user guide prepared by - akpk · pdf fileuser guide prepared by version 1.0 20th oct 2015....

Core Business System

(Customer Portal – Registration)

User Guide

Prepared by

Version 1.0 20th Oct 2015

EDMS-CAC User Manual

Change History

Change History

Version Date Updated by Reviewed by Revision/Changes made

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


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


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 Definition

DMP Debt Management Program

CBS Core Business System

BLD Borrower Loan Detail

DMPC 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 http://

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 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


Figure 2.1.Login Screen

Following actions can be performed by customer

o New customer

Click on the “New user ? Register here”

o Existing User

Enter the User ID and password and click on Login

o Forgot password

Click on “Forgot password” and enter required information

o 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

2.1.1 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.


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


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


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


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.


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


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.


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.


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


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

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

user guide prepared by - akpk · pdf fileuser guide prepared by version 1.0 20th oct 2015....

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