CFMS A.P. - BENEFICIARY CREATION

Beneficiary Creation

• Employees and Pensioners bank details obtained from the Legacy system and registered as beneficiaries in CFMS system.
• To register third party / Non-employee beneficiaries provision has been made in CFMS.
• HOO shall configure the workflow for Beneficiary creation by clicking on Authorised Beneficiary create request access which can be found in OTHERS tab under Workflow configuration Bill Submit.
• The authorized person will get access to the Beneficiary Create Request tile, through which HOO can make request for 3rd party / Non – employee beneficiaries’ registration by providing beneficiary basic details and bank details and beneficiary create request number shall be generated and later beneficiary vendor code is created in CFMS.