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How to do Standing Instruction or Automatic Transfer in Finacle

  • HSSIM stands for Standing Instruction Maintenance.
  • HSSIM command is used for SI from SB to RD in DOP Finacle
  • Note :- that for giving the standing instructions from TDA accounts(SCSS,MIS and TD) accounts to SB accounts we should not use this menu.
  • For giving the standing instructions for TDA accounts(SCSS,MIS and TD) accounts we have to go for account modification menu and enter the interest credit account as SB account number of the customer and submit and verify in the supervisor.
  • Menu Shortcut – HSSIM
  • GO
  • Function Add
  • GO
  • The following screen will be appeared.



    Then the system will ask to enter the following in the header details

    • Select the Standing Instruction Type as “customer induced”
    • Enter the CIF Id of the customer in the field CIF ID.
    • Select the Standing Instruction Frequency as Monthly,date and Previous day as shown
    • Select the field execution time as “B-after change of Date”
    • Enter the filed Next execution date as “give the next execution date”  as shown in the figure



      Then click on instruction details then the system will ask to enter the following


      Debit Entry

      • Select the CCY filed as “INR”(Indian Rupee)
      • Enter the account id of the customer “SB account number of the customer”
      • Select the amt type field as “Fixed”
      • Select Debit/Credit field as “Debit”
      • Enter the amount field “as amount of RD amount” as shown



      Then click on Add as shown then the system will ask to enter the following


      Credit Entry

      • Select the CCY filed as “INR”(Indian Rupee)
      • Enter the account id of the customer “RD account number of the customer”
      • Select the amt type field as “Fixed”
      • Select Debit/Credit field as “Credit”
      • Enter the amount field “as amount of RD amount” as shown


      Then finally click on submit then the system will generate the standing instruction number as shown


      Then note down the instruction number and verify the same in the supervisor.

      3 Comments

      1. Hemant jain Hemant jain August 21, 2019

        If some one forgot to note down the si reference no. How to inquire the the lost SI reference no. Plz provide the solution.

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