stanbic user guide

7/31/2019 Stanbic User Guide

1/83

Retail User Guide

for

Finacle Internet Banking

Version 1


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Finacle e-Banking, Mobile Banking and Alerts User Manual

Confidential, Copyright Stanbic IBTC Bank Page 2 of83

TABLE OF CONTENTS

1. INTERNET BANKING RETAIL MODULE ............................................................................................................. 3

1.1 LOGIN ............................................................................................................................................................................. 3

1.1.1 LOGIN (FOR FIRST TIME USERS) .......................................................................................................................... 3

1.1.2 LOGIN (FOR REGULAR USERS)............................................................................................................................. 5

1.1.3 SET PASSWORD FROM FORGOT PASSWORD LINK ...................................................................................... 6

1.2 BALANCE AND TRANSACTION INFORMATION......................................................................................................... 9

1.2.1 VIEW ACCOUNT DETAILS ...................................................................................................................................... 9

1.2.2 VIEW MINI STATEMENT ........................................................................................................................................11

1.2.3 VIEW TRANSACTION HISTORY............................................................................................................................13

1.2.4 VIEW LIEN INQUIRY ...............................................................................................................................................16

1.2.5 VIEW NOMINEE DETAILS......................................................................................................................................18

1.2.6 VIEW STOPPED CHEQUES ...................................................................................................................................20

1.2.7 VIEW CLEARING INSTRUMENTS..........................................................................................................................22

1.3 TRANSACTIONS MANAGEMENT...............................................................................................................................25

1.3.1 ADD BENEFICIARIES .............................................................................................................................................25

1.3.2 VIEW BENEFICIARIES............................................................................................................................................27

1.3.3 EDIT BENEFICIARIES.............................................................................................................................................30

1.3.4 TRANSFER FUNDS BETWEEN OWN ACCOUNTS ...............................................................................................34

1.3.5 TRANSFER FUNDS TO THIRD PARTY OWN BANK........................................................................................38

1.3.6 MAKEPAYMENTSTHIRD PARTY TRANSFERS/PAYMENTS TO OTHER BANKS ....................................43

1.3.7 MAKEPAYMENTSBILLS PAYMENTS .............................................................................................................48

1.3.8 VIEW FUTURE DATED PAYMENTS .....................................................................................................................52

1.3.9 VIEW SAVED TRANSACTIONS.............................................................................................................................54

1.3.10

VIEW

COMPLETED

TRANSACTIONS ...................................................................................................................57

1.4 MANAGE BILLER ........................................................................................................................................................59

1.4.1 ADD/REGISTER BILLER ......................................................................................................................................59

1.4.2 VIEW REGISTERED BILLERS ...............................................................................................................................62

1.4.3 EDIT REGISTERED BILLERS ................................................................................................................................64

1.5 GENERAL SERVICES .................................................................................................................................................68

1.5.1 REQUEST FOR ACCOUNT MODIFICATION.........................................................................................................68

1.5.2 ENABLEMOBILE BANKING (SELF ENABLEMENT BY USER).........................................................................71

1.5.3 SUBSCRIBE/UNSUBSCRIBE FOR ALERTS .......................................................................................................74

1.5.4 MAKE INQUIRY .......................................................................................................................................................77

1.5.5 MAKESERVICE REQUEST ...................................................................................................................................79

1.5.6 QUERY SERVICE REQUEST .................................................................................................................................81


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1. INTERNET Banking Retail Module

1.1 Login

1.1.1 Login (for first time Users)

Requirements:

User ID

Password

STEP ACTION COMMENT

1. Logon to the Banks website (www.stanbicibtcbank.com)

2. Select Internet Banking from the dropdown and click Go The Internet

Banking login pageshould be

displayed

3. Input your User ID and Password in the corresponding fields and click on Login User can also clickthe Dashboard

dropdown andlogin to specific

sections of his/ her

IB account. System

displays Terms and

Conditions page.
http://www.stanbicibtcbank.com/http://www.stanbicibtcbank.com/http://www.stanbicibtcbank.com/http://www.stanbicibtcbank.com/


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STEP ACTION COMMENT

4. Read the Terms and Conditions, and scroll to the bottom of the page. Click onAgree

5. Enter current password and supply new password. Retype new password and

click Ok

The system would

prompt first timeUsers to change

their password.

Users should note

the conditions for

password change

indicated on the

page

6. Click here to login to account Password changedsuccessfully would

be displayed to

indicate a

successful

password change

7. Click Ok to acknowledge the information on Important Security Benefit ofprotecting yourself

The internet

service Dashboard

for the customer is

displayed.


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STEP ACTION COMMENT

8. The Dashboardshows all the

accounts of the

customer that areprofiled for

Internet Banking

1.1.2 Login (for regular Users)

Requirements:

User ID

Password

STEP ACTION COMMENT


2. Select Internet Banking from the dropdown and click Go The InternetBanking login page

should be

displayed


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STEP ACTION COMMENT


dropdown and

login to specificsections of his/ her

IB account. System

displays Important

Security Benefits

page.

