| 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) |