2.14.1 Start Teller Session

The Teller can use the Start Teller Session screen to start the teller session for a customer.

To start a teller session:

1. On the Homepage, from Teller mega menu, under Branch Operations, click Start Teller Session or specify Start Teller Session in the search icon bar and select the screen.
   The Start Teller Session screen is displayed.

   Figure 2-16 Start Teller Session

   
   

   
   Description of "Figure 2-16 Start Teller Session"

   
   
2. On the Start Teller Session screen, specify the fields. For more information on fields, refer to the field description table.

   Note:

   The fields, which are marked with an asterisk, are mandatory.

   Table 2-16 Start Teller Session - Field Description

   Field	Description
   Customer Number	Specify the customer number. Note: You can also select from the list of values, which displays all the open and authorized CIF IDs maintained in the system.
   Operation Type	Select the operation types of the customer from the drop-down list. The drop-down list shows the following values: Transaction Account/Contract Both Note: By default, the Transaction value is selected.
   Incoming Cash Amount	Specify the cash amount at the start of the teller session.
   Remarks	Enter remarks for the transaction.

3. On the Start Teller Session screen, click on the CIF Details data segment.
   The CIF Details data segment is displayed with the fields.

   Figure 2-17 CIF Details

   
   

   
   Description of "Figure 2-17 CIF Details"

   
   
4. Specify the CIF details. For more information on fields, refer to the field description table.

   Table 2-17 CIF Details - Field Description

   Field	Description
   Executor CIF Number	When you press the Tab key, the system defaults the value which can be modified.
   Executor CIF Name	Displays the executor CIF.
   Beneficial Owner CIF Number	Select the desired value from the option list, which displays all the open and authorized CIF IDs maintained in the system.
   Beneficial Owner CIF Number	Displays the beneficial owner's CIF number.

5. Click Submit.
   A teller sequence number is generated, and the Transaction Completed Successfully information message is displayed.