IOB STC Trivandrum : FINACLE END-USER TRAINING

FINACLE MENU SHORTCUTS FOR COMMON TASKS 01-02-2017

PURPOSE/TASK-WISE MENU SHORT-CUT - WISE
PURPOSE / TASK SHORTCUT SHORTCUT PURPOSE / TASK
Account - Transfer between schemes HACXFRSC ACNPAINT NPA Accounts: Interest Run
Account Selection & list of accounts HACS BCLSOP Batch closure of operative accounts
Account selection : Print list HACP CAACLA Loan : Closure of master after HPAYOFF
Asset Class - Past Due maintainenance HMAPD CCCR CIF : Create Corporate CIF ID
Asset Classification - modification HMEAC CCHQRTB Clearing inward : Chq referred to Branch
Asset Classification - view changes HASSET CDFAS Cheque : Track personalised cheque issue
Batch closure of operative accounts BCLSOP CHQDVY Cheque : Validate personalised cheques
Batch maintenance - transfer transactions HTTUM CHQREQ Cheque : Request for personalised cheques
Branch Financial Reports (Day book etc) HFINRPT CRLC CIF : Create Retail CIF ID
CA : Modify before verification HOAACMCA DCQRY LC - inquiry
CA : Modify master after verification HACM DDINVT Inv : DD Inventory addition
CA : Open Current account HOAACCA DLADSP Loan : Demand satisfaction process
CA : Verify CA opening HOAACVCA GCCS Inw Remit: Generate Chq covering schedule
Card : Card Maintenance HDCMSMNT HAALM Change Account Name (at RO only)
Card : Credit Card dues payments HCCPM HACCBAL Inquiry : Balance enquiry any account
Card : Debit Card Inquiries HDCMSINQ HACCBALI Inquiry : Components of available balance
Card : Debit Card Issue & Replacement HDCMS HACCDET Inquiry : Account details for any account
Card : Instacard stock maintenance HDCSTH HACDET TD : View account details
Card : View Card rejection reasons HDCMSFCU HACI Inquiry : Customer (running a/c) master inquiry
Cash : Deposit (cash receipt) HCASHDEP HACINT Interest run for running accounts
Cash : Shroff/Cashier/Teller Report HSCWRPT HACLHM CC : Account Level History maintenance
Cash : Withdrawal (by cheques etc.) HCASHWD HACLI Inquiry : Ledger inquiry any account
CC : Account Level History maintenance HACLHM HACLINQ Inquiry : Ledger view office a/c & closed a/c
CC : DP/lien updation & Revaluation HCLDPLRE HACLPOA Print Office accounts ledger
CC : Modify master after verification HACM HACM CA : Modify master after verification
CC : Modify opening before verification HOAACMCC HACM CC : Modify master after verification
CC : Open Cash Credit account HOAACCC HACM OD : Modify master after verification
CC : Verify modification HOAACVCC HACM SB : Modify master after verification
Change Account name (at RO only) HAALM HACMLA Loan : Modify anytime & Verify
Cheque : Inquire on cheque leaf HINQACHQ HACMTD TD : Modify master after verification
Cheque : Request for personalised cheques CHQREQ HACP Account selection : Print list
Cheque : Stop 1 or more cheques HSPP HACS Account Selection & list of accounts
Cheque : Track personalised cheque issue CDFAS HACSBIO Clearing outward : Shadow balance inquiry
Cheque : Update status of a cheque HUCS HACSP Print list of selected accounts
Cheque : Validate personalised cheques CHQDVY HACTODM OD : Temporary Overdraft maintenance
Cheque : Verify/authorise cheque stoppage HSPPAU HACXFRSC Account - Transfer between schemes
Cheque Book Maintenance HCHBM HACXFSOL Transfer accounts between SOL
CIF : Change CIF ID for an account HCCA HAFI EOD : Audit file inquiry (Non Financial)
CIF : Core Field Maintenance HCCFM HAFSM Freeze / block ( Entry & Verification)
CIF : Create Corporate CIF ID CCCR HAGDET General Deposit details
CIF : Create Retail CIF ID CRLC HAINTRPT Interest report for an account
CIF : List unverified CIF Ids HLUCIF HAITINQ Inquiry : Interest inquiry for an account
CIF : Modify corporate CIF MCEC HALM Lien : Mark / Lift lien (Particular amount)
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 PURPOSE / TASK SHORTCUT SHORTCUT PURPOSE / TASK
CIF : Modify retail CIF MRCR HASSET Asset Classification - view changes
CIF : Verify corporate CIF ID VCCR HBGCLOSE LG : Close a Bank Guarantee
