1 Customer Services

This module allows the bank customers to interact with bank and avail its services. It includes the following sub-modules:

  • Channel On boarding: Channel Onboarding allows customers to register for channel access. Customers who do not have access to online channels can onboard themselves to access online channels without approaching a bank physically to request for channel access.
  • Calculators: Calculators are the tools used by the users to simulate and thus understand the implications of financial decisions. The different kind of calculators could be, Term Deposit Calculator, Loan Calculator, Loan installment Calculator, Loan Eligibility Calculator, and Forex Calculator.
  • Mailbox: Mailbox allows bank customers to send and receive emails to a business user.
  • Find ATM / Branch: ATM/ Branch locator allows a user to view the address and location of the ATMs and the branches at a geographic location.
  • Reports: Reports are an integral part of actively managing any company. Management uses the reports to track progress towards its various goals, control expenditures, increase revenue, track fraudulent transactions if any. The two types of reports are, Adhoc Report and batch Reports
  • Security Settings: Security settings are done to protect the sensitive data and information from security threats.
  • View Transaction Limits: This option allows a user to view the utilized limits and available limits for use.
  • Date Format: The date format can be configured at bank level as long or short e.g. DD/Month/YYYY or DD/MM/YY. The date in all the transactions, alerts and reports sent to the users displays the date as per the format defined in the locale.