| 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. |
| • Credit business Provision (Mostly Used in Agent Promotion) |
| 2. Member Management |
| • Members Registration |
• Members Edit Registration |
| • Members Approval |
• Members Report |
| • Members Photo, Signature, Id Proof, Address Proof Upload |
• Member Complete Summary Report |
| 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 |
| 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 |
• Daily Collection 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 |
| 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 |
| 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 |
| 13. Website |
| • Vacancy apply for |
• Add City |
| • Career Report |
• Feedback Report |
| • News Manager |
| 14. Login Panel |
| • Admin Panel |
• Branch/Staff Panel |
| • Company Website |