Development manual 01

DEVELOPER’s GUIDELINE MANUAL

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TERMINOLOGY

CLUB MEMBERS – CLIENTS, MEMBERS

PERSONAL RESOURCE PLANNER ( PR-PLNR) – BUSINESS PARTNER, FRANCHISE OWNER

HO – HEAD OFFICE

RO- REGIONAL OFFICE

BRANCH – PERSONAL RESOURCE PLANNER’S OFFICE

DD- DROPDOWN

TYPE OF USERS

MASTER EMPLOYEE PERSONAL RESOURCE PLANNER
- HO* - CK
- RO** - PLANNER’S

* HO > Head Office **RO > Regional Office

MASTER -HO All PR Plnrs and All Members

MASTER -RO

EAST
All PR Plnrs in his/her Zone
WEST All Members in his/her zone

NORTH

SOUTH

EMPLOYEE -HO All PR Plnrs and All Members as per the privilege
access given by Admin / Master HO

EMPLOYEE -RO

EAST
All PR Plnrs in his/her Zone
All Members in his/her zone
WEST as per the privilege access given by Admin
/Master RO
NORTH

SOUTH

PERSONAL
All Members MAPPED TO HIM/HER
RESOURCE
PLANNER

EMPLOYEE MEMBERS MAPPED WITH HIS PR-PLNR
OF PR-PLNR Access privilege will be given by the PR-PLNR

Personal Resource Planner

Each and every Club Kautilya Personal Resource Planner would be allocated a System Generated Unique ID.

The below mentioned sample and proposed UID constitutes of four (4) parts, where each is a different identifier:

CK RP 33 A001
CK here denotes “Club
A001 here is the alpha numerical
Kautilya”, which is used an
number given to Personal
identifier for differentiating Club
Resource Planner. The same
Kautilya Personal Resource
number may be present but it will
Planner from all Other Partners of
for a different state
Microsec

RP here signifies “Personal
33 here denotes “West Bengal”
Resource Planner”, which is again
which is represented by the CK
used here to differentiate them
code of the State, which signifies
from Club Kautilya
the state of the Personal Resource
Members/Employees/Other
Planner
Resources

Total Number of Unique Personal Resource Planner IDs that can be created is around 8.58 Lacs (Pan India)

Personal Resource Planner – Branch Code

Each and every Personal Resource Planner’s Branch will be allocated a System Generated Unique ID.

The below mentioned sample and proposed UID constitutes of four (4) parts, where each is a different identifier:

CK RP 33 A001 B01 A001 here is the alpha
numerical number given to
CK here denotes “Club Kautilya”, Personal Resource Planner.
which is used an identifier for The same number may be
differentiating Club Kautilya present but it will for a
Personal Resource Planner from all different state
Other Partners of Microsec

RP here signifies “Personal
33 here denotes “West Bengal” B01 is the Branch Code
Resource Planner”, which is again
which is represented by the CK generated under the PR-
used here to differentiate them
code of the State, which signifies PLNR. Where B signifies the
from Club Kautilya
the state of the Personal Resource Branch and 01 is the branch
Members/Employees/Other
Planner number
Resources

Total Number of Unique Personal Resource Planner Branch Codes that can be created is around 85.8 Lacs (Pan India)

Personal Resource Planner – Employee

Each and every Personal Resource Planner’s Branch will be allocated a System Generated Unique ID.

The below mentioned sample and proposed UID constitutes of four (4) parts, where each is a different
identifier:

CK E 33A001 01
CK here denotes “Club Kautilya”,
which is used an identifier for 01 here is the numerical given to
differentiating Club Kautilya the Employee of the Personal
Personal Resource Planner from all Resource Planner’s Employee

E here signifies “Personal
Resource Planner’s
33A001 here is taken from the
Employee”, which is again used
Personal Resource Planner’s ID
here to differentiate them from
HO Employees

Total Number of Unique Personal Resource Planner Employee IDs that can be created is more than 8.58 Crores
(including Employees at their Branches, Pan India)

Head Office – Employee

Each and every HO Employees will be allocated a System Generated Unique ID.

