Step by Step Procedure for First Time registration for ... · After account has been created in...

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Step by Step Procedure for First Time registration for Retail user.

This document gives a Step-by-Step procedure for Retail customers or individual users to

register themselves for Internet Banking Services. After registration, the customers will be

able to access Internet Banking and have Viewing Rights of different functionalities.

1. The following steps need to be followed at account opening level:

Branch will ask customer if he/she wants to avail for Internet Banking Facility. While

opening the account, the customer should tick the appropriate box against Internet

Banking Options.

There are two types of ‘Internet Banking Rights’ and ‘Password’.

[a] View Rights through Login Password - The Customer here gets the rights to

view Dashboard, view and generate Account Statements, Summary etc by using his

‘user id’ and ‘Login Password’

[b] Transaction Rights and Password: The Customer here gets the rights to perform

transactions like various types of Fund Transfers, Bill Payments etc. These

transactions can be completed only with ‘Transaction Password’, which will be asked

by the system after inputting all the details.

The customer should be encouraged to choose and use both ‘Viewing Rights’ and

‘Transaction Rights’.

The customer has a Daily Ceiling limit of US$15,000 for Funds Transfer transactions.

The Branch will share the literature on Bank’s Terms and Conditions for Internet

Banking.

The customer will initial on all pages and then sign the last page of the Bank’s Terms

and conditions.

After account has been created in Finacle, the customer will be provided the below

mentioned information for online registration (Payroll Card or Welcome Kit). This

should match with the CIF Records (as otherwise online Registrations will not be

successful)

First Name Last Name Gender Date of Birth Customer ID ( CIF ID) Mobile Number

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After Customer has completed online registration, the branch will send a mail to IT

Department for enabling of Transactions Rights (Applicable for customers who opted

for Transaction Rights).

2. Steps for Online Registration for Customer.

Step 1:

Method A: Accessing through www.sbimauritius.com

Clicking through the linkwww.sbimauritius.com, the user will be reaching the following web

page. The user can click the Internet Banking login on the right hand side of the page.

Please proceed further going through Step 3 of this document in the next page.

Method B:

Method B: The use can also access Internet Banking Services through following steps.

Step 1:

Clicking through, www.onlinesbiglobal.com, the user will reach the following website.

Click the ‘Select Country’ Link on right hand side

Click here

to proceed

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Step 2: A list of countries will pop up from among the drop down Menu. Select and click

“Mauritius’ as the country to reach SBI (Mauritius) Ltd online banking services site.

Step 3: The following page will appear on the Screen now. Since, Retail Internet Banking is

for Personal Users, Click the Personal users link. It will take the user to the next page, and

he can proceed further as given in Step 5 of this document.

Select Mauritius to

proceed

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Step 4: After clicking the “Personal Users’ Menu, the page will be redirected as illustrated

below. The page illustrates on Phishing attacks and how to report any attacks. The user

can proceed further by clicking the Proceed Menu at the bottom of the screen.

Companies - Click on Corporate

Users

Individuals – Click on Retail Users

Click to proceed further

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Step 5:

This is the main landing Page of Retail Internet Banking.

For new Retail user Registration, click ‘Self Help Features’ click on ‘New Retail Registration’

Step 6: A new page will be opened as below. Please input the following information. All

Tabs marked with ‘Red Asterisk (*): are mandatory.

Click on ‘New Retail

Registration’

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For example:

Title Mr, Mrs, Ms. First Name - Madhusudhan Last Name - Bhat Gender - Male Date of Birth :15/03/1980 Customer ID ( CIF ID) : 154001851 Mobile Number : 23052583978

Click Continue after filling as below

In bank’s records the first name is ‘SBIML’

Last Name IS ‘Test’

The Customer ID is nine digits

Mobile number provide to Bank at time of

account Opening

Verification code as shown above

Privacy Policy, Terms and Conditions and

Disclaimer is available

Click to

continue

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Step 7: The page will be redirected and the user will receive ‘OTP’ on Registered Mobile

Number. In this case, the SMS will be received on Mobile number 230-52583978.

The ‘One Time Pass Code or Password’ (OTP) is a one-time validation code sent by text

message on Registered mobile phone to validate transactions on Internet Banking.

Step 8: The page will be redirected to set password. Brief Description of various features

are given below.

Input the OTP which is 4 digits

Input the Verification Code

Message to inform you that OTP has already been

sent to your registered Mobile Number

If OTP is not received then register again

Click to

continue Click to

continue

nue

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Step 9: Based on Password Tips, the customer can set the ‘Login Password’ and

‘Transaction Password’ as below:

Tips for setting of password

Tick to set Signon

Password

Tick to set Transaction

Password

Password to access Account details

also known as Signon Password

Password to make transactions

Password must contain letters (lower case and

upper case), digits and special characters

Password Indicator

Each password needs to be retyped

Click to view password set

Click to

continue

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Step 10: Page will show ‘User id’ and ‘Password’ has been changed successfully.

Step11:

The customer can go the landing Page of Internet Banking through access Menus explained

earlier.

The user can Input ‘Sign on Password’ using the normal key pad, or by using the Virtual Key

Board.

The page will show the above message and

provide the Userid

Click to

Login

This is the Virtual Keyboard which

is Dynamic and the characters

shift position after each input of

character.

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Step 12: After successful login, the customer will be directed to ‘The terms and conditions’

Page, which will be displayed as below. After reading and clicking on ‘I agree’ at the end of

Page, the customer will be directed to ‘Dash Board’ Page.

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Step 13 The Dashboard will be shown to the user. The various features are briefly below.

Click as agree after reading and

understanding the terms and

conditions.

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After inputting correct ‘User id’ and ‘Sign on’ password, the Internet Banking Page will be

displayed. The customer can safely log out of the screen using the last button on the right

hand side of the screen.

Step 14: The ‘Login Password’ and ‘Transaction Password’ has been set successfully by

the customer. The Login Password has also been successfully tested. For ‘Transaction

Password’, please contact the Branch by filling the following form to add ‘Tranaction Rights’.

Log out Button

Profile of the user.

Personal Settings –

Information of the user.

Security Settings – user

can change password.

Preferences – User can

set their preferences

User can

customize

the

dashboard

as per their

convenience

View account details

and transactions

Initiate/view

transactions,

Manage Beneficiary

Services requests for

example debit

card/cheque book

Mail Services – user

can send their

feedback or queries

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INTERNET BANKING RETAIL USER ACTIVATION FORM USERID: …………………………….. Branch

Account Number: Date:………………………………………

Customer Name:

Customer's Mobile Number: Kindly activate Sign on/Transaction password for Internet banking of the above mentioned user id for the following reasons:

o New User o Input of wrong password for more than 3 times o Not accessed for more than 180 days o Other (Please specify)

(Note: Limit for Retail user is USD 15,000/- per day) Yours faithfully, …………………………………………… (Customer Signature) ----------------------------------------------------------------------------------------------------------------------------- ----------

FOR BANK USE ONLY Branch Authorisation

Authorised by: …………………………………………

Date: …….../….…../………..

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