CIF : Verify modification of corporate CIF ID VCCM HBGPRINT LG : Print a Bank Guarantees
CIF : Verify modification of Retail CIF ID VRCM HBKFBI Foreign Bills : Inquiry
CIF : Verify retail CIF ID VRC HBNKGI LG : Inquire on Bank Guarantees
Clearing inward : Account-wise inquiry HICI HBRTI Inquiry : SOL (Branch) name/code Table
Clearing inward : Chq referred to Branch CCHQRTB HCAAC Close running account -SB/CA/CC/OD
Clearing inward : Close zone HMICZ HCAACTD TD : Closure of account
Clearing inward : Create Zone HICZM HCAACVTD TD : Verification of closure
Clearing inward : Enter instruments HICTM HCACC Collect Closure charges where requiired
Clearing inward : Media input/ bulk upload HRMI HCASHDEP Cash : Deposit (cash receipt)
Clearing inward : Open zone HMICZ HCASHWD Cash : Withdrawal (by cheques etc.)
Clearing inward : Post zone HMICZ HCCA CIF : Change CIF ID for an account
Clearing inward : Print inward HPICS HCCFM CIF : Core Field Maintenance
Clearing inward : Print waste HPICW HCCI Inquiry : Customer charges
Clearing inward : Report Rejected instrumentsHPRR25 HCCPM Card : Credit Card dues payments
Clearing inward : Report/advice rejected HREJREP HCHBM Cheque Book Maintenance
Clearing inward : Repost the zone HMICZ HCLDPLRE CC : DP/lien updation & Revaluation
Clearing inward : Suspend zone HMICZ HCLL Collateral : Look up
Clearing inward : Unlock clearing zone HUNIZ HCLM Collateral : Create ID for any security
Clearing inward : Validation run HMICZ HCLMRPTS Collateral : Reports on maintenance
Clearing inward : Verify lodgement/entry HICTM HCLSLAA Loan : Batch closure of loans
Clearing outward : Account-wise inquiry HOCI HCLZCM Clearing outward : Create Zone
Clearing outward : Create Zone HCLZCM HCMM Collateral : Master maintenance
Clearing outward : Inquire transaction sets HIOCLS HCOLA Write-off/Charge-off / Reversal
Clearing outward : Instrument inquiry HOIQ HCRT Transactions : Reverse Transactions
Clearing outward : Lodge instruments HOCTM HCRV Inquiry : CIF based detailed inquiry
Clearing outward : Mark pending HMARKPEN HDCMS Card : Debit Card Issue & Replacement
Clearing outward : Open outward zone HMCLZOH HDCMSDMNT Card : Card Maintenance
Clearing outward : Part transaction inquiry HOPQ HDCMSFCU Card : View Card rejection details
Clearing outward : Print clearing schedule HPCLSO HDCMSINQ Card : Debit Card Inquiries
Clearing outward : Print waste HPWO HDCSTK Card : Instacard stock maintenance
Clearing outward : Regularise shadow balanceHMCLZOH HDDC DD : Cancellation of DD & Verification
Clearing outward : Release to shadow balanceHMCLZOH HDDII DD : Issue status inquiry
Clearing outward : Revoke pending HREVPEND HDDIR DD : Issue reports
Clearing outward : Shadow balance inquiry HACSBIO HDDLOST DD : Mark LOST DDs
Clearing outward : Suspend zone HMCLZOH HDDMI DD : Demand draft mass issue
Clearing outward : Verify lodged instruments HOCTM HDDMI DD : Verification of issue
Close running account -SB/CA/CC/OD HCAAC HDDMOD DD : Modify payee/drawee bef/after print
Collateral : Create ID for any security HCLM HDDMP DD : Mass payment of DDs
Collateral : Link and Unlink securities HSCLM HDDPALL DD : Print all unprinted DDs
Collateral : Look up HCLL HDDPRNT DD : Print DD one by one
Collateral : Master maintenance HCMM HDDRVRT DD : Revoke LOST marking
Collateral : Reports on maintenance HCLMRPTS HDDSM DD : Status maintenance
Collect charges manually where required HGCHRG HDRP TD : Print receipt
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 PURPOSE / TASK SHORTCUT SHORTCUT PURPOSE / TASK
Collect Closure charges where requiired HCACC HDTE Transaction : Delete unposted transactions
Day End : Inquire on SOL status HSSI HDUDRP TD : print duplicate receipt
Day End : Inter-SOL reconcilation HRIST HECSM ECS Mainteneance
Day End : SOL closure operations HSOLCOP HFCTMPL Template maintenance
DD : Cancellation of DD & Verification HDDC HFINRPT Branch Financial Reports (Day book etc)
DD : Cash DD - details of Non-Customer MNCDS HFTI EOD : Financial transactions inquiry
DD : Demand draft mass issue HDDMI HGCHRG Collect charges manually where required