The below mentioned sample and proposed UID constitutes of three (3) parts, where each is a different
identifier:

CK HOE AA01
AA01 here is the alpha numerical
given to the Employee of the Head
Office’s Employees
Microsec

HOE here signifies “Head Office’s
Employee”, which is again used
here to differentiate them from
Personal Resource Planner’s
Employees

Total Number of Unique HO Employees IDs that can be created is more than 0.67 Lacs (Pan India)

Regional Office – Employee

Each and every RO Employees will be allocated a System Generated Unique ID.

The below mentioned sample and proposed UID constitutes of three (3) parts, where each is a different
identifier:

CK RWE AA01
CK here denotes “Club Kautilya”,
which is used an identifier for AA01 here is the alpha numerical
differentiating Club Kautilya given to the Employee of the Head
Personal Resource Planner from all Office’s Employees

RWE here signifies “Regional
Office’s Employee of
West”, similarly for
East(E), South(S), North(N)

Total Number of Unique HO Employees IDs that can be created is more than 0.67 Lacs (Pan India)

Members

Each and every Member will be allocated a System Generated Unique ID.

The below mentioned sample and proposed UID constitutes four (4) parts, where each is a different
identifier:

CK M 33 A00001
A00001 here is the alpha
numerical number given to
Member. The same number may
be present but it will for a
different state
Microsec

M here signifies “Member”, which 33 here denotes “West Bengal”
is again used here to differentiate which is represented by the STD
them from Club Kautilya Members code of the Capital, which signifies
from all other Microsec Members the state of the Member

Total Number of Unique Member IDs that can be created is more than 8.58 Crores (Pan India)

Summary

The system can generated a maximum of 10 Unique Branch Codes and 100 Employees IDs for each
Personal Resource Planner.

The system will also generate approximately 9 Crores Unique Member IDs on Pan India basis.

A HO Employee (including super HO and ROs) will be allocated an approximate 13 Personal Resource
Planners to serve (irrespective of their positions and profile in the company/organization).

User Types User Creation Interfaces

MASTER USER (HO/RO) ADMIN PANEL

CK-EMPLOYEE (HO/RO) ADMIN PANEL

PERSONAL RESOURCE PLANNER WEB INTERFACE

WEB INTERFACE & ADMIN
EMPLOYEE OF PR PLNR
BOTH

CLUB MEMBER WEB INTERFACE

Admin Interfaces for User Creation
This is for Head Office and Regional Office’s Master Users and Employees
and PR Plnr’s Employee

Admin Interface – User Creation Landing

CREATE USER EDIT USER

CREATE MASTER USER (HO/RO)

CREATE EMPLOYEE (HO/RO)

CREATE EMPLOYEE (PR Plnr)

Admin Interface for User Creation – MASTER User
This is for Head Office and Regional Offices

CREATE MASTER USER (HO/RO)

F Name M Name L Name
Email ID:
Password:
DOB: City: State:
HR Code:

Access Privilege
All EAST WEST NORTH SOUTH
Save

Functionality
If Access Privilege is set to All then the Master User will be treated as Master User (HO), which
means Master User (HO) can access all the Planners’ details as well as their Members.
If Access Privilege is set for any specific zone then the Master User will be treated as Master User
(RO), which means Master User (RO) can access Planners’ details of the specified zone along with
their Members.

Admin Interface for User Creation – EMPLOYEE(HO/RO)
This is for Head Office and Regional Offices

CREATE EMPLOYEE (HO/RO)

Department:
Email ID:
All
Password: BD
DOB: City: State: FP
HR Code: Trainer
CRM
Mobile:

Access Privilege
All EAST WEST NORTH SOUTH

Personal Resource Planner List Access list
123 123
456 456
345 567
123
567 List A List B
553
567
993 Save

Functionality

If Access Privilege is set to All then the Employee will be treated as Employee (HO), which means
Employee (HO) can access the selected Planners’ details as well as their Members of all zones.

If Access Privilege is set for any specific zone then the Employee will be treated as Employee (RO),
which means Employee (RO) can access selected Planners’ details of the specified zone along with
their Members.

Once the privilege has been set for the new Employee , list of Personal Resource Planner under that
zone will be populated on the left hand side list ( List A) and then Admin can set the access by
transferring the PR Plnrs to List B. Now this employee can only access the details of the PR Plnrs who
are on list B.

