Procedure to find the
no of accounts opened scheme wise in a month in DOP Finacle
Generally in DOP we
will submit the report number of accounts opened and number of accounts closed
every month to DO.
In DOP Finacle also we
can generate the number of accounts opened scheme wise only not product wise.
Most of them will have
doubt what is scheme and what is product ?
The answer to the above
question is as follows in DOP Finacle we have different products such as
SB,RD,MIS,TD,SCSS,NSC,KVP,PPF and SSA. For each product in DOP Finacle we have
different schemes as mentioned below
If we consider SB product we have following
schemes in DOP Finacle they are list below.
1. SBBAS-----Savings
Bank-- Basic Account
2. SBGEN--- Savings
Bank---General--- Without cheque book
3. SBCHQ---Savings
Bank---General---With cheque book
4. SBDIS--- Savings Account---Discontinued
5. SBPEN---Savings
Bank--Pensioners--Without cheque book
6. SBPWC---Savings Bank---Pensioners--With cheque
book
7. SBSAN----Savings
Bank---Sanchayaka---Without cheque book
8. SBSWC---Savings
Bank---Sanchayaka---With cheque book
If we consider RD
product we have following schemes in DOP Finacle they are list below.
1. RDIPN---Recurring
Deposit--Normal Account
2. RDIPE---Recurring Deposit--Exceptional
Account
If we consider MIS product we have following
schemes in DOP Finacle they are list below.
1. MISN1---Monthly Income
Scheme--Normal Account
2. MISE1---Monthly
Income Scheme---Exceptional Account
If we consider TD product we have following
schemes in DOP Finacle they are list below.
1. TDIP1--- Term Deposit
for One Year
2. TDIP2--- Term Deposit
for two year
3. TDIP3--- Term Deposit
for three year
4. TDIP5--- Term Deposit
for five year
5. TDIPE ---Term Deposit
--- Exceptional account
If we consider SCSS product we have following
schemes in DOP Finacle they are list below.
1. SCDEF---Senior Citizens
Savings Scheme---Defence account
2. SCSCM----Senior
Citizens Savings Scheme---Normal account
3. SCVRS---Senior Citizens
Savings Scheme---VRS account
4. SCEXP---Seniors Citizens Savings Scheme---
Exceptional account
If we consider PPF product we have following
schemes in DOP Finacle they are list below.
1. PPF--- Public Provident
Fund
2. PPFHU---Public Provident Fund---HUF
If we consider KVP,NSC
products recently as per SB order
06/2016 we have to issue passbooks hence at present there are only NSC and KVP
schemes .
If we consider SSA
product there is only one scheme SSA.
Step by step procedure
to generate the no of accounts opened scheme wise in a month:-
The menu used for
generation of monthly report for the no of account opened scheme wise is HACSP.
HACSP stands for
Account Selection and Print.
Invoke the menu HACSP
then the system will show the below screen as shown
In the next step enter
the following details as mentioned below
Enter the field SOL/SET
ID _____________________
Select the Scheme code
field from the searcher _____________
Enter the field Open
date low ___________________
Enter the field Open
date high _____________________ as shown in the below screen
From the above screen
it is clear in our example i have entered the SETID as APSEC (SETID for Secunderabad which includes
Secunderabad HO and its SO's) and scheme code as SBGEN as mentioned in the
above screen shot.
Also in our example we
are trying to view report from 01/06/2016 to 30/06/2016 as shown then finally
click on submit then the system will show below screen shot
From the above screen
one can observe that total number of accounts selected are 206 for total credit
amount Rs 1782233.50/- which are highlighted for reference to all the viewers.
It means totally 206 new accounts opened for the mentioned period in
Secunderabad HO SETID.
Similarly we can view
the number of accounts opened for monthly for all the scheme codes for a SETID.
Some important points
to Remember :-
1. Using HACSP we can
generate the new accounts report for a period utmost for a division and region
SETID.
2. Using HACSP if we try
to generate the report for circle Set ID system will throw the error as the
system is unable to fetch the number of accounts for period due to more number
of offices.
3. Always try to generate
the report monthly for a SETID for quick response from the server.
4. We can also generate
the reports for all scheme codes individually note that there is no option as
"ALL" in the scheme code hence we should generate the reports using
scheme codes individually.
5. Even there is no option
to generate product wise in the menu HACSP.