ATM / Branch Maintenance

ATM Branch Locator feature available to the bank customers enables the users to locate the bank’s ATMs/ branches available within a specific radius of his current location.

For the customers, to fetch the relevant information related to ATMs and Branches, system administrator maintains the data at their local databases. The basic details of ATMs and Branches are fetched from the core banking application, which is further enriched and stored in local database. This is a one-time activity at the time of implementation. Subsequently, as and when branches and ATMs are added, or any details regarding them updated, the administrator performs the necessary updates to the bank database.

Using this option, the system administrator can search and view the ATM/ branch and its details (Fetched from Host) which include branch/ ATM id, branch name, address details, phone number, work timings and services offered by the bank. New ATM and branch details can also be manually added, viewed and edited.

The bank administrator can manually add new branch/ ATM details one by one, or add multiple branches / ATMs details simultaneously through file upload.

Pre-requisites

• User must have a valid Login credentials
• Transaction access is provided to system administrator.
• Approval rule set up for system administrator to perform the actions.
• ATM and Branches are maintained in core banking application.

Workflow

Features Supported In Application

• Add ATM/ branches
• View ATM/ branches
• Edit ATM/ branches
• Delete ATM / branches

How to reach here:

Dashboard > ATM/ Branch Maintenance

ATM/ Branch Maintenance - Add

Using this option, the system administrator can add ATM or branch details. Single ATM/ branch details can be added directly using the Add ATM/ branch Details screen. Multiple ATMs or branches can be added by uploading a File.

Adding ATM/ branches feature allows the bank administrator to:

• Add Single ATM/ Branches
• Add Multiple ATM/ Branches

To add an ATM/ Branch:

• Navigate to the ATM/ Branch Maintenance screen.

Field Description

Field Name	Description
Country	Country to be selected for adding either the ATM or the branch details.
City	City in which either the ATM or the branch details is to be added.
ATM/ Branch ID	ATM or branch ID for adding either the ATM or the branch details.
ATM/ Branch	Select the box to add either ATM or branch or both.

• From the Country list, select the country in which ATM/ Branch is to be added.
• In the City field, enter the name of the city.
• In the ATM/ Branch ID field, enter the ATM/ branch id.
• To add ATM or/ and branch, select the check box(es).
• Click Add.
  The ATM/ Branch Maintenance - Add ATM/ Branch Details screen appears.
  

ATM/ Branch Maintenance - Add Single ATM/ Branch Details

Field Description

Field Name	Description
Add ATM/ Branch Details
Add New – ATM / Branch	Buttons to be selected for adding either the ATM or the branch details.

• In the Add New field, click the appropriate button to add the ATM or branch details. The ATM/ Branch Maintenance - Add Branch Details screen with options to add single or multiple ATM/ Branch details appear.

Field Description

Field Name	Description
Input Type	Options to add single or multiple ATM/ branch details. Add Single ATM/ Branches Add Multiple ATM/ Branches

• In the Input Type field, click the appropriate option to add the single or multiple ATM/ branch details.
• If you select Single ATM/ Branchesoption, the fields for adding the details appears on the ATM/ Branch Maintenance - Add ATM/ Branch Details screen.

Add Single ATM/ Branches Details

Field Description

Field Name	Description
Add ATM/ Branch Details
Add New – ATM / Branch	Buttons to be selected for adding either the ATM or the branch details.
Input Type	Options to add single or multiple ATM/ branch details. Single ATM/ Branch Multiple ATMs/ Branches
ATM/ Branch ID	Unique key to identify the ATM / branch.
ATM/ Branch Name	Name of the ATM / branch which is to be added.
Coordinates	The location of the new ATM/ branch in term of latitude which is the angular distance, north or south of the equator (an imaginary circle around the Earth halfway between the North Pole and the South Pole). The location of the new ATM/ branch in term of longitude which is angular distance, east or west of the prime meridian (an imaginary line running from north to south through Greenwich, England). Click the Search Location link to auto populate the coordinates value.
Address Line 1 - 4	The address of the ATM / branch that corresponds with the ATM / branch ID.
City	The city in which you want to locate a branch or ATM of the bank is located.
Country	The country in which you want to locate a branch or ATM of the bank is located.
Work Timings	The operating hours of the branch / ATM. This field appears if you click Branch button in the Add New field.
Additional Details	Additional details if any. This field appears if you click Branch button in the Add New field.
Phone Number	The phone number of the branch / ATM. This field appears if you click Branch button in the Add New field.
Alternate Phone Number	A contact number other than your main phone number, if you have any. This field appears if you click Branch button in the Add New field.
Services Offered	Services offered by the bank. Following services are offered if you click ATM button in the Add New field. (The information will be fetched based on the data maintained as Day 0) Non-Metro ATM Metro ATM Cardless Cash Following services are offered if you click Branch button in the Add New field. (The information will be fetched based on the data maintained as Day 0) Wealth branch Non-Metro ATM Loan Servicing Branch Forex Branch Gold Loan Branch Touch Banking Branch Lockers Enabled Branch MetroATM Cardless Cash Retail Branch

