Home

User Manual Oracle Banking Digital Experience Core

1. Internet Transaction From Date Time hh mm System User Id To Date BH Time hh mm Status All User Id Starts With y Word Wrap Customize Columns Download Print Transaction Name Channel User Id Channel Transaction Date s Account Summary Internet Banking 11 03 2014 00 00 00 GMT 0530 Preferences fet Internet Banking 11 03 2014 00 00 00 GMT 0530 Login Internet Banking 11 03 2014 00 00 00 GMT 0530 Mailbox Internet Banking 11 02 2014 00 00 00 GMT 0530 Mailbox Internet Banking 11 03 2014 00 00 00 GMT 0530 Account Summary Internet Banking 11 03 2014 00 00 00 GMT 0530 Preferences fet Internet Banking 11 03 2014 00 00 00 GMT 0530 Login Internet Banking 11 03 2014 00 00 00 GMT 0530 Mailbox Internet Banking 11 03 2014 00 00 00 GMT 0530 Mailbox viret Internet Banking 11 03 2014 00 00 00 GMT 0530 Records 1 to 10 of 50 Page 1 v of 5 Field Description Column Name Description Transaction Name Display Displays the transaction name User Manual Oracle Banking Digital Experience Core Corporate Admin 131 Audit Log Column Name Description Channel User Id Display Displays the channel user ID Channel Display Displays the banking channel through which the user performs the transactions Status Display Displays the status of the user session Transaction Date Display Displays the date and time of the transaction 4 Click th
2. 34 Modify User Modify User From Date Customer Id Search Condition First Name Entity RETAIL USER GOLD Stars With y ashok Starts With Starts With y RETAIL USER GOLD Starts With FLEXCUBE DIRECT BANKING 12 B1 User Management 26 08 2014 15 10 50 GMT 0530 Last Stars With w Email Starts With y To Date User Type RETAIL USER GOLD Name Email Channel Mr ASHOK RETA gashok oracle gmail com Mr ASHOK RETA gashok oracle gmail com Mobile Browser Mr ASHOK RETNEW ashok softinn gmail com Java Application Based Mobile Mr ASHOK RETNEW ashok softinn gmail com Internet Mr ASHOK G ASHOKRET mnehs1691 gmail com Java Application Based Mobile Mr ASHOK G ASHOKRET mnehs1631 gmail com Mobile Browser Java Application Based Mobile Field Description Field Name Description User Id Display Displays the user ID Click the user ID to view the details of a particular user Name Display Displays the name of the user Email Display Displays the email ID of the user Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered Channel Display Displays the banking channel through which the user performs the transactions 3 Click User ID The Modify User Profile screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 35 User Management Modify User
3. Displays the name of the user Email Display Displays the email ID of the user Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered Channel Display Displays the banking channel through which the user performs the transactions Activation Reason Display Displays the user activation reason Reason Optional Alphanumeric 50 Indicates the reason to deactivate a user 3 To deactivate a user ID select the check box adjacent to the User Id OR Click User Id link to view the user profile 4 Click Deactivate The Deactivate User Verify screen appears Deactivate User Verify Deactivate User Verify 26 08 2014 16 54 12 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Name Mr JONAH ESHKOL johnah gmail com 5 Click Confirm The Deactivate User Confirm screen with the status message appears OR Click Change The Deactivate User screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 58 7 5 User Management Deactivate User Confirm Change FASSWOTG Session DKEMAP PTNT LOGOUT QUICK LINI ORACLE Xo amp Role Management User Management Customer Management Account Setup Authorisations Management Fie Management Transaction Activities Audit Log Create User Modi
4. For Customer Profile customer alert subscription will be done as maintained through Customer Profile Update screen For customer profile Customer alert subscription cannot be done through alert registration screen for the particular Customer Id Optional Check Box Indicates whether add admin information is available User Manual Oracle Banking Digital Experience Core Corporate Admin 91 Customer Management Field Name Description Number of Allowed Conditional Numeric Three Users Indicates the number of users allowed under the profile To enable this field select Enable for Corporate Admin checkbox Number of Allowed Conditional Alphanumeric Three Roles Indicates the number of allowed roles that can be created by the corporate administrator user To enable this field select Enable for Corporate Admin checkbox Beneficiary Template Information Number of private Optional Numeric 3 beneficiaries allowed per user customer can create Number of public Optional Numeric 3 beneficiaries allowed at customer level Grata 12 Click Initiate The Customer Profile Verify screen appears OR Click Back The Customer Profile screen appears Customer Profile Verify Indicates the number of private beneficiaries user the Indicates the number of public beneficiaries customer can Customer Profile Verify Customer information Entity FLEXCUBE DIRECT BANKING 12 B1 Customer
5. Profile Modify User Profile 26 08 2014 15 18 54 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 18 07 1988 Salutation Ww Zip Postal Code Email gashok oracle gmail com User BTID Mapping Required V Limits Packsge SK Retsil Pig ALL Applicable Limits Field Description Field Name Description Entity Display Displays the type of entity User Type Display Displays the type of user Date of Birth Mandatory Pick List Indicates the date of birth of the user Salutation Optional Drop Down Indicates the salutation of the user The options are e Mr e Mrs e Miss e Dr First Name Mandatory Alphanumeric 20 Indicates the first name of the user Last Name Mandatory Alphanumeric 20 Indicates the last name of the user Address Mandatory Alphanumeric 35 x 2 Indicates the address of the user City Optional Alphanumeric 26 Indicates the name of the city User Manual Oracle Banking Digital Experience Core Corporate Admin 36 User Management Field Name Description State Optional Alphanumeric 20 Indicates the name of the state Country Optional Alphanumeric 35 Phone Number Mobile Number Zip Postal Code Fax No Email User BTID Mapping Required Limits Package voces Click Continue Indicates the name of the country Optional Numeric 11 Indicates the phone number of the user Mandatory Numeric 12 Indicates the mobile number Optiona
6. Bulk Internal Transfer mt ana susan Authorization File Processor Default Processor Pre Processor Default Pre Processor Bulk File Template BULK_FILE_TEMPLATE_CSV Decrypt Processor No Encryption No Check Sum etam Description Mobile Email Received Pre Process Validate and Enrich Authorization Processing Transaction Processing Response Generation Completed javascriptvoid 0 10 Click Confirm The Edit Bulk Registration screen appears OR Click Cancel to cancel the editing User Manual Oracle Banking Digital Experience Core Corporate Admin 121 Bulk Management Edit Bulk Registration Confirm IET Role Management 14 ORACLE Welcome Mana Ra Role Management Management Customer Management Account Setup Manage Authorisations Bulk Management File Management Activities Audit Log Bulk Registration User BTID Map Transaction submitted for Bulk Registration having reference 135262102253707 has been Auto Authorized Transaction with reference number 125262102253707 is in Accepted state Edit Bulk Registration Confirm 23 08 2013 17 45 42 GMT 0530 Entity FLEXCUBE Direct Banking 12 B1 Customer id PA1006468 Customer Description JCORP Entity No Reference Entity Mapped Bulk Identifier SDSCSVINF Bulk Description SDSC CSV INTERNAL FILE Payment T
7. Bulk Management Field Name Description Entity Display Displays the name of the entity Customer Id Display Displays the customer ID Customer Display Description Displays the description of the customer General Bulk Identifier Bulk Description Payment Type Transaction Type Mandatory Alphanumeric 10 Indicates the bulk type code for the selected customer ID Mandatory Alphanumeric 50 Indicates bulk type description for the selected customer ID Optional Drop Down Indicates the payment type from the drop down list The options are e Single Debit Single Credit It is an accounting entry type at the host system Optional Drop Down Indicates the transaction type Authorization Limit and Authorization Authorization Bulk Tech Info Processor Optional Drop Down Indicates the authorization criteria The options are e File Record Optional Drop Down Indicates the processor The options are e Default Processor User Manual Oracle Banking Digital Experience Core Corporate Admin 115 Bulk Management Field Name Description Preprocessor Optional Drop Down Indicates the preprocessor Bulk File Optional Drop Down Template Indicates the bulk file template Decrypt Optional Dropdown Processor Advice Required Email Advice Email Advice 525 Functionality S2S Required S2S Mode Indicates the type of encryption The Options are Noche
8. Click Back The Maintain User List Verify screen appears Maintain User List Confirm eo User list created successfully Transaction with reference number 109204771484294 is in Accepted state Maintain User List Confirm 27 08 2014 14 29 23 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Customer Id 10411271 Note Internet Channel SMS Banking Mobile Mobile Browser Mobile Application User Id SCorporste 01 SCorporste 42 SCorporste 43 Miss Sarita K Click OK The Maintain User List screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 105 Authorization Management 10 2 Manage Rules Using this option the corporate administrator can manage the authorization rules To manage a rule 1 From the Mandates menu select Manage Rule The Manage Rules screen appears From the User Type list select the appropriate option Click Search The search result appears 4 In the Customer Id column select the appropriate customer ID To view or modify rules Repeat the steps from 1 to 4 6 Click View Modify The Manage Rules View screen appears 7 Select the appropriate option a If you select Specify Criteria and Search i In the Amt From field enter the minimum amount ii In the Amt To field enter the maximum amount 8 If you select Search All Rules click Search The List of Rules appears Manage Rules 21 11 2
9. No Yes 7 Click OK The Modify Role screen appears 6 3 Delete Role Using this option the corporate administrator can delete an active role for the accessible user types and channels An administrator can search for the required role by entering the search criteria Only roles created by corporate administrator of the same primary customer id are allowed to be deleted To delete a role 1 From the Role Management menu select Delete Role The Delete Role screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 19 Role Management Delete Role Delete Role 26 08 2014 11 00 13 GMT 0530 User Type Internet lole Description Starts With Default Roles Only Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Role Description AMITADMIN Note Indicates default roles in the system Field Description Field Name Description User Type Mandatory Drop Down Indicates the user type Role Description Optional Drop Down Indicates the role description The options are e Starts With e Ends With e Equals e Contains The search clause helps in enhancing the search criteria by indicating the position of the characters entered in the adjacent field For Example If the user selects the search criteria as Starts With and enters C in the adjacent field then the system displays all the roles starting with C Default Roles Only Optional Check Box
10. OR Click Change User Profile to modify the user profile OR Click Change User Channel to modify the user channel OR Click Change User Role to modify the user role User Manual Oracle Banking Digital Experience Core Corporate Admin 49 User Management Entitlement Modify User Confirm User modified success fully Transaction with reference number 211002995041010 is in Accepted state Modify User Confirm 14 07 2015 17 07 58 GMT 0530 FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Date of Birth 15 06 1956 Name gfsd gfsts Address City State Country Mobile Number Phone Number Zip Postal Code Fax No Email oiawadQiiofad asdt Limits Package CORPUSERLIMITS User BTID Mapping Required Yes Channel Assigned To The User Channel Group Channel User Subscribed Channels Dashboard Style Internet and Mobile Banking MILANCORP26 Internet Standard Mapped Customer Customer Id Customer Name Customer Type Is Primary 00008236 PPC_CIFO6 FLEXCUBE Direct Banking 12 B1 Bank Customer Yes Role Assigned To The User Role Channel B001 CORP FULL ROLE Internet 13 Click OK The Entitlement Modify User screen with the status message appears User Manual Oracle Banking Digital Experience Core Corporate Admin 7 3 User Management Activate User Using this option the corporate administrator can activate the users whose accounts may have been deactivated due to passwo
11. Role Assigned To The User Role Channel CUSTOMER INTERNET Internet TESTRET Internet Change User Role 17 Click Confirm The Create User Confirm screen with the status message appears OR Click Change User Profile to change the user profile OR Click Change User Channel to change the user channel OR Click Change User Role to change the user role OR Click Cancel to cancel the transaction User Manual Oracle Banking Digital Experience Core Corporate Admin 31 User Management Create User Confirm User crested successfully Transaction with reference number 128464941479501 is in Accepted state Create User Confirm 26 08 2014 15 00 27 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Date of Birth 19 10 1985 Name Mr Jonah Eshkol Address Mumbai City Mumbai State MH County India Mobile Number 9820977878 Phone Number 9820977878 Zip Postal Code 400015 Fax No 9820977878 Email johnah gmail com Limits Package User BTID Mapping Required Yes Channel Assigned To The User Channel Group Channel User Subscribed Channels Dashboard Style Internet and Mobile Banking IBanking Internet Mapped Customer Customer Id Customer Name Customer Type Extensive Wealth Is Primary E 10410879 SHAILRKADAM FLEXCUBE Direct Banking 12 B1 Bank Customer Yes No Role Assigned To The User Role CUSTOMER INTERNET TESTRET 18 Click OK The Create User screen appears 7 2
12. Verify screen appears OR Click Clear to clear the fields Change Password Verify Change Password Verify 04 05 2012 17 21 21 Do you want to change your login password 3 Click Confirm The Change Password Confirm screen with the status message appears OR Click Edit to edit the entered details Change Password Confirm Password Changed Successfully Change Password Confirm 04 05 2012 17 21 21 Your login password has been changed successfully User Manual Oracle Banking Digital Experience Core Corporate Admin 134 Change Password 4 Click OK The initial Change Password screen appears Note If the system is integrated with IAM you can reset only transaction password Login Password can only be reset through OBDX corporate admin url See screenshot below Change Password IAM lUser Id ZCOPADMIN1 Virtual Keyboard change Option Transaction Password v amp 1 9 6 Enter Old Password x Zz d p n m g r e f i q y 2 8 4 New Password New Password oj 5 7 v ee Vania reo Upper Delete Clear All Not Mixed 3 IV Click here to enter by hovering Clear Change Policy to be followed Password should be minimum 6 characters Password should be maximum 20 characters Password can contain lowercase alphabets Password can contain upperca
13. Admin 99 Account Setup Field Name Description Email Optional Drop Down Alphanumeric 100 Indicates the position of the characters used to search by the email address of the user The options are e Starts With e Ends With e Equals e Contains Indicates the characters used to search by the email address of the user For Example If you select the search criteria as Starts With and enter L in the adjacent field then details of all users with email IDs starting with L appear in the search result Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered 2 Click Search The Account Mapping Setup screen with the search result appears Account Mapping Setup 27 08 2014 11 50 20 GMT 0530 Account Mapping Setup Setup Accounts For Customer Account Setup User Type CORPORATE USER Customer Id Customer Name Mandatory Fields Customer Id Customer Name Customer Type 000003171 ABEL Customer 00008109 OATS HNI Customer 00008120 NIHAR Customer 00008121 NIDHI 10411644 PUNITHACORP Customer 10411728 RETAIL Customer 10411737 VRUSHCORP1 Customer Customer User Manual Oracle Banking Digital Experience Core Corporate Admin 100 Account Setup Column Description Column Name Description Customer Id Display Displays the customer ID Customer Name Display Displays the name of the c
14. Click Search The Entitlement Modify User screen with the search result appears User Manual Oracle Banking Digital Experience Core Corporate Admin 42 User Management Entitlement Modify User User Type First Name User D From Date Search Condition Entity User ID MILANCORP26 Field Description Field Name 14 07 2015 17 04 58 GMT 0530 CORPORATE USER Mode Modify User w Starts With Last Name Starts With w Starts With Email Starts With V To Date CORPORATE USER FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Name Email GFSD GFSTS oiawadQiofad asdt Description Search Condition Entity User Type User Id Name Email Channel 5 Click the User ID Display Displays the type of user selected as a search condition Display Displays the entity type Display Displays the user type Display Hyperlink Displays the link to view the user details Display Displays the name of the user Display Displays the email ID of the user Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered Display Displays the banking channel through which the user performs the transactions The Entitlement Modify User Profile screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 43 User Management En
15. Contains For Example If the user selects the search criteria as Starts With and enters E in the adjacent field then the system displays all the customers last names starting with E User Id Optional Drop Down Indicates the search criteria for the user ID The options are e Starts With e Ends With e Equals e Contains For Example If the user selects the search criteria as Starts With and enters A in the adjacent field then the system displays all the user IDs starting with A Email Mandatory Drop Down Indicates the search criteria for the email ID The options are e Starts With e Ends With e Equals e Contains For Example If the user selects the search criteria as Starts With and enters L in the adjacent field then the system displays all the email IDs starting with L Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered From Date Optional Pick list Indicates the start date for the search criteria User Manual Oracle Banking Digital Experience Core Corporate Admin 52 Field Name Description To Date Optional Pick list Indicates the end date for the search criteria 2 Click Search The Activate User screen with the search result appears User Manual Oracle Banking Digital Experience Core Corporate Admin User Management 53 User Management Activate User Activate User
