1. Scheme Management |
• FD,RD,DD,MIP,BOND Creation |
• Normal Roi, Special Roi Provision |
• Penalty Provision |
• Grace Period Setting |
• ROI compounding facility (Like Monthly, Quarterly, Half yearly, Yearly) |
• RD Multiple Mode facility (Like Monthly, Quarterly, Half yearly, Yearly) |
• Discount Facility on Quarterly, Half yearly, Yearly submission of installment |
• Minimum Amount Condition. |
• Amount Multiple off. |
• Scheme List Report Plan Wise |
• Loan against Deposit. |
• Edit Option for Scheme |
• Amount wise Special Roi Provision |
• Activation & Deactivation of Schemes |
• Scheme Wise Prematurity management. |
• Scheme Wise Irregular management. |
2. Member Management |
• Members Registration |
• Members Edit Registration |
• Members Approval |
• Members Report |
• Members Photo, Signature, Id Proof, Address Proof Upload |
• Member Complete Summary Report |
• Member Approve Today |
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3. Agent Management |
• Agent Registration |
• Edit Agent Registration |
• Agent Report |
• Agent Approval |
• Agent List By Post |
• Agent Down line |
• Agent Up line |
• Commission Information scheme wise |
• Member to Agent Creation |
• Agent Promotion History |
• Agent Promotion Date wise |
• Agent Promotion (Manual, Auto) |
• Update Designation |
• Direct Policy |
• Direct Installment |
• Down Line Policy |
• Down line Installment |
• Deleted Policy Record |
• Due Promotion Report |
• Insert Commission |
• Credit business Provision (Mostly Used in Agent Promotion) |
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4. Transactions |
• Fixed Deposit |
• New RDP Policy (With Mode Selection Facility Monthly/ Quarterly/Half yearly/ Yearly) |
• MIP Policy |
• Bond Policy |
• Daily Policy |
• Approve Policy |
• Installment Receipt |
• Approve Installment Receipt |
• Pre Maturity Management |
• IR-Regularity Management |
5. Payments |
• Policy Maturity Payment Branch Wise |
• Agent Commission Payout |
• Issue Cheque (Cash,Cheque,Transfer to Saving A/c) |
• Paid Maturity Report |
• Agent Wise Commission |
• Month Wise Commission |
• Policy Wise Commission |
• MIP Policy Payment(Cash,Cheque,Transfer to Saving A/c) |
• Paid MIP Payment Report |
• Wallet Dashboard |
6. Reports |
• Policy List |
• RD Installment Report |
• Due RD Installment Report |
• IN Out Report |
• Receipt Information |
• User Tracking Report |
• Complete Policy Information |
7. Print |
• Policy Certificate Print |
• Cash Receipt Print |
• Passbook Print Setup |
• Passbook Reprint Setup ( RD, Saving) |
• Statement Print (RD, DD) |
• Default, Customized Print |
• Share Certificate Print |
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8. SMS |
• Id Wise Sms |
• Down line Wise Sms |
• Registration Sms |
• Scheme wise Sms |
• City /State wise Sms |
• Non pan card holder Sms |
• Non bank detail holders Sms |
• Birthday Sms |
• Group Master |
• Add new Contact |
• Loan Wise Sms |
• Other Sms |
9. User Manager |
• Branch Master (N Numbers of Branch Creation Facility) |
• Branch Staff (N Numbers of Staff Creation Facility With Page Rights) |
• Manage Back Date & Future Date Entries |
• Manage Agent & Members Ship Fees |
• Fetch password |
• State City Master |
• Region Master |
• Designation Master |
• Designation Role, & there Rights |
• Backup data |
10. Saving Account Management |
• Saving Account Master |
• New Saving Account |
• Saving Account Report |
• Saving Account Summary |
• Transaction Saving Account |
• Cheque Management |
• Balance Information |
• Saving Account Statement |
• Account Statement |
• Issue Cheque Book |
• Cheque Book Report |
• Saving Account Edit ( only in Joint Account) |
• Saving Account Penalty |
• Saving Account Interest |
• Deactivate Saving Account |
• Saving A/c Penalty Report |
• Saving A/cInterestReport |
• Activate Saving Account |
11. Loan |
• Loan Master |
• New Loan |
• Approve Loan |
• Loan List |
• Due Loan Installment |
• Loan Issue Cheque |
• Loan Penalty Report |
• Loan Installment |
• Loan Installment Approval |
• Loan Closing |
• Loan Installment Report |
• Loan Statement |
• Loan Installment Print |
12. Share |
• Share Master |
• Share Report |
• Share Withdrawal |
• Share Withdrawal report |