Stanbic User Guide

Retail User Guide
for
Finacle Internet Banking
Version 1
Finacle e-Banking, Mobile Banking and Alerts User Manual
TABLE OF CONTENTS
1. INTERNET BANKING RETAIL MODULE ............................................................................................................. 3 1.1 1.1.1 1.1.2 1.1.3 1.2 1.2.1 1.2.2 1.2.3 1.2.4 1.2.5 1.2.6 1.2.7 1.3 1.3.1 1.3.2 1.3.3 1.3.4 1.3.5 1.3.6 1.3.7 1.3.8 1.3.9 1.3.10 1.4 1.4.1 1.4.2 1.4.3 1.5 1.5.1 1.5.2 1.5.3 1.5.4 1.5.5 1.5.6 LOGIN ............................................................................................................................................................................. 3 LOGIN (FOR FIRST TIME USERS ) .......................................................................................................................... 3 LOGIN (FOR REGULAR USERS)............................................................................................................................. 5 SET PASSWORD FROM FORGOT PASSWORD LINK ...................................................................................... 6 BALANCE AND T RANSACTION INFORMATION......................................................................................................... 9 VIEW ACCOUNT D ETAILS ...................................................................................................................................... 9 VIEW MINI STATEMENT ........................................................................................................................................11 VIEW T RANSACTION HISTORY ............................................................................................................................13 VIEW LIEN I NQUIRY ...............................................................................................................................................16 VIEW NOMINEE D ETAILS......................................................................................................................................18 VIEW STOPPED C HEQUES ...................................................................................................................................20 VIEW CLEARING INSTRUMENTS..........................................................................................................................22 TRANSACTIONS MANAGEMENT ...............................................................................................................................25 ADD B ENEFICIARIES .............................................................................................................................................25 VIEW B ENEFICIARIES ............................................................................................................................................27 EDIT B ENEFICIARIES .............................................................................................................................................30 TRANSFER F UNDS BETWEEN OWN ACCOUNTS ...............................................................................................34 TRANSFER F UNDS TO T HIRD PARTY OWN BANK........................................................................................38 MAKE PAYMENTS T HIRD PARTY TRANSFERS/ PAYMENTS TO OTHER BANKS ....................................43 MAKE PAYMENTS BILLS PAYMENTS .............................................................................................................48 VIEW F UTURE DATED PAYMENTS .....................................................................................................................52 VIEW SAVED TRANSACTIONS .............................................................................................................................54 VIEW COMPLETED T RANSACTIONS ...................................................................................................................57 MANAGE BILLER ........................................................................................................................................................59 ADD/ R EGISTER BILLER ......................................................................................................................................59 VIEW R EGIST ERED BILLERS ...............................................................................................................................62 EDIT R EGIST ERED BILLERS ................................................................................................................................64 GENERAL SERVICES .................................................................................................................................................68 R EQUEST FOR ACCOUNT MODIFICATION.........................................................................................................68 ENABL E MOBILE BANKING (S ELF ENABLEMENT BY USER).........................................................................71 SUBSCRIBE/ U NSUBSCRIBE FOR ALERTS .......................................................................................................74 MAKE INQUIRY .......................................................................................................................................................77 MAKE S ERVICE R EQUEST ...................................................................................................................................79 QUERY S ERVICE R EQUEST .................................................................................................................................81
Confidential, Copyright Stanbic IBTC Bank
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1.
1.1
INTERNET Banking Retail Module

Login
1.1.1 Login (for first time Users)

Requirements: User ID Password STEP 1. ACTION Logon to the Banks website (www.stanbicibtcbank.com) COMMENT
2.
Select Internet Banking from the dropdown and click Go
The Internet Banking login page should be displayed
3.
Input your User ID and Password in the corresponding fields and click on Login
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Terms and Conditions page.
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STEP 4.
ACTION Read the Terms and Conditions, and scroll to the bottom of the page. Click on Agree
COMMENT
5.
Enter current password and supply new password. Retype new password and click Ok
The system would prompt first time Users to change their password. Users should note the conditions for password change indicated on the page Password changed successfully would be displayed to indicate a successful password change
6.
Click here to login to account
7.
Click Ok to acknowledge the information on Important Security Benefit of protecting yourself
The internet service Dashboard for the customer is displayed.
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STEP 8.
ACTION
COMMENT The Dashboard shows all the accounts of the customer that are profiled for Internet Banking
1.1.2 Login (for regular Users)