16. Customer Displays the default internet roles Role Assigned to the User Internet Activate User Optional Check Box Indicates whether roles assigned to internet user are available Optional Check Box Indicates whether user is activated To enable the role for a particular customer select the check box Click Continue The Create User Channel Roles screen appears OR Click Change The Create User screen appears OR Click Cancel The Create User screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 30 User Management 15 To enable the channel roles select the appropriate check box 16 Click Continue The Create User Verify screen appears Create User Verify Create User Verify 26 08 2014 15 00 27 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Date of Birth 19 10 1985 Mr Jonah Eshkol Address Mumbai City Mumbai State MH County India Mobile Number 9820977878 Phone Number 9820977878 Fax No 9820977878 Limits Package Zip Postal Code 400015 Email johnah gmail com User BTID Mapping Required Yes Channel Assigned To The User Channel Group Subscribed Channels Dashboard Style Internet and Mobile Banking Internet Extensive Change User Channel Mapped Customer Customer Id Customer Name Customer Type vasa 10410879 SHAILRKADAM FLEXCUBE Direct Banking 12 B1 Bank Customer No
17. Customer Id Received 11711297 11710980 10412001 10411523 10411523 10411523 10411523 10411371 10411254 10411254 11 02 2014 00 00 00 GMT 0530 11 03 2014 00 00 00 GMT 0530 11 03 2014 00 00 00 GMT 0530 11 03 2014 00 00 00 GMT 0530 11 03 2014 00 00 00 GMT 0530 11 03 2014 00 00 00 GMT 0530 11 03 2014 00 00 00 GMT 0530 11 03 2014 00 00 00 GMT 0530 11 03 2014 00 00 00 GMT 0530 11 03 2014 00 00 00 GMT 0530 Expires 10 04 2015 00 00 00 GMT 0530 12 04 2015 00 00 00 GMT 0530 12 04 2015 00 00 00 GMT 0530 27 03 2015 00 00 00 GMT 0530 21 04 2015 00 00 00 GMT 0530 21 04 2015 00 00 00 GMT 0530 12 04 2015 00 00 00 GMT 0530 24 04 2015 00 00 00 GMT 0530 10 04 2015 00 00 00 GMT 0530 10 04 2015 00 00 00 GMT 0530 IsRead n z lt lt 2 2 lt PU gt 138 Send a message 766355972019846 555896652042330 376356092041292 203512951894840 122343002112083 249809882113021 812199492041209 124721152121971 183368902019829 500238482019879 Records 1 to 10 of 103 Send a message Subject Test Rsghu 2 P Other Queries Funds Transfer NEFT RTGS Others Ashok sub Eghiuctfof Housing Vehicle Persons Loan Housing Vehicle Personal Loan Demand Draft and Cheques Please activate phone banking Click Send Sent by Ashok G Iret Mustufa Dinesh Kale Ashok G Iret AMIT H amitret Ashok G Iret Ashok G Iret Ashok G Iret Vijay Dev Mustuf
18. Down Indicates the dashboard style f To enable the channel facility select the Channel Description check box 8 Click Continue The Entitlement Modify User Customer Mappings screen appears OR Click Change to return to the previous screen to make the changes OR Click Cancel to cancel the transaction User Manual Oracle Banking Digital Experience Core Corporate Admin Entitlement Modify User Customer Mappings Entity FLEXCUBE DIRECT BANKING 12 B1 Date of Birth 15 06 1956 Name gfsd gfsts Address Mobile Number 2222222222 Phone Number Fax No Limits Package CORPUSERLIMITS Channel Assigned To The User Channel Group Channel User Internet and Mobile Banking MILANCORP26 Mapped Customer Mapped Customer Customer Name 00008236 PPC_CIF06 Field Description Column Name City State Country Zip Postal Code Email oiawad iofad asdt User BTID Mapping Required Yes Subscribed Channels Internet Customer Type FLEXCUBE Direct Banking 12 B1 Bank Customer Description User Type CORPORATE USER User Management 14 07 2015 17 06 58 GMT 0530 Dashboard Style Standard Is Primary Channel Assigned To The User Channel Group Channel User Subscribed Channels Dashboard Style Mapped Customer Mapped Customer Customer Name Customer Type Is Primary Display Displays the channel group Display Displays the name of the channel user Disp
19. Indicates whether default roles are available Entity Display Displays the name of the entity User Type Display Displays the type of the user selected User Manual Oracle Banking Digital Experience Core Corporate Admin 20 Role Management Column Name Description Role Description Display Displays the link to delete the role Channel Display Displays the channel related to the role Created By Display Displays the user ID through which the role was created Created On Display Displays the date and time details on which the role was created From the User Type list select the appropriate option Click Search The search result appears 4 Click Delete Role The Delete Role Verify screen appears Delete Role Verify Delete Role Verify 26 08 2014 11 19 14 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Channel AMITADMIN Internet Banking 5 Click Confirm The Delete Role Confirm screen with the status message appears OR Click the Change button to select another role Delete Role Confirm Role s deleted Successfully Transaction with reference number 155208041477113 is in Accepted state Delete Role Confirm 26 08 2014 11 19 14 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Channel AMITADMIN Internet Banking 6 Click OK The Delete Role screen appears User Manual Oracle Banking Digital Experience
20. MT101 e MT940 Mandatory Alphanumeric 20 Indicates the customer ID for the pre authorized customer User Manual Oracle Banking Digital Experience Core Corporate Admin 89 Customer Management Filed Name Description Customer Name Mandatory Alphanumeric 40 Indicates the customer name for the pre authorized account Account Number Mandatory Numeric 20 Indicates the external account number for the pre authorized account Bank Code Swift ID Mandatory Alphanumeric 10 Indicates the Bank Code Swift ID for the pre authorized account Bank Country Mandatory Drop Down Indicates the country of operations for the pre authorized account 4 In the Limits Information section from the Cumulative customer level daily limit list select the appropriate option In the For Pre Authorised Account section select the type from the Type list In the Customer ID field enter the customer ID In the Customer Name column enter the customer name In the Account Number column enter the account number In the Bank Code Swift ID column enter the bank code swift ID From the Bank Country list select the name of the bank country 2 2 O N m 1 Click Other Information The Other Information tab appears in the Customer Profile Initiate screen Customer Profile Initiate Other Information Customer Profile Initiate 27 08 2014 11 00 19 GMT 0530 Grace Period in days Customer Logo S28 IP Ad
21. Mandatory Drop Down Indicates the type of user Role Description Optional Drop Down Indicates the role description The options are e Starts With e Ends With e Equals e Contains The search clause helps in enhancing the search criteria by indicating the position of the characters entered in the adjacent field For Example If the user selects the search criteria as Starts With and enters C in the adjacent field then the system displays all the roles starting with C Default Roles Only Optional Check Box Indicates whether default roles are available Entity Display Displays the name of the entity for the selected user type User Type Display Displays the type of user selected Column Name Description Role Description Display Displays the link to view the role details Channel Display Displays the channel related to the role Created By Display Displays the user ID through which the role was created Created On Display Displays the date and time details on which the role was created User Manual Oracle Banking Digital Experience Core Corporate Admin 23 Role Management 4 Click the Role Description link to view the details of a particular role The View Role screen appears View Role View Role 26 08 2014 11 41 23 GMT 0530 Role Desaiption RYTS Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Channel Internet Banking Default Roles Only No Customer Profile Rol
22. NEFT RTGS rit wick Third Party Entity 000000003 11 03 2014 00 00 00 GMT 19 01 2015 00 00 00 GMT Others 0530 0530 880866451455160 Credit Card john decausts Third Party Entity 000000003 11 03 2014 00 00 00 GMT 21 01 2015 00 00 00 GMT Records 1 tn 10 of 20 ny Nol Click Subject link to view the message User Manual Oracle Banking Digital Experience Core Corporate Admin 136 Mail Box 14 2 Viewing Sent Message The Inbox folder stores all the bulletin messages sent to you You can view the individual messages by clicking on the sender s name The following procedure explains the steps to access Inbox and view a message stored within it To view the sent email 1 Click Sent link The Sent Messages screen appears Ts P MiB mbox C m C Records 1to S ors paoe sor A oere GE EG 572182222253734 Demand Draft and Cheques PA1006468 05 06 2013 00 00 00 014 00 00 00 130950272253741 mand Dri ind Ch PA1006465 05 06 2013 00 00 00 23 01 2014 00 00 00 F og 2 Click the link under Subject column to view the message The message detail appears Messages Sent box Sentmeasaaea User Manual Oracle Banking Digital Experience Core Corporate Admin 137 14 3 Sending Messages To communicate with the bank authorities the Mailbox offers a message sending option You can write about any problems that you may have faced errors in the syst
23. No No No No No No No No No No No No No No Field Description Field Name Description Transaction s assigned to this Role Transaction s Display Displays the name of the transaction Allow Initiation Display Displays the accessibility of the users mapped to this role for initiation of the adjacent transaction Allow Authorization Display Displays the accessibility of the users mapped to this role for authorization of the adjacent transaction User Manual Oracle Banking Digital Experience Core Corporate Admin 24 Role Management Field Name Description Allow View Display Displays the accessibility of the users mapped to this role to view the adjacent transaction 5 Click OK The View Role screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 25 User Management User Management Create User Using this option the corporate administrator can create a user To create a user From the User Management menu select Create User The Create User screen appears Create User Profile Create User Profile 26 08 2014 12 03 54 GMT 0530 Phone Number Fax No User BTID Mapping Required V Limits Package Select Field Description Field Name Description 525 user flag will be displayed only on Corporate user profile screen S2S User Optional Checkbox Indicates whether S2S functionality is available Entity Display Dis
24. Starts With and enters 1 in the adjacent field then the system displays all the user ID s starting with 1 User Manual Oracle Banking Digital Experience Core Corporate Admin 78 User Management Field Name Description Email Optional Drop Down Indicates the search criteria for the email ID The options are e Starts With e Ends With e Equals e Contains For Example If the user selects the search criteria as Starts With and enters L in the adjacent field then the system displays all the email ID s starting with L Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered From Date Optional Pick list Indicates the search criteria for start date To Date Optional Pick list Indicates the search criteria for end date 2 Click Search The View User screen with the search result appears View User 26 08 2014 18 14 33 GMT 0530 RETAIL USER GOLD Starts With y Last Name Stars With Starts With w Email Starts With From Date To Date Customer Id Search Condition RETAIL USER GOLD Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD User Id Name Email Channel AASTHARETAIL1 Miss AASHU GUPTA sasths gmail com Internet AASTHARETAIL1 Miss AASHU GUPTA aastha gmail com Java Applicstion Based Mobile AASTHARETAIL1 Miss AASHU GUPTA assths gmail com Mobile Browser AssthaRetailB001
25. User User Type RETAIL USER GOLD City State Country Zip Postal Code Email gashok orace gmail com User BTID Mapping Required Yes Subscribed Channels User Management 26 08 2014 15 28 53 GMT 0530 ashoireta Mobile Browser Java Application Based Mobile Mapped Customer Customer Id Customer Name Customer Type Is Primary Wealth Enabled 10410879 SHAILRKADAM 10410902 Ashok 10410924 Ashok G 10411069 RC1 Role Assigned To The User Role Channel MANAGE PROFILE Mobile Browser ASHOK RETALL MB B Mobile Browser ASHOK RETALL APP B Java Application Based Mobile FLEXCUBE Direct Banking 12 B1 Bank Customer No FLEXCUBE Direct Banking 12 B1 Bank Customer No FLEXCUBE Direct Banking 12 B1 Bank Customer Yes FLEXCUBE Direct Banking 12 B1 Bank Customer No 15 Click OK The Modify User screen with the status message appears 7 22 Entitlement Modify User IAM Using this option you can modify user profiles You can search for the required user by entering the search criteria In case the search criteria are not specified the system displays all the records under the particular user type Note To enable the user for modification in the IAM integrated system the entitlement of the user should be done at the time of user creation To modify a user 1 Logon to the Internet Banking application 2 From the User Management menu Entitlement User The Entitlement Modify User screen appear
26. User Type RETAIL USER GOLD Lock User ia Email Lock LoekResson Unlock Reason AASTHARETAIL1 Miss AASHU GUPTA sastha gmail com Normal AASTHARETAIL Miss AASTHA GUPTA aastha oracie com adhirak Miss ADHIRA KOHALE sasthagupts yshoomail com alokret Mr ALOK 5 ALOKRETB atret Mr ANAND T esd a sd ApretailB1 Miss APARAJITA PODDARS sparajits podder orscle com ApretailB2 Mr APARAJITAA PODDARR aparsjits poddar orscle com Apretail Mrs APRETAIL6 PODDARG sparajita poddar oracle com PUNEETRET Mr CEREBRAL ASSASSIN abo gmail com DIPRET2 Mr DIRET2 DIPTI RETAIL2 diptirani m gmail com DBISUSER1 Mr FCDB1 FCDB1 FCDB1Qgmail com Mr GANEHS SHINDE ganehs gmil com janes Mr GANEHS SHINDE ganesh asdf com ganeshm Mr GANESH SHINDEMOB ganesh fasd com Normal Miss GEETIKA JASSAL GRET geetika oracle com Normal Banking Mr JONAH ESHKOL johnsh gmail com Secure Secured locked by Administrator vrushaliretail2 Mr VRUSHRETAIL MOBILE sbcsdf gmail com Normal Field Description Field Name Description Search Display Condition Displays the type of user selected Entity Display Displays the name of the entity User Type Display Displays the type of user User Id Display Displays the user ID Name Display Displays the name of the user Email Display Displays the email address of the user Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an er
27. can contain 5 successive characters Password can contain 5 repetitions Field Description Field Name Description User Id Display Displays your user id Change Option Mandatory Dropdown Indicates the login or transaction password which is to be changed Note You can enter details in the below fields using virtual keyboard by checking the check box Use Virtual Keyboard or can manually enter details Enter Old Mandatory Numeric Password Indicates the old password User Manual Oracle Banking Digital Experience Core Corporate Admin 133 Change Password Field Name Description New Password Mandatory Numeric Indicates the new password Note This new password should be as per Password Policy displayed below the text fields in the above screen set by the bank Confirm New Mandatory Numeric Password Indicates the new password Use virtual Optional Check Box keyboard Indicates whether you want to use virtual keyboard Note Option to enter space is not provided on virtual keyboard Click here to enter Optional Check Box by hovering Indicates whether if you want to enter password by hovering Using this option password can be entered by hovering i e by moving the mouse over the virtual keyboard letters without clicking on any letter Note This checkbox is enabled only when Use Virtual Keyboard checkbox is checked 2 Click Change The Change Password
28. corporate administrator can delete users created earlier Whenever a user moves out or ceases to exist user can be deleted using this option If the search criterion is not specified then it displays all the records under the particular user type Note If the system is integrated with IAM the user once deleted cannot be revoked To delete a user 1 From the User Management menu select Delete User The Delete User screen appears Delete User Delete User 26 08 2014 17 38 29 GMT 0530 User Type HELPDESK USER First Name Starts with w Last Name Starts with w User Id Starts with Email Stars with From Date ERE To Date Field Description Field Name Description User Type Display Displays the type of the user User Manual Oracle Banking Digital Experience Core Corporate Admin 67 User Management Field Name Description First Name Optional Drop Down Indicates the search criteria for the first name The options are e Starts With e Ends With e Equals e Contains For Example If the user selects the search criteria as Starts With and enters A in the adjacent field then the system displays all the customer first names starting with A Last Name Optional Drop Down Indicates the search criteria for the last name The options are e Starts With e Ends With e Equals e Contains For Example If the user selects the search criteria as Starts With and enters E in the adjacent field then the
29. first name The options are e Starts With e Ends With e Equals e Contains The search clause helps in enhancing the search criteria by indicating the position of the characters entered in the adjacent field For Example If the user selects the search criteria as Starts With and enters A in the adjacent field then the system displays all the customers first names starting with A Last Name Optional Drop Down Indicates the search criteria for the last name The options are e Starts With e Ends With e Equals e Contains For Example If the user selects the search criteria as Starts With and enters E in the adjacent field then the system displays all the customers last names starting with E User Manual Oracle Banking Digital Experience Core Corporate Admin 72 User Management Field Name Description User Id Optional Drop Down Indicates the search criteria for the user ID The options are e Starts With e Ends With e Equals e Contains For Example If the user selects the search criteria as Starts With and enters A in the adjacent field then the system displays all the user IDs starting with A Email Optional Drop Down Indicates the search criteria for the email ID The options are e Starts With e Ends With e Equals e Contains For Example If the user selects the search criteria as Starts With and enters L in the adjacent field then the system displays all the email IDs starting
30. id 00008210 Authorisation Type Non Sequential Customer Details Customer Address Details Customer Address 1 00008210 Customer Address 2 03 Sep 2015 11 01 49 GMT 0530 User Type CORPORATE USER Customer Name 00008210 Relationship Manager s Email 13 Click Confirm The Customer Profile Confirm screen appears OR Click Back The Customer Profile Verify screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 92 14 15 16 Customer Management Customer Profile Confirm Customer Profile Created Successfully Transaction with reference number 115951921094823 is in Accepted state Customer Profile Confirm 03 Sep 2015 11 01 49 GMT 0530 Customer infomation Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Customer id 00008210 Customer Name 00008210 Authorisation Type Non Sequential Relationship Manager s Email Customer Details Customer Address Details Customer Address 1 00008210 Customer Address 2 Click OK The Customer Profile screen appears To view or modify the customer profile From the Admin Transactions gt Customer Management gt Customer Profile The system displays Customer Profile View screen Customer Profile View Customer Profile 03 Sep 2015 10 48 39 GMT 0530 User Type CORPORATE USER Customer Id Customer Name From Date To Date Click the Search button The system displays the
