Core Business System (Customer Portal Registration)

Core Business System (Customer Portal – Registration)

User Guide

Prepared by

Version 1.0

20th Oct 2015

Change History Change History Version

Date

Updated by

0.1

18-Oct-2015

Patthan Meera Khan

Initial Version

0.2

20- Oct -2015

Pankaj Sharma

Review changes

1.0

20- Oct -2015

Pankaj Sharma

Review changes

EDMS-CAC User Manual

Reviewed by

Revision/Changes made

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Table of Contents 1.

INTRODUCTION ........................................................................................................................................ 4 1.1 PURPOSE .................................................................................................................................................. 4 1.2 DEFINITIONS, ACRONYMS AND ABBREVIATIONS ..................................................................................... 4 DEFINITIONS ................................................................................................ ERROR! BOOKMARK NOT DEFINED.

2.

INTRODUCTION TO REGISTRATION .................................................................................................. 4 2.1 LOGIN SCREEN ........................................................................................................................................ 4 2.1.1 New customer ................................................................................................................................. 5 ACTIVATION LINK ............................................................................................................................................... 8 2.2 FORGOT PASSWORD ............................................................................................................................... 10 2.2.1 Login screen with forgot password ............................................................................................... 10 2.3 LOGIN .................................................................................................................................................... 12 2.3.1 View Profile .................................................................................................................................. 13 2.3.2 Update Profile .............................................................................................................................. 13 2.3.3 Change password .......................................................................................................................... 14

3.

FAQ .............................................................................................................................................................. 15

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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 1.3

System Requirement

    1.4

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) Connect to application

  

2.

Definition Debt Management Program Core Business System Borrower Loan Detail DMP Counseling

Via http:// Add the address in your internet favourite Microsoft office 2010 (or more recent version)

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 email 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

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Figure 2.1.Login Screen

Following actions can be performed by customer o o o o

2.1.1

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.

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Figure 2.1.1 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

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Figure 2.1.2 Registration Screen sample data

After successful submission, the following message will appear and an activation link will be sent to customer email.

Figure 2.1.3 Registration Screen success notification

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The activation link in customer email looks as below. If customer did not receive this mail, please look into your Spam or Junk mail folder of your email. Activation Link

Figure 2.1.4 Email notification with Activation link

When customer clicks on the Link provided in an email, the following screen will be appear, customer required to enter same customer ID which was mentioned during registration submission.

Figure 2.1.4 Account activation link screen to key in ID After clicking on submit, it will takes you following screen

Figure 2.1.5 Account activation link screen to set password

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Figure 2.1.6 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.

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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.

2.2.1

Login screen with forgot password

Figure 2.2.1 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 email.

Figure 2.2.1 Forgot password screen

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Reset password link mail looks as below

Figure 2.2.1 Forgot password notification mail

After clicking on reset password link, it will take customer the same screens as 2.1.4 and 2.1.5 screens to set the password.

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2.3

Login

When customer successfully created akpk customer portal account, customer can proceed to login in the system

Figure 2.3.1 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 2.3.2 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.

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2.3.1

View Profile

Customer can click on View profile link at left hand side menu item to see profiling information

Figure 2.3.1.1 View Profile

2.3.2

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 Email address only.

Figure 2.3.2.1 Update Profile

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2.3.3

Change password

When customer wants to Change password, please click on “Change Password” link at left side menu item

Figure 2.3.3.1 Change password

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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 email after submission of Registration a. Please check your email Spam or Junk folders b. Make sure you provided valid email 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