7- SBI BC Manual

7/23/2019 7- SBI BC Manual

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RURAL KIOSK BANKING SOLUTION

FOR

STATE BANK OF INDIA

User Manual

For

BC

TCS Confidential



Application User Manual 1LOGIN --------------------------------------------------------------------------------------------------------------------------- 3

2User Maintenance ------------------------------------------------------------------------------------------------------------ 4

3User Configuration ------------------------------------------------------------------------------------------------------------ 4

4KO Finger Print Capture -----------------------------------------------------------------------------------------------------

User Pin !tatus C"ange ------------------------------------------------------------------------------------------------------ #

#User Group !er$ices ----------------------------------------------------------------------------------------------------------- %

%User !er$ices ------------------------------------------------------------------------------------------------------------------- &

&Logs '

'(ransaction Log ---------------------------------------------------------------------------------------------------------------- '

1)!ession Log ------------------------------------------------------------------------------------------------------------------ 1)

11*rror Log --------------------------------------------------------------------------------------------------------------------- 11

12+u,it og ---------------------------------------------------------------------------------------------------------------------- 12

13.eports ------------------------------------------------------------------------------------------------------------------------ 13

14 Users Create, .eport ---------------------------------------------------------------------------------------------------- 13

4/2 KO Operation .eport ----------------------------------------------------------------------------------------------------- 14

4/3 User !tatistics .eport ----------------------------------------------------------------------------------------------------- 1

4KO Consoi,ate, .eport ---------------------------------------------------------------------------------------------------- 1#

1Pass0or, Maintenance ---------------------------------------------------------------------------------------------------- 1%

1# C"ange Pass0or, ---------------------------------------------------------------------------------------------------------- 1%

# KO Liit Configuration --------------------------------------------------------------------------------------------------- 1&

% !u KO .euests ------------------------------------------------------------------------------------------------------------ 2)

%/1 !u KO .euests ---------------------------------------------------------------------------------------------------------- 2)

&!u KO +ut"oriation ------------------------------------------------------------------------------------------------------- 22

&/1 !u KO +ut"oriation ---------------------------------------------------------------------------------------------------- 22

'5o0noa, *6tract Fies ----------------------------------------------------------------------------------------------------- 22

9 Download Extract Files____________________________________________________________23

2



Application User Manual

1 LOGIN

This option allows the user (BC/Admin) to login to access the administrative services for kiosk

banking. The user has to enter the below link in internet eplorer browser.

https!//www.sbikiosk.com/"sp/login."sp

The user will get the screen.

# $nter BC user %d in the Administrator %d tet bo.

2 $nter the password in the password tet bo.& 'elect BC from the ser Tpe 'elect Bo.

* Click on the “Login” button.

+ote! ,ogin %d and -assword are case sensitive.

&

Admin -assword Admin %d

Tpe of user(BC/Admin)

https://www.sbikiosk.com/jsp/login.jsp

https://www.sbikiosk.com/jsp/login.jsp




2 User Maintenane

! User Confi"#ration

To invoke this screen Click on User Configuration under User Maintenance submenu. This option

allows the BC to create new 0 users or update the details of the eisting users.

Addin" a ne$ User%

# $nter the details in all mandator fields. %n the User Info Tab ser Base Branch (mandator)

Title (mandator) 1irst +ame (mandator) iddle +ame ,ast +ame %dentification tpe

%dentification +umber and 3ate of Birth have to be entered.

& $nter User Group Id this is a mandator field.

* %n the Address Details Tab there are fours lines of address (,ine# and & are mandator field)

and Pin code (mandator field) Phone Nuber have to be entered.4 $nter the user id for the 0 being created.

4 Click on Add Button to continue.

5 The response message will appear on the same screen for acknowledgement along with user

id for newl created user. The 6 digit 0 %3 will be displaed on the screen after successful

0 creation or if 0 creation fails an error message will be displaed.

&#er'in" t(e User Details%

*



Application User Manual # $nter the 0 %d in the user id tet bo.

2 The BC user can 7uer an 0 user b clicking the !uer" Button at the bottom of the page.

U)datin" t(e User Details%

# After 7uering the 0 details change the re7uired fields and Click on Update Button toupdate the 0 user details.

2 The response message will appear on the same screen for acknowledgement.

Deletin" t(e User%

# After 7uering the 0 details click on Delete button to delete the 0 from the sstem.

(The deleted 0 is no more a valid 0 and can8t login into the sstem.)

2 After deleting a 0 the response message will be displaed on the same screen.

* KO Fin"er +rint Ca)t#re

To invoke this screen click on #$ %inger Print Capture under User Maintenance sub9menu. BC hasto capture the 1inger prints of a new 0 user to complete the ser creation process.