31. login screen of the Oracle Banking Digital Experience application appears Oracle Banking Digital Experience User ID ei eo Click here to enter by hovering Field Description Field Name Description User ID Mandatory Alphanumeric 20 Indicates the user ID Password Mandatory Alphanumeric 20 Indicates the password Language Mandatory Drop down Indicates the preferred language User Manual Oracle Banking Digital Experience Core Corporate Admin Login Field Name Description Use Virtual Optional Tab Keyboard Select the Use the Security Keyboard tab to use the virtual keyboard By default this tab is selected In the User ID field enter the user ID In the Password field enter the password Click Sign In The home page appears User Manual Oracle Banking Digital Experience Core Corporate Admin Login IAM 5 Login IAM Using this option you can log on to the application using your assigned username and password To log on to the application 1 Enter the appropriate URL of the application provided in the address bar of browser The login screen of the application appears Oracle Banking Digital Experience Access Management Sign In User Name Password Copyright 2000 2013 Oracle and or its affiliates All rights reserved Oracle Access Management Field Description Field Name Description User Name Mandatory Alphanumeric 20 In
32. of the transaction are explained in the procedure If a transaction contains multiple procedures each procedure is explained If some functionality is present in many transactions this functionality is explained separately Related Information Sources For more information on Oracle Banking Digital Experience Release 15 1 0 0 0 refer to the following documents Oracle Banking Digital Experience Licensing Guide Oracle Banking Digital Experience Installation Transaction Host Integration Matrix 2 Transaction Host Integration Matrix Legends NH No Host Interface Required Host Interface to be developed separately Pre integrated Host interface available x Pre integrated Host interface not available Transaction Name FLEXCUBE UBS Third Party Host System Login NH NH Create Role NH NH Modify Role NH NH Delete Role NH NH View Role NH NH Create User NH NH Modify User NH NH Activate User NH NH Deactivate User NH NH Lock User NH NH Unlock User NH NH Delete User NH NH Revoke User NH NH View User NH NH Customer Profile d View Modify Customer NH NH Profile Account Mapping Setup NH NH Maintain User List Y User Manual Oracle Banking Digital Experience Core Corporate Admin Transaction Host Integration Matrix Transaction Name FLEXCUBE UBS Third Party Host System Manage Rules Y Bulk Registration NH
33. the name of entity User Type Optional Drop Down Customer Id Customer Name Authorization Type Customer Details Email Telephone Number Customer Address 1 4 Indicates the user type Optional Alphanumeric 15 Indicates the customer ID for the search criteria Optional Alphanumeric 50 Indicates the customer name Mandatory Drop Down Select the authorization type for the customer profile from the drop down list The options are e Non Sequential e Sequential e Zero Optional Alphanumeric Indicates the customer email ID Optional Numeric Indicates the customer telephone number Optional Alphanumeric Indicates the customer address User Manual Oracle Banking Digital Experience Core Corporate Admin 95 19 20 21 22 Customer Management Modify the required details Customer Information Financial Information and other information tabs Click the Update button The Customer Profile Update Verify screen appears OR Click Back The Customer Profile Update screen appears Customer Profile Update Verify Customer Profile Update Verify Customer Information E stesserintormation Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Customer id 000003171 Customer Name OATS AUTO KYC R Authorisation Type Zero Relationship Manager s Email nehal joshi oracie com Customer Details Email nehaljoshi oracie com Customer Address Details Cu
34. 0 00 00 GMT 0530 24 04 2015 00 00 00 GMT 0530 10 04 2015 00 00 00 GMT 0530 10 04 2015 00 00 00 GMT 0530 Date 11 03 2014 00 00 00 GMT 0530 26 11 2014 14 15 07 GMT 0530 User Manual Oracle Banking Digital Experience Core Corporate Admin Add Another 139 Is Read x z 2 2 lt lt Mail Box 10 Click Done The file is attached User Manual Oracle Banking Digital Experience Core Corporate Admin 140 Mail Box 14 4 Automatic Unlock of Transaction Password If the user enters the incorrect password consecutively for more than particular number of times the Transaction Password is then locked automatically The system then unlocks the same after the specific time set during the configuration For Example The Transaction Password is can be locked in the following situation Scenario Result If a user enters the incorrect Transaction Password The Transaction Password 5 times Default OR value set by the user remains unlocked consecutively within the same day If a user enters the incorrect Transaction Password The Transaction Password gets 6 times Default OR value set by the user locked and is automatically consecutively within the same day unlocked after 24 hours If a user enters the incorrect transaction password The Transaction Password gets 10 times Default OR value set by the user locked and is automatically consecutively within the same day unlocked after 24 hour
35. 01 112233 ashuretail ashuretail aastharetail AASTHARETAIL AASTHARETAIL AASTHARETAIL DINESH1 DINESH1 DINESH1 sastharetailnew adhirsk gastharetailnew adhirak adhirsk aastharetailnew Aditi Aditi Field Description Field Name Search Condition Entity User Type User Details User Id User Description Stars With V RETAIL USER GOLD FLEXCUBE DIRECT BANKING 12 B1 RETAIL USER GOLD User Description Miss AASHU GUPTA Miss AASHU GUPTA Miss AASHU GUPTA MrAASTHA GUPTA Miss AASTHA GUPTA Miss AASTHA GUPTA Miss AASTHA GUPTA Mr AASTHA GUPTA Mr AASTHA GUPTA Miss AASTHA GUPTA Miss AASTHA GUPTA Miss AASTHA GUPTA Miss AASTHA GUPTA Miss AASTHA GUPTA Miss AASTHA GUPTA Miss AASTHA GUPTA Mr ABHISHEK ABHISHEK Mr ABHISHEK ABHISHEK Mr ABHISHEK ABHISHEK Miss ADHIRA KOHALE Miss ADHIRA KOHALE Miss ADHIRA KOHALE Miss ADHIRA KOHALE Miss ADHIRA KOHALE Miss ADHIRA KOHALE Miss ADITI JAWALGIKAR Miss ADITI JAWALGIKAR Description Display To Date Email aasthaGgmail com aasthaGgmail com sesths gupts oracle com sastha gmail com sastha gupts oracle com assta oradie com assta orade com aastha gmail com sastha oracle com sastha oracle com aastha oracle com ABHISHEK ORACLE COM ABHISHEK ORACLE COM ABHISHEK ORACLE COM sestha gupts oracle
36. 014 15 01 38 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Customer Id 10410934 Note Internet Channel SMS Banking Mobile Mobile Browser Mobile Application Manage Res view Search All rules Specify Criteria and Search Maker Customer Id Transaction Branch Account ID A Amt From Amt To Authorisation Required EJ E Rule Customer Account Amt Authorisation List List List List 0 iD Maker Transaction Branch Currency Amt To Required List ID Sap Y 0 10715 DIPCORP1 DIPCORP1 DIPCORP1 Pound 0 01 999 999 999 999 00 True DIPCORP2 DIPCORP2 Sterling GBP DIPCORP2 10716 DIPCORP2 DIPCORP2 DIPCORF2 Pound 0 01 99 999 999 999 999 00 False Sterling GBP 118 adicorp2 adicop2 adicorp2s Pound 0 01 999 999 999 999 999 00 False Sterling GBP 19 adicorp 1232345456 adicorpi Pound 0 01 999 999 999 999 999 00 True adicorp2 adicorp2 adicorp2 adicorpis Sterling GBP 23682 DIPCORP1 DIPCORP1 DIPCORP1 10410934 Pound 9 999 999 00 True testnir Sterling GBP 24276 adicorp1 1222345456 adicorpi All Pound 99 999 00 True adicorp2 sdicorp2 adicorp24 adicorp s Sterling GBP User Manual Oracle Banking Digital Experience Core Corporate Admin 106 Field Description Authorization Management Field Name Description Entity User Type Optional Drop Down Indicate
37. 11271 All Pound 1 00 999 999 999 999 999 00 False Sterling 22791 SCorporate User Manual Oracle Banking Digital Experience Core Corporate Admin Authorization Management 27 08 2014 14 58 22 GMT 0530 Account ID All Amt To 999999999999999 00 EXEZI Amt To Authorisation Required ListID ListID ListID ListID List 1D 999 999 999 999 999 00 False 27 08 2014 15 00 33 GMT 0530 111 Authorization Management 10 Click Confirm The Manage Rules Confirm screen with the status message appears OR Click Back The Manage Rules Verify screen appears Manage Rules Confirm Rule Deletion Successful Transaction with reference number 312059431484867 is in Accepted state Delete Mandate Setup Confirm 27 08 2014 15 00 33 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Customer Id 10411271 Note Internet Channel SMS Banking Mobile Mobile Browser Mobile Application Rule Customer Account Amt Authorisation List List List List List Maker Transaction Branch i Currency AmtTo Required b ES E 22791 SCorporate All 10411271 Al Pound 1 00 999 999 999 999 999 00 False SCorporate Sterling SCorporate 11 Click Modify Another to modify another rule OR Click OK The Manage Rules screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 112 Bulk Management 11 Bulk Management 11 1 B
38. 15 Field Description Field Name Role Management Description User Type Role Description Default Roles Only Mandatory Drop Down Indicates the user type Optional Alphanumeric 80 Indicates the role description The options are e Starts With e Ends With e Equals e Contains The search clause helps in enhancing the search criteria by indicating the position of the characters entered in the adjacent field For Example If you select the search criteria as Starts With and enter C in the adjacent field then the system displays all the roles starting with C Optional Check Box Indicates whether default roles are available Entity Display Displays the name of the entity User Type Display Displays the type of user selected Column Name Description Role Description Display Channel Created By Created On Displays the link to view and modify the details of a role Display Displays the channel related to the role Display Displays the user ID through which the role was created Display Displays the date and time details on which the role was created From the User Type list select the appropriate option User Manual Oracle Banking Digital Experience Core Corporate Admin 16 Role Management 3 Click Search The search result appears 4 Click the link below the Role Description column The Modify Role screen appears Modify Role No Transaction S
39. 26 08 2014 15 51 45 GMT 0530 Starts with y Last Name Starts with Starts with V Email Starts with To Date Customer Id Starts With Search Condition Internet Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD User Id Name Email Channel RETUBS Mr DSFA FAF fdsf desd com Internet IBenking Mr JONAH ESHKOL johnah gmail com Internet retailusert Miss KALPITA KHOT deepak chhabra01 gmail com Internet test672 Mr TEST123 TEST123 sjdfh jsdghf ser Internet terts2342 Mr TEST234 TEST234 sdhfg sd sds Internet Aastgupt Mr VRUSHALI REGRESSION aastha gupta oracie com Internet Field Description Field Name Description Entity Display Displays the name of the entity User Type Display Displays the type of the user User Id Display Displays the link to view the user details Name Display Displays the name of the user Email Display Displays the email ID of the user Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered Channel Display Displays the banking channel through which the user performs the transactions Reason Optional Alphanumeric 50 Indicates the reason to activate a user 3 To enable the user ID select the check box adjacent to the User Id OR Click the User Id link to view the user profile User Manual Oracle Banking Digital Experience Core Corporate Admi
40. 944 1040410944021 10410944 Islamic Finance 10410944 Loans 10410944 Islamic Term Deposit 10410944 Trade Finance 10410944 Term Deposits 10410944 Consolidated View 10410944 Contract TD 10410944 The Account Mapping Setup screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 102 Authorization Management 10 Authorization Management 10 1 Maintain User List Using this option the corporate administrator can maintain the user list for the selected user type and entity To maintain a user list 1 From the Mandates menu select Maintain User List The Maintain User List screen appears From the User Type list select the appropriate option Click Search The Maintain User List with search result appears 4 In the User ID field select the appropriate user Click Fetch User List The Maintain User List screen with user details appears Maintain User List Maintain User List 27 08 2014 14 22 59 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Customer Id 10411271 Note Internet Channel SMS Banking Mobile Mobile Browser Mobile Application Existing List New List Unassigned Users CorporateUser CorporsteUser CorporateUser Miss Sarita MUSTUCORPO1 MUSTUCORPO1 MUSTUCORPO1 Mr Mi MUSTUCORPO2 MUSTUCORPO2 MUSTUCORPO2 Mr Mi PCORPO2 P SCorporate SCorporste SCorporat
41. Core Corporate Admin 21 6 4 View Role Role Management Using this option the corporate administrator can view roles An administrator can search for the required role by entering the search criteria In case the search criteria are not specified the system displays all the records under the particular user type To view a role 1 From the Role Management menu select View Role The View Role screen appears From the User Type list select the appropriate option Click Search The search result appears View Role View Role User Type Internet Default Roles Only Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Role Description Channel Created By Internet Banking Aditys Patel adiadmin Internet Banking SUPERADMIN SUPERADMIN Internet Banking alok s alokadmin Internet Banking SUPERADMIN SUPERADMIN Internet Banking ashok g ashokadmin1 Internet Banking alok alokadmin Internet Banking alok slokadmin Note Indicates default roles in the system User Manual Oracle Banking Digital Experience Core Corporate Admin Role Description Starts With y A Created On 25 02 2014 00 00 00 GMT 0530 25 04 2014 00 00 00 GMT 0530 18 02 2014 00 00 00 GMT 0520 28 03 2014 00 00 00 GMT 0530 25 02 2014 00 00 00 GMT 0530 20 03 2014 00 00 00 GMT 0530 21 03 2014 00 00 00 GMT 0530 26 08 2014 11 21 14 GMT 0530 22 Role Management Field Description Field Name Description User Type
42. Modify User Using this option corporate administrator can modify user profiles Administrator can search for the required user by entering the search criteria In case the search criteria are not specified the system displays all the records under the particular user type Note If system is integrated with IAM the Modify User option will not be available Modification of user is handled through Entitlement Modify User transaction To modify a user 1 From the User Management menu select Modify User The Modify User screen appears Modify User Modify User 26 08 2014 15 06 37 GMT 0530 User Type HELPDESK USER First Name Starts With y Last Name Starts With User Id Starts With Email Starts With From Date E To Date BH Field Description Field Name Description User Type Mandatory Drop Down Indicates the user type User Manual Oracle Banking Digital Experience Core Corporate Admin 32 User Management Field Name Description First Name Optional Drop Down Indicates the first name of the user The options are follows e Starts With e Ends With e Equals e Contains The search clause helps in enhancing the search criteria by indicating the position of the characters entered in the adjacent field For Example If the user selects the search criteria as Starts With and enters 1 in the adjacent field then the system displays all the customers first names starti
43. Mr AASTHA GUPTA aastha gupta oracle com Mobile Browser AssthaRetsilB001 Mr AASTHA GUPTA aastha gupta oracie com Java Application Based Mobile gastheretail Miss AASTHA GUPTA assthe gmail com Internet sastharetsil Miss AASTHA GUPTA assths gmail com Mobile Browser sastheretail Miss AASTHA GUPTA assthe gmail com Java Application Based Mobile User Manual Oracle Banking Digital Experience Core Corporate Admin 79 User Management Field Description Field Name Description User ID Display Displays the user ID Name Display Displays the name of the user Email Display UNIQUE Displays the email ID of the user Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered Channel Display Displays the transaction operation channel 3 Click User ID link to view the user details The View User screen with the details of the selected the user ID appears User Manual Oracle Banking Digital Experience Core Corporate Admin 80 4 5 View User FLEXCUBE DIRECT BANKING 12 B1 Internet Date of Birth 03 01 1984 00 00 00 Name Mr USER CORP Address 102 SW STREETS Phone Number 7676212121 Fax No User BTID Mapping Required No Limits Package Applicable Limits Terms and Conditions Accepted Yes T amp C Last Action Date Time 04 05 2012 13 36 47 Channel Channel User internet MICORP Mobile Browser MICO
44. NH User BTID Map NH NH View Audit Log x My Services NH NH Mailbox NH NH Viewing Received Messages NH NH Viewing Sent Messages NH NH Sending Messages NH NH User Manual Oracle Banking Digital Experience Core Corporate Admin Introduction 3 Introduction Bank delegates certain OBDX administrative functionalities to the corporate users Such delegated administrator will have restricted scope over these administration functionalities and scope will be restricted to manage the corporate to which they belong Following administrative functions are extended for Corporate Administration e Role Management Restricted to Transaction controlled by Customer Profile Role e User Management for Corporate Users All functions e View amp Modify Customer profile e User Account Setup e Manage User List and Authorisation Rules User Manual Oracle Banking Digital Experience Core Corporate Admin 7 Login 4 Login Using this option you can log on to the Oracle Banking Digital Experience application using your assigned username and password You can enter the password using a virtual keyboard present in the application or your standard keyboard By default the virtual keyboard option is selected You can also enter the password by hovering over the virtual keyboard To log on to Oracle Banking Digital Experience application T Enter the appropriate URL of the application provided in the address bar of browser The
45. NKING 12 B1 User Type RETAIL USER GOLD User Id AASTHARETAIL1 Name Miss AASHU GUPTA Email Do you want to Map BTID Unmap BTID BTIU s to be mapped Bulk Identifier Bulk Description MDMCDRCSV MDMC_DM_REC_CSV SDSCDFCSV SDSC DM F CSV Field Description Field Name Description Do you want to Mandatory Option Indicates an action to be performed The options are e Map BTID e Unmap BTID 4 Click the appropriate option to select the BTID to be mapped unmapped Click Search The User BTID Map screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 127 Bulk Management User BTID Map User BTID Map 04 09 2014 16 23 13 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER User Id AFRABCO Name Miss AFRA MOHASEEN Email you wantto Map BTIDO Unmep BTID BTID s to be mapped Bulk Identifier Bulk Description TEST ABC NFVACCSV VIRTUAL CSV Field Description Field Name Description BTIDs to be mapped Bulk Identifier Mandatory Check Box Indicates whether BTID is available mapping Bulk Description Display Displays the description of the bulk identifier Sensitive Data Check Display Displays the description of the bulk identifier To map a BTID select the check box Click Submit The User BTID Map Verify screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 128 Bulk Managem