PR Plnrs details means, PR Plnrs profile, Business Updates, Members details who are mapped with the
PR Plnrs etc. Type of details, one employee can access depends on the Employee’s department.

Create an Employee Code and Map with the respective Branch Code ( As we are creating separate
branch codes for our HO and four ROs)

Send the details to Employees email ID and also to the Master User’s ( Respective Zone) email id.

Admin Interface for User Creation – EMPLOYEE(PR Plnr)

CREATE EMPLOYEE (PR Plnr’s Employee)

Access Privilege
Email ID:
Password: All EAST WEST NORTH SOUTH
DOB: City: State:
HR Code:

Select PR Plnr

Member List Access list
123 123
456 456
345 567
123
567 List A List B
553
567
993
Save

Functionality

Admin can create employee for specified PR-PLNR using the above interface.
PRPL’s employee can access the selected members’ details.

WEB Interface for User Creation – EMPLOYEES
This is for Personal Resource Planners
We have to open the following screen from the Website

CREATE EMPLOYEE (PR Plnr’s Employee)

Email ID:
Password:
DOB: City: State:
HR Code:

Member List Access list
123 123
456 456
345 567
123
567 List A List B
553
567
993
Save

Functionality
PRPL’s employee can access the selected members’ details. PR-Plnr will get this
interface in post login phase where he can add his employee directly from website.

REGISTRATION PROCESS FLOW
Personal Resource Planners

Personal Resource Planners - Registration

FORM FIELDS

Fields for Page 1:

First Name*
Middle Name
Last Name*
Email ID*
Mobile No*
City*
Area (dropdown)*

Fields for Page 2:

Enter the Code

Fields for Page 3: Demographic Profile

First Name* (pre-populated)
Middle Name (pre-populated)
Last Name* (Pre-populated)
Date of Birth*
Gender*
Pan No./UID*
Occupation*
Education
Address Line 1*
Address Line 2
City* (pre-populated)
Pincode*
Email ID* (pre-populated)
Alternative Email ID
Residence Contact No.
Business Contact No.
Mobile No.* (pre-populated)
Fax No.
User ID* ( Email ID) – un editable field
Password*
Confirm Password* (Password Recovery)
Secret question & Answer*
* TEMP ID should generate after proceeding from this page

Fields for Page 4: Add Other Details ( Completely Non Mandatory- Collapsible Section)
Communication Preference
Location
Residence
Office
Medium
Email
Call
In-Person
Time
From
To

Marital Status (dropdown)

No. of Dependants

Details of Dependants
Name
DoB
Relationship


Professional Details
Current Employer
Designation/Title
Nature of Work/Business
Total Work Experience

Asset Details
Home (Self Owned/Rented/Leased)
Office (Self Owned/Rented/Leased)
Vehicle (three options)
4-wheeler/2-wheeler (dropdown)
Make
Model
Year

Primary Bank You Use

Bank Name

Branch

Account no

Have you read Chanakya’s Arthshasthra?
Yes/No

Fields for Page 5: Upload Section

Upload scanned copy of PAN*
Address Proof of Office(any one)-Electricity bill/registered Rent agreement/Tel bill/Passport*


FLOW

Input
name, email, mob
ile
no, city, area, pin Verification code
Input Verification
sent through IF Ok
code
email/sms
Enquiry details with
reference code No Yes

Generate & send temp id/password Proceed to input
to complete pending details demographic details,
upload documents
Sent email for pending docs (due to Verification Of in steps
improper uploaded docs) uploaded Docs

No

IF Ok Pr-Plnr details

Yes

Verification Of signed hard copies
with uploaded soft copies

Admin Activities
No Sent email for approval pending (due to
IF Ok
Soft copy & hard copy mismatch)
Yes
Approval and PR-PlnrID Confirmation msg along with login info &
Login using PR-Plnr
generation along with detailing abt the process through email
ID/email id & password
Branch Code to PR-Plnr, admin & Concerned Depts.