2.
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STEP 3.
ACTION Input your User ID and Password in the corresponding fields and click on Login
COMMENT User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
4.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking
1.1.3 Set password from Forgot Password link

If User has forgotten his/ her login password, the password can be set by the accessing the Forgot Password link on the internet banking login page Requirements: Internet Banking User ID
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Date of Birth Account Number (linked to CIF ID) Transaction Amount (1 out of 5 transactions on the above mentioned account number) Transaction Type (Debit or Credit) One Time Password (OTP) ACTION Logon to the Banks website (www.stanbicibtcbank.com) COMMENT
STEP 1.
2.
3.
Click the Forgot Password link on the Internet Banking login Page
System would prompt User for response to a series of questions.
4.
Provide valid responses to the requirements by the application
Click on Login after providing response to the required
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STEP
ACTION
COMMENT values. An OTP would be sent to the Users registered mobile number
5.
Enter your new password and the OTP sent to the registered mobile number. Click on Update
Password changed successfully would be displayed to indicate a successful password set
6.
Click here to login to account
7.
The internet service Dashboard for the customer is displayed.
8.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking
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1.2
Balance and Transaction Information
1.2.1 View Account Details

2.
3.
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is
4.
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STEP
ACTION
COMMENT displayed.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Balance and Transaction Information, and click on any of Operative, Deposit or Loan accounts to reveal all the customer accounts
6.
7.
Select any of the accounts shown and click on Account details under Inquiry Features
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STEP 8.
ACTION
COMMENT System displays all the details of the account. User can also download displayed information in pdf and CSV formats
1.2.2 View Mini Statement

2.
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STEP 3.
4.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Balance and Transaction Information, and click on any of Operative, Deposit or Loan accounts to reveal all the customer accounts
6.
7.
Select any of the accounts shown and click on View mini statement under Inquiry Features
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STEP
ACTION
COMMENT
8.
System displays a mini statement of the account. User can also download displayed information in pdf and CSV formats
1.2.3 View Transaction History

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STEP
ACTION
COMMENT
2.
3.
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is displayed.
4.
5.
The Dashboard shows all the accounts of the customer that are profiled for
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STEP
ACTION
COMMENT Internet Banking
6.
Expand Balance and Transaction Information, and click on any of Operative, Deposit or Loan accounts to reveal all the customer accounts
7.
Select any of the accounts shown and click on View transaction history under Inquiry Features
The search criterion page would be displayed
8.
Input the search criterion as desired
Click on Statement button.
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STEP
ACTION
COMMENT
9.
The transaction history on the account is displayed based on the search criterion provided by the User
1.2.4 View Lien Inquiry

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STEP
ACTION
COMMENT
2.
3.
4.
5.
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STEP
ACTION
6.
7.
Select any of the accounts shown and click on Lien Inquiry under Inquiry Features
The lien on the account is pulled from the Core system and displayed
1.2.5 View Nominee Details

Requirements: User ID
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Password ACTION Logon to the Banks website (www.stanbicibtcbank.com) COMMENT
STEP 1.
2.
3.
4.
5.
The Dashboard shows all the
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STEP
ACTION
COMMENT accounts of the customer that are profiled for Internet Banking
6.
7.
Select any of the accounts shown and click on View Nominee Details under Inquiry Features
The system would display the list of Nominees on the account. This information is pulled from Core
1.2.6 View Stopped Cheques

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STEP 1.
2.
3.
4.
5.
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STEP
ACTION
6.
7.
Select any of the accounts shown and click on View Stopped Cheques under Inquiry Features
The system would display the list of Stopped Cheques on the account. This information is pulled from Core
1.2.7 View Clearing Instruments