# Click on 0 finger print capture link of user maintenance and then select 0 id from the list

and click Capture to start the finger print capture process.

4



Application User Manual 2 +ew window will be opened indicating which finger to be captured. +ow BC has to click on

capture button to capture the corresponding 1inger print.

& BC has to click on 'ubmit button once the finger print is captured successfull. %f finger print

is not captured properl then above procedure should be repeated for same finger till

capturing is successful. BC can skip capturing a finger b entering the reason.* The above procedure should be repeated for 5 fingers of 0 which will be indicated in the

window.

4 :hen all finger prints are captured successfull BC can choose & preferred fingers forverification. These chosen & preferred fingers onl will be asked during the verification

process.

, User +in Stat#s C(an"e

To invoke this screen click on User Pin &tatus Change. %f the 0 loses the -%+ then ;egeneration

of -in is to be done. This service allows the BC to change the pin (login or transaction) status of a 0

and to regenerate the pin (login or transaction) of a 0. The regenerated password will be the default

password which is configurable b administrator.

%f user forgets his -%+ then the status of -%+ should be changed to ,0'T or %$'G$T(

# $nter the ser id for which the -%+ 'tatus needs to be changed.

2 'elect the tpe of pin (-assword) either login or transaction.

& After entering the input click on the <=uer> link.

5



Application User Manual The -%+ status change page is displaed with ser %d Current 'tatus and the status to be changed

(,0'T or 10;?0T). 0n clicking Change button the pin status is changed and the new default -%+

will be generated.

- User Gro#) Ser.ies

To invoke this screen click on User Group &er)ices under User Maintenance sub9menu. This option

allows the ser to create a new 0 user group and can assign services and or update services

available for eisting 0 user group.

Adding a new User Group

# $nter Group Nae for a new group.

2 'elect Group Categor" for the user group. Then click on Add button.

& The services enabled for the branch are displaed. These services can be enabled b selecting

the corresponding check bo and disabled b unselecting the corresponding check bo.

* Click on Add button to complete the process.4 A new user group will be created and the response message will be displaed on the screen.

Querying/Updating a new User Group

@




# $nter ?roup +ame. The user can also select the group name from the search button. This is a

mandator field.

2 Click on 7uer button. The services provided for that group will be displaed. 'ervices for a

group can be updated b checking/unchecking the services.

* ake necessar changes b checking or un9checking the services check boes.

4 Click on Update to update the details.

5 The acknowledgement screen appears with response message.

/ User Ser.ies

To invoke this screen click on User &er)ices under User Maintenance sub9menu. This option allows

the user to enable/disable various services specific to 0 users. %t will allow the user to

enable/disable onl those services which are enabled for that users group.

6




Display User Serices

# Choose user id. The user can also select it from the search button nearb.

2 Click on the =uer button to continue or Clear button to reset the user id.

Update User Serices

# To remove the service uncheck the check bo net to the service that has to be deleted.

2 To enable a service click on the check bo net to the service that has to be added.

& Click on the Update button to continue.

* The acknowledgement screen appears with acknowledgement message.

0 Lo"s

Transation Lo"

To invoke this screen and click on “Transaction Log”* under “Logs” subenu(




# $nter the 0 user id (optional) whose transaction logs are re7uired in the tet bo provided.

2 $nter %ro Date (optional) and To Date (optional) in the tet boes provided in

33// format.

& Click on =uer button to get the transaction details for corresponding to the entered inputs.

1 Session Lo"

To invoke this screen click on <&ession Log” under <logs” sub9menu.

#




# Click on Logged Users button to get the session details of users who are currentl logged in.

2 $nter the user id (optional) whose session details are re7uired in the tet bo provided.

& $nter < Login fro Date” (optional) and Login “To Date” (optional) in the tet boes

provided in 33// format

* Click on !uer" button to get the session log details corresponding for the entered inputs.

11 Error Lo"

To invoke this screen click on < +rror Log” under “Logs” sub9menu.

##




# $nter the user id (optional) whose error log details are re7uired in the tet bo provided.

2 $nter < Login fro Date” (optional) and “Lo gin To Date” (optional) in the tet boes

provided in 33// format

& Click on !uer" button to get the error log details corresponding for the entered inputs.

12 A#dit lo"

To invoke this screen click on < Audit Log” under “Logs” sub9menu.

#2




# 'elect the service description from the drop down bo provided.

2 $nter %ro Date ,optional- and To Date ,optional- in the tet boes provided in

33// format.

& Click on !uer" button to get the audit logs corresponding to the

* Click on the audit se7uence id to get the details of the corresponding activit.

