Post Office Agent: Agents who manage commission-based transactions for savings schemes at India Post are required to establish a Post Office Agent ID in Finacle. A systematic procedure is employed by Finacle, the primary banking solution utilised by India Post, to optimise this process.
This guide dopagent contains a comprehensive, step-by-step process for efficiently generating an Agent ID in Finacle.
Important Information Keys
CPCs are asked not to distribute requests for new creations separately by mail as part of the f automation of the MPKBY Agent Portal new creation. Our team generated new MPKBY agents in Finacle during EOD inside Agent Portal.
On the following day, new agents may be instructed to utilise the “Forgot Password” feature and independently reset their passwords. This procedure seeks to prevent OTP delays and complaints about password reset causing delays.
From November 28, 2023 onwards, there is no longer any need to transmit new MPKBY IDs generated in Finacle to CPC(CBS). Such IDs submitted in Finacle using the dop agent interface will be automatically generated byCEPTt after EOD.
MPKBY agents may then generate new passwords using the lost password option.
Who Can Be a Post Office Agent?
Before creating an dopagent Agent ID, ensure you qualify as an agent under one of the following categories:
- SAS (Standard Agent System) Agents – Handle savings accounts for customers.
- MPKBY (Mahila Pradhan Kshetriya Bachat Yojana) Agents – Manage Recurring Deposit (RD) accounts.
- PPF (Public Provident Fund) Agents – Assist in PPF investments.
Documents Required for Agent ID Creation
To create an Agent ID in Finacle, the following documents are required:
- Duly filled Agent Application Form.
- Photocopy of the Agent License issued by the State Government.
- Valid KYC Documents (Aadhaar, PAN, etc.).
- Recent passport-size photograph.
- Specimen Signature Card (SSC).
- Letter of Authority (if applicable).
Steps to Create Agent ID in Finacle
Step 1: Log in to Finacle
- Access Finacle using valid credentials.
- Navigate to the Menu Option for agent creation.
Step 2: Open the Agent Maintenance Screen
- Use the command HDSAMM in the Finacle menu.
- Press Enter to open the Agent Maintenance screen.
Step 3: Enter Agent Details
Fill in the agent’s basic details:
- Agent Name (As per the license).
- Date of Birth.
- Agent Type (SAS, MPKBY, or PPF).
- License Number & Expiry Date.
- Office Name & Code.
- Commission Payment Account Number (Linked savings account).
Step 4: Set Up Commission Parameters
- Configure the applicable commission structure.
- Select the relevant scheme codes.
Step 5: Verification & Approval
- After filling in the details, click Submit.
- The request moves to the Verifier (Supervisor) for Approval.
- Upon successful verification, the Agent ID is generated.
How to Check Agent ID in Finacle
Once created, the Agent ID can be checked using the command HDSAMM:
- Log in to Finacle.
- Open HDSAMM and enter the Agent License Number.
- Click on Search to retrieve details.
Common Errors & Solutions
1. Invalid License Number
- Ensure the Agent License Number is correct and valid.
- Check for typographical errors.
2. Missing Documents
- Ensure all required documents are uploaded correctly.
3. Agent ID Not Reflecting
- Allow some time for system updates.
- Contact the Post Office Supervisor for verification.
Conclusion
Documentation, data input, and verification are all part of Finacle’s systematic procedure for creating an Agent ID. Agents can begin operating under India Post’s financial initiatives by following the aforementioned steps to seamlessly establish their IDs.
Referring to financial documentation or a Post Office Supervisor will enable fast resolution of any problems that develop.