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STEP 1.
2.
3.
4.
5.
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STEP
ACTION
6.
7.
Select any of the accounts shown and click on View Clearing Instruments under The system would Inquiry Features display the list of Clearing Instruments on the account. This information is pulled from Core
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1.3
Transactions Management
1.3.1 Add Beneficiaries

2.
3.
User can also click the Dashboard dropdown and login to specific sections of his/ her IB account. System displays Important Security Benefits page. The Internet Banking Dashboard for the customer is
4.
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STEP
ACTION
COMMENT displayed.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Transaction Management, and click on Manage Beneficiaries The Manage Beneficiaries page should be displayed
6.
7.
Select Add a beneficiary from the dropdown and click on Continue
The Add a Beneficiary page should be displayed
8.
Enter mandatory beneficiary details in the provided fields. Home Bank for Beneficiary within Stanbic IBTC, Other Bank for beneficiary outside Stanbic IBTC. Click on Update.
Customer can also enter Beneficiary mobile number or email address
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STEP
ACTION
COMMENT under Payment notification if the customer wants the beneficiary to be notified of payments. System should generate a token (OTP)
9.
Enter the token (OTP) generated and click Submit
Record successfully added is displayed
1.3.2 View Beneficiaries

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STEP
ACTION
COMMENT
2.
3.
4.
5.
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STEP
ACTION
6.
Expand Transaction Management, and click on Manage Beneficiaries
The Manage Beneficiaries page should be displayed
7.
Select View/Edit beneficiary from the dropdown and click on Continue
The View/Edit Beneficiaries page should be displayed
8.
Click on Search button
The system should display the list of beneficiaries registered for the User
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STEP 9.
ACTION
COMMENT
1.3.3 Edit Beneficiaries

2.
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STEP
ACTION
COMMENT
3.
4.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Transaction Management, and click on Manage Beneficiaries The Manage Beneficiaries page should be displayed
6.
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STEP
ACTION
COMMENT
7.
Select View/Edit beneficiary from the dropdown and click on Continue
The View/Edit Beneficiaries page should be displayed
8.
Click on Search button
The system should display the list of beneficiaries registered for the User
9.
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STEP
ACTION
COMMENT
10.
Check the box corresponding to any of the shown beneficiaries above and click the Edit button
The View/Edit Beneficiaries page for the beneficiary should be displayed
11.
Amend the beneficiary details as may be required. Click on Update
User can either update the changes in the existing beneficiary or save changes as a new beneficiary System should generate an OTP
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STEP
ACTION
COMMENT
12.
Enter the token (OTP) generated and click Submit
Record successfully updated or added is displayed
1.3.4 Transfer Funds between own accounts

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STEP
ACTION
COMMENT
2.
3.
4.
5.
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STEP
ACTION
6.
Expand Transaction Management, and click on Transactions Management
The Make a Transactions page should be displayed
7.
Select Transfer between own accounts from the dropdown and click on Go
Click Go button to fetch Network and Transaction Category
8.
Select preferred Transaction Category from the dropdown and click Continue
9.
Complete entries into the required fields. Ensure all mandatory fields are filled. Click on Submit
For one-off transfer, select Single payment. For recurring transfer, select recurring payment. The page for the selected category should be displayed The Initiate Transfer page should be displayed. User can also click on Save to preserve entries made if the User is not ready to execute to transfer.
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STEP
ACTION
COMMENT User can also set the payment date as a future date
10.
Click on Initiate to confirm the transfer
The successful transfer page should be displayed
11.
If User selected recurring payment, the page below is displayed. User completes all mandatory fields on the page. Click on Submit
The Initiate Transfer page should be displayed. User can also click on Save to preserve entries made if the User is not ready to execute to transfer. User can also set the payment date to commence in the future
12.
Click on Initiate to confirm the transfer
The successful transfer page
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STEP
ACTION
COMMENT should be displayed
1.3.5 Transfer Funds to Third Party own Bank