State Code


Personal Resource Planners – Registration
Explanation of the Process Flow

Personal Resource Planners – Registration – Explanation of Process Flow

There can various cases witnessed when a Personal Resource Planner registers with Club Kautilya
Case 1: When Registration is Complete (with no pending/mismatch/discrepancies/delay)
PRPL Activity: A Personal Resource Planner (otherwise referred to as “PRPL” later in the document) registration page
will constitute of around 6 pages (including all), which when filled up completely by the PRPL will be considered as
complete
Page 1: Herein the PRPL will fill details, such as Name, Email ID, Mobile No., City, Area and Pincode to generate a
Verification Code (this will be used as a check to verify the authenticity of the Email ID and Mobile No. provided).
Data Points, such as City, Area and Pin code will also be used later when a Member registers and/or while mapping
the Member. Once the data as filled and submitted, the system will then:
Generate a Verification Code and send the same at the provided PRPL’s Email ID and Mobile No.
Store the data and pre-populate the same in the Page 3
Page 2: Once the code is generate and the PRPL will then be prompted to enter the exact code in this page. Once
entered and checked by the system, the PRPL will be taken to Page 3
Page 3: Once on this page, the PRPL will then be prompted to enter their Demographic Profile
Page 4: This page will focus primarily on seeking details about the PRPL current professional/business/employment
related details (this will be helpful when profiling a PRPL and also when designing Marketing related activities)
Page 5: On this page, the PRPL will upload documents supporting the data and information provided in Page 3 and
also facilitating the Operation and/or the Administration Team in selecting/approving/rejecting a PRPL
Page 6: This page will basically be used to review and change (wherever necessary) all the details furnished by PRPL
in the earlier pages, before they submit


Once all the details are completely filled and submitted (as per the knowledge of PRPL), the system will then:
Thank the PRPL for their registration through a HTML Pop-up page and detailing about the process
Send an email to the registered Email ID of the PRPL with the similar details as mentioned above
Notify the updates on admin panel

Admin Activity: Once the admin is finished checking the registration details, documents uploaded and matching the
documents details with the details of registration. He/she will then click the “Verified” tab. Here the system will
then:
Generate a PDF document containing the Agreement and the snapshots of the documents uploaded by the
PRPL. This document will then be sent to the respective PRPL’s Email ID, for him/her to download, sign in
original and send the same at the provided address through courier

Admin Activity: Once the document is received in physical by the admin, he/she will then re-check the document
and if found in order will go ahead and click the “Approved” tab in the system. Then, the system will:
Generate a Planner ID in the system
Send an email to the PRPL with an authentication link along with generated Planner ID/Email ID & password
Send sets of requisite documents along with the PRPL CK Planner ID to various other internal departments
through email, corresponding email ids to be already feed in the system


Case 2: PRPL Activity: When Registration is In-Complete due to Non-Availability of the Documents/Time
Once PRPL has reached Page 5 of the registration process, they will have two options at their disposal:
Upload the relevant and related documents or
Do it later, whether that be due non-availability of time and/or documents
In the latter case, the PRPL will need to generate a Temp ID, by clicking on the “Do it later”. This when clicked, the
system will then:
Generate the Temp ID
Flash the Temp ID on the Screen
Send the Temp ID & password to the PRPL via Email
This system generated Temp ID, can be used by the PRPL to log-in at a later date to upload and complete the
registration process. This Temp ID will only be valid for a period of 15 days

After this, the process followed is as mentioned under Case 1 point 1 :Page 6 onwards


Case 3: Admin Activity: When Registration is In-Complete due to Pending/Mismatch/Wrong Data and/or Uploads
Followed after Point 3 as mentioned under Case 1

Once the admin starts checking the registration details, documents uploaded and matching the documents details
with the details of registration and found them to be Pending/Mismatched/Suspicious/Not In-Order, he/she will
then click the “Document Pending” tab. Here the system will then:
Generate the Temp ID. This Temp ID will only be valid for a period of 15 days
Send an email informing the PRPL about the Pending Situation along with the Temp ID & password

After this, the process followed is as mentioned under Point 4 under Case 1

Case 4: Admin Activity: When Registration is In-Complete due to Wrong/In-Correct/Not-Clear Physical Documents is Received
Followed after Point 4 as mentioned under Case 1

Once the document is received in physical by the Operations Executive, he/she will then re-check the document and if found not in
order will go ahead and click the “Approval Pending” tab in the system. Then, the system will:
Generate the Temp ID. This Temp ID will only be valid for a period of 10-15 days
Send an email informing the PRPL about the Pending Situation along with the Temp ID & password
After this, the process followed is as mentioned under Point 5 under Case 1

Conclusion: So there will be total 4 actions in admin panel as follows:
Verified –Yes/No (Option button)
If All uploaded documents are ok then Yes else No
Approved – yes/No (Option button)
If Soft copy & hard copy mismatch then No Else Yes
Active/ Inactive
Activate the PRPL Account (default is active after approval)
Deactivate the approved account (On hold in later stage)

Verification code checking activity in registration process can be set on or off from admin.