DD : Issue reports HDDIR HGDET TD : General Deposit details
DD : Issue status inquiry HDDII HICI Clearing inward : Account-wise inquiry
DD : Mark LOST DDs HDDLOST HICTM Clearing inward : Enter instruments
DD : Mass payment of DDs HDDMP HICTM Clearing inward : Verify lodgement/entry
DD : Modify payee/drawee bef/after print HDDMOD HICZM Clearing inward : Create Zone
DD : Print all unprinted DDs HDDPALL HIIA Inv : Inquiry all inventory
DD : Print DD one by one HDDPRNT HIIM Inv : Item maintenance
DD : Revoke LOST marking HDDRVRT HILCI Inv : Location code inquiry
DD : Status maintenance HDDSM HILCM Inv : Location code maintenance
DD : Verification of issue HDDMI HIMAUI Inv : Movement authorisation inquiry
ECS Maintenance HECSM HIMAUM Inv : Move authorisation mainteneance
EOD : Audit file inquiry (Non Financial) HAFI HIMC Inv : Movement between locations
EOD : Financial transactions inquiry HFTI HIMI Inv : Movement inquiry
EOD : SOL change operating date HSCOD HIMIA Inv : Merge split inventory
EOD : SOL closure for last day HSCOLD HIMR Inv : Movement report
EXPORT & outward bill maintenance MEOB HINQACHQ Cheque : Inquire on individual cheque leaf
Foreign Bills : Inquiry HBKFBI HINSTREV Loan : Instalment reversal
Forward Contract Maintenance MNTFWC HINTCERT TD : Interest Certificate printing
Freeze / block ( Entry & Verification) HAFSM HINTTM TD : Change rate of interest
Funds Transfer (RTGS/NEFT) HPORDM HIOCLS Clearing outward : Inquire transaction sets
General Deposit details HAGDET HIRM Inward Remittance : ODB lodge/purchase
IMPORT & inward bill maintenance MIIB HISIA Inv : Inquiry & split for the logged
Inquiry : Account details for any account HACCDET HISR Inv : Status report particular
Inquiry : Aadhar linked Primary account IALPA HISRA Inv : Status report all
Inquiry : Balance enquiry any account HACCBAL HLADGEN Loan : Demand Generation Process
Inquiry : CIF based detailed inquiry HCRV HLADISB Loan : Disbursement
Inquiry : Components of available balance HACCBALI HLADML Loan : Disbursement Letter
Inquiry : Customer (running a/c) master inquiryHACI HLAGI Loan : Interest general inquiry
Inquiry : Customer charges HCCI HLAMOD Loan : Modelling (Inquire about EMI etc)
Inquiry : Interest inquiry for an account HAITINQ HLAMST Loan : Open Jewel Loan Others
Inquiry : Ledger inquiry any account HACLI HLAODR Loan : Overdue Demand Report
Inquiry : Ledger view office a/c & closed a/c HACLINQ HLAOPI Loan : Overdue inquiry
Inquiry : SOL (Branch) name/code Table HBRTI HLAPSP Loan : Pass sheet printing
Inquiry on RTGS/NEFT (payment orders) HSMI HLARA Loan : Amend/reschedule repayment
Interest report for an account HAINTRPT HLARSH Loan : Amendment/reschedule Report
Interest run for running accounts HACINT HLASCM Loan : Subdisy collection / maintenance
Inv : DD Inventory addition DDINVT HLASDI Loan : Subsidy details inquiry
Inv : Inquiry & split for the logged HISIA HLASPAY Loan : Repayment as per Schedule
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 PURPOSE / TASK SHORTCUT SHORTCUT PURPOSE / TASK
Inv : Inquiry all inventory HIIA HLAUPAY Loan : Repayment unscheduled
Inv : Item maintenance HIIM HLINTI Loan : Interest query particular a/C
Inv : Location code inquiry HILCI HLINTTM Loan : Interest table maintenance
Inv : Location code maintenance HILCM HLKCM Locker Customer Maintenance
Inv : Merge split inventory HIMIA HLKOPS Locker Operations Maintenance
Inv : Move authorisation mainteneance HIMAUM HLNGI Loan : General inquiry
Inv : Movement authorisation inquiry HIMAUI HLNI Limit Node Inquiry
Inv : Movement between locations HIMC HLNM Trade Advances : Limit Node Maintenance
Inv : Movement inquiry HIMI HLPAYH Loan : Repayment History
Inv : Movement report HIMR HLRPSI Loan : Repayment schedule
Inv : Status report all HISRA HLTL Limit Tree Lookup
Inv : Status report particular HISR HLUCIF CIF : List unverified CIF Ids
Inw Remit: Generate Chq covering schedule GCCS HLVSI Loan : Interest version slab inquiry
Inward Remittance : ODB lodge/purchase HIRM HMAPD Asset Class - Past Due maintainenance