4. Click Ok to acknowledge the information on Important Security Benefit of

protecting yourself

The Internet

Banking Dashboard

for the customer is

displayed.


accounts of the

customer that are

profiled for

Internet Banking

1.1.3 Set password from Forgot Password link

If User has forgotten his/ her login password, the password can be set by the accessing the Forgot

Password link on the internet banking login page

Requirements:

Internet Banking User ID


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Date of Birth

Account Number (linked to CIF ID)

Transaction Amount (1 out of 5 transactions on the above mentioned account number)

Transaction Type (Debit or Credit)

One Time Password (OTP)

STEP ACTION COMMENT



should be

displayed

3. Click the Forgot Password link on the Internet Banking login Page System wouldprompt User for

response to a

series of questions.

4. Provide valid responses to the requirements by the application Click on Login afterproviding response

to the required


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STEP ACTION COMMENT

values. An OTP

would be sent to

the Users

registered mobilenumber

5. Enter your new password and the OTP sent to the registered mobile number.Click on Update

Password changed

successfully would

be displayed to

indicate a

successful

password set

6. Click here to login to account


protecting yourself

The internet

service Dashboard

for the customer is

displayed.

8. The Dashboardshows all theaccounts of the

customer that are

profiled for

Internet Banking


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1.2 Balance and Transaction Information

1.2.1 View Account Details

Requirements:

User ID

Password

STEP ACTION COMMENT



should be

displayed

3. Input your User ID and Password in the corresponding fields and click on Login User can also click

the Dashboard

dropdown and

login to specific


IB account. Systemdisplays Important

Security Benefits

page.


The Internet

Banking Dashboard

for the customer is


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Confidential, Copyright Stanbic IBTC Bank Page 10of83

STEP ACTION COMMENT

displayed.


accounts of the

customer that are

profiled for

Internet Banking

6. Expand Balance and Transaction Information, and click on any of Operative,

Deposit or Loan accounts to reveal all the customer accounts

7. Select any of the accounts shown and click on Account details under Inquiry

Features


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STEP ACTION COMMENT

8. System displays allthe details of the

account.

User can also

download

displayed

information in pdf

and CSV formats

1.2.2 View Mini Statement

Requirements:

User ID

Password

STEP ACTION COMMENT



should be

displayed


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STEP ACTION COMMENT


dropdown and

login to specificsections of his/ her

IB account. System

displays Important

Security Benefits

page.


protecting yourself

The Internet

Banking Dashboard

for the customer is

displayed.

5. The Dashboard

shows all the

accounts of the

customer that are

profiled for

Internet Banking



7. Select any of the accounts shown and click on View mini statement underInquiry Features


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STEP ACTION COMMENT

8. System displays a

mini statement of

the account.

User can also

download

displayed

information in pdf

and CSV formats

1.2.3 View Transaction History

Requirements:

User ID

Password

STEP ACTION COMMENT



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STEP ACTION COMMENT


should be

displayed


the Dashboard

dropdown and

login to specific


IB account. System

displays Important

Security Benefits

page.


protecting yourself

The Internet

Banking Dashboard

for the customer is

displayed.

5. The Dashboard

shows all the

accounts of the

customer that are

profiled for


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STEP ACTION COMMENT

Internet Banking



7. Select any of the accounts shown and click on View transaction history underInquiry Features

The search

criterion page

would be displayed

8. Input the search criterion as desired Click on

Statement

button.


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STEP ACTION COMMENT

9. The transaction

history on the

account is

displayed based onthe search

criterion provided

by the User

1.2.4 View Lien Inquiry

Requirements:

User ID

Password

STEP ACTION COMMENT



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STEP ACTION COMMENT


should be

displayed


the Dashboard

dropdown and

login to specific


IB account. System

displays Important

Security Benefits

page.


protecting yourself

The Internet

Banking

Dashboard for the

customer is

displayed.

5. The Dashboard

shows all the

accounts of the

customer that are

profiled for


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STEP ACTION COMMENT

Internet Banking

6. Expand Balance and Transaction Information, and click on any ofOperative,


7. Select any of the accounts shown and click on Lien Inquiry under InquiryFeatures

The lien on the

account is pulled

from the Core

system and

displayed

1.2.5 View Nominee Details

Requirements:

User ID


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Password

STEP ACTION COMMENT




displayed




IB account. System

displays Important

Security Benefits

page.


The Internet

Banking

Dashboard for the

customer isdisplayed.

5. The Dashboard

shows all the


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STEP ACTION COMMENT

accounts of the

customer that are

profiled for

Internet Banking



7. Select any of the accounts shown and click on View Nominee Details underInquiry Features

The system would

display the list of

Nominees on the

account. This

information is

pulled from Core

1.2.6 View Stopped Cheques

Requirements:

User ID


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Password

STEP ACTION COMMENT




displayed




IB account. System

displays Important

Security Benefits

page.


