- Teller User Guide
- Branch Operations
- Teller Session
- Start Teller Session
2.14.1 Start Teller Session
The Teller can use the Start Teller Session screen to start the teller session for a customer.
- 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.
- On the Start Teller Session screen, specify the fields.
For more information on fields, refer to the field description
table.
Note:
The fields marked as Required 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.
-
- On the Start Teller Session screen, click on the
CIF Details data segment.The CIF Details data segment is displayed with the fields.
- 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.
- Click Submit.A teller sequence number is generated, and the Transaction Completed Successfully information message is displayed.
Parent topic: Teller Session