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GOOD MORNING TO ALL OF YOU

WELCOME TO FINO TRAINING PROGRAMME ON CBS

Madhya
Pradesh Oriss
Mahara West
a Bengal
shtra
Andhra
Pradesh
Karnatak
a
Tamil
Keral Nadu
a
My self Prashanta kumar Swain working as FINO, Co-ordinator, Zonal Office, at
KAS Foundation ,Zonal Office ,BBSR. Basically I am an Engineering Graduate
( Electronics & Communication), joined at KAS foundation on 26th February
-2007,Before that I was the project co-ordinator Cum placement officer at AIRA.
With this I request you to give your self interdiction .
KAS Foundation
CEO

Planning / HR
Board Meeting

MIS
Administration

Earning
Money

Zonal/Region/ Group
Branch Offices Branch CDMFI / Formation Groups doing
Offices MFI Business
KAS FOUNDATION

CEO Office
Computer Networking

ICICI/ ABN AMBRO/Citi Bank


Zonal Office, BBSR Other
Funding Agency

Region Office
Region Office Branch Office Groups Collecting
Puri Angul, Dhenkanal
Berhampur Money by Selling
Bhubaneswar,Nuapatana Product

Loan Recovery

Puri,Sakhigopal,
Nimapara
Jeypore,Barahampur
Baliguda

Investment
CDMFI / MFI in business Selling
Brower Brower Product
To mange all CDFI/MFI/Branches/Region Office/Zonal Offices is not so easy
As we have lots of products like
 SHGs
 JLGs
 WJLGs
 JLG Wavers
 JLG Silpee
 Fishery Group
 Diary Group
 EPL
SPG
We provide loans to these different varieties of groups with different rate of interest
and also while recovering these loans we follow different chart or schedule
To get information immediately at branch level is not a problem. But to get centralize information
it took long time. To over come this drawback we are going to maintain all data in centralize
system So we introduce FLEXCUBE S/W i.e mint for CBS (Core banking Solution)
Training Agenda & Programme
Module Description Start End Duration in hrs.

General Overview Flexcube overview 10.00 AM 11.00 AM 1


Branch concept, user login, navigation, fast path, batch
Branch Basics opening/ closing etc. 11.00 Am 1.00 PM 2
Lunch Break 1.00 PM 2.00 PM 1
Branch Basics Exercise 2.00 PM 4.00 PM 1
CIF Customer addition and details 4.00 PM 5.00 PM 1
CIF, Q & A Exercise 5.00 PM 6.00 PM 1
DAY 2
Account opening, schedule generation, charges,
Loan Transactions disbursement, repayments 10.00 AM 1.00 PM 3
Lunch Break 1.00 PM 2.00 PM 1
Loan Transactions Exercise 2.00 PM 6.00 PM 4

DAY 3
Loan product definition Product parameters and other setup, Loan recover 10.00 AM 1.00 PM 3
Lunch break 1.00 PM 2.00 PM 1
Loan product definition Exercise 2.00 PM 6.00 PM 4
DAY 4
Group functionality Grameen methodology and group maint 10.00 AM 11.00 AM 1
GL General ledger, charts of accts. 11.00 AM 12.00 AM 1
Bulk transactions (GEFU) 12.00AM 1.00PM
Lunch break 1.00PM 2.00PM
Reports Reports Generation & Printing 2.00PM 3.00PM
Exercise for the Day Exercise for Group, GL GEFU and reports 3.PM 6.PM
END of training
FINO( Financial Information & Networking Operation Ltd.)
Overview of CBS
• Clint Setup
• Create new customer
• Create Loan account for a customer
• Account Documents maintenance
• Updating customer master
• Group formation JLGs/SHG/Other
• Loan disbursement
• Recovery of loan (advance, repayment mode, final settlement)
• Zoom inquiry
• Report generation
• Miscellaneous expenditure in GL
• GEFU (Generic External File Upload)
• Question & Answer
• Feed back
First you have to do client configuration
 Client installation
 Internet Explore Setting

After this two step over you can access this site
http://125.16.133.87/brn9999/#
If the branch already open for the day then
Click here
Then Click on Ok
like this U have
to add 5
customer
for JLGs
36076280000029

Branch Code Auto generation number


Product Code
like this U have
to create 5
Customer Loan A/c
for JLGs
like this U have to
receive documents
from all customer
Click on

Check this
Click on
like this U have to
disburse the
sanction amount
to all customer
1065-Repayment Mode
1068- Loan Advance Recovery
1067-Final Settlement
To Get BOD Reports
Select Adhoc Reports
File upload through GEFU
(Generic External File Upload)

Data must be available on given format and ensure that all data is
correct before uploading to FLEXCUBE.
Data should be provided for all mandatory fields in a valid format of Excel Sheet
Use the below link to upload the GEFU file to server.
http://125.16.133.91/fino/default.asp
User Name: fino1
Password: p@ssw0rd
OR
Go to Transactions->File upload->Select file to be uploaded
Select “Area to upload as “Other MFI”
OR
FAST PATH BAM96
http://125.16.133.91/fino/default.asp

User Name: fino1


Password: p@ssw0rd
ANY QUESTIONS ??
THANK YOU !

MAY THE ALMIGHTY

GOD BLESS YOU


&
KEEP YOU.
A SMALL
TRUTH TO
MAKE LIFE
100%
Hard work
H+A+R+D+W+O+R+K
8+1+18+4+23+15+18+11 =
98%

Knowledge
K+N+O+W+L+E+D+G+E
11+14+15+23+12+5+4+7+5 =
96%
Love
L+O+V+E
12+15+22+5 = 54%

Luck
L+U+C+K
12+21+3+11 = 47%
(don't most of us think this is the most important???)
Then what makes 100%?

Is it Money?
Money ... NO!!!!!
[M+O+N+E+Y =
13+15+14+5+25 = 72%]

Leadership?
Leadership ... NO!!!!
[L+E+A+D+E+R+S+H+I+P =
12+5+1+4+5+18+19+9+16 =
89%]
Every problem has a
solution, only if we
perhaps change our
attitude.
To go to the top,
to that 100%,
100%
what we really need to go
further...a bit more...
ATTITUDE
A+T+T+I+T+U+D+E
1+20+20+9+20+21+4+5 =
100%

It is OUR ATTITUDE towards


Life and Work that makes
OUR Life 100%
Ability is what you are
capable of doing.
Motivation determines what
you do
Attitude determines, how
well you do………..
Winners always
have a program
Losers always have
an excuse.
Hopefully you got the formula
of
"I AM THE B EST" .

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