46. ORACLE Oracle Banking Digital Experience Core Corporate Admin User Manual Release 15 1 0 0 0 Part No E66313 01 October 2015 Core Corporate Admin User Manual October 2015 Oracle Financial Services Software Limited Oracle Park Off Western Express Highway Goregaon East Mumbai Maharashtra 400 063 India Worldwide Inquiries Phone 91 22 6718 3000 Fax 91 22 6718 3001 www oracle com financialservices Copyright 2008 2015 Oracle and or its affiliates All rights reserved Oracle and Java are registered trademarks of Oracle and or its affiliates Other names may be trademarks of their respective owners U S GOVERNMENT END USERS Oracle programs including any operating system integrated software any programs installed on the hardware and or documentation delivered to U S Government end users are commercial computer software pursuant to the applicable Federal Acquisition Regulation and agency specific supplemental regulations As such use duplication disclosure modification and adaptation of the programs including any operating system integrated software any programs installed on the hardware and or documentation shall be subject to license terms and license restrictions applicable to the programs No other rights are granted to the U S Government This software or hardware is developed for general use in a variety of information management applications It is not developed or intended
47. Oracle Corporation and its affiliates will not be responsible for any loss costs or damages incurred due to your access to or use of third party content products or services User Manual Oracle Banking Digital Experience Core Corporate Admin i PHONON PWN gt Table of Contents f N sane cpisseccertscatucess 4 Transaction Host Integration Matrix 5 INEFODU CUO MN m 7 LOGI iriam tase a e acc cpavgnccettesanucets 8 LOGIN n 10 Role Ma agemMent E 12 User Managenmniernt nenea AAAA AERA An a AEE EAA ule ul 26 Customer Management adaa edad idee teu iet dics aaaea aa aa a 87 ACCOUNT SOUP R P 97 Authorization Management 103 Bulk Management 2n odeurs 113 LOG sesso C 130 Change Password M 133 Mail BOX qe 136 User Manual Oracle Banking Digital Experience Core Corporate Ad
48. RP Mobile Application assigned to user Role ALLCORPROLE CORP_ROLE ROLE FOR MORRTGAGE CORP CORPORATE_ALL XYZCORP DEFAULT PERSONLAIZED OFFERS ROLE FOR THIRDPARTY XYZ Role s assigned to user Role ADHOC CHECKER ADHOC ALLS CORPORATE AMIT CORPORATE ALL TRANSACTIONS CHQROLE1 CORP ESTMNT SHAIL CORP SI AUTH CORPORATE SI SUPERVISOR CORPROLE2 DD CORP SHAIL ROLESPENDCORP SHAIL MORT CALC CORP SI CORPORATE TEST ALLG ALLT CORPORATE MOBILE APPLICATION Customer Id 004000111 Click Back No Of Logins Last Success Login 10 04 05 2012 18 13 15 0 Channel Internet Internet Internet Mobile Browser Mobile Browser Mobile Application Mobile Application Mobile Application Mobile Application Channel Internet Internet Internet Internet Internet Internet Internet Internet Internet Internet internet internet internet internet internet Mobile Browser Mobile Application Mobile Application Customer Type Number Of Failed Logins 1 0 FLEXCUBE DIRECT BANKING Bank Customer The View User screen appears User Management 07 05 2012 07 15 42 GMT 0000 User Type CORPORATE USER City LONDON State BRITAN Country BRITAN Zip Postal Code Emai ASW WS COM Activation Status Yes Terms and Conditions Deciine Count 0 Login Layout Style Missing data map entry for app A1 data name LOGIN_LAYOUT_STYLE
49. S data value null lang eng device 01 Last Failed Login Transaction Password Lock Status 04 05 2012 15 04 41 No No No No No No Login Password Lock Status 15 Primary Click the Limits link to view the applicable limits to the use User Manual Oracle Banking Digital Experience Core Corporate Admin 81 User Management 7 10 Reset Password Using this option the corporate administrator can reset the password If the search criteria are not specified then it displays all the records under the particular user type This is necessitated whenever a user forgets misplaces the existing password and a valid request are sent to the administrator Note If the system is integrated with IAM you can reset the transaction password through OBDX admin url Login password can be reset through IAM url To reset a password 1 From the User Management menu select Reset Password The Reset Password screen appears Reset Password Reset Password 16 07 2015 11 30 19 GMT 0530 User Type CORPORATE USER Password Type Login Password ES First Name Starts with Last Name Starts with V User Id Starts with w Email Starts with From Date To Date Field Description Field Name Description User Type Mandatory Drop Down Indicates the user type Password type Optional Drop Down Indicates the password type to be reset First Name Optional Drop Down Alphanumeric 40 Indicates the search criter
50. Sep 2015 10 28 17 GMT 0530 Customer Information Financial Information Other Information Cistomer information Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Customer Id 000003171 Customer Name OATS_AUTO_KYC_R Authorisation Type Zero Relationship Manager s Email nehal joshi oracle com Customer Details Email nehal joshi oracle com Telephone Number Customer Address Details Customer Address 1 Phoenix House Rushton Avenue Customer Address 2 BD3 7BH Customer Address 3 Thornbury Bradford Customer Address 4 Mandatory Fields Field Description Field Name Description Entity Display This field displays the name of entity User Type Optional Drop Down Indicates the user type Customer Id Mandatory Alphanumeric 15 Indicates the customer ID for the search criteria Customer Name Optional Alphanumeric 50 Indicates the customer name User Manual Oracle Banking Digital Experience Core Corporate Admin 87 Customer Management Field Name Description Authorization Type Mandatory Drop Down Select the authorization type for the customer profile from the drop down list The options are e Non Sequential e Sequential e Zero Relationship Manager s Optional Alphanumeric Email Indicates the relationship manager s email Customer Details Email Optional Alphanumeric Indicates the customer email ID Telephone Number Optional Numeric Indicates
51. Transactions Bulk Transactions TD Transactions Trade Transactions Fund Transfer Credit Card Transactior Losn Transactions TD Inquiries Contract Deposits Trans Inquiries Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Customer Id 10410944 Customer Name ASHOK GURIJALA ite EXHI Account Number BCQ BFU BID 1040410944010 10410944 1040410944021 10410944 Islamic Finance 10410944 Loans 10410944 Islamic Term Deposit 10410944 Trade Finance 10410944 Term Deposits 10410944 Account Setup 27 08 2014 12 21 23 GMT 0530 Consolidated View 10410944 Contract TD 10410944 7 Click Confirm The Account Mapping Setup Confirm screen with the status message appears OR Click Back The Account Mapping Setup Verify screen with the status message appears Account Mapping Setup Confirm Account setup created updated successfully Transaction with reference number 235972311483554 is in Accepted state Account Mapping Setup Confirm 27 08 2014 12 21 23 GMT 0530 Transactions Bulk Transactions TD Transactions Trade Transactions Fund Transfer Credit Card Transactior Loan Transactions TD Inquiries Contract Deposits Tran Inquiries 8 Click OK Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Customer Id 10410944 Customer Name ASHOK GURIJALA 3 E Account Number BCQ BDD BFU BID CRD INP 1040410944010 10410
52. User Type CORPORATE ADMINISTRATOR FC UBS First Name Starts With Last Name Starts With V User Id Starts With y Email Starts With w Customer Id Starts With w From Date Field Description Field Name Description User Type Mandatory Drop Down Indicates the user type First Name Optional Drop Down Indicates the search criteria for the first name The options are e Starts With e Ends With e Equals e Contains For Example If you select the search criteria as Starts With and enter A in the adjacent field then the system displays all the customer first names starting with A Last Name Optional Drop Down Indicates the search criteria for the last name The options are e Starts With e Ends With e Equals e Contains For Example If you select the search criteria as Starts With and enter E in the adjacent field then the system displays all the customer last names starting with E User Manual Oracle Banking Digital Experience Core Corporate Admin 123 Bulk Management Field Name Description User Id Optional Drop Down Indicates the search criteria for the user ID The options are e Starts With e Ends With e Equals e Contains For Example If you select the search criteria as Starts With and enter 1 in the adjacent field then the system displays all the user ID s starting with 1 Email Mandatory Drop Down Indicates the search criteria for the email ID The options are e Starts With e End
53. _FILE_TEMPLATE_CSV gt Pre Default Pre Processor Decrypt Processor No Encryption No Check Sum v Details Description Received Decrypt Pre Process Validate and Enrich Authorization I IS Sj BI Processing Transaction Processing Response Generation 7 Completed Note Mobile No and Email fields accepts comma as a separator Mandatory Fields javascript void 0 Mobile No Email oc m seg uoneuiiojur Enter the required changes Click Submit The Edit Bulk Registration verify screen appears OR Click Cancel to cancel the transaction User Manual Oracle Banking Digital Experience Core Corporate Admin 120 Bulk Management Edit Bulk Registration Verify ession Summary Role Management Welcome Ra Role Management User Management Customer Management Account Setup Manage Authorisations Bulk Management File Management Transaction Activities Audit Log Bulk Registration User BTID Map J Edit Bulk Registration Verify 23 08 2013 17 45 42 GMT 0530 Entity FLEXCUBE Direct Banking 12 B1 Customer id PA1006468 Customer Description Entity No Reference Entity Mapped Bulk identifier SDSCSVINF Bulk Description SDSC CSV INTERNAL FILE Payment Type Single Debit Single Credit Transaction Type
54. a Gari Mustufa Gari FLEXCUBE DIRECT BANKING 12 B1 FLEXCUBE DIRECT BANKING 12 B1 FLEXCUBE DIRECT BANKING 12 B1 FLEXCUBE DIRECT BANKING 12 B1 FLEXCUBE DIRECT BANKING 12 B1 FLEXCUBE DIRECT BANKING 12 B1 FLEXCUBE DIRECT BANKING 12 B1 FLEXCUBE DIRECT BANKING 12 B1 FLEXCUBE DIRECT BANKING 12 B1 FLEXCUBE DIRECT BANKING 12 B1 The message sent along with the message ID appears OR Click Add Attachment The Attachments screen appears The File Upload screen appears Select the file to be uploaded Click Open Attachments Attachments Click Browse to select a file to be attached Allowed File Types xls doc pdf csv txt zip tif jpg rar 9 Click Attach to attach the file Word wrap Customize Columns Download Print Mail Box 26 11 2014 12 29 23 GMT 0530 Customer Id Received 11711297 11710980 10412001 10411523 10411523 10411523 10411523 10411371 10411254 10411254 11 03 2014 00 00 00 GMT 0530 11 03 2014 00 00 00 GMT 0530 11 02 2014 00 00 00 GMT 0530 11 03 2014 00 00 00 GMT 0530 11 03 2014 00 00 00 GMT 0530 11 02 2014 00 00 00 GMT 0530 11 03 2014 00 00 00 GMT 0530 11 03 2014 00 00 00 GMT 0530 11 03 2014 00 00 00 GMT 0530 11 03 2014 00 00 00 GMT 0530 Eu yo qur Expires 10 04 2015 00 00 00 GMT 0530 12 04 2015 00 00 00 GMT 0530 12 04 2015 00 00 00 GMT 0520 27 03 2015 00 00 00 GMT 0530 21 04 2015 00 00 00 GMT 0530 21 04 2015 00 00 00 GMT 0520 12 04 2015 0
55. ailable Mandatory Dropdown Indicates the limits package From the Date of Birth list select the date of birth of the customer In the First Name field enter the first name of the customer In the Last Name field enter the last name of the customer User Manual Oracle Banking Digital Experience Core Corporate Admin 27 User Management In the Mobile Number field enter the mobile number In the Email field enter the email address Create User Channel Create User Channel 26 08 2014 12 11 58 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Date of Birth 19 10 1986 Name Mr Jonah Eshkol Address Mumbai City Mumbai State MH County INDIA Mobile Number 9820978888 Phone Number 9820978788 Zip Postal Code 400022 Fax No 9820987878 Email jonah gmail com Limits Package Adiretail User BTID Mapping Required Yes Channel Description nd Mobile Banking Exten View User ID Policy Internet Mobile Browser Java Application Based Mobile SMS Banking View User ID Polit SMS Banking Field Description Field Name Description Channel Description Optional Check Box Indicates whether channel description is available Channel User Mandatory Alphanumeric 20 Indicates the channel user details Dashboard Style Optional Drop Down Indicates the dashboard style Click Continue The Create User Channel screen appears To enable the banking facility through various
56. als e Contains Enter the search string in the adjacent field For Example If you select the search criteria as Starts With and enter L in the adjacent field then the system displays all the email ID s starting with L Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered Customer Id Optional Drop Down Alphanumeric 40 Indicates the search criteria for the customer ld The options are e Starts With e Ends With e Equals e Contains Enter the search string in the adjacent field For Example If you select the search criteria as Starts With and enter A in the adjacent field then the system displays all the customer id starting with A From Date Optional Pick List Indicates the start date The date should not greater than the process date To Date Optional Pick List Indicates the end date The date should be greater than the from date 2 From the User Type list select the user type User Manual Oracle Banking Digital Experience Core Corporate Admin 84 User Management 3 Click Search The Reset Password screen with the search result appears 4 To reset the password select the check box adjacent to the User Id OR Click the User Id link to view the user profile Reset Password Reset Password 16 07 2015 11 31 04 GMT 0530 User Type CORPORATE USER z Password Type Login Password Fi
57. ays the default internet roles User Type Access Entity Display Displays the access type entity User Type Display Displays the user type 10 Click Continue The Entitlement Modify User Verify screen appears OR Click Change to return to the previous screen to make changes User Manual Oracle Banking Digital Experience Core Corporate Admin 48 11 12 OR Click Cancel to cancel the transaction Click the Role name link to view the role Entitlement Modify User Verify User Management Channel Group Internet and Mobile Banking Channel User MILANCORP26 Mapped Customer Customer Id Customer Name 00008236 PPC_CIFO6 Role Assigned To The User Role Channel B001 CORP FULL ROLE Internet Subscribed Channels Internet Customer Type FLEXCUBE Direct Banking 12 B1 Bank Customer Entitlement Modify User Verify ENRON err ETTET Or EOM HS UH UM 8 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Date of Birth 15 06 1956 Name gfsd gfsts Address City State Country Mobile Number 2222222222 Phone Number Zip Postal Code Fax No Email oiawad iofad asdt Limits Package CORPUSERLIMITS User BTID Mapping Required Yes Channel Assigned To The User Dashboard Style Standard Change User Channel Is Primary Yes Change User Role Click Confirm The Entitlement Modify User Confirm screen with the status message appears
58. ber of the user Display Displays the zip code Display Displays the fax number of the user Display Displays the email address of the user Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered Optional Check Box Indicates whether the BTID mapping is required Mandatory Drop Down Indicates the limits package The Entitlement Modify User Channel screen appears OR Click Cancel to close the window OR Click Change to select another user User Manual Oracle Banking Digital Experience Core Corporate Admin 45 User Management Entitlement Modify User Channel 14 07 2015 17 06 28 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Date of Birth 15 06 1956 Name gfsd gfsts Address City State Country Mobile Number 2222222222 Phone Number Zip Postal Code Fax No Email oiawadQiofad asdt Limits Package CORPUSERLIMITS User BTID Mapping Required Yes Channel Description Channel User Dashboard Style Internet and Mobile Banking MILANCORP26 Standard v v Internet Mobile Browser Mobile Application SMS Banking SMS Banking Field Description Column Name Description Channel Description Optional Check Box Indicates the channel description Channel User Display Displays the name of the channel user Dashboard Style Optional Drop
59. channels select the check box In the Channel User field enter the channel Click Continue The Create User Customer Mappings screen appears OR Click Change The Create User Channel screen appears OR Click Cancel The Create User Channel screen appears OR Click the View User ID Policy link to view the user id policy User Manual Oracle Banking Digital Experience Core Corporate Admin 28 User Management Note If the system is integrated with IAM the View User ID Policy link will not be available You can view the user ID policy only through OBDX application Create User Customer Mappings Create User Customer Mappings Entity FLEXCUBE DIRECT BANKING 12 B1 Date of Birth 19 10 1986 Name Mr Jonah Eshkol Address Mumbsi Mobile Number 9820978888 Phone Number 9820978788 Fax No 9820987878 Limits Package Adiretail Internet and Mobile Banking Field Description Field Name 26 08 2014 12 19 26 GMT 0530 User Type RETAIL USER GOLD City Mumbai State MH Country INDIA Zip Postal Code 400022 Email jonsh gmail com User BTID Mapping Required Yes Dashboard Style Extensive Customer Type Bank Customer X 1 Map Customer Description Channel Assigned To the User Channel Group Channel User Subscribed Channels Mapped Customer Mapped Customer Customer Type Display Displays the channel assigned to the particular user Display Displays
60. ck Create Role The Create Role Verify screen appears Create Role Verify It allows verifying the transactions which are being mapped to the role before confirmation Create Role Verify 26 08 2014 10 37 47 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Channel Internet Role Description AmitAdmin Set As Default Role No _Transaction s assigned to this Role Transaction s Payments J Bill Payments Bill Payments New Account Opening Accounts Customer Services Tools Collection and Remittances Bulk Transactions J Customer Services Supply Chain Management Mandates j Transaction Activities Services J Cards JPFM 6 Click Change The Create Role screen appears OR Click Confirm The Create Role Confirm screen with the status message appears Create Role Confirm Role crested successfully Transaction with reference number 158962531476613 is in Accepted state Create Role Confirm 26 08 2014 10 37 47 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Channel Internet Role Description AmitAdmin Set As Default Role No Transaction s assigned to this Role Transaction s Allow Authorization jPayments Bill Payments J Bill Payments New Account Opening Accounts 3 Customer Services J Tools Collection and Remittances J Bulk Transactions Customer Services Supply Chain Management Mandates J Transaction Activi