LC - inquiry DCQRY HMARKPEN Clearing outward : Mark pending
LC - inward maintenance IDCM HMCLZOH Clearing outward : Open outward zone
LC - outward maintenance ODCM HMCLZOH Clearing outward : Regularise shadow balance
LG : Close a Bank Guarantee HBGCLOSE HMCLZOH Clearing outward : Release to shadow balance
LG : Guarantee : Outward OGM HMCLZOH Clearing outward : Suspend zone
LG : Guarantee Inward IGM HMDD TD : Maturity-wise report
LG : Inquire on Bank Guarantee HBNKGI HMEAC Asset Classification - modification
LG : Print a Bank Guarantee HBGPRINT HMICZ Clearing inward : Close zone
Lien : Mark / Lift lien (Particular amount) HALM HMICZ Clearing inward : Open zone
Limit Node Inquiry HLNI HMICZ Clearing inward : Post zone
Loan : Amend/reschedule repayment HLARA HMICZ Clearing inward : Repost the zone
Loan : Amendment/reschedule Report HLARSH HMICZ Clearing inward : Suspend zone
Loan : Batch closure of loans HCLSLAA HMICZ Clearing inward : Validation run
Loan : Closure of master after HPAYOFF CAACLA HMISREP Transaction id for HLASPAY & UPAY
Loan : Demand Generation Process HLADGEN HNPABAL NPA : Interest details
Loan : Demand satisfaction process DLADSP HOAACCA CA : Open Current account
Loan : Disbursement HLADISB HOAACCC CC : Open Cash Credit account
Loan : Disbursement Letter HLADML HOAACLA Loan : Open account
Loan : General inquiry HLNGI HOAACMCA CA : Modify master before verification
Loan : Instalment reversal HINSTREV HOAACMCC CC : Modify master before verification
Loan : Interest general inquiry HLAGI HOAACMLA Loan : Modify master before verification
Loan : Interest query particular a/C HLINTI HOAACMSB SB : Modify SB opening before verification
Loan : Interest table maintenance HLINTTM HOAACMTD TD : modify before verification
Loan : Interest version slab inquiry HLVSI HOAACSB SB : Open Savings Bank Account
Loan : Modelling (Inquire about EMI etc) HLAMOD HOAACTD TD : Open Term Deposit account
Loan : Modify before verification HOAACMLA HOAACVCA CA : Verify CA opening
Loan : Modify master after verification HACMLA HOAACVCC CC : Verify modification
Loan : Open account HOAACLA HOAACVLA Loan : Verify modification
Loan : Open Jewel Loan others HLAMST HOAACVSB SB : Verify SB opening
Loan : Overdue Demand Report HLAODR HOAACVTD TD : Verify opening
Loan : Overdue inquiry HLAOPI HOCI Clearing outward : Account-wise inquiry
PAGE : 4/8
 PURPOSE / TASK SHORTCUT SHORTCUT PURPOSE / TASK
Loan : Pass sheet printing HLAPSP HOCTM Clearing outward : Lodge instruments
Loan : Pay Off amount before closure HPAYOFF HOCTM Clearing outward : Verify lodged instruments
Loan : Repayment as per Schedule HLASPAY HOIQ Clearing outward : Instrument inquiry
Loan : Repayment History HLPAYH HOPQ Clearing outward : Part transaction inquiry
Loan : Repayment schedule HLRPSI HORM Outward Remittance (IDB lodgement etc)
Loan : Repayment unscheduled HLAUPAY HPAYOFF Loan : Pay Off amount before closure
Loan : Subdisy collection / maintenance HLASCM HPBP Passbook Printing for any type of account
Loan : Subsidy advise report HSUBADV HPCLSO Clearing outward : Print clearing schedule
Loan : Subsidy details inquiry HLASDI HPICS Clearing inward : Print inward
Loan : Subsidy Reports HSUBSRPT HPICW Clearing inward : Print waste
Loan : Verify modification HOAACVLA HPORDM Funds Transfer (RTGS/NEFT)
Locker Customer Maintenance HLKCM HPRR25 Clearing inward : Report Rejected instruments
Locker Operations Maintenance HLKOPS HPSP Print Statement ( all types of accounts)
Menu Search SERMENU HPWO Clearing outward : Print waste
NPA Accounts : Interest run ACNPAINT HRDD TD : Rate-wise report
NPA : Interest details HNPABAL HRDRVS TD : RD instalment reversal
OD : Modify master after verification HACM HREDRP TD : Re-print receipt
OD : Temporary Overdraft maintenance HACTODM HREJREP Clearing inward : Report/advice rejected
Outward Remittance (ODB etc) HORM HREVPEND Clearing outward : Revoke pending
Passbook Printing for any type of account HPBP HRFTDS TDS : Refund to customer