The Internet

Banking

Dashboard for the


5. The Dashboard

shows all the


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STEP ACTION COMMENT

accounts of the

customer that are

profiled for

Internet Banking



7. Select any of the accounts shown and click on View Stopped Cheques underInquiry Features

The system would

display the list of

Stopped Cheques

on the account.

This information is

pulled from Core

1.2.7 View Clearing Instruments

Requirements:

User ID


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Password

STEP ACTION COMMENT




displayed




IB account. System

displays Important

Security Benefits

page.


The Internet

Banking

Dashboard for the


5. The Dashboard

shows all the


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STEP ACTION COMMENT

accounts of the

customer that are

profiled for

Internet Banking



7. Select any of the accounts shown and click on View Clearing Instruments underInquiry Features

The system would

display the list of

Clearing

Instruments on the

account. This

information is

pulled from Core


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1.3 Transactions Management

1.3.1 Add Beneficiaries

Requirements:

User ID

Password

STEP ACTION COMMENT



should be

displayed


dropdown and

login to specific


IB account. System

displays ImportantSecurity Benefits

page.


The Internet

Banking

Dashboard for the

customer is


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STEP ACTION COMMENT

displayed.


accounts of the

customer that are

profiled for

Internet Banking

6. Expand Transaction Management, and click on Manage Beneficiaries The Manage

Beneficiaries page

should be

displayed

7. Select Add a beneficiary from the dropdown and click on Continue

The Add a

Beneficiary page

should be

displayed

8. Enter mandatory beneficiary details in the provided fields. Home Bank for

Beneficiary within Stanbic IBTC, Other Bank for beneficiary outside Stanbic IBTC.

Click on Update.

Customer can also

enter Beneficiary

mobile number or

email address


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STEP ACTION COMMENT

under Payment

notification if the

customer wants

the beneficiary tobe notified of

payments.

System should

generate a token

(OTP)

9. Enter the token (OTP) generated and click Submit Recordsuccessfully added

is displayed

1.3.2 View Beneficiaries

Requirements:

User ID

Password

STEP ACTION COMMENT



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STEP ACTION COMMENT


should be

displayed


the Dashboard

dropdown and

login to specific


IB account. System

displays Important

Security Benefits

page.


protecting yourself

The Internet

Banking

Dashboard for the

customer is

displayed.

5. The Dashboard

shows all the

accounts of the

customer that are

profiled for


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STEP ACTION COMMENT

Internet Banking

6. Expand Transaction Management, and click on Manage Beneficiaries The Manage

Beneficiaries page

should be

displayed

7. Select View/Edit beneficiary from the dropdown and click on Continue The View/EditBeneficiaries page

should be

displayed

8. Click on Search button The system shoulddisplay the list of

beneficiaries

registered for the

User


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STEP ACTION COMMENT

9.

1.3.3 Edit Beneficiaries

Requirements:

User ID

Password

STEP ACTION COMMENT



Banking login page

should be

displayed


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STEP ACTION COMMENT


the Dashboard

dropdown and

login to specific



Security Benefits

page.


protecting yourself

The Internet

Banking

Dashboard for the

customer is

displayed.


accounts of the

customer that are

profiled for

Internet Banking

6. Expand Transaction Management, and click on Manage Beneficiaries The ManageBeneficiaries page

should be

displayed


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STEP ACTION COMMENT

7. Select View/Edit beneficiary from the dropdown and click on Continue The View/EditBeneficiaries page

should be

displayed

8. Click on Search button The system shoulddisplay the list of

beneficiaries

registered for the

User

9.


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STEP ACTION COMMENT

10. Check the box corresponding to any of the shown beneficiaries above and clickthe Edit button

The View/Edit

Beneficiaries page

for the beneficiary

should be

displayed

11. Amend the beneficiary details as may be required. Click on Update User can either

update the

changes in the

existing

beneficiary or savechanges as a new

beneficiary

System should

generate an OTP


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STEP ACTION COMMENT

12. Enter the token (OTP) generated and click Submit Recordsuccessfully

updated or added

is displayed

1.3.4 Transfer Funds between own accounts

Requirements:

User ID

Password

STEP ACTION COMMENT



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STEP ACTION COMMENT

2. Select Internet Banking from the dropdown and click Go The InternetBanking login

page should be

displayed


the Dashboard

dropdown and

login to specific

sections of his/

her IB account.

System displays

Important

Security Benefits

page.


The Internet

Banking

Dashboard for the

customer is

displayed.

5. The Dashboard

shows all the

accounts of the

customer that are

profiled for


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STEP ACTION COMMENT

Internet Banking

6. Expand Transaction Management, and click on Transactions Management The Make a

Transactions page

should be

displayed

7. Select Transfer between own accounts from the dropdown and click on Go Click Go button tofetch Network

and Transaction

Category

8. Select preferred Transaction Category from the dropdown and click Continue For one-off

transfer, select

Single payment.