61. cksum and No Encryption e Both checksum and Encryption e Checksum encryption e Encryption only e Both checksum and Encryption e Password Based Encryption Note Default available value is No Checksum and No Encryption Functionality for other values needs to be customized Optional Check Box Indicates whether the advice is required Optional Check Box Indicates whether an email advice is required Optional Check Box Indicates whether S2S is required Conditional Radio Button Indicates the S2S mode The options are e Host To Host e Request To enable this field select the S2S Required check box User Manual Oracle Banking Digital Experience Core Corporate Admin 116 Bulk Management Field Name Description Destination Path Alphanumeric 350 Indicates the destination path To enable this field select the S2S Required check box Step information Details Description Optional Check box Indicates whether the description is required Mobile Number Optional Numeric 12 Indicates the mobile number Email Mandatory Alphanumeric 100 Indicates the email ID of the customer Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered 4 Click Next The Bulk Registration Verify screen appears OR Click Cancel The Bulk Registration screen appears U
62. com sasthaguptaQyshoomail com assthagupta yahoomail com aasthagupta yahoomail com aastha adj2Ggmail com adj2 gmsil com Displays the search condition Display Displays the entity Display Displays the user type Display Displays the user ID Display Displays the user description User Manual Oracle Banking Digital Experience Core Corporate Admin Channel Java Application Based Mobile Mobile Browser Internet Java Application Based Mobile Internet Mobile Browser Mobile Browser Mobile Browser Internet SMS Banking Java Application Based Mobile Internet Java Application Based Mobile Mobile Browser Internet Java Application Based Mobile Mobile Browser Internet Java Application Based Mobile Internet Internet Mobile Browser Mobile Browser Java Application Based Mobile Java Application Based Mobile Internet Mobile Browser 126 Bulk Management Field Name Description Email Display Displays the user s email address Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered Channel Display Displays the user channel 3 Click the link below the User Id column The User BTID Map screen appears User BTID Map User BTID Map 19 08 2014 14 36 45 GMT 0530 Entity FLEXCUBE DIRECT BA
63. dicates the user ID Password Mandatory Alphanumeric 20 Indicates the password In the User Name field enter the user ID In the Password field enter the password User Manual Oracle Banking Digital Experience Core Corporate Admin 10 4 Click Sign In The home page appears User Manual Oracle Banking Digital Experience Core Corporate Admin Login IAM Role Management 6 Role Management 6 1 Create Role Using this option the corporate administrator can create roles By creating a role an administrator can map various transactions to the user types channels Corporate administrator can create role only from the transactions assigned to the customer profile while creating modifying the customer profile Note Role created by corporate administrator can only be modified by corporate administrator To create a role 1 From the Role Management menu select Create Role The Create Role screen appears Create Role 26 08 2014 10 31 04 GMT 0530 User Type Channel Internet Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Channel Internet Role Description Set As Default Role Transaction s Allow Authorization E Payments Bill Payments Bill Payments 9 New Account Opening Accounts Customer Services Tools Collection and Remittances Bulk Transactions E Customer Services E Supply Chain Management 9 Mandates 9 Transaction Activities Se
64. dress 525 IP Address Default Alerts Alert to Beneficiary Customer Alerts Subscription Select Customer Admin Information Enable For Corporate Admin Number of Allowed Users Number of Allowed Roles Beneficiary Template Information Number of private beneficiaries allowed per user Number of public beneficiaries allowed at customer level User Manual Oracle Banking Digital Experience Core Corporate Admin 90 Field Description Field Name Customer Preference Grace Period in days Customer Logo S2S IP address S2S IP address Alerts Alert to Beneficiary Customer Alerts Subscription Customer Admin Information Enable For Corporate Admin Customer Management Description Optional Numeric 15 Indicates the grace period days to the profile Optional Alphanumeric 100 Indicates the customer logo It can be absolute path of the file available over the Internet or the relative path in the web server Optional Alphanumeric 100 Indicates the source IP address of the customer from where HTTPs request for S2S bulk upload will be initiated Optional Check Box Indicates whether alert to beneficiary is available Mandatory Drop Down Indicates the subscription of customer level alerts is to be done in customer profile by the administrator user or by the individual business user to whom the customer ID is mapped Values available are e Customer Profile e Business User
65. e Miss Sarita ssicorpt ssjcorp1 ssjcorp Mr Suyog Joshi ssicorp2 ssjcorp2 ssjcorp2 Mr Suyog Joshi ssicorp3 ssjcorp3 ssjcorp3 Mr Suyog Joshi Field Description Field Name Description Entity Display Displays the name of the entity User Type Display Displays the type of the user Customer Id Display Displays the customer ID User Manual Oracle Banking Digital Experience Core Corporate Admin 103 Authorization Management Field Name Description Existing List Conditional Option Drop Down Select the Existing List radio button to add the user to the existing list Select the list name from the drop down list This field is enabled if the Existing list option is selected New List Optional Option Alphanumeric 15 Select the New List radio button to enter the name of the new list Type the name of the new list in the adjacent field This field is enabled if the New list option is selected Unassigned Users Display Displays the unassigned users To select multiple consecutive users in the list use SHIFT plus the Up Down arrow keys To select multiple non consecutive users in the list use CTRL plus mouse click Click to move the selected users to the Assigned Users list gt gt User can also click to move all the users from the Unassigned Users list to the Assigned Users list in a single attempt Assigned Users Display Displays
66. e Miss AASTHA GUPTA Miss AASTHA GUPTA Mr PDSEPEND ANALYSIS Field Description Field Name Description Search Display Condition Displays the search criteria entered to search for the user type Entity Display Displays the name of the entity User Type Display Displays the type of the user User Id Display Displays the user ID Name Display Displays the name of the user User Manual Oracle Banking Digital Experience Core Corporate Admin 61 User Management Field Name Description Email Display UNIQUE Displays the email ID of the user Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered Channel Display Displays the banking channel through which the user performs the transactions Unlock Reason Display Displays the user unlock reason Lock Reason Mandatory Alphanumeric 50 Indicates the reason to lock a user 3 To lock a user select the check box adjacent to the User Id OR Click User Id link to view the user profile 4 Click Lock The Lock User Verify screen appears Lock User Verify Lock User Verify 26 08 2014 17 11 26 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Name Mr JONAH ESHKOL 5 Click Confirm The Lock User Confirm screen with the status message appears OR Click Change The Lock User screen a
67. e first name The options are e Starts With e Ends With e Equals e Contains Last Name Optional Drop Down Indicates the search criteria for the last name The options are e Starts With e Ends With e Equals e Contains User Manual Oracle Banking Digital Experience Core Corporate Admin 63 User Management Field Name Description User Id Optional Drop Down Indicates the search criteria for the user ID The options are e Starts With e Ends With e Equals e Contains Email Optional Drop Down Indicates the search criteria for the email ID The options are e Starts With e Ends With e Equals e Contains Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered From Date Optional Pick list Indicates the start date for search criteria To Date Optional Pick list Indicates the end date for search criteria 2 Click Search The Unlock User screen with the search result appears User Manual Oracle Banking Digital Experience Core Corporate Admin 64 User Management Unlock User Unlock User 26 08 2014 17 17 24 GMT 0530 Internet Password Type Login Password First Name Starts with V Last Name Starts with User Id Starts with y Email Starts with w From Date To Date ES Customer Id Starts With Search Condition Internet Entity FLEXCUBE DIRECT BANKING 12 B1
68. e link on the items listed in the Transaction Name column to view the audit log in detail 5 Click Back The View Audit Log screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 132 Change Password 13 Change Password This option allows you to change the login or transaction password To change the password 1 From the Customer Services menu select Change Password The Change Password screen appears Change Password Change Password 04 05 2012 17 16 28 User d MADMIN Change Option ooi Password Enter Old Password New Pasword Confirm New Password Click here to enter by hovering Use virtual keyboard Policy to be followed Password should be minimum 8 characters Password should be maximum 20 characters Password can contain lowercase alphabets Password can contain uppercase alphabets Password can contain numeric characters Password should contain atieast 1 Lowercase alphabets Password should contain atleast 1 Uppercase alphabets Password should contain atleast 1 Special characters Password should contain atleast 1 Numeric characters Password must contain one of the following as first char Lowercase alphabets Uppercase alphabets Numeric characters Password must contain one of the following as last char Lowercase alphabets Uppercase alphabets Numeric characters Allowed Special characters Password
69. earch by the first name of the user The options are e Starts With e Ends With e Equals e Contains Indicates the characters used to search by the first name of the user For Example If you select the search criteria as Starts With and enter A in the adjacent field then details of all users with first names starting with A appear in the search result User Manual Oracle Banking Digital Experience Core Corporate Admin 98 Account Setup Field Name Description Last Name Optional Drop Down Alphanumeric 40 Indicates the position of the characters used to search by the last name of the user The options are e Starts With e Ends With e Equals e Contains Indicates the characters used to search by the last name of the user For Example If you select the search criteria as Starts With and enter E in the adjacent field then details of all users with last names starting with E appear in the search result User Id Optional Drop Down Alphanumeric 20 Indicates the position of the characters used to search by the user ID of the user The options are e Starts With e Ends With e Equals e Contains Indicates the characters used to search by the user ID of the user For Example If you select the search criteria as Starts With and enter 1 in the adjacent field then details of all user IDs starting with 1 appear in the search result User Manual Oracle Banking Digital Experience Core Corporate
70. em transactions that may have not completed and any other issues and address them to the bank It is a very effective method of communicating with the bank To send a message 1 Click Interactions link The message details appear Mailbox 766355972019846 b Feedbacks 555896652042330 M Sent Messages 376356092041292 203512951894840 122343002112083 249609882113021 812199492041209 124721152121971 183368902019829 500238482019879 Subject p Test Raghu 2 Other Queries Funds Transfer NEFT RTGS Others d Ashok sub P Eahiuctiat Housing Vehicle Personal Loan Housing Vehicle Persons Loan Demand Draft and Cheques p H Records 1 to 10 of 103 Click Reply link Click the link under the Subject column The Send a message section appears Mustufa Gari Dinesh Kale Ashok G Iret AMIT amitret Ashok G Iret Ashok G Iret Ashok G Iret Vijay Dev Mustufa Gari Mustufa Gari Sender Entity FLEXCUBE DIRECT BANKING 12 B1 FLEXCUBE DIRECT BANKING 12 B1 FLEXCUBE DIRECT BANKING 12 B1 FLEXCUBE DIRECT BANKING 12 B1 FLEXCUBE DIRECT BANKING 12 B1 FLEXCUBE DIRECT BANKING 12 B1 FLEXCUBE DIRECT BANKING 12 B1 FLEXCUBE DIRECT BANKING 12 B1 FLEXCUBE DIRECT BANKING 12 B1 FLEXCUBE DIRECT BANKING 12 B1 In the Send a message section enter the message User Manual Oracle Banking Digital Experience Core Corporate Admin Mail Box 26 11 2014 12 29 23 GMT 0530 Word Wrap Customize Columns Download Print
71. ement Description First Name Last Name User Id Email Optional Drop Down Indicates the search criteria for the first name The options are e Starts with e Ends with e Equals e Contains Optional Drop Down Indicates the search criteria for the last name The options are e Starts with e Ends with e Equals e Contains Optional Drop Down Alphanumeric 16 Indicates the search criteria for the user ID The options are e Starts with e Ends with e Equals e Contains Optional Drop Down Indicates the search criteria for the email ID The options are e Starts with e Ends with e Equals e Contains Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered User Manual Oracle Banking Digital Experience Core Corporate Admin 60 User Management Field Name Description From Date Optional Pick list Indicates the start date for the search criteria To Date Optional Pick list Indicates the end date for the search criteria 2 Click Search The Lock User screen with the search result appears Lock User Lock User 26 08 2014 17 06 29 GMT 0530 Password Type Login Password Last Name Stars with w Email Starts with w From Date To Date Customer Id Starts With w Search Condition Internet Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Nam
72. en appears View Audit Log View Audit Log 28 08 2014 11 19 44 GMT 0530 From Date BRE Timeth mm To Date HH Time hh mm User Id Starts With V Field Description Field Name Description User Type Mandatory Drop Down Indicates the user type Transaction Optional Drop Down Indicates the transaction From Date Optional Pick List Indicates the start date search criteria Time Optional Alphanumeric 5 Indicates the time for start date in hh mm format System User Id Optional Input Indicates the user ID of the user To Date Optional Pick List Indicates the end date of the search criteria Time Optional Alphanumeric 5 Indicates the time for end date in hh mm format User Manual Oracle Banking Digital Experience Core Corporate Admin 130 Audit Log Field Name Description Status Mandatory Drop Down Indicates the status of the transaction The options are e All e Failure e Session Failure e Success User Id Optional Drop Down Alphanumeric 20 Indicates the user ID for the search criteria Indicates the search string in the adjacent field For Example If the user selects the search criteria as Starts With and enters A in the adjacent field then the system displays all the customer IDs starting with A Select the user type Click Search The View Audit Log screen with the search result appears View Audit Log View Audit Log 28 08 2014 11 24 21 GMT 0530
73. ent User BTID Map Verify User BTID Map Verify 19 08 2014 14 39 26 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD User Id AASTHARETAIL1 Name Miss AASHU GUPTA Email Bulk Identifier MDMCDRCSV Bulk Description MDMC_DM_REC_CSV Sensitive Data Check No 8 Click Confirm The User BTID Map Confirm screen with the status message appears OR Click Cancel to cancel the BTIP Map transaction The User BTID Map screen appears User BTID Map Confirm BTID has been successfully mapped to the user Transaction with reference number 753923731439286 is in Accepted state User BTID Map Confirm 19 08 2014 14 39 26 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD User Id AASTHARETAIL 1 Name Miss AASHU GUPTA Email Emos tobe mapped Bulk identifier MDMCDRCSV Bulk Description Sensitive Data Check MDMC_DM_REC_CSV No 9 Click The User BTID Map screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 129 Audit Log 12 Audit Log 12 1 View Audit Log Using this option the corporate administrator can facilitate access control and supervision an audit trail can be maintained for any task transaction accessed by the user A log is then recorded and can be accessed by the bank at any future date To view audit log 1 From the Customer Services menu select View Audit Log The View Audit Log scre
74. eria are not specified then it displays all the records under the particular user type To view a user 1 From the User Management menu select View User The View User screen appears View User 26 08 2014 18 01 07 GMT 0530 User Type HELPDESK USER First Name Starts With w Last Name Starts With w User Id Starts With V Email Starts With V From Date To Date Field Description Field Name Description User Type Mandatory Drop down Indicates the user type First Name Optional Drop Down Indicates the search criteria for the first name The options are e Starts With e Ends With e Equals e Contains For Example If the user selects the search criteria as Starts With and enters A in the adjacent field then the system displays all the customer first names starting with A User Manual Oracle Banking Digital Experience Core Corporate Admin 77 User Management Field Name Description Last Name Optional Drop Down Indicates the search criteria for the last name The options are e Starts With e Ends With e Equals e Contains For Example If the user selects the search criteria as Starts With and enters E in the adjacent field then the system displays all the customer last names starting with E User Id Optional Drop Down Indicates the search criteria for the user ID The options are e Starts With e Ends With e Equals e Contains For Example If the user selects the search criteria as
75. ers mapped to this role to authorize the selected transactions Allow View Optional Check Box Indicates whether view is available This enables the users mapped to this role to view the selected transactions 5 Click Modify The Modify Role Verify screen appears OR Click Change The Modify Role screen appears Modify Role Verify Modify Role Verify 26 08 2014 10 49 57 GMT 0530 Role Desciption AMITADMIN Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Channel Internet Banking Set As Default Role No Transaction s assigned to this Role Transaction s Bill Payments CLAIM MANAGE PEER ACCOUNT PRV MOVE MONEY IN DDI SAVINGS PLANS 6 Click Confirm The Modify Role Confirm screen with the status message appears OR Click Change The Modify Role Verify screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 18 Role Management Modify Role Confirm Role modified successfully Transaction with reference number 833968651476642 is in Accepted state Role Confirm 26 08 2014 10 49 57 GMT 0530 Role Description AMITADMIN Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Channel Internet Banking Set As Default Role No Wransaction s assigned to this Role Transaction s Allow Authorization Allow Initiation Bill Payments CLAIM MANAGE PEER ACCOUNT No MOVE MONEY IN DDI No SAVINGS PLANS
