| 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. |
| 2. Member Management |
| Members Registration |
Members Edit Registration |
| Members Approval |
Members Report |
| Members Photo, Signature, Id Proof, Address Proof Upload |
Member Complete Summary Report |
| Member Approve Today |
|
| 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 |
| Credit business Provision (Mostly Used in Agent Promotion) |
| 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 |
IN Out 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 |
| Share Certificate 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 |
Activate Saving Account |
| 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 |
| Share Withdrawal |
Share Withdrawal report |
| 13. Website |
| Vacancy apply for |
Add City |
| Career Report |
Feedback Report |
| News Manager |
| 14. Login Panel |
| Admin Panel |
Branch/Staff Panel |
| Company Website |