For recurringtransfer, select

recurring

payment.

The page for the

selected category

should be

displayed

9. Complete entries into the required fields. Ensure all mandatory fields are filled.Click on Submit

The Initiate

Transfer page

should be

displayed.User can also click

on Save to

preserve entries

made if the User

is not ready to

execute to

transfer.


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STEP ACTION COMMENT

User can also set

the payment date

as a future date

10. Click on Initiate to confirm the transfer The successfultransfer page

should be

displayed

11. If User selected recurring payment, the page below is displayed. User completesall mandatory fields on the page. Click on Submit

The InitiateTransfer page

should be

displayed.

User can also click

on Save to

preserve entries

made if the User

is not ready to

execute to

transfer.

User can also set

the payment date

to commence in

the future

12. Click on Initiate to confirm the transfer The successfultransfer page


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STEP ACTION COMMENT

should be

displayed

1.3.5 Transfer Funds to Third Party own Bank

Requirements:

User ID

Password

OTP

STEP ACTION COMMENT



page should be

displayed


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STEP ACTION COMMENT



sections of his/

her IB account.

System displays

Important

Security Benefits

page.


The Internet

Banking

Dashboard for the

customer is

displayed.

5. The Dashboard

shows all the

accounts of the

customer that are

profiled for

Internet Banking

6. Expand Transaction Management, and click on Transactions Management The Make aTransactions page

should be

displayed

7. Select Third Party Payments/ Transfers own Bank from the dropdown and clickon Go

Click Go button to

fetch Network

and Transaction

Category


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STEP ACTION COMMENT

8. Select preferred Transaction Category from the dropdown and click Continue

For one-off payment to a registered beneficiary, select Single Payment Existing Payee

For one-off payment to a non-registered beneficiary, select Single Payment Adhoc Payee

For recurring payment to a registered beneficiary, select Recurring Payment Existing Payee

The page for the

selected category

should be

displayed

9. Complete entries into the required fields. Ensure all mandatory fields are filled.Click on Submit

The Initiate

Transfer page

should be

displayed.

User can also click

on Save to

preserve entries

made if the User

is not ready to

execute to

transfer.

User can also set

the payment date

as a future date

10. Enter the OTP sent to your registered mobile number and click Submit Successfultransfer page

should be

displayed

11. If User selected Single payment Adhoc Payee, the page below is displayed. User

completes all mandatory fields on the page. Click on Proceed

At the bottom of

the displayed

page, Customer


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STEP ACTION COMMENT

can select to add

the beneficiary to

his Payee list or

continue thetransfer as-is.

The Single

payment Adhoc

Payee is displayed

12. Enter details of account to be debited, amount and transaction date. Click on

Submit

An OTP should be

generated and

sent to the Users

registered mobile

number.

User can also click

on Save to

preserve entriesmade if the User

is not ready to

execute to

transfer.

User can also set

the payment date

as a future date

13. Enter the OTP and click Confirm Successful

transfer pageshould be

displayed


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STEP ACTION COMMENT

14. If User selected Recurring Payment Existing Payee, the page below is displayed.

User completes all mandatory fields on the page. Click on Submit

OTP should be

generated and

sent to the Users

registered mobile

number

User can also click

on Save to

preserve entries

made if the User

is not ready toexecute to

transfer.

User can also set

the payment date

as a future date

15. Enter the OTP and click Validate Successful

transfer page

should bedisplayed


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STEP ACTION COMMENT

1.3.6 Make Payments Third Party Transfers/ Payments to Other Banks

Requirements:

User ID

Password

OTP

STEP ACTION COMMENT



page should be

displayed


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STEP ACTION COMMENT


the Dashboard

dropdown and

login to specific

sections of his/

her IB account.System displays

Important

Security Benefits

page.


The Internet

Banking

Dashboard for the

customer is

displayed.

5. The Dashboard

shows all the

accounts of the

customer that are

profiled for

Internet Banking

6. Expand Transaction Management, and click on Transactions Management The Make aTransactions page

should be

displayed


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STEP ACTION COMMENT

7. Select Payments from the dropdown and click on Go Click Go button tofetch Network

Category

8. Select preferred Network Category from the dropdown

For 3rd

party transfers with beneficiary in other banks , select Third Party Payments/ Transfers

Other Banks

For Bills Payment both in own bank and other banks, select Bills Payment

The page should

refresh for User

to select

Transaction

Category


For one-off payment to a registered beneficiary, select Single Payment Existing Payee

For one-off payment to a non-registered beneficiary, select Single Payment Adhoc Payee

For recurring payment to a registered beneficiary, select Recurring Payment Existing Payee

The page for the

selected category

should be

displayed

10. Complete entries into the required fields. Ensure all mandatory fields are filled.

Click on Pay

The Confirm

Transfer page

should be

displayed.

User can also click

on Save to

preserve entries

made if the User

is not ready to

execute to

transfer.