Requirements: User ID Password OTP STEP 1. ACTION Logon to the Banks website (www.stanbicibtcbank.com) COMMENT
2.
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STEP 3.
4.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Transaction Management, and click on Transactions Management The Make a Transactions page should be displayed
6.
7.
Select Third Party Payments/ Transfers own Bank from the dropdown and click on Go
Click Go button to fetch Network and Transaction Category
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STEP 8.
ACTION Select preferred Transaction Category from the dropdown and click Continue
COMMENT The page for the selected category should be displayed
For one-off payment to a registered beneficiary, select Single Payment Existing Payee For one-off payment to a non-registered beneficiary, select Single Payment Adhoc Payee For recurring payment to a registered beneficiary, select Recurring Payment Existing Payee
9.
Complete entries into the required fields. Ensure all mandatory fields are filled. Click on Submit
The Initiate Transfer page should be displayed. User can also click on Save to preserve entries made if the User is not ready to execute to transfer. User can also set the payment date as a future date Successful transfer page should be displayed
10.
Enter the OTP sent to your registered mobile number and click Submit
11.
If User selected Single payment Adhoc Payee, the page below is displayed. User completes all mandatory fields on the page. Click on Proceed
At the bottom of the displayed page, Customer
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STEP
ACTION
COMMENT can select to add the beneficiary to his Payee list or continue the transfer as-is. The Single payment Adhoc Payee is displayed
12.
Enter details of account to be debited, amount and transaction date. Click on Submit
An OTP should be generated and sent to the Users registered mobile number. User can also click on Save to preserve entries made if the User is not ready to execute to transfer. User can also set the payment date as a future date
13.
Enter the OTP and click Confirm
Successful transfer page should be displayed
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STEP
ACTION
COMMENT
14.
If User selected Recurring Payment Existing Payee, the page below is displayed. User completes all mandatory fields on the page. Click on Submit
OTP should be generated and sent to the Users registered mobile number User can also click on Save to preserve entries made if the User is not ready to execute to transfer. User can also set the payment date as a future date
15.
Enter the OTP and click Validate
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STEP
ACTION
COMMENT
1.3.6 Make Payments Third Party Transfers/ Payments to Other Banks

2.
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STEP
ACTION
COMMENT
3.
4.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Transaction Management, and click on Transactions Management The Make a Transactions page should be displayed
6.
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STEP 7.
ACTION Select Payments from the dropdown and click on Go
COMMENT Click Go button to fetch Network Category
8.
Select preferred Network Category from the dropdown
The page should refresh for User to select Transaction Category
For 3rd party transfers with beneficiary in other banks , select Third Party Payments/ Transfers Other Banks For Bills Payment both in own bank and other banks, select Bills Payment
9.
The page for the selected category should be displayed
For one-off payment to a registered beneficiary, select Single Payment Existing Payee For one-off payment to a non-registered beneficiary, select Single Payment Adhoc Payee For recurring payment to a registered beneficiary, select Recurring Payment Existing Payee
10.
Complete entries into the required fields. Ensure all mandatory fields are filled. Click on Pay
The Confirm Transfer page should be displayed. User can also click on Save to preserve entries made if the User is not ready to execute to transfer. User can also set the payment date
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STEP
ACTION
COMMENT as a future date Successful transfer page should be displayed
11.
12.
If User selected Single payment Adhoc Payee, the page below is displayed. User completes all mandatory fields on the page. Click on Next
At the bottom of the displayed page, Customer can select to add the beneficiary to his Payee list or continue the transfer as-is. The Single payment Adhoc Payee is displayed
13.
Enter details of account to be debited, amount and transaction date. Click on Pay
An OTP should be generated and sent to the Users registered mobile number. User can also click on Save to preserve entries
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STEP
ACTION
COMMENT made if the User is not ready to execute to transfer. User can also set the payment date as a future date
14.
15.
If User selected Recurring Payment Existing Payee, the page below is displayed. User completes all mandatory fields on the page. Click on Pay
OTP should be generated and sent to the Users registered mobile number User can also click on Save to preserve entries made if the User is not ready to execute to transfer. User can also set
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STEP
ACTION
COMMENT the payment date as a future date
16.
1.3.7 Make Payments Bills Payments

