F.No 29-02/2023-LI
Government of India
Ministry of Communications
Department Of posts
Directorate of Postal Life Insurance
Dated:22/01/2024
Sub: Standard Operating procedure (SOP) for PLI SBI NACH integration (National Automated Clearing House (NACH)-reg
Ref: PLI Dte letter no. PLI-56/6/2023-PLI-DOP dated 19-04-2023 & 11-01-2024
As
Circles are aware that PLI SBI NACH functionality was launched on
12-01-2024. In this regard, Standard Operating Procedures (SOP) for
streamlining the end-to-end process for DOP field users has been
formulated. (Enclosed). SOP is divided into two parts as mentioned
below:
Part-I:This
section describes the purpose of different modules and sub modules Of
SBI Mandate Portal. Additionally, this section also explains how to use
different modules and sub modules of SBI portal for registration of the
NACH mandate, as obtained from PLI/RPLI customers.
The
completion of activities defined in this section will be a prerequisite
before indexing of billing method change request in McCamish for opting
•NACH’ billing mode.
Part-Il:This
section describes the procedure to be followed for handling SBI NACH
functionality in the McCamish System by initiating & completing the
billing method request of ‘NACH’.
fie
procedure outlined in this section is required to be undertaken by the
field users only upon completion of the activities defined in Part-I of
the sop.
The
reconciliation and accounting of transactions under this functionality
will be carried out centrally by Nodal Office Bengaluru GPO, Karnataka
Circle.
The
number of transactions and the premium amount under ‘First Year’ and
‘Renewal Year’ category from NACH functionality may be obtained by the
Circles from ‘All Channel Premium Collection Report’ provisioned in
McCamish. In addition, provision of detailed collection report has also
been made in McCamish for the Nodal Office, Bengaluru GPO.
Roles
& responsibilities Of the NodaI Office Bengaluru GPO, CEVr and IPPB
teams from the above functionality perspective have been outlined in
the Part-Il of the above SOP.
Furtherance
to the above, the user details (i.e. Maker & Checker) of remaining
CPCs/HOs of Circles for creation of their User IDs for accessing SBI
portal may kindly be supplied through Indiapost email ID Of the Circles
to mandets.cmphyd@sbi.co.in under intimation to this Directorate at technology.plidte@indiapost.gov.in.
The detailed guideline for furnishing the above requisite information
issued vide PLI Dte letter no. PI-I-56/6/2023PLI-DOP dated 19-04-2023
may kindly be referred to.
The
above SOP may kindly be circulated to all offices under your
jurisdiction for strict compliance and the NACH facility may be given
wide publicity among field users, sales force and existing as well as
prospective PLI/RPLI policyholders.
(Pranav Kumar)
General Manager (Operations)
