FEID Online Agent Information Management System Executive User Manual v0.4
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1 FEID Online Agent Information Management System Executive User Manual v0.4 - IT Operation & Communication Department
2 Preface The Executive User Manual v0.4 is the immediate version of v0.1. There are no other release in between. The fact is that though there are many internal changes and adjustments are done, the executive user interface viewpoint doesn't effected that much and hence we didn't produce any immediate release of the manual in between. But this release has gone through some major modification (such as addition of 18B interface) which will appear as new inclusion for users. For the convenience of reader chapters in this manual are subdivided into three groups. Group one consists of Chapter 2, 3, 5, 8; Group two consists of Chapter 6, 9; and Group three consists of Chapter 4, 7, 10. By reading only one chapter from each group one can envision the overall functionality of the whole system.
3 Table of Contents 1. Introduction Agent Information Manager Principal Information Manager Principal Permission Manager Airlines Office Information Manager Airlines Branch Information Manager Airlines Branch Permission Manager Other Office Information Manager Other Branch Information Manager Other Office Permission Manager Frequently Asked Questions... 69
4 (this page is intentionally left blank)
5 1. Introduction 1.1. FEID-Online Agent Information Management System (OAIMS) is developed to manage the online applications of various agents and foreign companies along with their principles and local branch offices respectively. The system also automates the internal application processing system of FEID. The business process of this software system is depicted below: Agent Foreign Company 18A 18B Bank Documents Branch Permission File No / Order No, Permission Details 18A 18B Principle 1 Principle N Branch The picture above shows the fundamental relationship among strong entities. The creation of application depends on some data of agent or foreign companies and its associated documents. To submit an application one have to create an agent / home office then the principals / local branches it want to be associated with (if the principals / branches are also new) and finally some documents to validate the business. 5
6 1. Introduction 1.2. The link of FEID-OAIMS is hosted on Bangladesh Bank web site To go to FEID-OAIMS browse Bangladesh Bank web site then click on to Services menu item and click E- Services, finally click Online Agent Information Management System After clicking Online Agent Information Management System following web page will appear: 6
7 1. Introduction 1.3. After using Address, Password field and then by pressing LOGIN button, user will be able to Sign In the system. Executive users will get a summary of his branch in the home page. 7
8 1. Introduction Here the first table is showing the number of companies that are permitted by Bangladesh Bank and operating under the Motijheel C/A Branch of Test Bank Ltd. Please note the numbers presented in second and third table, are the summary in terms of the number of principals / branch offices, not the number of agents / home offices. For example the first row of second table meaning that there are 9 active, 7 saved, 11 submitted and 3 rejected principals in the Motijheel C/A Branch of Test Bank Ltd that are used by different agents to get permission with. And first row of second table meaning that there are 8 active, 7 saved, 3 submitted and 2 rejected principals in the Motijheel C/A Branch of Test Bank Ltd that are used by different buying agents to get permission with. The figure on the left showing the left menu of executive user. From v0.4 we have incorporated two sets of menu items. One for 18A Permission and another of 18B Permission. 18A Permission menu is currently designed to deal with every type of 18A related permissions except Foreign Expatriate *. 18B Permission menu is designed to deal with permissions of Airlines and all Other types of foreign companies. Details of the submenu items under 18A and 18B are provided in the following chapters. * The application procedure and operation of Foreign Expatriate currently kept out of the scope of v0.4, hopefully we will incorporate it in next version. 8
9 2. Agent Information Manager 2.1. The submenu item Agent Information Manager is designed to manage information of companies that want to get permission under FERA 18A act. Using this menu an executive user can list previously created agents and create new agents if necessary. An agent can be created in the system by using add new ( ) button of Agent Information Manager. B check whether someone else have already created it, or it already exists. This checking will help and prevent executive users from creating duplicate information in the system. List of agents can be found from the search box. Please note the output of search is listed in the descending order of create date. 9
10 2. Agent Information Manager 2.2. If the desired agent is not present in the list then one can create it by clicking the add new ( ) button. In the creation screen fields preceded with (*) marks are mandatory. At any form/screen, movement towards backward of action sequence can be done by using back sequence links. 10
11 2. Agent Information Manager 2.3. Details of an agent can be seen from view ( ) link of the list From view screen, information of an agent can be printed in pdf format using print ( ) link. 11
12 2. Agent Information Manager Listed information can also be printed in pdf format or exported in excel file using respective search ) link. A user can customize the headers of excel file using customize ( ) link. 12