During approval process ,a flag needs to be set with the PR –PLNR whether they are Individual or operating from HO/RO.

Master user HO by default can access all PR-PLNRs.

Master user RO by default can access all PR-PLNRs of the specified zone.

No Employee can access PR-PLNR HO and PR-PLNR RO.

REGISTRATION PROCESS FLOW
Members

CK-MEMBER REGISTRATION – Key Information

1. Member can be registered in two ways
a. Direct from website (Web User)
b. Via a Personal Resource Planner
c. Members can be logged in with Membership ID/Email ID and Password
( For reference check bharatmatrimony.com)

2. ‘Members’ are actually ‘Clients’

3. Personal Resource Planner ( PR-Plnr) are actually ‘Business Partners’

4. HO – Head Office ( Also treated as a Personal Resource Planner)

5. RP – Resource Plan – this will be of two types,
a. Initial Resource Plan ( This will be done during Registration Process) - IRP
b. Comprehensive Resource Plan ( This will be done in later stage and
no relation with the registration process – CRP
6. DD - dropdown

CK – MEMBER REGISTRATION
Direct from WEB (WEB-USER)

Member - Registration

FORM FIELDS


Date of Birth*
Gender*
Pan No./UID*
Occupation*
Education
Address Line 1*
Address Line 2
Pincode*
Fax No.
Password*

Fields for Page 5 : Details for Resource Planning (IRP)

Refer the attached EXCEL sheet for detail fields, calculation and output format

CK – MEMBER REGISTRATION – Direct from WEB (WEB-USER)

FLOW

Input
name, email, mob
ile no, city and
area (DD)

Proceed to input
IF PR-Plnr Yes
Exists for Demographic details, Login
specified details, IRP inputs & others
city
Service not available in steps
No
email sent to user

PR-Plnr
Details
Default-Mapping with HO

Enquiry details with
Reference ID If all inputs
Membership
(Irrespective of IRP
details )given details

Send No
Yes
confirmation
A Periodical reminder
email for No IF all IRP
through email for
system Member Mapping input s
incomplete IRP/ other given
generated with PR-PLnr inputs
membership ID
along with a Yes
A/c activation Approval Email sent to member
link to user Generate
about what to do next
IRP
Along with his PR-Plnr
details
Email sent to
Concerned Depts
notifying the B
membership
creation Make available to
PR-Planner to schedule
PR-Planner /Admin
appointment, update appointment
/Member
Member login Member Landing Page

CK – MEMBER REGISTRATION – Direct from WEB (WEB-USER)

Admin Functionality

A
Till this stage the web user is by default mapped with HO. Now Admin will have option to
map the respective user to a specific Personal Resource Planner or leave him mapped with
the HO itself and send him the email about what to do next Along with his PR-Plnr details.

B
Admin should have facilities to send the IRP to the Mapped PR-Plnr or Member or Both.
Flexibility to send any other person, such as Business Manager etc.

CK – MEMBER REGISTRATION
Via Personal Resource Planner

Member – Registration via Planner

FORM FIELDS


Date of Birth*
Gender*
Pan No./UID*
Occupation*
Education
Address Line 1*
Address Line 2
Pincode*
Fax No.
Password*
Captcha

Communication Preference
Location
Residence
Office
Medium
Email
Call
In-Person
Time
From
To

Marital Status (dropdown)

No. of Dependants

Details of Dependants
Name
DoB
Relationship


Professional Details
Current Employer
Designation/Title
Nature of Work/Business
Total Work Experience

Asset Details
Home (Self Owned/Rented/Leased)
Office (Self Owned/Rented/Leased)
Vehicle (three options)
4-wheeler/2-wheeler (dropdown)
Make
Model
Year

