USER MANUAL - eKYC verification for Pensioners
Government in GO Ms. No.7, Dated 11/01/2023 of Finance (Budget.II) Department, has adopted the
additional security layer of two-factor authentication in CFMS transactions to protect the interest of
the citizens and the employees.
As per these Orders, Two-factor authentication is mandatory for accessing CFMS and HERB
Applications; and One Time Password (OTP) on an AADHAAR linked mobile number is made
mandatory for secure login of CFMS and HERB applications.
In terms of these Orders, every Employee / Pensioner shall link their CFMS ID to AADHAAR and
Mobile No., for availing Government and employees services securely.
The AADHAAR verification to be carried-out in HERB Web Portal / HERB Mobile App is made through
a simple process.
eKYC process can be done in the following two ways:-
a.) Self Updation by Pensioner through HERB Mobile App; and
b.) Updation by Pension Disbursing authority through HERB Web Portal on request of Pensioner.
Steps to be followed by Pensioners / Treasury Officers along with Snapshots is shown hereunder:-
a.) Self-updation by Pensioner through HERB Mobile App:-
(Request creation by Pensioner)
Download HERB App which is available for both Android and IOS users, which can able to download
from the following link https://appstore.herb.apcfss.in/.
Login the App using CFMS credentials (Username & Password).
From the Pensioner Dashboard screen, select ‘Verify Aadhaar and Update Mobile Number’.
Key-in Aadhaar Number and Click on EKYC-OTP.
After clicking on EKYC-OTP button, an OTP will be generated and that will be sent to Aadhaar linked
mobile number.
Key-in generated OTP in Enter EKYC OTP field and click on Submit button (If pensioner didn’t
receive, click on Resend OTP button).
Verify the details and key-in Aadhaar linked Mobile Number and present address; then click on
Submit button.
Check the status of E-KYC verification.
Then the Pension Disbursing authority (Treasury Officer) will get the request and Treasury Officer will
approve as per the details available.
a.) Self-updation by Pensioner through HERB Mobile App:-
(Approval by Pension Disbursing authority / Treasury Officer)
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b.) Updation by Pension Disbursing authority (Treasury Officer) through HERB Web Portal on
request of Pensioner:-
Treasury Officer need to visit the HERB Web Portal (https://herb.apcfss.in/) and login to using their
CFMS credentials.
From the DDO Dashboard, Treasury Officer need to select ‘Pensioner Aadhaar Update by eKYC’
under HR & Payroll.
Select the STO Code from the drop-down button and click on Submit.
After submitting, the Treasury Officer will get the Pensioners list who are Updated / Not-updated
their E-KYC and the Treasury Officer can also be able to select the Pensioner either by searching by
Pensioner name / CFMS ID.
After selecting the respective Pensioner from that list, in the next page the Treasury Officer have to
update the Pensioner Aadhaar number and need to click on e-KYC button followed by clicking mark
in the Declaration Checkbox.
After clicking on e-KYC, Treasury Officer will redirect to e-KYC page. Here the Treasury Officer has to
process e-KYC either through Biometric or AADHAAR OTP.
If the Treasury Officer selects Biometric, need to authenticate Biometric via Biometric device.
If the Treasury Officer selects Aadhaar OTP, then have to validate the OTP which is generated and
sent to Pensioners’ Aadhaar registered mobile number.
After Verifying the OTP, click on the Confirm button for successful authentication.
For a successful Authentication, click on Yes button to move forward.
To complete the e-KYC process, the Treasury Officer need to click on “Save” button, followed by
providing Pensioner’s AADHAAR linked Mobile number and present Communication address.
Then the Treasury Officer will get the popup screen like ‘Successfully Authenticated’.
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Updation of Pensioners’ Mobile Number by Treasury Officer / Pension Disbursing Authority:-
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