13 3. Principal Information Manager 3.1. Principals information can be managed in the system using Principal Information Manager sub menu item under 18A Permission menu. A principal can be created in the system by using add new ( ) button of Principal Information Manager. Before creation i check whether someone else have already created it, or it already exists. This checking will help and prevent executive users from creating duplicate information in the system. List of principals can be found from the search box. Please note the output of search is listed in the descending order of create date. 13
14 3. Principal Information Manager 3.2. If the desired principal is not present in the list then one can forward towards the creation process by clicking the add new ( ) button. In the creation screen fields preceded with (*) marks are mandatory. At any form/screen, movement towards backward of action sequence can be done by using back sequence links. 14
15 3. Principal Information Manager 3.3. Details of a principal can be seen from view ( ) link of the list From view screen, information of a principal can be printed in pdf format using print ( ) link. 15
16 3. Principal Information Manager Listed information can also be printed in pdf format or exported in excel file using respective search ) link. 16
17 4. Principal Permission Manager 4.1. The Principal Permission Manager submenu, under 18A Permission menu is designed to facilitate and manage online application of agents, according to FERA 18A act. From this submenu, on behalf of agents Banker's can apply for permission by associating an agent with some principals and uploading the necessary documents in pdf format. Any numbers of agents or principals can be created in the system by using Agent Information Manager or Principal Information Manager. But those companies will not be treated as permitted entities under FERA 18A act, until or unless their applications are being submitted with valid documents through Principal Permission Manager submenu and are activated. Any agent that have an Active existence under this submenu will be treated as permitted by Bangladesh Bank under FERA 18A. Details of Active, Submitted, Saved and Rejected status were discussed in subsequent sections The application process begins from the add new ( ) button. 17
18 4. Principal Permission Manager At the beginning of the process the user has to select a map. There are different mandatory document requirements for different types of application based on permission act (18A / 18B), permission type (new / inclusion / renewal etc), agent type (buying / indenting etc). The type of agent and its ownership type are usually associated with agent name (during the time of creation, agent type and ownership type were declared within). Please note, agents those exists / created under Agent Information Manager should be available in the dropdown list. The unavailability of a target agent means it doesn't exists under Agent Information Manager and hence should be created in the Agent Information Manager first. After selection of necessary information one can proceed towards the creation of application by pressing Proceed button. According to permission act, permission type, company type and ownership type there will be a list of mandatory documents that should be uploaded. 18
19 4. Principal Permission Manager 19
20 4. Principal Permission Manager In creation page principal names can be selected from the dropdown list. Multiple principals can be checked and added here under a single agent. Please note only principals those exist / created under Principal Information Manager will be available here. The unavailability of a target principal means it doesn't exists under Principal Information Manager and hence should be created in the Principal Information Manager first. From the Application Office drop down list, the nearest Bangladesh Bank branch can be selected in which the AD Branch of Bank wants to submit application (usually the selection of Bangladesh Bank branch should be based on the address of the Agent in trade license). In the creation screens fields preceded with (*) marks are mandatory. 20
21 4. Principal Permission Manager After selection of Principals, Application Office and careful attachment of documents, by clicking the create button at the bottom of the form, the application can be saved. Please note the application will not be submitted to Bangladesh Bank until someone submits it using the submit button. The saved applications will show a comment at the top of the form with the date of creation. 21
22 4. Principal Permission Manager 22
23 4. Principal Permission Manager The submitted application will show relevant comment at the top of form and there will be no further process button on the page for submitted applications. 23
24 4. Principal Permission Manager 4.3. From the search page one can search for different applications (Active, Saved, Submitted and Rejected) using various criteria or a mix of them. Please note the output of search is listed in the descending order of create date. In the result list there will be a summary of existing record with their status. An executive user can only delete the rejected and saved applications. 24
25 4. Principal Permission Manager 4.4. Details of an application can be viewed from view ( ) link of the list. The active applications are applications that are approved and hence will show file number, permission number, permission start and end date etc. From view screen, information of an agent can be printed in pdf format using print ( ) link. 25
26 4. Principal Permission Manager 26
27 4. Principal Permission Manager The rejected applications will show the rejection details and by re-uploading all necessary documents they can be re-submitted. 27
28 4. Principal Permission Manager 4.5. Listed information can be printed in pdf format or exported in excel file using respective ) link. Also the headers of excel file and information on listed output can be customized using customize ( ) link. 28
