ATM / Branch Maintenance

ATMAutomated Teller Machine terminal allows customers having an ATM or debit card to perform several banking transactions such as cash withdrawal, balance inquiry, funds transfer, and so on. 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.

Default radius is 2.5 Kms which can be configured by updating the value of DEFAULT_SEARCH_RADIUS in digx_fw_config_all_b. Changed value will be in effect post server restart.

For the customers, to fetch the relevant information related to ATMs and Branches, System AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. maintains the data at their local databases. The 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 core banking application) 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 System Administrator can manually add new branch/ ATM details one by one, or add multiple branches / ATMs details simultaneously through file upload.

Pre-requisites

• 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:

System Administrator Dashboard > Configuration > ATM/ Branch Maintenance
OR
System/ Bank Administrator Dashboard > Toggle Menu > Configuration > ATM/ Branch Maintenance

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 inputs.

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.

• 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

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.
   OR
   Click Back to navigate back to previous screen.

ATM/ Branch Maintenance - Add

Using this option, 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.

• Click Create.
  The ATM/ Branch Maintenance - Add ATM/ Branch Details screen appears.
  

ATM/ Branch Maintenance - Add Single ATM/ Branch Details

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

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

Add Single ATM/ Branches Details

• 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 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’.
• 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

• 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 file template example

Output

Branch file template example

Output

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 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 Edit to edit the ATM/ branch details. The ATM/ Branch Maintenance - Edit screen appears.

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.
    OR
    Click Back to navigate back to previous screen.
11. The Edit ATM/ Branch Details - Review screen appears post necessary validations. Verify the details, and click Confirm.
    OR
    Click Edit to make 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 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 delete the 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.

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