76. es Only No Transaction s assigned to this Role Transaction s Allow Authorization J Payments ADD PEER BENEFICIARY PBM No BENEFICIARY MAINTENANCE BTG No CANCEL PENDING TRANSFERS PTC No DELETE PEER BENEFICIARY DPB No DEMAND DRAFT REQUEST ODD No DEMAND DRAFT REQUEST BENEFICIARY ODB No DOMESTIC FUNDS TRANSFER DTF No DOMESTIC PAYMENT TRANSACTION IMPS MODE IMP No DOMESTIC PAYMENT TRANSACTION NEFT MODE NFT No DOMESTIC PAYMENT TRANSACTION NORMAL MODE BPS No DOMESTIC PAYMENT TRANSACTION RTGS MODE RTG No DOMESTIC PAYMENT TRANSACTION URGENT MODE HVP No DOMESTIC TRANSFER BENEFICIARY No FIXED DOMESTIC FUNDS TRANSFER SFT No INTERNAL ACCOUNT TRANSFER ITG No INTERNAL REMITTANCE BENEFICIARY IRB No INTERNAL TRANSFER BENEFICIARY IFB No INTERNATIONAL ACCOUNT TRANSFER ITR No INTERNATIONAL DRAFT IDT No INTERNATIONAL DRAFT BENEFICIARY IDB No INTERNATIONAL TRANSFER BENEFICIARY ITB No MODIFY PEER BENEFICIARY MPB No MODIFY STANDING INSTRUCTION SIM No MOVE MONEY OUT TMO No MT101 TRANSFER MT1 No MT101 TRANSFER BENEFICIARY MTB No MULTIPLE DOMESTIC TRANSFERS MDT MULTIPLE INTERNAL TRANSFER MIT MULTIPLE INTERNATIONAL TRANSFER MIP OWN ACCOUNT TRANSFER OAT PEER BENEFICIARY MODIFY PRM PEER BENEFICIARY REGISTRATION PRU PEER TO PEER PAYMENTS PPP Allow View No No No No No No No No No No No No No No No No No No No
77. for use in any inherently dangerous applications including applications that may create a risk of personal injury If you use this software or hardware in dangerous applications then you shall be responsible to take all appropriate failsafe backup redundancy and other measures to ensure its safe use Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws Except as expressly permitted in your license agreement or allowed by law you may not use copy reproduce translate broadcast modify license transmit distribute exhibit perform publish or display any part in any form or by any means Reverse engineering disassembly or decompilation of this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is not warranted to be error free If you find any errors please report them to us in writing This software or hardware and documentation may provide access to or information on content products and services from third parties Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content products and services
78. fy User Activate User Deactivate User LockUser UnlockUser DeleteUser RevokeUser View User User deactivated successfully Transaction submitted for Deactivate User having reference 185842803253349 has been Auto Authorized Transaction with reference number 185842803253349 is in Accepted state Deactivate User Confirm 23 08 2013 15 18 56 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Name Email Channel Reason manara Mrs MANA RA Internet Click OK The Deactivate User screen appears Lock User Using this option a corporate administrator can lock user Locking a user is necessitated due to legal regulatory directives or user access violations If the search criterion is not specified then it displays all the records under the particular user type To lock a user From the User Management menu select the Lock User The Lock User screen appears Lock User 26 08 2014 17 04 17 GMT 0530 HELPDESK USER Password Type Login Password Starts with V Last Name Starts with w Starts with V Email Starts with w From Date E To Date E Field Description Field Name Description User Type Optional Drop Down Indicates the type of the user and the channel for the search criteria Password Optional Dropdown Type Indicates the password type to be locked User Manual Oracle Banking Digital Experience Core Corporate Admin 59 Field Name User Manag
79. ge Rules Confirm 27 08 2014 14 43 32 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Customer Id 10411271 Note Internet Channel SMS Banking Mobile Mobile Browser Mobile Application Maker SCorporate SCorporate SCorporate Customer Id 10411271 Transaction All Branch All Account ID All Currency Pound Sterling Amt From 1 Amt To 999999999999999 Authorisation Required 5 Click Create Another Rule to create another rule OR Click OK The Manage Rules screen appears Manage Rules Modify Manage Rules 27 08 2014 14 49 58 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Customer Id 10411271 Note Internet Channel SMS Banking Mobile Mobile Browser Mobile Application Manage Rules View Search All rules Specify Criteria and Search Maker SCorporate SCorporste SCorporate Customer Id 10411271 w Transaction All Branch All Account ID All m Pound Sterling GBP w Amt From 1 Amt 999999999999999 Authorisation Required Field Description Field Name Description Manage Rules View Search All Rules Optional Option Indicates to search all the rules Specify Criteria and Search Optional Option Indicates the search criteria according to a specific criterion User Manual Oracle Banking Digital Experience Core Corporate Admin 109 Authoriza
80. he Inbox folder stores all the bulletin messages sent to you You can view the individual messages by clicking on the sender s name The following procedure explains the steps to access Inbox and view a message stored within it To view the received email From the Customer Services menu select Mailbox The Mailbox screen appears Click the Inbox tab The Interaction screen appears Messages Inbox gt Interactions Word Wrap Customize Columns Download Print Is P Feedbacks Message ld Subject amp Sender amp Sender Entity ue Received Expires Customer Id b Sent Messages 420923521241045 Demand Draft and Cheques Nelash jindal FLEXCUBE DIRECT BANKING 12 10410932 11 03 2014 00 00 00 GMT 03 12 2014 00 00 00 GMT 0530 0530 103998241292978 Debit Cards Nelash jindal FLEXCUBE DIRECT BANKING 12 10410932 11 02 2014 00 00 00 GMT 16 12 2014 00 00 00 GMT 0520 168083281454497 Debit Cards ashok g sshokret Third Party Entity 000000005 11 03 2014 00 00 00 GMT 21 01 2015 00 00 00 GMT 0530 119249981453485 Debit Cards ashokg ashoket Third Party Entity 000000005 11 02 2014 00 00 00 GMT 21 01 2015 00 00 00 GMT 0530 0530 831710571488404 4 Debit Cards ashok gashokret Third Party Entity 000000004 11 03 2014 00 00 00 GMT 28 01 2015 00 00 00 GMT 0530 0530 161516441453447 Debit Cards ashokg ashokret Third Party Entity 000000004 11 03 2014 00 00 00 GMT 21 01 2015 00 00 00 GMT 0530 0530 441706691438585 Funds Transfer
81. he Manage Rules screen appears Manage Rules Search Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Customer Id 10411271 Note Internet Channel SMS Banking Mobile Mobile Browser Mobile Application eve Specify Criteria and Search Maker SCorporste SCorporste SCorporate Search All rules Customer Id 10411271 Transaction All Branch Pound Sterling GBP v Amt From 1 00 Authorisation Required Transaction Customer id Branch Account ID Currency Amt From 10411271 All Pound Sterling GBP 1 00 Rule 10 Maker 22791 SCorporate SCorporate SCorporate All 8 Click the Rule Id link to view the details and modify the rule OR Select the check box of Rule ID and click the delete button The Verify and Confirm screen for delete appears 9 Change the details of the Manage rules and click Modify The Manage Rules Verify screen appears OR Click Back The Manage Rules screen appears Manage Rules Verify Delete Mandate Setup Verify Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Customer Id 10411271 Note Internet Channel SMS Banking Mobile Mobile Browser Mobile Application Rule tion Customer ransacti D ansaction Authorisation List List List List List Required ID iD iD Account c Amt Tc a Amt To Maker Branch 104
82. ia for the first name The options are e Starts With e Ends With e Equals e Contains Enter the search string in the adjacent field For Example If you select the search criteria as Starts With and enter A in the adjacent field then the system displays all the customer first names starting with A User Manual Oracle Banking Digital Experience Core Corporate Admin 82 User Management Field Name Description Last Name Optional Drop Down Alphanumeric 40 Indicates the search criteria for the last name The options are e Starts With e Ends With e Equals e Contains Enter the search string in the adjacent field For Example If you select the search criteria as Starts With and enter E in the adjacent field then the system displays all the customer last names starting with E User Id Optional Drop Down Alphanumeric 20 Indicates the search criteria for the user ID The options are e Starts With e Ends With e Equals e Contains Enter the search string in the adjacent field For Example If you select the search criteria as Starts With and enter 1 in the adjacent field then the system displays all the user ID s starting with 1 User Manual Oracle Banking Digital Experience Core Corporate Admin 83 User Management Field Name Description Email Optional UNIQUE Drop Down Alphanumeric 100 Indicates the search criteria for the email The options are e Starts With e Ends With e Equ
83. ils Bulk identifier Display This column displays the Bulk identifier Bulk Description Display This column displays the Bulk description Date of Creation Display This column displays the date of creation of bulk Registration 3 Click New Bulk Registration The New Bulk Registration screen appears OR Click Edit link to make changes in the bulk registration OR Click Bulk Identifier link to view the details of the bulk registration New Bulk Registration New Bulk Registration 27 08 2014 15 14 39 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 Customer Id 00008444 Customer Description MRD1 Entity Third Party Entity Bulk Identifier Bulk Desaription Transaction Type Bulk Credit Card Payments w Payment Type Non Financial E Authorization Limit And Authorization Authorization Filey Processor Default Processor V Default Pre Processor Bulk File Template 0021 No Enayption No Check Sum Advice Required Email Advice Required BiiS28 Functionatity 525 Mode Host To Host HTTPs Request Destination Path 8 step infomation Desi Description Mobile No Received Deaypt Pre Process Validate and Enrich Authorization Processing Transaction Processing Response Generation Completed Note Mobile No and Email fields accepts comma as a separator Mandatory Fields User Manual Oracle Banking Digital Experience Core Corporate Admin 114 Field Description
84. in Password User Id Channel Name Email alokcadmin Mobile Application Mobile Browser internet Mr ALOK SHRI CORPADMIN alok shrivastava oracle com Click Confirm The Reset Password Confirm screen with the status message appears OR Click Change to navigate to previous screen Reset Password Confirm Password has been reset successfully Transaction submitted for Reset Password having reference 208485894440033 has been Auto Authorized Reset Password Confirm 30 04 2012 18 28 00 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Password Login Password User Id Channel Name MICORP2 Internet Mr SMITH CORP ASW EF COM Click OK The Reset Password screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 86 2 Customer Management Customer Management Customer Profile Using this option the corporate administrator can create modify or delete customer profiles of his her own primary customer ID To create the customer profile From the Admin Transactions gt Customer Management gt Customer Profile The system displays Customer Profile screen Customer Profile Customer Profile 03 Sep 2015 10 48 39 GMT 0530 User Type CORPORATE USER Customer id Customer Name From Date To Date E Click the Initiate button The system displays the Customer Profile Initiate screen Customer Profile Initiate Customer Profile Update 03
85. l Numeric 7 Indicates the zip code Optional Numeric 11 Indicates the fax number of the user Mandatory Numeric 100 Indicates the email address of the user Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered Optional Checkbox Indicates whether user BTID mapping is available Mandatory Dropdown Indicates the limits package In the Date of Birth field select the appropriate option In the First Name field enter the first name In the Last Name field enter the last name In the Mobile Number field enter the mobile number In the Email field enter the email address The Modify User Channel screen appears OR Click Cancel The Modify User screen appears OR Click Change The Modify User screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 37 User Management Modify User Channel Modify User Channel 26 08 2014 15 20 45 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Date of Birth 18 07 1988 Name Mr Ashok reta Address City State Country Mobile Number 7715868078 Phone Number Zip Postal Code Fax No Email gashok orscle gmail com Limits Package SK Retail Prg ALL User BTID Mapping Required Yes Channel Description Channel User Internet and Mobile Banking ashokreta Extensive View User ID Policy Inter
86. lay Displays the subscribed channel Display Displays the dashboard style Display Displays the mapped customers to the user Display Displays the customer name Display Displays the type of the customer Display Displays whether the customer is primary User Manual Oracle Banking Digital Experience Core Corporate Admin 47 User Management Column Name Description 9 Click Continue The Entitlement Modify User Channel Roles screen appears OR Click Change to return to the previous screen to make changes OR Click Cancel to cancel the transaction Entitlement Modify User Channel Roles 14 07 2015 17 07 30 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Date of Birth 15 06 1956 Name gfsd gfsts Address City State Country Mobile Number 2222222222 Phone Number Zip Postal Code Fax No Emai oiawadQliofad asdt Limits Package CORPUSERLIMITS User BTID Mapping Required Yes Channel Assigned To The User Channel Group Channel User Subscribed Channels Dashboard Style Internet and Mobile Banking MILANCORP26 Internet Standard Mapped Customer Customer Id Customer Name Customer Type 00008236 PPC CIF06 FLEXCUBE Direct Banking 12 B1 Bank Customer Default Role Assigned To The User gt Internet B001 CORP FULL ROLE Field Description Column Name Description Default Role Display Assigned to the User lt gt Intern t Displ
87. le this field select the Authorization Required check box A total of five authorizers for authorization of the selected transaction can be defined In the Rule ID column click the appropriate rule The Define Rule screen appears In the Define Rule section enter the appropriate information Click Modify The Manage Rules Verify screen appears Click Confirm The Manage Rules Confirm screen appears with the message To create rule Repeat the steps from 1 to 4 Enter the relevant details Click Create The Manage Rules Verify screen appears OR Click Back Manage Rules Verify Manage Rules Verify 27 08 2014 14 43 32 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Customer Id 10411271 Note Internet Channel SMS Banking Mobile Mobile Browser Mobile Application etn ruie Maker SCorporste SCorporste SCorporste Customer Id 10411271 Transaction All Branch All Account ID All Currency Pound Sterling Amt From 1 Amt To 999999999999999 Authorisstion Required Click Confirm The Manage Rules Confirm screen with the status message appears OR Click Back The Manage Rules Verify screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 108 Authorization Management Manage Rules Confirm Rule Creation Successful Transaction with reference number 562108971484546 is in Accepted state Mana
88. list of existing customer profile to be modified User Manual Oracle Banking Digital Experience Core Corporate Admin 93 Customer Profile Search result screen Customer Management Customer Profile User Type CORPORATE USER Customer Id From Date Customer Id Customer Name 000003171 OATS_AUTO_KYC_R 00008120 NHAR 00008138 CORPCUST 00008177 GREG 00008207 WALKNCF 00008210 00008210 00008220 MATHEW HAYDEN 00008264 SHAIL INDUSTRES S 00008334 CUSTOMER UARAH 00008474 SAMSUNG SRK INC 00005629 FATCA WS 1 E 00008644 SARAN 00009240 JOHN DOE 00010994 OATS AUTO KYC R 001003047 DUSTIN 001003270 FARMIGA ia 10410879 SHAILRKADAM 10410904 ADITYA PATEL D 10410925 RAHUL 10410931 RAHULCORP E 10410934 ADIX P 10410935 KHUSH SHAH 10411875 10411877 AUTHCORP2 El 10412686 ASHURETAIL 7 cattose3 MNC INC cazso702 MUNNA B Customer Name To Date Status Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled Enabled 03 Sep 2015 11 05 31 GMT 0530 initiate Search 17 Click the link of the Customer ID to be modify The system displays the Customer Profile View screen Customer Profile View Customer Pr
89. mapped to this Role 26 08 2014 10 44 39 GMT 0530 Role Description AMITADMIN Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Channel Internet Banking Set As Default Role No Tansaction s assigned to this Role Transaction s Allow Authorization NEUES 5 Payments Payments Bill Payments E New Account Opening Accounts sjCustomer Services Tools 5 Collection and Remittances jBulk Transactions Customer Services Supply Chain Management jMandates 5j Transaction Activities Services Column Description Column Name Description Role Details Role Description Display Displays the role description Entity Display Displays the entity of the user User Type Display Displays the user type Channel Display Displays the channel for the role Set As Default Role Display Displays whether role is set as default User Manual Oracle Banking Digital Experience Core Corporate Admin 17 Role Management Column Name Description Transaction s assigned to this Role Transaction s Display Displays the complete list of transactions under the selected user type Allow Initiation Optional Check Box Indicates whether initiation is available This enables the users mapped to this role to initiate the selected transactions Allow Authorization Optional Check Box Indicates whether authorization is available This enables the us
90. min ii 1 1 1 1 2 1 3 1 4 1 5 User Manual Oracle Banking Digital Experience Core Corporate Admin Preface Preface Intended Audience This document is intended for the following audience Customers Partners Documentation Accessibility For information about Oracle s commitment to accessibility visit the Oracle Accessibility Program website at http www oracle com pls topic lookup ctx acc amp id docacc Access to OFSS Support https support us oracle com Structure This manual is organized into the following categories Preface gives information on the intended audience It also describes the overall structure of the User Manual Transaction Host Integration Matrix provides information on host integration requirements for the transactions covered in the User Manual Introduction provides brief information on the overall functionality covered in the User Manual The subsequent chapters provide information on transactions covered in the User Manual Each transaction is explained in the following manner Introduction to the transaction Screenshots of the transaction The images of screens used in this user manual are for illustrative purpose only to provide improved understanding of the functionality actual screens that appear in the application may vary based on selected browser theme and mobile devices Procedure containing steps to complete the transaction The mandatory and conditional fields
