of Secretaries which is looking after the recommendations at the moment, will submit its report by June 15.

Most likely, increased payout will be handed over to central government employees earliest at the end of June or latest by July. Reports suggest that Empowered Committee of Secretaries which has been entrusted the responsibility to overview recommendations will not make much change into it.

Earlier, Modi government conceded that implementation of new pay scales proposed by the 7th CPC is estimated to put an additional burden of Rs 1.02 lakh crore which is around 0.7 per cent of GDP.

FINACLE TRAINING LESSON 4 : FUNCTION

FINACLE TRAINING LESSON 4
  

In the previous lesson we have learnt about the various items which we see on the finacle screen. If you have not read the previous lesson, please read it first and then come back.
In today’s lesson we will learn about the terminology used in Finacle.

Our Sanchay post terminology and finacle terminology are very different. Finacle terminology is on par with global banking nomenclature. So let’s learn it.

What is the new Finacle Terminology
Before we start the lesson please observe the following images.

1. Screen of CTM (SBDeposit/Withdrawal)


 

2.Screen of CRDP ( RDDeposit)

 
 





4.Screen of CRDOAAC ( RD Account opening)

 

5.Screen of HICHB ( Cheque book issue)



 


Did you see all the images? There is one thing common in all the images? What is it? FUNCTION. We will see an option called FUNCTION in all screens of Finacle. Let’s learn what is this function?

Imagine Finacle as a ROBOT. It will understand only Finacle language. For example let us assume that you want to do SB Deposit transaction. To tell Finacle to open SB Deposit screen we have to enter CTM in the menu shortcut field. After entering CTM in the menu shortcut field and clicking on GO button Finacle will open a screen as shown in the first image.(Please see the first  image).

Now Finacle is asking us “What do you want to do in this screen? What is your Function?” That’s why we see an option as Function in every screen. Finacle is asking us what your function is. We have to tell what we want to do in that screen.
Here in this case as we want to deposit some amount in SB account, let’s see what our Function is.

In finacle, doing transactions is called as adding transactions. Here we want to do an SB Deposit transaction in Finacle. Technically it is called as “We are ADDING one new deposit transaction in Finacle”. Are you getting my point? Let me explain in more detail.

Let us assume you have a bucket full of mango fruits. If your friend gives you more mangoes you will then ADD these mangoes to the bucket. Some people might say we are PUTTING the mangoes in bucket, but technically we are ADDING more mangoes to the bucket. Similarly we ADD new transactions to Finacle.

So, since we are doing a new deposit transaction, we choose the Function as ADD. Similarly when you are doing a new withdrawal transaction, then also we will choose the FUNCTION as ADD only.

Similarly,
·        when we are opening a new account, we will choose FUNCTION as OPEN
·        When we are issuing a new cheque book to the customer, we will choose the FUNCTION as ISSUE
·        When we are transferring an account from one post office to another, we will choose FUNCTION as TRANSFER
·        When we are closing the account, we will choose the FUNCTION as CLOSE.
*    When we are verifying a transaction we will choose the FUNCTION as VERIFY 

I hope you understand what I am trying to say. We tell finacle what we want to do by choosing appropriate function.

So that’s it for today’s lesson. We will discuss more terms tomorrow. I’m teaching very very little in each lesson. This is because I don’t want to confuse you by teaching so much in one day. Also I don’t want to waste much of your valuable time. Learn the lesson in just 10 or 15 minutes, that’s it. Spend the time with your family or spend it for yourself.

Points to remember:
1.     FUNCTION is the option through which we tell Finacle what we want to do.
2.     Function and Function code are same. They are used alternatively.



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