User can also set

the payment date


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STEP ACTION COMMENT

as a future date

11. Enter the OTP sent to your registered mobile number and click Submit Successful

transfer pageshould be

displayed

12. If User selected Single payment Adhoc Payee, the page below is displayed. User

completes all mandatory fields on the page. Click on Next

At the bottom of

the displayed

page, Customer

can select to add

the beneficiary to

his Payee list or

continue the

transfer as-is.

The Single

payment Adhoc

Payee is displayed

13. Enter details of account to be debited, amount and transaction date. Click on Pay An OTP should be

generated andsent to the Users

registered mobile

number.

User can also click

on Save to

preserve entries


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STEP ACTION COMMENT

made if the User

is not ready to

execute to

transfer.

User can also set

the payment date

as a future date


transfer page

should be

displayed


User completes all mandatory fields on the page. Click on Pay

OTP should be

generated and

sent to the Users

registered mobile

number

User can also click

on Save to

preserve entries

made if the User

is not ready to

execute to

transfer.

User can also set


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STEP ACTION COMMENT

the payment date

as a future date


transfer page

should be

displayed

1.3.7 Make Payments Bills Payments

Requirements:

User ID

Password

OTP

STEP ACTION COMMENT



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STEP ACTION COMMENT


page should be

displayed


the Dashboard

dropdown and

login to specific

sections of his/

her IB account.

System displays

Important

Security Benefits

page.


The Internet

Banking

Dashboard for the

customer is

displayed.

5. The Dashboard

shows all the

accounts of the

customer that are

profiled for


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STEP ACTION COMMENT

Internet Banking

6. Expand Transaction Management, and click on Transactions Management The Make a

Transactions page

should be

displayed

7. Select Payments from the dropdown and click on Go Click Go button tofetch Network

Category

8. Select preferred Network Category from the dropdown

For 3rd

party transfers with beneficiary in other banks , select Third Party Payments/ Transfers

Other Banks

For Bills Payment both in own bank and other banks, select Bills Payment

The page should

refresh for User

to select

TransactionCategory


For one-off payment to a registered Biller, select Single Payment Existing Payee

For recurring payment to a registered Biller, select Recurring Payment Existing Payee

The page for the

selected category

should be

displayed


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STEP ACTION COMMENT

10. Complete entries into the required fields. Ensure all mandatory fields are filled.Click on Pay

The Confirm

Transfer page

should be

displayed.User can also click

on Save to

preserve entries

made if the User

is not ready to

execute to

transfer.

User can also set

the payment date

as a future date

11. Enter the OTP sent to your registered mobile number and click Submit Successful

transfer page

should be

displayed


User completes all mandatory fields on the page. Click on Pay

OTP should be

generated and

sent to the Users

registered mobile

number

User can also click

on Save to

preserve entries

made if the User

is not ready to

execute to

transfer.


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STEP ACTION COMMENT

User can also set

the payment date

as a future date

13. Enter the OTP and click Confirm Successfultransfer page

should be

displayed

1.3.8 View Future Dated Payments

Requirements:

User ID

Password

STEP ACTION COMMENT



Banking login

page should be

displayed


dropdown and

login to specific

sections of his/


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STEP ACTION COMMENT

her IB account.

System displays

Important

Security Benefitspage.


The Internet

Banking

Dashboard for the

customer is

displayed.

5. The Dashboard

shows all the

accounts of the

customer that are

profiled for

Internet Banking

6. Expand Transaction Management, and click on Future Dated Payments The Future DatedPayments search

page should be

displayed

7. Select Transaction Type from the from the dropdown and click on Go Click Go button tofetch Network

Category


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STEP ACTION COMMENT

8. Select preferred Transaction Category from the dropdown and click Continue The page for theselected category

should bedisplayed

9. Complete entries into the required fields. Ensure all mandatory fields are filled.Click on Search The systemshould display all

future dated

entries made by

the User for the

transaction

category

1.3.9 View Saved Transactions

Requirements:

User ID

Password

STEP ACTION COMMENT




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STEP ACTION COMMENT

Banking login

page should be

displayed


the Dashboard

dropdown and

login to specific

sections of his/

her IB account.System displays

Important

Security Benefits

page.


The Internet

Banking

Dashboard for the

customer is

displayed.

5. The Dashboard

shows all the

accounts of the

customer that are

profiled for

Internet Banking

6. Expand Transaction Management, and click on View Saved Transactions The View SavedTransactions

search page

should be

displayed


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STEP ACTION COMMENT

7. Select Transaction Type from the from the dropdown and click on Go Click Go button tofetch Network

Category

8. click Continue The page for the

selected category

should be

displayed

9. Complete entries into the required fields. Ensure all mandatory fields are filled.

Click on Retrieve

The system

should display all

future dated

entries made bythe User for the

transaction

category


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1.3.10 View Completed Transactions

Requirements:

User ID

Password

STEP ACTION COMMENT



Banking login

page should be

displayed


dropdown and

login to specific

sections of his/

her IB account.