Primary Bank You Use

Bank Name

Branch

Account no

Have you read Chanakya’s Arthshasthra?
Yes/No

Fields for Page 3 : Details for Resource Planning (IRP)

Refer the attached EXCEL sheet for detail fields, calculation and output format

CK – MEMBER REGISTRATION – Via Personal Resource Planner

FLOW

P R Plnr logged in and click Input Demographic
“Register New Member from the details, Login details, IRP
P R Plnr landing page inputs & others in steps

Default-Mapping with P R Plnr

If all inputs
given Membership
details
No
Send
confirmation
Periodical reminder
email for Yes IF all IRP
through email for No
system input s
incomplete IRP/ other given
generated
inputs
membership ID
along with a Yes
A/c activation Approval Email sent to member
link to user and Generate
about what to do next
P R Plnr IRP
Along with his PR-Plnr
details

Email sent to
Concerned Depts A
notifying the Make available to
membership PR-Planner to schedule
PR-Planner /Admin
creation appointment, update appointment
/Member

Member login Member Landing Page

CK – MEMBER REGISTRATION – Via Personal Resource Planner

Admin Functionality

Admin should have facilities to send the IRP to the Mapped PR-Plnr or Member or Both.
A Flexibility to send any other person, such as Business Manager etc.

CK – MEMBER REGISTRATION - Explanation of the Process Flow for both who register
directly from web or via a Personal resource Planner
Members from the area of Personal Resource Planner will only be able to register with Club Kautilya
The above criteria will be checked with the help of three parameters – City and Area
Member Registration Page will be based on initial verification by sending a code on the Members email id and
mobile number
In case, the Member represents an area where there are no Personal Resource Planner present, the system will
then:
Intimate the Member that, the registration cannot be taken forward stating the reason via HTML Pop-up
Page and Email
Store the details for future reference
Not send the Membership No., only Reference Code to be sent
In case, the Member is from an area where Club Kautilya has a Personal Resource Planner present, the system
will then:
Send a verification Code via Email and SMS to the Member
Store the details already feed
After the Member has received and feed-in the code, he/she will only then be allowed to proceed further to
enter his/her other demographic details to register
The stage-1 form will only seek “Basic Demographic Profile” and will be mandatory, such as –
Name, DoB, Gender, PAN No, Occupation, Address, Area, City, State, Pincode, Email ID, Education, Residence
No., Business No., Mobile No.,Fax No., User ID and Password.

The stage-2 form will be optional and will seek additional demographic, lifestyle and asset details, such as –
Professional Details, Asset Details like Home/Vehicle Details.
(This form can be skipped by the Member and he/she may wish to enter these data later at his/her convenience)
The stage-3 & 4 form will seek details pertaining to Initial Resource Plan
(This form can be skipped by the Member and he/she may wish to enter these data later at his/her convenience)
In case, the Member has filled-in all the relevant details required for the resource plan, the system will then:
Generate the Resource Plan and send it to the mapped (in case, the Member is direct web user, by default
they would be mapped to HO (which is also to be considered as a PRPL), which the Admin Team can
change at a later date and map any other Personal Resource Planner matching City and Area) Personal
Resource Planner, who will then be responsible to schedule a meeting with the Member and understand
him/her the plan
Send an email to the Member detailing about the process and the details of the mapped Personal
Resource Planner
We need to presently track the status of the enquiry i.e.,
Appointment fixed
Met with
Status update ( Closed / Lost etc )

In future the appointment data to be parked in the CRM lead management module for process flow.
In case, the Member has not filled-in all the relevant details required for the resource plan and has skipped the
form. In such a situation also the Member is able to register with Club Kautilya, but here the system marks the
Member and sends soft reminder emails at regular intervals stating him/her to fill and generate his Resource
Plan (after which point no. 10 is executed)
After the Member, has submitted (in all the cases), he/she is been sent an authentication email, which when
clicked will prompt the Member to enter his/her user id and password. Simultaneously, the system will then also
generate a Membership No. for the Member.
After login members will be taken to an intermediary web page (between Club Kautilya Website and PRP
Solutions Website), which will also act as a Dashboard; detailing about PRP Solutions, Member Profile Meter,
Areas of Quick Action, Any Marketing Communication, etc.