29 5. Airlines Office Information Manager 5.1. The submenu item Airlines Office Information Manager is designed to manage information of foreign airlines that want to get permission under FERA 18B act. Using this menu an executive user can list previously created airline offices and create new offices if necessary. An airline office can be created in the system by using add new ( ) button of Airlines Office Information Manager. B check whether someone else have already created it, or it already exists. This checking will help and prevent executive users from creating duplicate information in the system. List of airlines can be found from the search box. Please note the output of search is listed in the descending order of create date. 29
30 5. Airlines Office Information Manager 5.2. If the desired airline office is not present in the list then one can create it by clicking the add new ( ) button. In the creation screen fields preceded with (*) marks are mandatory. At any form/screen, movement towards backward of action sequence can be done by using back sequence links. 30
31 5. Airlines Office Information Manager 5.3. Details of an airline office can be seen from view ( ) link of the list From view of screen, information of an airline office can be printed in pdf format using print ( ) link. 31
32 5. Airlines Office Information Manager Listed information can also be printed in pdf format or exported in excel file using respective search ) link. A user ) link. 32
33 6. Airlines Branch Information Manager 6.1. Airlines local branch information can be managed in the system using Airlines Branch Information Manager sub menu item under 18B Permission menu. An airline branch can be created in the system by using add new ( ) button of Airlines Branch Information Manager. B check whether someone else have already created it, or it already exists. This checking will help and prevent executive users from creating duplicate information in the system. List of branches can be found from the search box. Please note the output of search is listed in the descending order of create date. 33
34 6. Airlines Branch Information Manager 6.2. If the desired airline branch is not present in the list then one can forward towards the creation process by clicking the add new ( ) button. In the creation screen fields preceded with (*) marks are mandatory. At any form/screen, movement towards backward of action sequence can be done by using back sequence links. Please note, the creation of branch requires existence o f airlines home office, if a particular airline home office is missing in drop down list then one have to create it in Airlines Office Information Manager first. 34
35 6. Airlines Branch Information Manager 6.3. Details of a branch office can be seen from view ( ) link of the list From view of screen, information of a branch office can be printed in pdf format using print ( ) link. 35
36 6. Airlines Branch Information Manager Listed information can also be printed in pdf format or exported in excel file using respective search ) link. 36
37 7. Airlines Branch Permission Manager 7.1. The Airlines Branch Permission Manager submenu, under 18B Permission menu is designed to facilitate and manage online application of airline branches, according to FERA 18B act. From this submenu, on behalf of airlines Banker's can apply for permission by associating an airline with local office/branch and uploading the necessary documents in pdf format. Any numbers of airline or branch can be created in the system by using Airlines Office Information Manager or Airlines Branch Information Manager. But those companies will not be treated as permitted entities under FERA 18B act, until or unless their applications are being submitted with valid documents through Airlines Branch Permission Manager submenu and are activated. Any airline branch that have an Active existence under this submenu will be treated as permitted by Bangladesh Bank under FERA 18B. Details of Active, Submitted, Saved and Rejected status were discussed in subsequent sections The application process begins from the add new ( ) button. 37
38 7. Airlines Branch Permission Manager At the beginning of the process the user has to select a map. There are different mandatory document requirements for different types of application based on permission act (18A / 18B), permission type (new / inclusion / renewal etc), office type (airline home office). The office type of airline and its ownership type are usually associated with airline name (during the time of creation, office type and ownership type were declared within). Please note, airlines those exists / created under Airline Office Information Manager should be available in the dropdown list. The unavailability of a target airline means it doesn't exists under Airline Office Information Manager and hence should be created in the Airline Office Information Manager first. After selection of necessary information one can proceed towards the creation of application by pressing Proceed button. According to permission act, permission type, office type and ownership type there will be a list of mandatory documents that should be uploaded. 38
39 7. Airlines Branch Permission Manager 39
40 7. Airlines Branch Permission Manager In creation page branch names can be selected from the dropdown list. Please note only branches those exist / created under Airlines Branch Information Manager (for selected airlines) will be available here. The unavailability of a target branch means it doesn't exists under Airlines Branch Information Manager (or is not a branch of selected airline) and hence should be created in the Airlines Branch Information Manager first. From the Application Office drop down list, the nearest Bangladesh Bank branch can be selected in which the AD Branch of Bank wants to submit application (usually the selection of Bangladesh Bank branch should be based on the address of the airline branch). In the creation screens fields preceded with (*) marks are mandatory. 40