System displays

Important

Security Benefits

page.4. Click Ok to acknowledge the information on Important Security Benefit of

protecting yourself

The Internet

Banking

Dashboard for the

customer is

displayed.


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STEP ACTION COMMENT


accounts of the

customer that are

profiled for

Internet Banking

6. Expand Transaction Management, and click on View Completed Transactions

7. Select Transaction Type from the from the dropdown and click on Go Click Go button to

fetch Network

Category

Click on Continue

The View

Completed

Transactions

search page

should be

displayed

8. Complete entries into the required fields. Ensure all mandatory fields are f illed.Click on Retrieve

The system

should display all

future dated

entries made by

the User for the

transaction

category


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STEP ACTION COMMENT

1.4 Manage Biller

1.4.1 Add/ Register Biller

Requirements:

User ID Password

OTP

STEP ACTION COMMENT



Banking login page

should be


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STEP ACTION COMMENT

displayed


the Dashboard

dropdown and

login to specific



Security Benefits

page.


protecting yourself

The Internet

Banking

Dashboard for the

customer is

displayed.


accounts of the

customer that are

profiled for

Internet Banking

6. Expand Bills Management, and click on Manage Biller The Manage Billerpage should be

displayed


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STEP ACTION COMMENT

7. Select Register Payee from the dropdown and click on Continue The Register Payeepage should be

displayed

Click on Search

button to display

the list of Payees

in the system

List of Standard

Payees retrieved

page should be

displayed

8. Select Biller to Register from the list and click on Register System shouldgenerate a token(OTP)

9. Enter mandatory beneficiary details in the provided fields. Enter the token (OTP)generated and click Submit

Record

successfully added

is displayed


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STEP ACTION COMMENT

1.4.2 View Registered Billers

Requirements:

User ID

Password

STEP ACTION COMMENT



Banking login page

should be

displayed


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STEP ACTION COMMENT


the Dashboard

dropdown and

login to specific



Security Benefits

page.


protecting yourself

The Internet

Banking

Dashboard for the

customer is

displayed.


accounts of the

customer that are

profiled for

Internet Banking

6. Expand Bills Management, and click on Manage Biller The Manage Billerpage should be

displayed


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STEP ACTION COMMENT

7. Select View Registered Payee from the dropdown and click on Continue

8. Click on Search button to display the list of Payees in the system List of StandardPayees registered

to the User should

be displayed

1.4.3 Edit Registered Billers


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Requirements:

User ID

Password

OTP

STEP ACTION COMMENT



page should be

displayed

3. Input your User ID and Password in the corresponding fields and cli ck on Login User can also clickthe Dashboard

dropdown and

login to specific

sections of his/

her IB account.

System displays

Important

Security Benefits

page.


The InternetBanking

Dashboard for the

customer is

displayed.


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STEP ACTION COMMENT


accounts of the

customer that are

profiled for

Internet Banking

6. Expand Bills Management, and click on Manage Biller The Manage Biller

page should be

displayed

7. Select View Registered Payee from the dropdown and click on Continue

8. Click on Search button to display the list of Payees in the system List of Standard

Payees registered

to the User should

be displayed


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STEP ACTION COMMENT

9. Select the Biller whose details you want to edit and Click on Edit View RegisteredPayees page

should be

refreshed and

display details of

previous

information

entered for the

Biller

10. Edit required information on the displayed page and Click Update The StandardPayee Details

page should be

displayed and OTP

should be

generated


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STEP ACTION COMMENT

11. Review new details of entries made against old information If detail is NOT

okay, click on Back

to go to previous

screen.

If detail is okay,

enter OTP and

click on Submit

Record should be

successfullyupdated and the

confirmation page

should display

1.5 General Services

1.5.1 Request for Account Modification

Requirements:

User ID


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Password

OTP

STEP ACTION COMMENT



page should be

displayed


the Dashboard

dropdown and

login to specific

sections of his/

her IB account.

System displays

Important

Security Benefits

page.


protecting yourself

The Internet

Banking

Dashboard for thecustomer is

displayed.

5. The Dashboard


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STEP ACTION COMMENT

shows all the

accounts of the

customer that are

profiled forInternet Banking

6. Expand General Services, and click on Personal Preferences The Manage Biller

page should be

displayed

7. Select My Profile from the dropdown and click on Continue The My Profile

page for the User

should be

displayed

8. Click on Account Maintenance The Account

Maintenance

page should be

displayed

9. Select the account to modify, edit the account name in the corresponding field, OTP should be


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STEP ACTION COMMENT

click on Update generated

10. Enter the OTP generated and click on Ok Successfulmessage should

be displayed

1.5.2 Enable Mobile Banking (Self enablement by User)

Requirements:

User ID

Password

STEP ACTION COMMENT



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STEP ACTION COMMENT


page should be

displayed


the Dashboard

dropdown and

login to specific

sections of his/

her IB account.