DEVELOPER’s GUIDELINE MANUAL
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Fields for Page 1:

PRPL Full Name : Pre populated
PRPL ID : Pre populated

Contact Person Details

F_Name, M_Name, L_Name*
Date of Birth*
Gender*
Address Line 1*
Address Line 2
State*
City*
Pincode*
Email ID*
Mobile*

Fields for Page 2:Upload Section
Upload scanned copy of PAN
Address Proof of Office (any one) - Electricity Bill/Registered Rent Agreement/Telephone Bill/Passport

Login using PR-Plnr
ID/email id & password

Yes Proceed to input
Sent email for pending docs
demographic
IF details, upload
incomplete
Verification Of No documents in steps
upload
uploaded Docs
No

IF Ok Branch details

Yes

Verification Of signed hard copies
with uploaded soft copies

Admin Activities
IF Ok
No

Yes
Branch approval & Branch
Code generation for the Confirmation email to PR-Plnr & admin
PR-PLNR

State Code

Explanation of the Process Flow

An existing Personal Resource Planner (PRPL), will only be able to register/create a new branch under him/her when in
log-in condition
There can various cases witnessed when a Personal Resource Planner registers a Branch under him/her with Club
Kautilya
Case 1: When Registration is Complete (with no pending/mismatch/discrepancies/delay)
Once logged-in, the PRPL needs to click on the “Create a Branch” Tab on the Right Hand side of the page
This opens a new window, where the PRPL gets to see his Full Name as “Personal Resource Planner” and ID as
“Planner ID”, which is pre-populated through the system
Then the PRPL needs to feed-in data regarding the New Branch (step-wise)
The stage-1 form will only seek “Basic Demographic Details” and will be mandatory (marked) as provided in the next
page under “Fields for Page 1”
The stage-2 form will be the area where the PRPL needs to upload supporting documents relating to the new branch
(This form can be skipped by the PRPL and he/she may wish to enter these data later at his/her convenience)
Once all the details are completely filled and submitted (as per the knowledge of PRPL), the system will then:
Thank the PRPL for branch creation through a HTML Pop-up page and detailing about the process
An email is sent to the registered Email ID of the PRPL with the similar details as mentioned above
Another email is sent to the Admin notifying them about such activity/registration
Once the Admin is finished checking the registration details, documents uploaded and matching the documents
details with the details of registration. He/she will then click the “Verified” tab. Here the system will then:
Generate a PDF document containing the Agreement and the snapshots of the documents uploaded by the
PRPL. This document will then be sent to the respective PRPL’s Email ID, for him/her to download, sign in
original and send the same at the provided address through courier

Once the document is received in physical by the Admin, he/she will then re-check the document and if found in
order will go ahead and click the “Approved” tab in the system. Then, the system will:
Generate a Branch Code in the system
Send sets of requisite documents along with the CK Branch Code to various other internal departments for
them to create and map Branch Codes in their respective system with the CK Branch Code
PRPL then needs to assign the privileges for the said branch, for them to access the CK Website. If not done, the
branch personnel will not be able to access the data/information

Case 2: When Registration is In-Complete due to Non-Availability of the Documents/Time
Once PRPL has reached “Upload Section” of the registration process, they will have two options at their disposal:
Upload the relevant and related documents or
Do it later, whether that be due non-availability of time and/or documents
In the latter case, the PRPL will need to generate a Temp ID, by clicking on the “Upload Later/Brower Cross Tab”. This
when clicked, the system will then:
Generate the Temp ID
Flash the Temp ID on the Screen and Send the Temp ID to the PRPL via Email
This system generated Temp ID, can be used by the PRPL to log-in at a later date to upload and complete the
registration process. This Temp ID will only be valid for a period of 10-15 days
After this, the normal process follows
Case 3: When Registration is In-Complete due to Wrong/In-Correct/Not-Clear Physical Documents is Received
Followed after “Upload Section”
Once the document is received in physical by the Admin, he/she will then re-check the document and if found not in
order will go ahead and click the “Pending” tab in the system. Then, the system will:
Generate the Temp ID. This Temp ID will only be valid for a period of 10-15 days
Send an email informing the PRPL about the Pending Situation along with the Temp ID
After this, the normal process follows

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