91. n 54 7 4 User Management Click Activate The Activate User Verify screen appears Activate User Verify Activate User Verify 26 08 2014 16 06 55 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Name Mr JONAH ESHKOL johnah gmail com Click Confirm The Activate User Confirm screen with the status message appears OR Click Change The Activate User screen appears Activate User Confirm User activated successfully Transaction with reference number 208674141480431 is in Accepted state Activate User Confirm 26 08 2014 16 06 55 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Name Mr JONAH ESHKOL johnah gmail com Click OK The Activate User screen appears Deactivate User Using this option a corporate administrator can deactivate users Deactivation of user is required due to inactivity attachment legal issues or on expiry cessation of user rights To deactivate a user From the User Management menu select Deactivate User The Deactivate User screen appears Deactivate User Deactivate User 26 08 2014 16 08 32 GMT 0530 User Type HELPDESK USER First Name Starts with w Last Name Starts with gt User Id Starts with w Email Starts with V From Date To Date User Manual Oracle Banking Digital Experience Core Corporate Admin 55 User Management Field Description Field Name Description U
92. n error if non unique Email ID is entered Channel Display Displays the banking channel through which the user performs the transactions Name Display Displays the name of the user 3 To revoke a user select the check box adjacent to the User Id OR Click User Id link to view the user profile 4 Click Revoke User The Revoke User Verify screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 74 User Management Revoke User Verify 26 08 2014 17 59 39 GMT 0530 Revoke User Verify Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Name Mr JONAH ESHKOL johnsh gmail com 5 Click Confirm The Revoke User Confirm screen with the status message appears OR Click Change The Revoke User screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 75 User Management Revoke User Confirm User revoked successfully Transaction with reference number 15278445148 1560 is in Accepted state Revoke User Confirm 26 08 2014 17 59 39 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD User Id Name Channel IBanking Mr JONAH ESHKOL johnah gmail com Internet 6 Click OK The Revoke User screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 76 User Management 7 9 View User Using this option the corporate administrator can view the users If the search crit
93. net V Mobile Browser V Java Application Based Mobile SMS Banking View User ID Policy SMS Banking 10 From the Channel Description column select the appropriate banking channel 11 Click Continue The Modify User Channel Roles screen appears OR Click Change The Modify User screen appears OR Click Cancel The Modify User screen appears OR Click the View User id Policy link to view the user ID policy Note If the system is integrated with IAM View User id Policy link will not be available You can view the user ID policy only through OBDX application 12 To enable the access type select the Entity check box 13 Click Continue The Modify User Verify screen appears OR Click Change User Channel The Modify User Channel screen appears OR Click Change User Role The Modify User Channel Roles screen appears 14 Click Confirm The Modify User Confirm screen with the status message appears User Manual Oracle Banking Digital Experience Core Corporate Admin 38 Modify User User modified successfully Confirm Transaction with reference number 149536621479934 is in Accepted state Modify User Confirm Channel Assigned To The User Channel Group Internet and Mobile Banking Entity FLEXCUBE DIRECT BANKING 12 B1 Date of Birth 18 07 1988 Mr Ashok reta Address Mobile Number 7715868078 Phone Number Fax No Limits Package SK Retsil Pkg ALL Channel
94. ng with A Last Name Optional Drop Down Indicates the last name of the user The options are e Starts With e Ends With e Equals e Contains For Example If the user selects the search criteria as Starts With and enters E in the adjacent field then the system displays all the customers last names starting with E User Id Optional Drop Down Indicates the user ID The options are e Starts With e Ends With e Equals e Contains For Example If the user selects the search criteria as Starts With and enters 1 in the adjacent field then the system displays all the user IDs starting with 1 User Manual Oracle Banking Digital Experience Core Corporate Admin 33 User Management Field Name Description Email Optional Drop Down Indicates the email ID of the user The options are e Starts With e Ends With e Equals e Contains For Example If the user selects the search criteria as Starts With and enters L in the adjacent field then the system displays all the email IDs starting with L Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered From Date Optional Pick list Indicates start date To Date Optional Pick list Indicates the end date 2 Click Search The Modify User screen with the search result appears User Manual Oracle Banking Digital Experience Core Corporate Admin
95. nnels The account access also can be defined for each transaction available in the system To setup an account 1 From the Customer Management menu select Account Setup The Account Mapping Setup screen appears Account Mapping Setup Account Mapping Setup 27 08 2014 11 25 54 GMT 0530 Setup Accounts For Customer Account Setup User Type CORPORATE USER Customer Id Customer Name Mandatory Fields Field Description Field Name Description Setup Accounts For Mandatory Drop Down Indicates the type of user for whom the account mapping is to be set up Primary Customer User Type Mandatory Drop Down Indicates the user type Customer ID Optional Alpghanumeric 20 Indicates the customer ID Customer Name Optional Alphanumeric 40 Indicates the customer name User Manual Oracle Banking Digital Experience Core Corporate Admin 97 Account Setup Field Name Description Linked Customer To enable this section select the Linked Customer Account Setup option from Setup Accounts For list Entity Conditional Drop Down Indicates the entity Customer ID Optional Alphanumeric 20 Indicates the customer ID Customer Name Optional Alphanumeric 40 Indicates the customer name User This section is enabled if you select User Account Setup option from Setup Accounts For list First Name Optional Drop Down Alphanumeric 40 Indicates the position of the characters used to s
96. ofile View Customer Information Entity FLEXCUBE DIRECT BANKING 12 B1 Customer id 00008264 Authorisation Type Non Sequential Customer Details Emait SRKIND GMIL COM Telephone Number 955986587 Customer Address Details Customer Address 1 56 DERMOTTE AVENUE Customer Address 2 ELKA STREET Customer Address 3 NEYTERI PARK Customer Address 4 DELHI Mandatory Fields User Type CORPORATE USER Customer SHAIL INDUSTRIES S Relationship Manager s Email 03 Sep 2015 11 09 22 GMT 0530 Delete 18 Click the Modify button The system displays the Customer Profile Update screen User Manual Oracle Banking Digital Experience Core Corporate Admin 94 Customer Profile Update Customer Management Customer Profile Update Customer Information Customer id 000003171 Authorisation Type Zero Customer Details Email nehaljoshi oracle com Customer Address 1 Phoenix House Rushton Avenue Customer Address 3 Thornbury Bradford Mandatory Fields Customer Information Financial information Other Information Entity FLEXCUBE DIRECT BANKING 12 B1 Telephone Number Customer Address Details Customer Address 2 BD3 7BH Customer Address 4 03 Sep 2015 10 28 17 GMT 0530 User Type CORPORATE USER e Customer Name OATS AUTO KYC R Relationship Manager s Email nehaljoshi oracle com Field Description Field Name Description Entity Display This field displays
97. ount Setup Bulk Registration User BTID Map Manage Authorisations Bulk Management Role Management Bulk Management File Management Transaction Activities AuditLog Transaction submitted for Bulk Registration having reference 583053166253694 has been Auto Authorized Transaction with reference number 583053166253894 is in Accepted state Bulk Registration Confirm Entity FLEXCUBE Direct Banking 12 B1 Customer id PA1006468 Customer Description JCORP Entity Bulk identifier SDSCSVINF Payment Type Single Debit Single Credit Ahorn mt Ani Authorization File 23 08 2013 17 38 46 GMT 0530 Bulk Description SDSC CSV INTERNAL FILE Transaction Type Bulk Internal Transfer E BukTeehino Processor Default Processor Pre Processor Default Pre Processor Bulk File Template BULK FILE TEMPLATE CSV Decrypt Processor No Encryption No Check Sum ina Description Received Pre Process Validate and Enrich Authorization Processing Transaction Processing Response Generation Completed Mobile No Email Register a new Bulk ID ox Click Register a New Bulk ID The Bulk Registration screen appears OR Click Ok The Bulk Registration screen appears Bulk Registration Modify ORACLE Role Management User Management Management Account Setup Bulk Registration User BTID Map Bulk Registration Enti
98. plays the type of entity User Type Display Displays the type of user Date of Birth Mandatory Pick List Indicates the date of birth Salutation Optional Drop Down Indicates the salutation The options are e Mr e Mrs e Miss e Dr User Manual Oracle Banking Digital Experience Core Corporate Admin 26 User Management Field Name Description First Name Mandatory Alphanumeric 40 Indicates the first name of the user Last Name Mandatory Alphanumeric 40 Indicates the last name of the user Address Mandatory Alphanumeric 35 x 2 Indicates the address of the user City Optional Alphanumeric 26 Indicates the name of the city State Optional Alphanumeric 20 Indicates the name of the state Country Optional Alphanumeric 35 Phone Number Mobile Number Zip Postal Code Fax No Email User BTID Mapping Required Limits Package Indicates the name of the country Optional Numeric 11 Indicates the phone number of the user Optional Numeric 12 Indicates the Mobile Number Optional Numeric 7 Indicates the zip code Optional Numeric 11 Indicates the fax number of the user Mandatory Alphanumeric 100 Indicates the email address of the user Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered Optional Checkbox Indicates whether user BTID mapping is av
99. ppears Lock User Confirm User login password locked successfully Transaction with reference number 796180141481133 is in Accepted state Lock User Confirm 26 08 2014 17 11 26 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Name Mr JONAH ESHKOL johnsh gmsil com 6 Click OK The Lock User screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 62 7 6 User Management Unlock User Using this option the corporate administrator can unlock the users whose accounts may have been locked due to some reason The administrator can unlock the user if the request is valid The administrator can search for the required user by entering the search criteria In case the search criteria are not specified the system displays all the records under the particular user type To unlock a user From the User Management menu select Unlock User The Unlock User screen appears Unlock User 26 08 2014 17 14 15 GMT 0530 Password Type Login Password Last Starts with w User Id Starts with w Email Starts with From Date To Date E Field Description Field Name Description User Type Optional Drop Down Indicates the type of user and channel for the search criteria Password Type Optional Drop Down Indicates the type of password for the search criteria First Name Optional Drop Down Indicates the search criteria for th
100. rd policy inactivity On valid request to activate the user an administrator can update the user ID status to Active An administrator can search for the required user by entering the search criteria In case the search criteria are not specified the system displays all the records under the particular user type To activate a user From the User Management menu select Activate User The Activate User screen appears Activate User Activate User 26 08 2014 15 37 23 GMT 0530 User Type HELPDESK USER First Name Starts with Last Name Starts with w User Id Starts with w Email Starts with w From Date To Date Field Description Field Name Description User Type Display Displays the type of the user First Name Optional Drop Down Indicates the search criteria for the first name The options are e Starts With e Ends With e Equals e Contains The search clause helps in enhancing the search criteria by indicating the position of the characters entered in the adjacent field For Example If the user selects the search criteria as Starts With and enters A in the adjacent field then the system displays all the customers first names starting with A User Manual Oracle Banking Digital Experience Core Corporate Admin 51 User Management Field Name Description Last Name Optional Drop Down Indicates the search criteria for the last name The options are e Starts With e Ends With e Equals e
101. retsil0 1 Field Description Name Email Channel Miss AASHU GUPTA sastha gmail com Internet Miss AASTHA GUPTA sastha gmail com Internet Mr JONAH ESHKOL johnah gmail com Internet Miss KALPITA KHOT deepak chhabra01 gmail com Internet Miss KETKI SHAH KETKI GUPTEGORACLE COM Internet Mr KHUSH SHAH ADIRETAIL2 amp aditya x patel oracle com Internet Mr KS MARING koko maring com Internet Field Name Description User Id Display Displays the user ID User Manual Oracle Banking Digital Experience Core Corporate Admin 69 User Management Field Name Description Name Display Displays the name of the user Email Display Displays the email ID of the user Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered Channel Display Displays the banking channel through which the user performs the transactions 3 To delete a user select the check box adjacent to the User Id OR Click User Id link to view the user profile 4 Click Delete The Delete User Verify screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 70 User Management Delete User Verify Delete User Verify 26 08 2014 17 44 49 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Name Mr JONAH ESHKOL johnah gmeil com 5 Click Confirm The Delete User Confirm screen
102. ror if non unique Email ID is entered User Manual Oracle Banking Digital Experience Core Corporate Admin 65 User Management Field Name Description Channel Display Displays the banking channel through which the user performs the transactions Lock Type Display Displays the lock type Lock Reason Display Displays the lock reason Unlock Reason Optional Alphanumeric 50 Indicates the reason to unlock a user 3 To unlock a user select the check box adjacent to the User Id OR Click User Id link to view the user profile 4 Click Unlock User The Unlock User Verify screen appears Unlock User Verify Unlock User Verify 26 08 2014 17 21 58 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Name Email Mr JONAH ESHKOL johnsh gmeil com 5 Click Confirm The Unlock User Confirm screen with the status message appears OR Click Change The Unlock User screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 66 User Management Unlock User Confirm User login password unlocked successfully Transaction with reference number 167836951481335 is in Accepted state Unlock User Confirm 26 08 2014 17 21 58 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Name Email Mr JONAH ESHKOL johnah gmail com 6 Click OK The Unlock User screen appears 7 7 Delete User Using this option the
103. rst Name Starts with w Last Name Starts with w Userid Starts with Email Starts with From Date T To Date Search Condition CORPORATE USER Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER userid Name Email Channel adicorpadmin Mr ADITYA PATEL ADICORPADMIN ad yac com Mobile Application Internet Mobile Browser authcorp2 Mr ALOK S AUTHCORP2 s s com Internet Mobile Browser Mobile Application alokcadmin Mr ALOK SHRI CORPADMIN alok shrivastava oracle com Mobile Application Mobile Browser internet Reset Passwori dA Field Description Field Name Description User Id Display This column displays the user ID Click the user ID to view the details of the particular user Name Display This column displays the name of the user Email Display UNIQUE This column displays the email address of the user Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered Channel Display This column displays the banking channel through which the user performs the transactions 5 Click Reset Password The Reset Password Verify screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 85 User Management Reset Password Verify Reset Password Verify 16 07 2015 11 34 54 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Password Log
104. rvices Cards H PFM User Manual Oracle Banking Digital Experience Core Corporate Admin 12 Role Management Field Description Field Name Description User Type Channel Mandatory Drop Down Indicates the user type channel Entity Display Displays the name of the entity User Type Display Displays the type of the user Channel Display Displays the channel Role Description Mandatory Alphanumeric 80 Indicates the description of the role Set As Default Role Optional Check Box Indicates whether default role is available Column Name Description Transactions Display Displays the name of the transaction Allow Initiation Optional Check Box Indicates whether initiation is available This enables the users mapped to this role to initiate the selected transactions Allow Authorization Optional Check Box Indicates whether authorization is available This enables the users mapped to this role to authorize the selected transactions Allow View Optional Check Box Indicates whether view is available This enables the users mapped to this role to view the selected transactions From the User Type Channel list select the appropriate user type In the Role Description field enter the role description To enable initiation view select the Allow Initiation Allow View check box User Manual Oracle Banking Digital Experience Core Corporate Admin 13 Role Management 5 Cli
105. s User Manual Oracle Banking Digital Experience Core Corporate Admin 39 User Management Entitlement Modify User e Entitlement Modify User 44 07 2015 46 58 59 GMT 0530 oce PUER M RD 2 User Type CORPORATE USER Mode Modify User First Name Starts With Last Name Starts With w User D Starts With Email Starts Wih From Date To Date Field Description Field Name Description User Type Mode First Name Mandatory Drop Down Indicates the user type Mandatory Drop Down Indicates the mode The options are e Modify User Entitle User Optional Drop Down Alphanumeric 18 Indicates the search criteria for the first name The options are e Starts With e Ends With e Equals e Contains The search clause helps in enhancing the search criteria by indicating the position of the characters entered in the adjacent field Enter the search string in the adjacent field For Example If the user selects the search criteria as Starts With and enters A in the adjacent field then the system displays all the customers first names starting with A User Manual Oracle Banking Digital Experience Core Corporate Admin 40 User Management Field Name Description Last Name Optional Drop Down Alphanumeric 18 Indicates the search criteria for the last name The options are e Starts With e Ends With e Equals e Contains Enter
106. s If a user enters the incorrect transaction password The Transaction Password gets 11 times Default OR value set by the user locked and will have to be consecutively within the same day manually unlocked by the bank or corporate administrator Note The user is notified while locking the Transaction Password User Manual Oracle Banking Digital Experience Core Corporate Admin 141