41 7. Airlines Branch Permission Manager After selection of Branch, Application Office and careful attachment of documents, by clicking the create button at the bottom of the form, the application can be saved. Please note the application will not be submitted to Bangladesh Bank until someone submits it using the submit button. The saved applications will show a comment at the top of the form with the date of creation. 41
42 7. Airlines Branch Permission Manager 42
43 7. Airlines Branch Permission Manager The submitted application will show relevant comment at the top of form and there will be no further process button on the page for submitted applications. 43
44 7. Airlines Branch Permission Manager 7.3. From the search page one can search for different applications (Active, Saved, Submitted and Rejected) using various criteria or a mix of them. Please note the output of search is listed in the descending order of create date. In the result list there will be a summary of existing record with their status. An executive user can only delete the rejected and saved applications. 44
45 7. Airlines Branch Permission Manager 45
46 7. Airlines Branch Permission Manager 7.4. Details of an application can be viewed from view ( ) link of the list. The active applications are applications that are approved and hence will show file number, permission number, permission start and end date etc. From view screen, information of an airline can be printed in pdf format using print ( ) link. 46
47 7. Airlines Branch Permission Manager The rejected applications will show the rejection details and by re-uploading all necessary documents they can be re-submitted. 47
48 7. Airlines Branch Permission Manager 7.5. Listed information can be printed in pdf format or exported in excel file using respective ) link. Also the headers of excel file and information on listed output can be customized using customize ( ) link. 48
49 8. Other Office Information Manager 8.1. The submenu item Other Office Information Manager is designed to manage information of all foreign companies (except airlines) that want to get permission under FERA 18B act. Using this menu an executive user can list previously created foreign company offices and create new offices if necessary. A foreign company home office can be created in the system by using add new ( ) button of Other Office Information Manager. B check whether someone else have already created it, or it already exists. This checking will help and prevent executive users from creating duplicate information in the system. List of foreign companies can be found from the search box. Please note the output of search is listed in the descending order of create date. 49
50 8. Other Office Information Manager 8.2. If the desired foreign company office is not present in the list then one can create it by clicking the add new ( ) button. In the creation screen fields preceded with (*) marks are mandatory. At any form/screen, movement towards backward of action sequence can be done by using back sequence links. 50
51 8. Other Office Information Manager 8.3. Details of a foreign company can be seen from view ( ) link of the list From view of screen, information of a foreign company can be printed in pdf format using print ( ) link. 51
52 8. Other Office Information Manager Listed information can also be printed in pdf format or exported in excel file using respective search ) link. A user can customize the headers of excel file using res ) link. 52
53 9. Other Branch Information Manager 9.1. Foreign companies' local branch information can be managed in the system using Other Branch Information Manager sub menu item under 18B Permission menu. A local branch of any foreign company can be created in the system by using add new ( ) button of Other Branch Information Manager. B check whether someone else have already created it, or it already exists. This checking will help and prevent executive users from creating duplicate information in the system. List of branches can be found from the search box. Please note the output of search is listed in the descending order of create date. 53
54 9. Other Branch Information Manager 9.2. If the desired branch is not present in the list then one can forward towards the creation process by clicking the add new ( ) button. In the creation screen fields preceded with (*) marks are mandatory. At any form/screen, movement towards backward of action sequence can be done by using back sequence links. Please note, the creation of branch requires existence of company home office, if a particular company home office is missing in drop down list then one have to create it in Other Office Information Manager first. 54
55 9. Other Branch Information Manager 9.3. Details of a branch office can be seen from view ( ) link of the list From view of screen, information of a branch office can be printed in pdf format using print ( ) link. 55
56 9. Other Branch Information Manager Listed information can also be printed in pdf format or exported in excel file using respective search ) link. 56
57 10. Other Branch Permission Manager The Other Branch Permission Manager submenu, under 18B Permission menu is designed to facilitate and manage online application of company branches other than airline, according to FERA 18 B act. From this submenu, on behalf of foreign companies Banker's can apply for permission by associating a company with local office/branch and uploading the necessary documents in pdf format. Any numbers of foreign companies or branch can be created in the system by using Other Office Information Manager or Other Branch Information Manager. But those companies will not be treated as permitted entities under FERA 18B act, until or unless their applications are being submitted with valid documents through Other Branch Permission Manager submenu and are activated. Any airline branch that have an Active existence under this submenu will be treated as permitted by Bangladesh Bank under FERA 18B. Details of Active, Submitted, Saved and Rejected status were discussed in subsequent sections The application process begins from the add new ( ) button. 57