• In the ATM/ Branch ID field, enter the unique id for ATM/ branch.
• In the ATM/ Branch Name field, enter the name of the new ATM/ branch.
• In the Coordinates field, click the Search Location link to enter the location. The coordinate value appears in the field.
• In the Address Line 1, 2 field, enter the address of the new ATM/ branch.
• In the City field, enter the city of the ATM/ branch.
• From the Country list, select the country of the new ATM/ branch.
• In the Phone Number field, enter the phone number of the bank branch.
• Click Add to add the ATM/ branch details.
  OR
  Click Cancel to cancel current transaction.
• The Add ATM/ Branch Details - Review screen appears post necessary validations. Verify the details, and click Confirm.
  OR
  Click Edit to make the changes if any.
  User is directed to the Add ATM/ Branch Details screen with values in editable form.
  OR
  Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
• The success message saving the ATM/ Branch maintenance appears along with the transaction reference number and status of the transaction.
  Click OK to complete the transaction and navigate back to ‘Dashboard’ screen.
• In the ATM/ Branch Maintenance - Add Branch Details screen, if you select Multiple ATM/ Branchesoption, the ATM/ Branch Maintenance - Add ATM/ Branch Details screen for uploading the files appears.

ATM/ Branch Maintenance - Add Multiple ATM/ Branch Details

Field Description

Field Name	Description
Add ATM/ Branch Details
Add New	Buttons to be selected for adding either the ATM or the branch details.
Input Type	Options to add single or multiple ATM/ branch details. Single ATM/ Branches Multiple ATM/ Branches
File	Select the file to be uploaded.

10. • In the Input Type field, click the appropriate option to add the single or multiple ATM/ branch option.
    • If you select Multiple ATM/ Branches option, the fields for uploading file (specific file format is mentioned here – XML only) appears on the ATM/ Branch Maintenance - Add ATM/ Branch Details screen.
    • In the File field, select the file to be uploaded.
    • Click Add to add the ATM/ branch details.
      OR
      Click Cancel to cancel current transaction.
    • The Add ATM/ Branch Details - Review screen appears post necessary validations. Verify the details, and click Confirm.
      OR
      Click Edit to make the changes if any.
      User is directed to the Add ATM/ Branch Details screen with values in editable form.
      OR
      Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
    • The success message of saving the ATM/ Branch maintenance appears along with the transaction reference number and status of the transaction.
      Click OK to complete the transaction and navigate back to ‘Dashboard’.

ATM/ Branch Maintenance - Search

Using this option, system administrator can search for particular ATM/ Branch based on search parameters. The search results display the list of ATM/ Branch corresponding to the search filters.

If the search parameters are not specified, records of all the limits maintained in the application are displayed.

To search the ATM/ branch:

1. Click Search. The ATM/ Branch Maintenance screen with search results appears based on the searched criteria.
   OR
   Click Clear to reset the search parameters.
   OR
   Click Cancel to cancel the search process.

Field Description

Field Name	Description
Country	Select the country in which you want to locate a branch or ATM of the bank.
City	Select the city in which you want to locate a branch or ATM of the bank
ATM/ Branch ID	Unique key to identify the ATM / Branch. Specify valid branch / ATM ID is maintained in the system.
ATM/ Branch	Select if the search is for a branch or ATM.

• View the search results. Click the ATM/ Branch ID link of the record for which you want to view the details. The ATM/ Branch Maintenance - View screen appears.

ATM/ Branch Maintenance - View

Field Description

Field Name	Description
ATM/ Branch ID	Unique key to identify the ATM / branch.
ATM/ Branch Name	Name of the ATM / branch.
Latitude	The location of the new ATM/ branch in term of latitude which is the angular distance, north or south of the equator (an imaginary circle around the Earth halfway between the North Pole and the South Pole).
Longitude	The location of the new ATM/ branch in term of longitude which is angular distance, east or west of the prime meridian (an imaginary line running from north to south through Greenwich, England).
Address Line 1 - 4	The address of the ATM / branch that corresponds with the ATM / branch ID.
City	The city of the ATM / branch that corresponds with the ATM / branch ID.
Country	The country of the ATM / branch.
Work Timings	The operating hours of the branch / ATM. This field appears if you are viewing the details of a Branch of the bank.
Additional Details	Additional details if any. This field appears if you are viewing the details of a Branch of the bank.
Phone Number	The phone number of the branch / ATM. This field appears if you are viewing the details of a Branch of the bank.
Services Offered	The services offered by the bank branch.