1! Re)orts

1* Users Created Re)ort

To invoke this screen click on <Users Created 'eports” under “'eports” sub9menu. This report

shows all the 0 created b the BC along with status of the 0 and 0 Created date.

#&




*32 KO O)eration Re)ort

To invoke this screen click on < #$ $peration 'eport” under “'eports” sub9menu. This option

allows the BC user to displa/download various transactions done b 0 like <3eposit>>

:ithdrawal> <Balance $n7uir> <1und Transfer 'uccess> <1und Transfer 1ailure> <'T3;

Account 0pen> and <'T3; -remature Close> etc.

#*




# $nter the 0 id in the tet bo provided.

2 $nter <1rom date> and <To date> in the format of 33//.

& 'elect the transaction tpe from the select option.

* Click on the <3ispla> link displas the corresponding transaction details in the same screen.4 Click on 3ownload link opens a -31 file having the transactions details.

*3! User Statistis Re)ort

To invoke this screen click on DUsers &tatistics 'eports” under “'eports” sub9menu.

This report gives the number of transactions done b the 0 for each tpe of transaction(e !deposit withdrawal).

# $nter 0 id from date and to date in the corresponding fields.

2 Click on 3ispla or 3ownload links to observe the various transactions and the +umber

of transactions done b that 0.

& Click on the <3ispla> link displas the corresponding transaction details in the same

screen.

* Click on 3ownload link opens a -31 file having the transaction details.

#4




* KO Consolidated Re)ort

To invoke this screen click on D #$ Consolidated 'eport” under “'eports” sub9menu.

This report gives the total amount deposited to a 0 and amount withdrawn from a 0 and

the current outstanding amount with a 0. This is given for all the os under the BC for a

particular da.

# $nter the date for which the report is re7uired.

2 Click on < Displa">.

#5




1, +ass$ord Maintenane

1- C(an"e +ass$ord

To invoke this screen click on “Change Pass.ord” under < Pass.ord Maintenance” sub/menu. This

option allows the BC to change his ,ogon password. To change logon password (+ote! -asswords are

Case sensitive) follow the below steps

# $nter Current Pass.ord which is to be changed.

2 $nter the new password in accordance to the password polic displaed. An password that

does not confer with the polic will not be accepted.

& ;e9enter Ne. Pass.ord in the 'epeat Ne. pass.ord bo.

* Click on the &ubit Button.4 Acknowledge message will be displaed for the password change operation. BC can use new

password from net login in to sstem.

#@




- KO Li4it Confi"#ration

5.# KO Li4it Confi"#ration

To invoke this screen click on #$ Liit Configuration under #$ Liit Configuration sub menu.

This service is used to update the current holding limit( amount which the 0 holds in hand)

whenever he deposits an amount to the bank or he takes an amount from the bank.

# $nter 0 id. Click on <!uer" <.

2 A screen with the current holding limit of the 0 0 limit will be displaed (both are read

onl fields and can8t be changed) along with tpe of transaction and amount fields(can select/enter values for these fields ).

& 'elect the tpe of operation <.ithdra.al” if 0 is taking mone from the bank or select

“deposit” if 0 is depositing mone to the bank.

* $nter the amount being withdrawn / deposited b 0.4 Click on “Update”. An acknowledgement message will be displaed showing the holding

limit after updating.

#6




#




/ S#5 KO Re6#ests

/31 S#5 KO Re6#ests

To invoke this screen click on &ub #$ 'e0uests under &ub #$ 'e0uests sub menu. :henever a 0

creates a new 'B 0 a re7uest will come to the corresponding BC for approval. %n this service the

BC will be able to view all such re7uests.

2




The BC can approve or re"ect a particular 'B 0.

2#




0 S#5 KO A#t(ori7ation

031 S#5 KO A#t(ori7ation

To invoke this screen click on Authori1e &ub #$ under Authori1e &ub #$ sub menu. :henever a

BC is re7uired to give login privilege to a 0/'B 0 to the his/corresponding 08s login he hasto authoriEe that user.

#. 'elect the 0/'B 0 id using the search provided.2. $nter remarks for authoriEing the 0.

&. Click on Authori1e to authoriEe the user. Acknowledgement message is displaed.

Do$nload E8trat Files

To invoke this screen click on Do.nload +2tract %iles under Do.nload +2tract %iles sub menu.

:henever a BC is re7uires a report of the transaction and the limit details that had happened on a date

this option could be used.

22




#. 'elect the desired 3ate from the dropdown option that has been provided.2. 'elect the report that has to be downloaded it can be either the transaction report or the

,imit report.

&. Click on 3ownload button to etract the report.

2&




Documents

7- SBI BC Manual