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STEP
ACTION
COMMENT
2.
3.
4.
5.
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STEP
ACTION
6.
Expand Transaction Management, and click on Transactions Management
The Make a Transactions page should be displayed
7.
Select Payments from the dropdown and click on Go
Click Go button to fetch Network Category
8.
Select preferred Network Category from the dropdown
The page should refresh for User to select Transaction Category
For 3rd party transfers with beneficiary in other banks , select Third Party Payments/ Transfers Other Banks For Bills Payment both in own bank and other banks, select Bills Payment
9.
For one-off payment to a registered Biller, select Single Payment Existing Payee For recurring payment to a registered Biller, select Recurring Payment Existing Payee
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STEP 10.
ACTION Complete entries into the required fields. Ensure all mandatory fields are filled. Click on Pay
COMMENT The Confirm Transfer page should be displayed. User can also click on Save to preserve entries made if the User is not ready to execute to transfer. User can also set the payment date as a future date Successful transfer page should be displayed
11.
12.
If User selected Recurring Payment Existing Payee, the page below is displayed. User completes all mandatory fields on the page. Click on Pay
OTP should be generated and sent to the Users registered mobile number User can also click on Save to preserve entries made if the User is not ready to execute to transfer.
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STEP
ACTION
13.
COMMENT User can also set the payment date as a future date Successful transfer page should be displayed
1.3.8 View Future Dated Payments

2.
3.
User can also click the Dashboard dropdown and login to specific sections of his/
Page 52 of 83
STEP
ACTION
COMMENT her IB account. System displays Important Security Benefits page.
4.
The Internet Banking Dashboard for the customer is displayed.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Transaction Management, and click on Future Dated Payments The Future Dated Payments search page should be displayed
6.
7.
Select Transaction Type from the from the dropdown and click on Go
Click Go button to fetch Network Category
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STEP 8.
ACTION Select preferred Transaction Category from the dropdown and click Continue
COMMENT The page for the selected category should be displayed
9.
Complete entries into the required fields. Ensure all mandatory fields are filled. Click on Search
The system should display all future dated entries made by the User for the transaction category
1.3.9 View Saved Transactions

2.
The Internet
Page 54 of 83
STEP
ACTION
COMMENT Banking login page should be displayed
3.
4.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Transaction Management, and click on View Saved Transactions The View Saved Transactions search page should be displayed
6.
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STEP 7.
ACTION Select Transaction Type from the from the dropdown and click on Go
COMMENT Click Go button to fetch Network Category
8.
click Continue
9.
Complete entries into the required fields. Ensure all mandatory fields are filled. Click on Retrieve
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1.3.10 View Completed Transactions

2.
3.
4.
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STEP
ACTION
COMMENT
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Transaction Management, and click on View Completed Transactions
6.
7.
Select Transaction Type from the from the dropdown and click on Go
Click Go button to fetch Network Category Click on Continue The View Completed Transactions search page should be displayed
8.
Complete entries into the required fields. Ensure all mandatory fields are filled. Click on Retrieve
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STEP
ACTION
COMMENT
1.4
Manage Biller
1.4.1 Add/ Register Biller

2.
The Internet Banking login page should be
Page 59 of 83
STEP
ACTION
COMMENT displayed
3.
4.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand Bills Management, and click on Manage Biller The Manage Biller page should be displayed
6.
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STEP
ACTION
COMMENT
7.
Select Register Payee from the dropdown and click on Continue
The Register Payee page should be displayed Click on Search button to display the list of Payees in the system List of Standard Payees retrieved page should be displayed System should generate a token (OTP)
8.
Select Biller to Register from the list and click on Register
9.
Enter mandatory beneficiary details in the provided fields. Enter the token (OTP) generated and click Submit
Record successfully added is displayed
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STEP
ACTION
COMMENT
1.4.2 View Registered Billers

