1. Teller User Guide
  2. Branch Operations
  3. Teller Session
  4. Start Teller Session

2.16.1 Start Teller Session

The Teller can use the Start Teller Session screen to start the teller session for a customer.

To start a teller session:
  1. On the Homepage, from Teller mega menu, under Branch Operations, click Start Teller Session or specify Start Teller Session in the search icon bar and select the screen.
    The Start Teller Session screen is displayed.

    Figure 2-18 Start Teller Session


    Description of Figure 2-18 follows
    Description of "Figure 2-18 Start Teller Session"

  2. On the Start Teller Session screen, specify the fields. For more information on fields, refer to the field description table.

    Note:

    The fields marked as Required are mandatory.

    Table 2-18 Start Teller Session - Field Description

    Field Description

    Customer Number
    Specify the customer number.

    Note:

    You can also select from the list of values, which displays all the open and authorized CIF IDs maintained in the system.

    Operation Type
    Select the operation types of the customer from the drop-down list. The drop-down list shows the following values:

    • Transaction

    • Account/Contract

    • Both

    Note:

    By default, the Transaction value is selected.

    Incoming Cash Amount

    Specify the cash amount at the start of the teller session.

    Remarks

    Enter remarks for the transaction.
  3. On the Start Teller Session screen, click on the CIF Details data segment.
    The CIF Details data segment is displayed with the fields.

    Figure 2-19 CIF Details


    Description of Figure 2-19 follows
    Description of "Figure 2-19 CIF Details"

  4. Specify the CIF details. For more information on fields, refer to the field description table.

    Table 2-19 CIF Details - Field Description

    Field Description

    Executor CIF Number

    When you press the Tab key, the system defaults the value which can be modified.

    Executor CIF Name

    Displays the executor CIF.

    Beneficial Owner CIF Number

    Select the desired value from the option list, which displays all the open and authorized CIF IDs maintained in the system.

    Beneficial Owner CIF Number

    Displays the beneficial owner's CIF number.
  5. Click Submit.
    A teller sequence number is generated, and the Transaction Completed Successfully information message is displayed.

Parent topic: Teller Session