3. Click Edit to edit the ATM/ branch details.
   OR
   Click Delete to delete the ATM/ branch details.
   OR
   Click Cancel to cancel the transaction.

ATM/ Branch Maintenance - Edit

Using this option, system administrator can update or edit an ATM/ branch details.

To edit an ATM/ branch details:

1. In the ATM/ Branch Maintenance screen, click Search. The ATM/ Branch Maintenance screen with search results appears based on the searched criteria.
   OR
   Click Clear to reset the search parameters.
   OR
   Click Cancel to cancel the search process.
2. Click the ATM/ Branch ID link of the record for which you want to view the details. The ATM/ Branch Maintenance - View screen appears.
3. Click Edit to edit the ATM/ branch details. The ATM/ Branch Maintenance - Edit screen appears.

Field Description

Field Name	Description
ATM/ Branch ID	Unique key to identify the ATM / branch. This field is not editable.
ATM/ Branch Name	Name of the ATM / branch which is to be edited.
Latitude	The location of the new ATM/ branch in term of latitude which is the angular distance, north or south of the equator (an imaginary circle around the Earth halfway between the North Pole and the South Pole).
Longitude	The location of the new ATM/ branch in term of latitude which is angular distance, east or west of the prime meridian (an imaginary line running from north to south through Greenwich, England).
Address Line 1 - 4	The address of the ATM / branch that corresponds with the ATM / branch ID.
City	The city of the ATM / branch that corresponds with the ATM / branch ID.
Country	The country of the ATM / branch.
Work Timings	The operating hours of the branch / ATM. This field is only applicable when the user is editing details of the Branch.
Additional Details	Additional details if any. This field is only applicable when the user is editing details of the Branch.
Phone Number	The phone number of the branch / ATM. This field is only applicable when the user is editing details of the Branch.
Alternate Phone Number	A contact number other than your main phone number, if you have any. This field appears if you click Branch button in the Add New field.
Services Offered	The services offered by the bank branch/ ATM.

4. In the ATM/ Branch Name field, edit the name of the new ATM/ branch if required.
5. In the Coordinates field, click the Search Location link to enter the location. The coordinate value appears in the field. Modify, if required.
6. In the Address Line 1, 2 field, edit the address of the new ATM/ branch if required.
7. In the City field, edit the city of the ATM/ branch (if required).
8. From the Country list, select the country of the new ATM/ branch.
9. In the Phone Number field, edit the phone number of the bank branch if required.
10. Click Save to update the ATM/ branch details.
    OR
    Click Cancel to cancel current transaction.
11. The Edit ATM/ Branch Details - Review screen appears post necessary validations. Verify the details, and click Confirm.
    OR
    Click Edit to make the changes if any.
    User is directed to the Edit ATM/ Branch Details screen with values in editable form.
    OR
    Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
12. The success message of saving the ATM/ Branch maintenance appears along with the transaction reference number and status of the transaction.
    Click OK to complete the transaction and navigate back to ‘Dashboard’.

ATM/ Branch Maintenance - Delete

The system administrator can delete the ATM and branch details.

1. In the ATM/ Branch Maintenance screen, click Search. The ATM/ Branch Maintenance screen with search results appears based on the search criteria.
   OR
   Click Clear to reset the search parameters.
   OR
   Click Cancel to cancel the search process.
2. Click the ATM/ Branch ID link of the record for which you want to view the details. The ATM/ Branch Maintenance - View screen appears.
3. Click Delete to delete the ATM/ branch details.
   The application will prompt the administrator with a deletion message with an option of Yes / No.

4. Click Yes to delete ATM / Branch. It will navigate to confirmation page with a success message and the status.
   OR
   Click No if you do not wish to with delete ATM / Branch.
5. Click OK to complete the transaction.

FAQs

In which format I can upload a file with ATM and Branch details?

You can upload a file in xml format to add new branches and ATMs.

Do I need to remember the latitude and longitude while updating single ATM/Branch?

No, you may search the location. Based on the location selected latitude and longitude data will be auto fetched and shown on the screen.

Can I edit the address and other details of already saved ATM/Branch?

Yes, an option to edit the information of already saved ATM/Branches is provided.

Home

Copyright Information

View Table of Contents