Requirements: User ID Password
STEP 1.
ACTION Logon to the Banks website (www.stanbicibtcbank.com)
COMMENT
2.
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STEP
ACTION
COMMENT
3.
4.
5.
6.
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STEP
ACTION
COMMENT
7.
Select View Registered Payee from the dropdown and click on Continue
8.
Click on Search button to display the list of Payees in the system
List of Standard Payees registered to the User should be displayed
1.4.3 Edit Registered Billers
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2.
3.
Input your User ID and Password in the corresponding fields and cli ck on Login
4.
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STEP
ACTION
COMMENT
5.
6.
7.
Select View Registered Payee from the dropdown and click on Continue
8.
Click on Search button to display the list of Payees in the system
List of Standard Payees registered to the User should be displayed
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STEP
ACTION
COMMENT
9.
Select the Biller whose details you want to edit and Click on Edit
View Registered Payees page should be refreshed and display details of previous information entered for the Biller
10.
Edit required information on the displayed page and Click Update
The Standard Payee Details page should be displayed and OTP should be generated
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STEP
ACTION
COMMENT
11.
Review new details of entries made against old information
If detail is NOT okay, click on Back to go to previous screen. If detail is okay, enter OTP and click on Submit Record should be successfully updated and the confirmation page should display
1.5
General Services
1.5.1 Request for Account Modification

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Password OTP ACTION Logon to the Banks website (www.stanbicibtcbank.com) COMMENT
STEP 1.
2.
3.
4.
5.
The Dashboard
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STEP
ACTION
COMMENT shows all the accounts of the customer that are profiled for Internet Banking The Manage Biller page should be displayed
6.
Expand General Services, and click on Personal Preferences
7.
Select My Profile from the dropdown and click on Continue
The My Profile page for the User should be displayed
8.
Click on Account Maintenance
The Account Maintenance page should be displayed
9.
Select the account to modify, edit the account name in the corresponding field,
OTP should be
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STEP
ACTION click on Update
COMMENT generated
10.
Enter the OTP generated and click on Ok
Successful message should be displayed
1.5.2 Enable Mobile Banking (Self enablement by User)

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STEP
ACTION
COMMENT
2.
3.
4.
5.
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STEP
ACTION
6.
Expand General Services, and click on Personal Preferences
The Manage Biller page should be displayed
7.
Select My Profile from the dropdown and click on Continue
The My Profile page for the User should be displayed
8.
Click on Mobile Banking Options
The Mobile Banking Options page should be displayed
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STEP 9.
ACTION Select Browser Based (GPRS), click on Update
COMMENT Successful update message should be displayed
10.
1.5.3 Subscribe/ Unsubscribe for Alerts

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STEP
ACTION
COMMENT
2.
3.
4.
5.
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STEP
ACTION
6.
Expand General Services, and click on Alerts, Select View/ Update Alert Subscription, Click on Continue
The View Alert Subscription page should be displayed showing the list of alerts the User has subscription and to which he can subscribe
7.
Select alert type to be updated
The successful message should be displayed
Click on subscribe to subscribe for the alerts Click on unsubscribe to unsubscribe for the alerts Click on Update subscription to update subscription account number
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1.5.4 Make Inquiry

2.
3.
4.
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STEP
ACTION
COMMENT
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand General Services, and click on Inquiry Facility, Select Activities from the dropdown, Click on Continue The Activities page should be displayed showing the list of activities the User can enquired on
6.
7.
Select activity type
Selecting the activity type displays a search page for that type of inquiry. User inputs search criteria and clicks Retrieve to fetch required information
Activity type includes: My Financial Activities My Non-Financial Activities Detailed Activity Inquiry Detailed Transaction Inquiry
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1.5.5 Make Service Request

