Core Business System (Customer Portal Registration)

Transcription

1 Core Business System (Customer Portal Registration) User Guide Prepared by Version th Oct 2015

2 Change History Change History Version Date Updated by Reviewed by Revision/Changes made Oct-2015 Patthan Meera Khan Initial Version Oct Pankaj Sharma Review changes Oct Pankaj Sharma Review changes EDMS-CAC User Manual Page 2

3 Table of Contents 1. INTRODUCTION PURPOSE DEFINITIONS, ACRONYMS AND ABBREVIATIONS... 4 DEFINITIONS... ERROR! BOOKMARK NOT DEFINED. 2. INTRODUCTION TO REGISTRATION LOGIN SCREEN New customer... 5 ACTIVATION LINK FORGOT PASSWORD Login screen with forgot password LOGIN View Profile Update Profile Change password FAQ EDMS-CAC User Manual Page 3

4 1. Introduction The Credit Counselling and Debt Management Agency, or commonly known as Agensi Kaunseling dan Pengurusan Kredit (AKPK), is an agency set up by Bank Negara Malaysia in April 2006 to help individuals take control of their financial situation and gain peace of mind that comes from the wise use of credit 1.1 Purpose The purpose of this document is to understand the screen flow of registration module and creating an ease for using the application in effective manner. Also this will help to understand each screen purpose and its usage. 1.2 Definitions Keyword DMP CBS BLD DMPC Definition Debt Management Program Core Business System Borrower Loan Detail DMP Counseling 1.3 System Requirement Internet explorer version 9.0 (or more recent version) Screen resolution 1024 X 768 pixels Acrobat reader8.0 (or more recent version) Microsoft office 2010 (or more recent version) 1.4 Connect to application Via Add the address in your internet favourite Microsoft office 2010 (or more recent version) 2. Introduction to Registration To access AKPK service, registration is the first step. System will request minimal registration information from customer and activate account with few steps. Once Registration details is submitted, activation link will be provided to given which will help customer to specify new password. User Id will same as customer Identification number, For example NRIC, Passport, Army and police no. 2.1 Login Screen After Entering to login screen, the following screen will be displayed EDMS-CAC User Manual Page 4

5 Figure 2.1.Login Screen Following actions can be performed by customer o o o o New customer Click on the New user? Register here Existing User Enter the User ID and password and click on Login Forgot password Click on Forgot password and enter required information Select menu items Register To register a new customer Login - To login existing customer Contact Us To see the contact details of AKPK branches Help To view the help file New customer To avail AKPK services, customer is required to register with AKPK. When customer clicks on new user link or Register link at top menu following screen will appear. EDMS-CAC User Manual Page 5

6 Figure Registration Screen Customer is required to key in all fields and agree the AKPK terms by selecting the Check box. Sample Data is as in below screen EDMS-CAC User Manual Page 6

7 Figure Registration Screen sample data After successful submission, the following message will appear and an activation link will be sent to customer . Figure Registration Screen success notification EDMS-CAC User Manual Page 7

8 The activation link in customer looks as below. If customer did not receive this mail, please look into your Spam or Junk mail folder of your . Activation Link Figure notification with Activation link When customer clicks on the Link provided in an , the following screen will be appear, customer required to enter same customer ID which was mentioned during registration submission. Figure Account activation link screen to key in ID After clicking on submit, it will takes you following screen Figure Account activation link screen to set password EDMS-CAC User Manual Page 8

9 Figure Account activation successful message Above screen is the successful action of AKPK customer portal account. After this customer can proceed to login screen for valid Customer ID and password. EDMS-CAC User Manual Page 9

10 2.2 Forgot password If customer forgot password after activation at any point of time, customer can select Forgot Password link and proceed to reset password Login screen with forgot password Figure Login screen with Forgot password After clicking on forgot password link, following screen will display, please proceed to key in your account information as prompted. This to verify your account details with existing AKPK account. Once all three information field matches, system will send reset password link to . Figure Forgot password screen EDMS-CAC User Manual Page 10

11 Reset password link mail looks as below Figure Forgot password notification mail After clicking on reset password link, it will take customer the same screens as and screens to set the password. EDMS-CAC User Manual Page 11

12 2.3 Login When customer successfully created akpk customer portal account, customer can proceed to login in the system Figure Login screen with valid account Please key in valid Customer ID number and passoword and click on Login System will navigate to Customer Dashboard page as follows Figure Customer Dashboard after login The above screen will display service list, if any exist. Else customer will proceed to enrol DMP service by select menu item. EDMS-CAC User Manual Page 12

13 2.3.1 View Profile Customer can click on View profile link at left hand side menu item to see profiling information Figure View Profile Update Profile When customers want to edit profile information, click on Update profile menu item at left menu item. Customer can change Contact number and address only. Figure Update Profile EDMS-CAC User Manual Page 13

14 2.3.3 Change password When customer wants to Change password, please click on Change Password link at left side menu item Figure Change password EDMS-CAC User Manual Page 14

15 3. FAQ 1. I cannot login into customer portal a. Make sure you are already registered with application b. Check your ID & password. c. Check keyboard caps lock before entering password 2. Lost my password a. Reset password using forgot password link or call customer service to reset your password 3. What Should I do If I did not receive any after submission of Registration a. Please check your Spam or Junk folders b. Make sure you provided valid address while registration, if it s wrong pleases call AKPK customer care. 4. Is password need to be so complex, can I put simple password a. Password should be in specified format as per security guidelines. 5. Browser is not showing application page a. Check Internet explorer. It should be 9.0 or above b. Check your browser setting, security should be medium