System displays

Important

Security Benefits

page.


The Internet

Banking

Dashboard for the

customer is

displayed.

5. The Dashboard

shows all the

accounts of the

customer that are

profiled for


73/83



STEP ACTION COMMENT

Internet Banking

6. Expand General Services, and click on Personal Preferences The Manage Biller

page should be

displayed

7. Select My Profile from the dropdown and click on Continue The My Profile

page for the User

should be

displayed

8. Click on Mobile Banking Options The Mobile

Banking Options

page should be

displayed


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STEP ACTION COMMENT

9. Select Browser Based (GPRS), click on Update Successful updatemessage should

be displayed

10.

1.5.3 Subscribe/ Unsubscribe for Alerts

Requirements:

User ID

Password

STEP ACTION COMMENT



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STEP ACTION COMMENT


page should be

displayed


the Dashboard

dropdown and

login to specific

sections of his/

her IB account.

System displays

Important

Security Benefits

page.


The Internet

Banking

Dashboard for the

customer is

displayed.

5. The Dashboard

shows all the

accounts of the

customer that are

profiled for


76/83



STEP ACTION COMMENT

Internet Banking

6. Expand General Services, and click on Alerts, Select View/ Update Alert

Subscription, Click on Continue

The View Alert

Subscription page

should be

displayed showing

the list of alerts

the User has

subscription and

to which he can

subscribe

7. Select alert type to be updated

Click on subscribe to subscribe for the alerts

Click on unsubscribe to unsubscribe for the alerts

Click on Update subscription to update subscription account number

The successful

message should

be displayed


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1.5.4 Make Inquiry

Requirements:

User ID Password

STEP ACTION COMMENT



page should be

displayed


dropdown and

login to specific

sections of his/

her IB account.

System displays

Important


4. Click Ok to acknowledge the informationon Important Security Benefit ofprotecting yourself

The Internet

Banking

Dashboard for the

customer is

displayed.


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STEP ACTION COMMENT


accounts of the

customer that are

profiled for

Internet Banking

6. Expand General Services, and click on Inquiry Facility, Select Activities from the

dropdown, Click on Continue

The Activities

page should be

displayed showing

the list of

activities the User

can enquired on

7. Select activity type

Activity type includes:

My Financial Activities

My Non-Financial Activities

Detailed Activity Inquiry

Detailed Transaction Inquiry

Selecting the

activity type

displays a search

page for that type

of inquiry. User

inputs search

criteria and clicks

Retrieve to fetch

required

information


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1.5.5 Make Service Request

Requirements:

User ID Password

STEP ACTION COMMENT



page should be

displayed


dropdown and

login to specific

sections of his/

her IB account.

System displays

Important



The Internet

Banking

Dashboard for the

customer is

displayed.


80/83



STEP ACTION COMMENT


accounts of the

customer that are

profiled for

Internet Banking

6. Expand General Services, and click on Service Request, Select New Request

from the dropdown, Click on Continue

The Activities

page should be

displayed showing

the list of

activities the User

can enquired on

7. Click on the link to select account modification type

Service Request includes:


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STEP ACTION COMMENT

Cheque Book Request (Online)

Request for Demand Draft (Offline)

FD Account Opening (Offline)

FD Renewal (Offline) Loan Request (Offline)

Stop Cheque Request (Online)

Switch Mailing Address (Online)

1.5.6 Query Service Request

Requirements:

User ID

Password

STEP ACTION COMMENT



page should be

displayed


dropdown and

login to specific
http://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNTbhxySg%2F8XHynxCuOelVnLyL0Oqcvm%2BIcQiCR%2FKHa2qcaGIWDx6CvGKnkU7bWU1igw3gg%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qEtKNTZ0xySg%2F8XHynxCuOelVnLyL0PGcvkaBMQiCR%2FKHSiqcSU4aJlJDilerjI5MLg1ZDdYRA%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNTYMxySg%2F8WpynxCdeelVnLyL0OrxL6vweEsP95oYkytcfD41fHbiSjmCr7RMvc1hX0RRQ%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNDZ0xySg%2F43HynxCdeelVnLyL0PGcvlH94wiCR%2FKHdyqcSVq2BuPc7qT9AIUxjM1G%2FZYfQ%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNTbtxySg%2F8XHynxCdX2lVnLyL0PGcvka8MQiCR%2FKHUfoRag1qHOvRWw7JgaJAlY1c1RY6A%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNTbtxySg%2F8XHynxC%2Bn2l73LyL0PGcvka68QiCR%2BNHevGjxlUOrGCYuskYoxRals1iFpYFw%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qJNKdZ9SxySg%2F8XHynxC%2BuelVnLyL0PGcvkawsQiCR9dZtKncY5SjEXgp950%2BXo8CdQ1dmFcHA%3D%3Dhttp://www.stanbicibtcbank.com/http://www.stanbicibtcbank.com/http://www.stanbicibtcbank.com/http://www.stanbicibtcbank.com/http://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qJNKdZ9SxySg%2F8XHynxC%2BuelVnLyL0PGcvkawsQiCR9dZtKncY5SjEXgp950%2BXo8CdQ1dmFcHA%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNTbtxySg%2F8XHynxC%2Bn2l73LyL0PGcvka68QiCR%2BNHevGjxlUOrGCYuskYoxRals1iFpYFw%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNTbtxySg%2F8XHynxCdX2lVnLyL0PGcvka8MQiCR%2FKHUfoRag1qHOvRWw7JgaJAlY1c1RY6A%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNDZ0xySg%2F43HynxCdeelVnLyL0PGcvlH94wiCR%2FKHdyqcSVq2BuPc7qT9AIUxjM1G%2FZYfQ%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNTYMxySg%2F8WpynxCdeelVnLyL0OrxL6vweEsP95oYkytcfD41fHbiSjmCr7RMvc1hX0RRQ%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qEtKNTZ0xySg%2F8XHynxCuOelVnLyL0PGcvkaBMQiCR%2FKHSiqcSU4aJlJDilerjI5MLg1ZDdYRA%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNTbhxySg%2F8XHynxCuOelVnLyL0Oqcvm%2BIcQiCR%2FKHa2qcaGIWDx6CvGKnkU7bWU1igw3gg%3D%3D


