| 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 |