Print list of selected accounts HACSP HRIST Day End : Inter-SOL reconcilation
Print Office accounts ledger HACLPOA HRMI Clearing inward : Media input/ bulk upload
Print Statement ( all types of accounts) HPSP HRMTDS TDS : Remittance to Government account
Salary upload (batch transactions) HSALUPLD HSALUPLD Salary upload (batch transactions)
SB : Bulk SB account opening HSBAUPL HSBAUPL SB : Bulk SB account opening
SB : Modify master after verification HACM HSCLM Collateral : Link and Unlink securities
SB : Modify opening before verification HOAACMSB HSCOD EOD : SOL change operating date
SB : Open Savings Bank Account HOAACSB HSCOLD EOD : SOL closure for last day
SB : Verify SB opening HOAACVSB HSCWRPT Cash : Shroff/Cashier/Teller Report
Standing Instructions : Detailed SI entry HSIM HSDD TD : Scheme-wise report
Standing Instructions : Execute SI HSIE HSIE Standing Instructions : Execute
Standing Instructions : Inquiries HSII HSII Standing Instructions : Inquiries
Standing Instructions : Simple SI entry HSSIM HSIM Standing Instructions : Detailed SI entry
Standing Instructions : Success/failure rep HSIRP HSIRP Standing Instructions : Success/failure rep
TD : Change rate of interest HINTTM HSMI Inquiry on RTGS/NEFT (payment orders)
TD : Closure of account HCAACTD HSOLCOP Day End : SOL closure operations
TD : General Deposit details HGDET HSPP Cheque : Stop 1 or more cheques
TD : Interest and TDS advice INTTDADV HSPPAU Cheque : Verify/authorise cheque stoppage
TD : Interest Certificate printing HINTCERT HSSI Day End : Inquire on SOL status
TD : Maturity-wise report HMDD HSSIM Standing Instructions : Simple SI entry
TD : Modify after verification HACMTD HSUBADV Loan : Subsidy advise report
TD : Modify master before verification HOAACMTD HSUBSRPT Loan : Subsidy Reports
TD : Open Term Deposit account HOAACTD HTDEXT TD : Renewal by extension
TD : print duplicate receipt HDUDRP HTDREN TD : Renewal
TD : Print receipt HDRP HTDSCALC TDS : At source calculation
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 PURPOSE / TASK SHORTCUT SHORTCUT PURPOSE / TASK
TD : Rate-wise report HRDD HTDSIP TD : Tax report options
TD : RD instalment reversal HRDRVS HTDTRAN TD : View transactions (Interest & TDS details)
TD : Renewal HTDREN HTM Transaction Maintenance (cash & transfer)
TD : Renewal by extension HTDEXT HTTUM Batch maintenance - transfer transactions
TD : Re-print receipt HREDRP HTV Total / Bulk Verification
TD : Scheme-wise report HSDD HUCS Cheque : Update status of a cheque
TD : Tax report options HTDSIP HUNIZ Clearing inward : Unlock clearing zone
TD : TDS maintenance MTDSE HXFER Transfer transactions : Fund transfers
TD : Verification of closure HCAACVTD IALPA Inquiry: Aadhar linked Primary account
TD : Verify opening HOAACVTD IDCM LC - inward maintenance
TD : View Account details HACDET IGM LG : Guarantee Inward
TD : View transactions (Interest & TDS details)
HTDTRAN INTTDADV TD : Interest and TDS advice
TDS : At source calculation HTDSCALC MCEC CIF : Modify corporate CIF
TDS : Refund to customer HRFTDS MEOB EXPORT & outward bill maintenance
TDS : Remittance to Government account HRMTDS MIIB IMPORT & inward bill maintenance
Template maintenance HFCTMPL MLM Trade Advances : Maintain Limit Master
Total (bulk ) verification HTV MNCDS DD : Cash DD - details of Non-Customer
Trade Advances : Limit Look Up HLTL MNTFWC Forward Contract Maintenance
Trade Advances : Limit Node Maintenance HLNM MRCR CIF : Modify retail CIF
Trade Advances : Maintain Limit Master MLM MTDSE TD : TDS maintenance
Transaction : Delete unposted transactions HDTE ODCM LC - outward maintenance
Transaction id for HLASPAY & UPAY HMISREP OGM LG : Guarantee : Outward
Transaction Maintenance (cash & transfer) HTM SERMENU Menu search
Transactions : Reverse Transactions HCRT VCCM CIF : Verify Modification of retail CIF
Transfer accounts between SOL HACXFSOL VCCR CIF : Verify corporate CIF
Transfer transactions : Fund transfers HXFER VRC CIF : Verify retail CIF
Write-off/Charge-off / Reversal HCOLA VRCM CIF : Verify modification of Retail CIF ID

