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2
Customer Relationship Mgmt.
ST
TIME)
A user is authorized to log into Finacle in a CBS branch by providing him a user_id and password.
1. User Name Ensure that the cursor is blinking in the User Name field; if it is not blinking in this field, bring the
mouse in this field and click left button of mouse once. Enter user_id provided by the Data Centre. Press Enter
or Tab key. The cursor shall blink in password field .
2. Password Enter password as provided to you by the Data Centre. Press Enter key twice or click left button of
mouse on Login button.
System will display a message box on the desktop stating You are a New user hence please change your
password .
3. The message displayed on the screen has OK button. Click left button of mouse on
OK or press enter.
System shall display the login screen with two more fields.
4. Bring the mouse pointer in New Password field and click left button of mouse.
5. New Password User need to enter minimum six characters password of his / her choice. User may enter
password containing alphabets and
numerals. Press Enter Key.
6. Confirm New Password User must enter exactly the same password as entered in previous field. System
checks whether the user is sure of
his/her password.
7. Press Enter key twice or click left button of mouse on Login button. If both the passwords i.e. the passwords
entered in New Password and
Confirm New Passwords fields tally, then only system will allow the user to log into Finacle.
Note Wherever click or click mouse is mentioned, it means click left button of the mouse.
PROGRESSIVE INDICATOR
This is small rectangle at the end of message area . It uses different colours to indicate the progress of the
operation the system is currently peforming.These colours are
1Green control is currently with the browser.
2Yellow The browser is performing some internal processing like repainting the screen etc.
3Red
- The browser is communication with server.
Log out of the application :
To logout from the application , click logout button in the action bar . Click on YES button to logout . logout
action can also be taken by typing exit in the menu option field and clicking on Yes.
DOs
1.
Never disclose password to others.
2.
3.
Change own password on regular interval; menu option to change password is PWMNT.
4.
5.
DONTs
1. Never click on Back button of Internet Explorer while working in Finacle; otherwise system
may abnormally terminate the current session and may not allow to login again using the
same user_id. In such case, contact branchs DBA/System Administrator for further action.
2. Never close Internet Explorer window using X button (available at right-top side) while
working in Finacle; otherwise system may abnormally terminate the current session and
may not allow to login again using the same user_id. In such case, contact branchs
DBA/System Administrator for further action.
FUNCTION KEYS AND NAVIGATION IN FINACLE
PHYSICAL KEY
F1
F2
F3
DESCRIPTION
Field Level Help (In a field, if user presses F1 key, system
may display necessary help about the field)
In some of the fields like City, State, Intt. Rate Code, Mode
(List button on action Bar) of Operation etc, system provides
list of valid codes. User may press F2 in such fields for list of
valid codes
Quit. In a menu option which is activated, user may press
(Back button) this key to quit from the menu option without
saving
F4
F5
button)
F6
F9
F10
F11
F12
TAB
ENTER
DOWN Arrow
(NextRec button)
UP Arrow
(PrecRec button)
CTRL+D
CTRL+ E (Explode)
CTRL+F
CTRL+U
CTRL+X
SHIFT+F4
SHIFT+TAB
The details.
Accept. In a menu option, user may press this key to accept
(Accept button) the data entered at various stages.
Back Ground menu (In a menu option, user may press this (Background
key to activate background menu)
Next Block (next page) (In a menu option, user may press (Next Blk button)
this key to go to next page/block, as and when its applicable)
View Signatures (Alt+F4 to Close) (In a/c no field, after
entering valid a/c no, user may press this key to view
signature/list of signatures attached to the account.)
Commit (In a menu option, user may press this key to
(Commit button) Save / commit data entered.)
Next Field/Next Page on same Screen (Transmit button)
Previous Block (previous page) (In a menu option, user may
(PrevBlk button) press this key to go to previous page/block as and when
its
applicable)
Go to the Next field
Go to the Next Field
Next Record (In a list or result of a query)
Previous Record (In a list or result of a query)
Page Down on a List (In a list or result of a query)
Explode
Clear Field
Page up on a List (In a list or result of a query)
Put BOD (todays) date
Select the current item from the list
Go to the Previous Field
4
FAVOURITES
Finacle provide the facility to the user to list menu option which are frequently used. Process is
given below.
Control C Copy menu option and paste Control V in favorite .