Finacle End user train

Day

Topic

Day 1

Registration & inaugaration

Benefits of Finacle CBS and Familiarization
TEA BREAK
CIF
Savings bank
LUNCH BREAK
Account opening saving bank.continued
hands on
TEA BREAK
Transactions - Cash and transfer
hands on
Summarisation, question and answers
Feed back collection and closure of day 1
Revision of day 1 topics

Day 2

Vault operations
Inventory Management
Tea break

cheque book operations

Hands on Vault, inventory, cheque book
Lunch break
Account modification,Lien, Freeze stop payment
Hands on account modification, Lien, Freeze, Stop payment
Tea break
Office accounts
Standing instructions and hands on

Hands on
Recapitulation of day's work
Feedback collection and day closures

Finacle End user train

Day

Topic

Day3

Previous days recap

Post Office Time deposit
Tea break
Monthly income scheme

Hands on Time deposits and MIS

Lunch
SCSS
Tea break
Certificate products NSC and KVP
Quiz - Knowledge test and discussion
Recapituation of days' topics
Feedback collection and closure of the day
Recap of previous day
NSC KVP continued
Hands on SCSS, NSC and KVP

Day 4

Tea break
Agent portal

Agent portal - Hands on

Introduction to payment systems
Lunch

Outward clearing
Inward clearing
Tea break
Hand on clearing
ECS

Hands on ECS
Days' work recap
Feedback collection and closure of the day

Finacle End user train

Topic

Day 5

Day

Recap of previous day

Recurring deposit
Tea break
Loan against recurring deposit

Hands on RD and Loan against RD

Lunch
PPF account
Tea break
PPF continued
Loan against PPF
Feedback collection and closure of the day

Finacle End user training progra

Day

Topic
Recap of previous day

Day 6

Hands on PPF

Hands on Loan against PPF

Tea break
Internet banking - Retail customer

Hands on Internet banking - Retail customer

Execeptional and discontinued schemes
Lunch

Hands on Exceptional and discontinued schemes

Skill Evaluation exercise
Tea break
Skill Evaluation exercise
Days' work recap
Feedback collection and closure of the program

Finacle End user training program - training schedule

Time
related job aids
9:00 to 9:45 am
9:45am to 10:45am
10:45am to 11:00am
11:00 to 12:00 noon
12:00 noon to 1 noon
1pm to 2pm
2pm to 2:45pm

Finacle CBS overview PPT

JA_CIF
JA_SB

2:45pm to 3:30pm
3:30pm to 3:45pm
3:45pm
4:15pm
4:45pm
4:50pm

to
to
to
to

4:15
4:45pm
4:50Pm
5:00pm

9:00am to 9:10am
9:10am to 10:00am
10:10am to 11:00 am
11:00 to 11:15 am

11:15am to 12:00am
12:00 to 1:00 noon
1:00 to 2:00pm
2:00pm to 2:30 noon
2:30pm to 3:00 pm
3:00pm to 3:15 pm
3:15pm to 4:00 pm
4:00pm to 4:30 pm

JA_CASHRCPT, JA_CASHPMT

JA_TXN
JA_INVTMGMT

JA_CHKBKISS, JA_lien_freeze_SP
JA_Lien_Freeze_SP

JA_OFFACTS
JA_SI

4:30 pm to 4:45 pm
4:45pm to 4:50 pm
4:50 to 5:00 pm

Finacle End user training program - training schedule

Time
related job aids

9:00am to 9:10 am
9:10am to 11:00 am
11:00 to 11:15 am
11:15am to 12:00 noon

12:00am to 1:00 noon

1:00 to 2:00 noon
2:00noon to 3:00 noon
3:00pm to 3:15 pm
3:15pm to :4:00pm
4:00Pm to 4:45pm
4:45pm to 4:50pm
4:50pm to 5:00pm