On left side of each page: Alphabetical list of common tasks with the Menu shortcuts. On
right side of each page : Alphabetical list of Menu shortcuts and the tasks they do.
KEYBOARD SHORTCUTS FOR FASTER NAVIGATION AND DATA ENTRY
Bring up help file F1 Ctrl+B Go to 'Background Menu' & come back

List codes usable in curren field F2 Ctrl+E Expand / Explode for details

Go back or quit F3 Ctrl+K Show keyboard shortcuts

Go / Accept / Validate F4 Ctrl+M Go to 'MENU SHORTCUT' field

View signatures F9 Ctrl+N View HTML menu list on left

Submit (updates server data-base) F10 Ctrl+X Input current date

Show Finacle in full screen F11 Ctrl+C Copy selected text

Go to "SUBMIT" key F12 Ctrl+V Paste copied text

Go to next field Tab Shift+tab Go to previous field

For inputting numerical data, t l and c can be used for thousands, lakhs and crores in 'amount fields'.
For example, 1.5c will input 15000000; 5l will input 500000 and 8t will input 8000.
PAGE : 6/8
 Instead of typing the menu shortcut in 'Menu shortcut' field on top of the page, Finacle user can
access menus from favourite folder by a single click of required menu as detailed below:

1. When one logins to Finacle/Fincore solution, the list of menus appear on the extreme left. From
anywhere in Finacle, Ctrl+N or clicking 'Menu" button on top will display these menu list. The menus with
a + sign on the left can be exploded to find further menus under that group.

2. Locate the menus the user needs to use frequently. ( Eg. ONS User Menus - Transaction Menus)

3. Right-click each such required menu. A pop-up message will appear ‘ add to favourites’.

4. Click (left-click) the pop-up message to add the menu to favourites.

5. Repeat these steps 2 to 4 for all the menus you require.

6. Thereafter, these menus will appear under list of ‘favourites’ on top of the list of menus.

7. To view the menu list, click on the 'menu' button on top or use keyboarfd shortcut CTRL+N.

8. Just click on the required menu. It will open - ready for data entry.

DECISION KEYS IN FINACLE

SAVE : The data entries are saved for further processing; but transactions are not carried out.