2.
3.
4.
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STEP
ACTION
COMMENT
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand General Services, and click on Service Request, Select New Request from the dropdown, Click on Continue The Activities page should be displayed showing the list of activities the User can enquired on
6.
7.
Click on the link to select account modification type
Service Request includes:
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STEP
ACTION Cheque Book Request (Online) Request for Demand Draft (Offline) FD Account Opening (Offline) FD Renewal (Offline) Loan Request (Offline) Stop Cheque Request (Online) Switch Mailing Address (Online)
COMMENT
1.5.6 Query Service Request

2.
3.
User can also click the Dashboard dropdown and login to specific
Page 81 of 83
STEP
ACTION
COMMENT sections of his/ her IB account. System displays Important Security Benefits page.
4.
The Internet Banking Dashboard for the customer is displayed.
5.
The Dashboard shows all the accounts of the customer that are profiled for Internet Banking Expand General Services, and click on Query Request, Select New Request from the dropdown, Click on Continue The Query Requests page should be displayed
6.
7.
Complete entries into the corresponding fields for the type of request being queried
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STEP
ACTION
COMMENT
Request that can be queried includes: Cheque Book Request (Online) Request for Demand Draft (Offline) FD Account Opening (Offline) FD Renewal (Offline) Loan Request (Offline) Stop Cheque Request (Online) Switch Mailing Address (Online)
Page 83 of 83

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Stanbic User Guide

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Retail User Guide

Finacle Internet Banking

Finacle e-Banking, Mobile Banking and Alerts User Manual

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Finacle e-Banking, Mobile Banking and Alerts User Manual

INTERNET Banking Retail Module

1.1.1 Login (for first time Users)

Select Internet Banking from the dropdown and click Go

The Internet Banking login page should be displayed

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Finacle e-Banking, Mobile Banking and Alerts User Manual

Click here to login to account

Click Ok to acknowledge the information on Important Security Benefit of protecting yourself

The internet service Dashboard for the customer is displayed.

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Finacle e-Banking, Mobile Banking and Alerts User Manual

1.1.2 Login (for regular Users)

Select Internet Banking from the dropdown and click Go

The Internet Banking login page should be displayed

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Finacle e-Banking, Mobile Banking and Alerts User Manual

Click Ok to acknowledge the information on Important Security Benefit of protecting yourself

1.1.3 Set password from Forgot Password link

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Finacle e-Banking, Mobile Banking and Alerts User Manual

Select Internet Banking from the dropdown and click Go

The Internet Banking login page should be displayed

System would prompt User for response to a series of questions.

Provide valid responses to the requirements by the application

Click on Login after providing response to the required

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Finacle e-Banking, Mobile Banking and Alerts User Manual

Password changed successfully would be displayed to indicate a successful password set

Click here to login to account

Click Ok to acknowledge the information on Important Security Benefit of protecting yourself

The internet service Dashboard for the customer is displayed.

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Finacle e-Banking, Mobile Banking and Alerts User Manual

Balance and Transaction Information

1.2.1 View Account Details

Select Internet Banking from the dropdown and click Go

The Internet Banking login page should be displayed

Click Ok to acknowledge the information on Important Security Benefit of protecting yourself

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Finacle e-Banking, Mobile Banking and Alerts User Manual

Confidential, Copyright Stanbic IBTC Bank

Finacle e-Banking, Mobile Banking and Alerts User Manual

1.2.2 View Mini Statement

Select Internet Banking from the dropdown and click Go

The Internet Banking login page should be displayed

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Finacle e-Banking, Mobile Banking and Alerts User Manual

Click Ok to acknowledge the information on Important Security Benefit of protecting yourself

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Finacle e-Banking, Mobile Banking and Alerts User Manual

1.2.3 View Transaction History

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Finacle e-Banking, Mobile Banking and Alerts User Manual

Select Internet Banking from the dropdown and click Go

The Internet Banking login page should be displayed

Click Ok to acknowledge the information on Important Security Benefit of protecting yourself

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Finacle e-Banking, Mobile Banking and Alerts User Manual

COMMENT Internet Banking