58 10. Other Branch Permission Manager At the beginning of the process the user has to select a map. There are different mandatory document requirements for different types of application based on permission act (18A / 18B), permission type (new / inclusion / renewal etc), office type (other home office). The office type and ownership type are usually associated with company name (during the time of creation, office type and ownership type were declared within). Please note, companies those exists / created under Other Office Information Manager should be available in the dropdown list. The unavailability of a target company means it doesn't exists under Other Office Information Manager and hence should be created in the Other Office Information Manager first. After selection of necessary information one can proceed towards the creation of application by pressing Proceed button. According to permission act, permission type, office type and ownership type there will be a list of mandatory documents that should be uploaded. 58
59 10. Other Branch Permission Manager 59
60 10. Other Branch Permission Manager In creation page branch names can be selected from the dropdown list. Please note only branches those exist / created under Other Branch Information Manager (for selected company) will be available here. The unavailability of a target branch means it doesn't exists under Other Branch Information Manager (or is not a branch of selected company) and hence should be created in the Other Branch Information Manager first. From the Application Office drop down list, the nearest Bangladesh Bank branch can be selected in which the AD Branch of Bank wants to submit application (usually the selection of Bangladesh Bank branch should be based on the address of the local office). In the creation screens fields preceded with (*) marks are mandatory. 60
61 10. Other Branch Permission Manager After selection of Branch, Application Office and careful attachment of documents, b y clicking the create button at the bottom of the form, the application can be saved. Please note the application will not be submitted to Bangladesh Bank until someone submits it using the submit button. The saved applications will show a comment at the top of the form with the date of creation. 61
62 10. Other Branch Permission Manager 62
63 10. Other Branch Permission Manager The submitted applicat ion will show relevant comment at the top of form and there will be no further process button on the page for submitted applications. 63
64 10. Other Branch Permission Manager From the search page one can search for different applications (Active, Saved, Submitted and Rejected) using various criteria or a mix of them. Please note the output of search is listed in the descending order of create date. In the result list there will be a summary of existing record with their status. An executive user can only delete the rejected and saved applications. 64
65 10. Other Branch Permission Manager 65
66 10. Other Branch Permission Manager Details of an application can be viewed from view ( ) link of the list. The active applications are applications that are approved and hence will show file number, permission number, permission start and end date etc. From view screen, information of an office can be printed in pdf format using print ( ) link. 66
67 10. Other Branch Permission Manager The rejected applications will show the rejection details and by re-uploading all necessary documents they can be re-submitted. 67
68 10. Other Branch Permission Manager Listed information can be printed in pdf format or exported in excel file using respective ) link. Also the headers of excel file and information on listed output can be customize d using customize ( ) link. 68
69 11. Frequently Asked Questions I have saved my applications to submit them later. How can I retrieve them and submit? From the search pane of (Principal / Airlines Branch / Other Branch ) Permission Manager one can find the saved application by searching with How can I view / list the approved and rejected applications? From the search pane of (Principal / Airlines Branch / Other Branch) Permission Manager one can find the approved and rejected applications by searching with Active and Status = How can I list approved applications for Buying Agent? one can find a list of desired permissions. For example to find approved applications for Buying Agents se in Principal Permission Manager. 69
70 11. Frequently Asked Questions What are the implication of different date wise search fields in search page? There are four types of date wise search input fields used in the system. Here, Order From and Order To targets on the order date of an active permission. Permission From and Permission To targets on the start date of a n active permission. Validity From and Validity To targets on the end date of a n active permission. From Cr eate Date and To Create Date targets on the create date of a n application. 70
71 11. Frequently Asked Questions How can I change my password or update profile? By clicking the profile link in top menu one can get the profile or password update page. 71
72 11. Frequently Asked Questions There are a lots of navigations on my left menu; all of them are not relevant to my job description. How can I hide or remove them and also how can I retrieve a removed one? By clicking the customize menu link on top menu you can get menu customization pa note this customization information stored in local browser cookies. ge. Please 72
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