POST : Actual transactions take place even before verification is completed.

CANCEL : Cancel the current task of data entry or verification.

DELETE : Delete the transactions in entered status

SUBMIT : All the data that are entered and posted are updated in Bank's finacle server data-base.

SHOW EXCEPTION : Entry of insruments (inward clearing) are checked by system for any errors.

VALIDATE : System tests the data entries under the current tab for any errors

VIEW AUDIT : System displays the modifications made by the maker to the checker.

SAVE DATA ENTRY TIME BY USING FOLLOWING METHODS:

1. Use Keyboard shortcuts to make data entries (For example :Use Ctrl + X for inputting current date)
and other keyboard shortcuts for navigation in finacle without relying on use of mouse. (For example:
Use Function key F2 to view contents of a searcher field)

2. Use TEMPLATES: In the case of menus where function 'copy from template' is available, users can
use an already created/available template ( can create a new template with HFCTMPL) and use it for
creating account masters etc. Template is like a pre-filled up form where any field can be modified.

3. Use COPY FUNCION : In transacion menus, users can use this function to copy all the data entries
made earlier in any transacion id ( for example, in HXFER menu where multiple debits/credits
transactions were made). In this case also, various fields like amount etc. can be modified as per
requirement.
PAGE : 7/8
 COMPLAINT REGISTRATION/RESOLUTION
For all card complaints, lodge complaint in HPSM tool and generate ticket ID.
Unresolved complaints within a stipulated time may be escalated with ticket ID.
VISA transactions (ECOM/POS) : visaiob@iob.net.co.in (identify by narration VID )
NFS transactions (IOB card used in other bank ATM) : nfsiob@iobnet.co.in (narration NFS/MSD)
ONUS transactions (IOB card in IOB ATM) : atmtxn@iobnet.co.in (narration ATM ID)
Payment gateway : Mail pg@iobnet.co.in (identified by narration FPG)
Internet Banking : 044-28889338 Mail: eseeadm@iobnet.co.in
Mobile Banking : 044-28889338 Mail : mobiadmin@iobnet.co.in
Finacle HP Service Manager complaint register URL : http://hdtt.iob.in:8080/HPSM/ess.do
Finacle Helpdesk mail id : cbshp.helpdesk@iob.in
Finacle Helpdesk Contact No : 18004251585 / 044-71729821 / 044-71729851
NETWORK - For BSNL : 18004190243 Mail : iob.helpdesk@wipro.com
NETWORK - For TATA : 044-28519477 / 28519478 Mail: tata@iobnet.co.in
Passbook Kiosk (krisfo) : 18004252035 Mail : support@krisfo.com or krisfo@iob.in
HCL Complaint Toll Free : 18001801425
Aforeserve Complaint No : 18001034433
Cash Recyler CMS Toll free : 18002700267 Opt.1 Mail: helpdesk.atmservices@csl.cms.com
NCR ATM toll free : 18002095657 Mail : WI230017@NCR.com
AGS ATM toll free : 18002090247 Mail : helpdesk_support@agsindia.com
TCPSL ATM toll free : 18002662660 Mail: TCPSL.Helpdesk@tatacommunications.com
Mphasis ATM toll free : 18001036028/029 Mail: customersupportatm@mphasis.com
ATM/VISA/Other ATM : http://172.16.90.236/atmhelp/aqtmbr/indexChris.asp
Debit Card issues : 044-28519470 Mail: atmcard@iobnet.co.in
ATM switch : 044-28889387
RTGS/NEFT desk : 044-28889397
PRINTER SETTINGS
1. PASSBOOK
IE – File – Page Set Up
Letter – Portrait – Enable shrink to fit
Margins : LM 0.16, RM 0.233, TM 0.40 BM:0.16
Header & Footer should be empty.
2. DEMAND DRAFT
IE – File – Page Set Up
Letter – Portrait – Enable shrink to fit
Margins : LM 0.16, RM 0.233, TM 0.366 BM:0.355
Header & Footer should be empty.
3. TERM DEPOSIT RECEIPT
IE – File – Page Set Up
Letter – Portrait – Enable shrink to fit
Margins : LM 0.62, RM 0.377, TM 0.8 BM:0.627
Header & Footer should be empty.
Nelson Gomez / 02-02-17 Page: 8/8