SBI Kiosk Banking – CSP

Objective

This presentation will help the CSP to understand below mentioned processes:

 Change Password Process

 Sub KO Creation Process

 Reports
CSP Password Process
 For CSP:

oNomenclature for Default Password: Last 4 Digits of CSP Code + DOB(ddmm) of CSP

oFor Example: CSP Code – 10370005 and DOB – 08/08/85

Default Password – 00050808

 For Sub KO:

oNomenclature for Default Password: Last 5 Digits of CSP Code + DOB(ddmm) of CSP

oFor Example: CSP Code – 10370005 and DOB – 08/08/85

Default Password – 700050808

 Default Passwords (Login & Transaction) can be changed using the option ‘SBI Other
Services’ on SBI Portal
Transaction Password Change
 Select SBI Other Services
 Click on Change Transaction Password
Transaction Password Change
 Enter Current Password
 Enter New Password
 Re-Enter New Password
 Click on Submit
 Password will be changed
Login Password Change
 Select SBI Other Services
 Click on Change Login Password
Login Password Change
 Enter Current Password
 Enter New Password
 Re-Enter New Password
 Click on Submit
 Password will be changed
Sub KO Creation Process
 A CSP need to create a Sub KO in case he is not available at Kiosk Outlet and want someone to
operate the outlet.
 Click on Sub KO Creation Option
Sub KO Creation Process
 Enter all details of Sub KO in desired field

 Click on Query
Sub KO Creation Process
 Enter the validation time for which CSP want to assign a sub KO
 Then click on Add

Note: Sub KO validation time is 30 days by default, it can be less than 30 days but cannot exceed it.
Sub KO Creation Process
 Enter the address of Sub KO
 Then click on Add
Sub KO Creation Process
 Sub KO will be created successfully
 Then click on ‘FpCapture’ option
Sub KO Creation Process
 Enter the User ID and click on capture
Sub KO Authorization Process
 After creating Sub KO, CSP need to send Sub KO details (ID & Name) to [email protected]

 Once the Sub KO is authorized from backend then only CSP can authorize him from the system

Note: At a single point of time either Sub KO or CSP is authorized to work.

For CSP to work again Sub KO need to authorize him.
Reports
Reports will help the CSP to check the transactions details and other business details.

Type of Reports:

 Customer Pending Reports – This report helps CSP to check the status of accounts opened at his Kiosk
point but not activated from linked SBI branch.

 Transaction Reports – This report helps CSP to check the transactions(Deposit/Withdrawal)

that he has done for a certain time period.

 Business Reports – This report helps CSP to check transaction wise reports like cash
payments, Money Transfer, A/C opened etc.
Reports

 Logged In – Logged Out Report – This report shows the login and log out details of CSP ID.

 KO Limit & Cash Holding Reports – This report shows that how much amount is left in KO A/C for
transactions.

 Commission Reports – This report shows the commission details of the CSP for a
certain time period.
Reports
 Click on ‘Reports’ Tab
Reports
 Reports Window will Open
Customer Pending Reports
 Click on Customer Pending Details
 This report helps CSP to check the status of accounts opened at his Kiosk
point but not activated from linked SBI branch.
Customer Pending Reports
 Enter From & To Date
 Download in PDF or Excel
Customer Pending Reports

 To save the file, CSP need to click on save.

Current Day Customer Enrolled Report
 CSP need to select current day Customer enrolled . Date will be current date.
 Click on download
Current Day Customer Enrolled Report
 To save the report on his System, CSP need to click on save.
Transaction Reports
 Click Transaction Detailed Report.
 Enter From & To Date
 Download in PDF or Excel

This report helps CSP to check the transactions(Deposit/Withdrawal) that he has done for a certain time period.
Transaction Reports
 To save the report, click on save.
Transaction Reports
 Transaction Report will look like this.
Transaction Snapshot Reports
 Click Transaction Snapshot Report.
 Enter From & To Date
 Download in PDF or Excel
Transaction Snapshot Reports
 To save the report, click on save.
Current Day Transaction Report
 Click Current Day Transaction Report.
 Date will be current date.
 Download in PDF or Excel.
Current Day Transaction Report
 To save the report, click on save.
Old Transaction Detailed Report
 Click Old Transaction Detailed Report.
 Enter From & To Date.
 Download in PDF or Excel.
Old Transaction Detailed Report
 To save the report, click on save.
Business Reports
 Click Business Snap Shot
 Enter From & To Date
 Download in PDF or Excel

 This report helps CSP to check transaction wise reports like cash payments, Money Transfer, A/C opened etc.
Business Reports
 To save the report, click on save.
Business Reports
 BC Business Snapshot Report will look like this.
Logged In – Logged Out Report
 Click Logged In - Logged Out Report
 Enter From & To Date
 Download in PDF or Excel

 This report shows the login and log out details of CSP ID
Logged In – Logged Out Report
 To save the report, click on save.
Logged In – Logged Out Report
 Logged In - Logged Out Report will look like this.
KO Limits & Cash Holding Reports
 Click on KO LIMITS & CASH HOLDING REPORTS
 Enter From & To Date
 Download in PDF or Excel
This report shows that how much amount is left in KO A/C for transactions.
KO Limits & Cash Holding Reports
 To save the report, click on save.
KO Limits & Cash Holding Reports
 KO Limits & Cash Holding Reports will look like this.
Current Day KO Limit Configuration Reports
 Click on Current Day KO LIMITS REPORTS
 Enter From & To Date
 Download in PDF or Excel
Current Day KO Limit Configuration Reports
 To save the report, click on save.
KO Cash Holding Report
 Click on KO CASH HOLDING REPORT
 Enter From & To Date
 Download in PDF or Excel
KO Cash Holding Report
 To save the report, click on save.
Current Day KO Cash Holding Report
 Click on Current KO Cash Holding Report
 Date will be current date
 Download in PDF or Excel
KO Cash Holding Report
 To save the report, click on save.
 Commission Reports
 Click on Commission Detailed Report
 Enter From & To Date
 Download in PDF or Excel
 This report shows the commission details of the CSP for a certain time period.
Commission Reports
 To save the report, click on save.
Commission Reports
 KO Commission Report will look like this.
Commission Snapshot Reports
 Click on Commission Snapshot Report
 Enter From & To Date
 Download in PDF or Excel
Commission Snapshot Reports

 To save the report, click on save.

Old Commission Detailed Report
 Click on Old Commission Detailed Report
 Enter From & To Date
 Download in PDF or Excel
Old Commission Detailed Report
 To save the report, click on save.
 Thank You !!

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