JA_TD
JA_MIS

JA_MIS
JA_SCSS
JA_NSC, JA_KVP

9:00am to 9:10am
9:10am to 10:30 am
10:30am to 11:00 am

JA_NSC, JA_KVP
JA_NSC, JA_KVP

11:00 am to 11:15 am
11:15 to 12:00 noon

JA_agent

12:00 to 12:30 noon

12:30to 1:00 pm
1:00 to 2:00pm

2:00
2:30
3:00
3:15
4:00

to 2:30pm
to 3:00 pm
to3:15 pm
to 4:00 pm
to 4:30 pm

JA_OWCLG
JA-INWCLG

4:30 to 4:45 Pm
4:45 to 4:50 pm
4:50 to 5:00 pm

Finacle End user training program - training schedule

Time
related job aids

9:00am to 9:10am
9:10am to 11:00 am
11:00 am to 11:15 am
11:15 to 12:00 am

12:00 to 1:00 pm
1:00 to 2:00pm
2:00 to 3:00 pm
3:00 to 3:15 pm
3:15 to 4:00 pm
4:00 to 4:50 pm
4:50 to 5:00 pm

JA_RD
JA_LNRDPPF

JA_PPF

JA_LNRDPPF

nd user training program - training schedule

Time
related job aids
9:00am to 9:10am

9:10am to 10:00 am

JA_RD

10:00 am to 11:00 am
11:00 to 11:15 am
11:15 to11:45 am

JA_ibanking

11:45 to 12:00 noon

12:00 to 1:00 pm
1:00 to 2:00pm

2:00
2:30
3:00
3:15
4:45
4:50

to 2:30 pm
TO 3:00 PM
to 3:15 pm
to 4:45 pm
to 4:50 pm
to 5:00 pm

JA_DIS, JA_EXP, JA_NSS

g schedule
Hands on exercises

Quiz/knoweledge

EXR_CIF, EXR_SB
open a CIF, open a SB account with cheque
book option, Add a joint holder, look for an old
account in Finacle CBS
Post transaction using CTM and CXFER into
the accounts openned by you

EXR_CASHTRF

day begin, day cash operations, day end,

Move inventory from CSD to HO and SO
Issue inventory to Employee
Issue cheque book to an account opened on
day 1
EXR_INV, CHK SPP, LIEN

EXR_ACCMOD
EXR_ACCMOD,SI,Agent

Set up a standing instruction on monthly

frequency to transfer 1000 rupees from SB1
to SB2

g schedule
Hands on exercises

Quiz/knoweledge

Open a TD account, fund it, print passbook,

Pre close a TD
check the limit of a customer for MIS account
and open a MIS account for 2 joint holders,
fund it, close a MIS account

Open a SCSS account for senior citizen and

accept cash. Preclose the SCSS as the
account holder deceased

Open an agent in core, link products and

accounts, collect RD instalments in cash, DOP
cheques and non DOP cheques through portal
and post them in Finacle CBS

Open an agent in core, link products and

accounts, collect RD instalments in cash, DOP
cheques and non DOP cheques through portal
and post them in Finacle CBS
Knowledge assessment

Enable an SB account you openned on day 1

for ECS, create an ECS mandate. create the
ECS file (this step by trainer)

g schedule
Hands on exercises

Quiz/knoweledge

Open an RD account, Fund an RD account

with initial denomination, collect
denominations and check for rebate and
penalty calculation, pre close and part close
ancRD account

Hands on exercises

Open a PPF account, post transactions into

PPF account, transfer PPF account from CBS to
CBS, non-CBS to CBS, CBS to non-CBS, try all
closure options

Open a loan against PPF account and check

for the validations
Collect the instalments and check the
adjustments towards the interest and
principal
Take another PPF account which is 7 years old
in tenure and try the withdrawal option

Quiz/knoweledge

Login as a customer, check the related

accounts, view mini statement and period
statements, request for cheque book, change
personal profile, change password

Managing accounts under exceptional

schemes and discontinued schemes including
NSS