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STEP ACTION COMMENT

sections of his/

her IB account.

System displays

ImportantSecurity Benefits

page.


The Internet

Banking

Dashboard for the

customer is

displayed.

5. The Dashboard

shows all the

accounts of the

customer that are

profiled for

Internet Banking

6. Expand General Services, and click on Query Request, Select New Request fromthe dropdown, Click on Continue

The Query

Requests page

should be

displayed

7. Complete entries into the corresponding fields for the type of request beingqueried


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STEP ACTION COMMENT

Request that can be queried includes:

Cheque Book Request (Online)

Request for Demand Draft (Offline)

FD Account Opening (Offline)

FD Renewal (Offline)

Loan Request (Offline)

Stop Cheque Request (Online)

Switch Mailing Address (Online)
http://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNTbhxySg%2F8XHynxCuOelVnLyL0Oqcvm%2BIcQiCR%2FKHa2qcaGIWDx6CvGKnkU7bWU1igw3gg%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qEtKNTZ0xySg%2F8XHynxCuOelVnLyL0PGcvkaBMQiCR%2FKHSiqcSU4aJlJDilerjI5MLg1ZDdYRA%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNTYMxySg%2F8WpynxCdeelVnLyL0OrxL6vweEsP95oYkytcfD41fHbiSjmCr7RMvc1hX0RRQ%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNDZ0xySg%2F43HynxCdeelVnLyL0PGcvlH94wiCR%2FKHdyqcSVq2BuPc7qT9AIUxjM1G%2FZYfQ%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNTbtxySg%2F8XHynxCdX2lVnLyL0PGcvka8MQiCR%2FKHUfoRag1qHOvRWw7JgaJAlY1c1RY6A%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNTbtxySg%2F8XHynxC%2Bn2l73LyL0PGcvka68QiCR%2BNHevGjxlUOrGCYuskYoxRals1iFpYFw%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qJNKdZ9SxySg%2F8XHynxC%2BuelVnLyL0PGcvkawsQiCR9dZtKncY5SjEXgp950%2BXo8CdQ1dmFcHA%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qJNKdZ9SxySg%2F8XHynxC%2BuelVnLyL0PGcvkawsQiCR9dZtKncY5SjEXgp950%2BXo8CdQ1dmFcHA%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNTbtxySg%2F8XHynxC%2Bn2l73LyL0PGcvka68QiCR%2BNHevGjxlUOrGCYuskYoxRals1iFpYFw%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNTbtxySg%2F8XHynxCdX2lVnLyL0PGcvka8MQiCR%2FKHUfoRag1qHOvRWw7JgaJAlY1c1RY6A%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNDZ0xySg%2F43HynxCdeelVnLyL0PGcvlH94wiCR%2FKHdyqcSVq2BuPc7qT9AIUxjM1G%2FZYfQ%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNTYMxySg%2F8WpynxCdeelVnLyL0OrxL6vweEsP95oYkytcfD41fHbiSjmCr7RMvc1hX0RRQ%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qEtKNTZ0xySg%2F8XHynxCuOelVnLyL0PGcvkaBMQiCR%2FKHSiqcSU4aJlJDilerjI5MLg1ZDdYRA%3D%3Dhttp://10.234.200.69:9083/corp/BANKAWAYTRAN;jsessionid=0000nx3CNLCMvBeAIw1E7m4Xhkw:-1?bwayparam=qDpKNTbhxySg%2F8XHynxCuOelVnLyL0Oqcvm%2BIcQiCR%2FKHa2qcaGIWDx6CvGKnkU7bWU1igw3gg%3D%3D

stanbic user guide

Documents