107. s With e Equals e Contains For Example If you select the search criteria as Starts With and enter L in the adjacent field then the system displays all the email ID s starting with L Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered User Manual Oracle Banking Digital Experience Core Corporate Admin 124 Bulk Management Field Name Description Customer Id Optional Drop Down Indicates the search criteria for the customer ID The options are e Starts With e Ends With e Equals e Contains For Example If you select the search criteria as Starts With and enter L in the adjacent field then the system displays all the customer ID s starting with L From Date Optional Pick List Indicates the start date for the search criteria To Date Optional Pick List Indicates the end date for the search criteria 2 Click Search The User BTID Map screen with the search result appears User Manual Oracle Banking Digital Experience Core Corporate Admin 125 Bulk Management User BTID Map Search Results 19 08 2014 14 27 08 GMT 0530 RETAIL USER GOLD Stars With y Last Name Stars With w Starts With Email Starts With w Search Condition Entity User Type User Id AASTHARETAIL1 AASTHARETAIL1 AASTHARETAIL1 AssthaRetailB001 aastharetail ashuretail gastharetail AasthaRetailB001 AasthaRetailB0
108. s the entity user type Customer Id Conditional Drop Down Customer Name Manage Rules View Search All Rules Specify Criteria and Search Indicates the customer ID Conditional Drop Down Indicates the customer name Mandatory Option Button Indicates to search all rules Mandatory Option Button Indicates to search using a specific criterion To enable the fields mentioned below select Specify Criteria and Search option Maker Customer Id Transaction Branch Account ID Currency Amt From Conditional Drop Down Indicates the maker ID If no maker user ID is specified then this rule is applied to all the users for the selected corporate ID Conditional Drop Down Indicates the customer ID Conditional Drop Down Indicates the transaction Conditional Drop Down Indicates the branch code Conditional Drop Down Indicates the account ID Conditional Drop Down Indicates the currency in which the authorization limit is to be defined Conditional Numeric 15 Indicates the minimum amount User Manual Oracle Banking Digital Experience Core Corporate Admin 107 10 11 12 Authorization Management Field Name Description Amt To Conditional Numeric 15 Indicates the maximum amount Authorization Required Conditional Check Box Indicates whether authorization is required List ID Conditional Drop Down Indicates the list ID To enab
109. se alphabets Password can contain numeric characters Password must contain one of the following as first char Lowercase alphabets Uppercase alphabets Numeric characters Password must contain one of the following as last char Lowercase alphabets Uppercase alphabets Numeric characters Allowed special characters Password can contain 5 successive characters Password can contain 5 repetitions User Manual Oracle Banking Digital Experience Core Corporate Admin 135 14 Mail Box Mail Box Using this option the corporate administrator can communicate with the bank administrators through e mail in the application You can send and receive e mail messages in the application You can also view the notifications alert messages and general messages sent to you by the bank in the application You can view the number of received e mails and access all your received and sent e mails from the dashboard of the application Like popular e mail clients that you may have used the Mailbox offers an Inbox where you can view messages and notifications sent to you a Send Message facility using which you can send messages to the customer and a Sent folder which allows you to view all the sent items Mail Box functionality is subdivided into the following sub sections Viewing received messages Inbox Viewing sent messages Sent Messages Sending messages Compose 14 1 Viewing Received Message 3 T
110. ser Manual Oracle Banking Digital Experience Core Corporate Admin 117 Bulk Registration Verify J ORACLE g Welcome Mana Ra Role Management User Management Customer Management Account Setup Authorisations Bulk Registration User BTID Map Bulk Registration Verify Entity FLEXCUBE Direct Banking 12 B1 Customer id PA1006468 Customer Description Entity Bulk Management Bulk Management Testa arpa ea Role Management 14 File Management Transaction Activities Log 23 08 2013 17 38 46 GMT 0530 Bulk identifier SDSCSVINF Bulk Description SDSC CSV INTERNAL FILE Processing Transaction Processing Response Generation Completed Payment Type Single Debit Single Credit Transaction Type Bulk Internal Transfer horton mt ana Authorization File Processor Default Processor Pre Processor Default Pre Processor Bulk File Template BULK_FILE_TEMPLATE_CSV Decrypt Processor No Encryption No Check Sum MEato petis Description Mobile No Email Received Pre Process Validate and Enrich Authorization 5 Click Confirm The Bulk Registration Confirm screen with the status message appears OR Click Cancel The Bulk Registration Verify screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 118 Bulk Registration Confirm a m Role Management User Management Customer Management Acc
111. ser Type Display Displays the type of the user First Name Optional Drop Down Indicates the search criteria for the first name The options are e Starts With e Ends With e Equals e Contains For Example If you selects the search criteria as Starts With and enters A in the adjacent field then the system displays all the customer first names starting with A Last Name Optional Drop Down Indicates the search criteria for the last name The options are e Starts With e Ends With e Equals e Contains For Example If you selects the search criteria as Starts With and enters E in the adjacent field then the system displays all the customer last names starting with E User Id Optional Drop Down Indicates the search criteria for the user ID The options are e Starts With e Ends With e Equals e Contains For Example If you selects the search criteria as Starts With and enters 1 in the adjacent field then the system displays all the user ID s starting with 1 User Manual Oracle Banking Digital Experience Core Corporate Admin 56 User Management Field Name Description Email Mandatory Drop Down Select the search criteria for the email ID The options are e Starts With e Ends With e Equals e Contains For Example If you selects the search criteria as Starts With and enters L in the adjacent field then the system displays all the email ID s starting with L Note Email ID is UNIQUE acro
112. ss all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered From Date Optional Pick list Indicates the start date for the search criteria To Date Optional Pick list Indicates the end date for the search criteria 2 Click Search The Deactivate User screen with the search result appears Deactivate User Deactivate User 26 08 2014 16 45 33 GMT 0530 Internet Starts with Last Name Starts with w Starts with Email Starts with w To Date Starts With v Search Condition Internet Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD User Id Name Email Channel Activation Reason Reason AASTHARETAIL1 sssthsretsil AasthaRetsilB001 sshuretsil Banking KGRETAIL adiretail2 kokoretail0 1 ksretail Miss AASHU GUPTA Miss AASTHA GUPTA Mr AASTHA GUPTA Miss AASTHA GUPTA Mr JONAH ESHKOL Miss KETKI SHAH Mr KHUSH SHAH ADIRETAIL2 Mr KS MARING Mr KS MARING aastha gmail com aastha gmail com aastha gupta oracie com aasta oracie com johnah gmail com KETKI GUPTE ORACLE COM aditya x patel oracie com koko maring com ks maring com User Manual Oracle Banking Digital Experience Core Corporate Admin Internet Internet Internet Internet Internet Internet Internet Internet Internet 57 User Management Field Description Field Name Description User Id Display Displays the user ID Name Display
113. stomer Address 1 Phoenix House Rushton Avenue Customer Address 2 BD3 7BH Customer Address 3 Thornbury Bradford Mandatory Fields 03 Sep 2015 10 27 02 GMT 0530 Click the Confirm button The system displays the Customer Profile Update Confirm Screen OR Click the Back button to navigate to the previous screen Customer Profile Update Confirm Customer Profile Updated Successfully Transaction with reference number 707584021094656 is in Accepted state Customer Profile Update Confirm Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Customer ld 000003171 Customer Name OATS_AUTO_KYC_R Authorisation Type Zero Relationship Manager s Email nehaljoshi oracle com Customer Details Email nehaljoshi oracle com Customer Address Details Customer Address 1 Phoenix House Rushton Avenue Customer Address 2 BD3 7BH Customer Address 3 Thornbury Bradford 03 Sep 2015 10 33 45 GMT 0530 Click OK The Customer Profile screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 96 Account Setup 9 Account Setup 9 1 Account Mapping Setup Using this option a corporate administrator can define the account transaction access rights for a user for different channels There are two types of access rights that can be defined for an account Inquiry Transaction Access can be defined for individual channels that available in the setup or for all the cha
114. system displays all the customer last names starting with E User Id Optional Drop Down Indicates the search criteria for the user ID The options are e Starts With e Ends With e Equals e Contains For Example If the user selects the search criteria as Starts With and enters 1 in the adjacent field then the system displays all the user IDs starting with 1 User Manual Oracle Banking Digital Experience Core Corporate Admin 68 User Management Field Name Description Email Optional Drop Down Indicates the search criteria for the email ID The options are Starts With Ends With Equals Contains Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non uniq ue Email ID is entered From Date Opt ional Pick list Indicates the start date for search criteria To Date Opt ional Pick list Indicates the end date for search criteria 2 Click Search The Delete User screen with the search result appears Delete User Delete User User Type Internet 26 08 2014 17 40 48 GMT 0530 First Name Staris with Last Name Staris with y User Id Starts with w Email Starts with w Customer Id Starts With Search Condition Internet To Date Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD User ld AASTHARETAIL1 gastharetail Banking retailusert KGRETAIL adiretail2 koko
115. the assigned users To select multiple consecutive users in the list use SHIFT plus the Up Down arrow keys To select multiple non consecutive users in the list use CTRL plus mouse click Click to move the selected users back to the Unassigned Users list lt lt User can also click to move all the users from the Assigned Users list to the Assigned Users list in a single attempt At least one user must be selected gt 6 From the Select the user and click the button The user ID is displayed in the Assigned Users field OR Select the user and click the button The user ID is displayed in the Unassigned Users field OR User Manual Oracle Banking Digital Experience Core Corporate Admin 104 9 Authorization Management gt gt Click the button to view all the users in the Assigned Users field OR lt lt Click the button to clear all the users from the Assigned Users field Click Save The Maintain User List Verify screen appears Maintain User List Verify Maintain User List Verify 27 08 2014 14 29 23 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Customer Id 10411271 Note Internet Channel SMS Banking Mobile Mobile Browser Mobile Application User Id SCorporate 01 SCorporate 42 SCorporate 43 Miss Sarita K Click Confirm The Maintain User List Confirm screen with the status message appears OR
116. the channel user Display Displays the subscribed channels Display Displays the customer ID of the mapped customer Display Displays the customer type of the mapped customer Is Primary Display Displays whether the customer is primary 11 In the Customer Id field enter the customer number 12 Click Continue The Create User Channel Roles screen appears OR Click Search Customer The Search Customer screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 29 13 14 OR Click Change The Create User Profile screen appears OR Click Cancel The Create User screen appears Create User Channel Roles Create User Channel Roles Entity FLEXCUBE DIRECT BANKING 12 B1 Date of Birth 19 10 1985 Name Mr Jonah Eshkol Address Mumbai Mobile Number 9820977878 Phone Number 9820977878 Fax No 9820977878 Limits Package Internet and Mobile Banking Customer Id Customer Name 10410879 SHAILRKADAM Default Roles Internet CUSTOMER INTERNET Role Assigned To The User gt Internet TESTRET RETAIL ROLE Field Description Field Name Default Roles gt Internet Display Description User Management 26 08 2014 14 50 21 GMT 0530 User Type RETAIL USER GOLD City Mumbai State MH Country India Zip Postal Code 400015 Email johnsh gmail com User BTID Mapping Required Yes Customer Type FLEXCUBE Direct Banking 12 B1 Bank
117. the customer telephone number Customer Address 1 4 Optional Alphanumeric Indicates the customer address 3 Click Financial Information The Financial Information tab appears in the Customer Profile Initiate screen User Manual Oracle Banking Digital Experience Core Corporate Admin 88 Customer Management Customer Profile Initiate Financial Information Customer Profile Initiate ation ation ti pem Other Informatio Limits Information Customer user level daily limit Select Are Deals Allowed Allow display of intermediary bank For Pre Authorised Account Type Customer Id MTS40 y Field Description Filed Name Limits Information Customer user level daily limit Cumulative customer level daily limit Forex Deal Details Are Deals Allowed Allow display of intermediary bank For Pre Authorized Account Select Type Customer Id 27 08 2014 11 00 19 GMT 0530 Cumulative customer level daily limit ASHOK ALL Description Optional Drop Down Indicates the customer user level daily limit Mandatory Drop Down Indicates the cumulative customer level daily limit Optional Check Box Indicates whether forex deals are allowed Optional Check Box Indicates whether intermediary bank is displayed Optional Check Box Indicates the pre authorize account is available for initiation Mandatory Drop Down Indicates the account channel The options are e
118. the search string in the adjacent field For Example If the user selects the search criteria as Starts With and enters E in the adjacent field then the system displays all the customers last names starting with E User Id Optional Drop Down Alphanumeric 18 Indicates the search criteria for the user ID The options are e Starts With e Ends With e Equals e Contains Enter the search string in the adjacent field For Example If the user selects the search criteria as Starts With and enters 1 in the adjacent field then the system displays all the user IDs starting with 1 User Manual Oracle Banking Digital Experience Core Corporate Admin 41 User Management Field Name Description Email Optional UNIQUE Drop Down Alphanumeric 18 Indicates the search criteria for the email ID The options are e Starts With e Ends With e Equals e Contains Enter the search string in the adjacent field For Example If the user selects the search criteria as Starts With and enters L in the adjacent field then the system displays all the email IDs starting with L Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered From Date Optional Pick list Indicates the search criteria for the start date To Date Optional Pick list Indicates the search criteria for the end date Enter the search criteria
119. ties J Services J Cards J PFM 7 Click OK The Create Role screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 14 Role Management 6 2 Modify Role Using this option the corporate administrator can modify an active role for the accessible user types and channels The administrator can search for the required role by entering the search criteria The system displays all the transactions specified under the role on modify role initiation The corporate administrator can add remove the transactions from only those roles which are created by the corporate administrator Thus only roles created by corporate admin can be modified by the corporate administrator Only those transactions can be added to the role which is mapped to the customer profile of the corporate administrator To modify a role 1 From the Role Management menu select Modify Role The Modify Role screen appears Modify Role It allows you to change or modify transaction types and access levels initiation authorization view assigned to a selected role Modify Role 26 08 2014 10 41 42 GMT 0530 User Type N Default Roles Only Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Role Description Channel Created By Created On AMITADMIN Internet Banking ashok g sshoksdmin 26 08 2014 00 00 00 GMT 0530 Note Indicates default roles in User Manual Oracle Banking Digital Experience Core Corporate Admin
120. tion Management Field Name Description Maker Optional Drop Down Indicates the maker user If no maker user ID is specified then this rule is applied to all the users for the selected corporate ID Customer Id Optional Drop Down Transaction Branch Account ID Currency Amt From Amt To Authorization Required List ID 6 Enter the relevant details Indicates the customer ID Mandatory Drop Down Indicates the transaction type Optional Drop Down Indicates the branch The drop down lists all the branches where the linked accounts are opened Optional Drop Down Indicates the account ID Mandatory Drop Down Indicates the currency in which the authorization limit is to be defined Optional Numeric 11 Indicates the minimum transaction amount Enter this amount if amount based authorization criterion is to be set Optional Numeric 11 Indicates the maximum transaction amount Enter this amount if amount based authorization criterion is to be set Optional Check Box Indicates whether rule is for authorization Conditional Drop Down Indicates the list ID This field appears if you select the Authorization Required check box A total of five authorizers for authorization of the selected transaction can be defined User Manual Oracle Banking Digital Experience Core Corporate Admin 110 7 Click Search The Manage Rules Search screen appears OR Click Back T
121. titlement Modify User Profile o Entitlement Modify User Profile 14 07 2015 17 05 55 GMT 0530 E 2 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Date of Birth 15 06 1956 Salutation First gfsd Last gfsts Address City State Country Mobile Number 2222222222 Phone Number Zip Postal Code Fax No Email ciawad iofad asdt User BTID Mapping Required V Limits Package CORPUSERLIMITS Applicable Limits Field Description Field Name Description Entity Display Displays the type of entity User Type Display Displays the type of user Date of Birth Display Displays the date of birth Salutation Display Displays the salutation of the user The options are e Mr e Mrs e Miss e Dr First Name Display Displays the first name of the user Last Name Display Displays the last name of the user Address Display Displays the address of the user City Display Displays the name of the city User Manual Oracle Banking Digital Experience Core Corporate Admin 44 User Management Field Name Description State Display Displays the name of the state Country Display Phone Number Mobile Number Zip Postal Code Fax No Email User BTID Mapping Required Limits Package 6 Click Continue Displays the name of the country Display Displays the phone number of the user Display Displays the mobile num
122. ty FLEXCUBE Direct Banking 12 B1 Customer Id PA1006468 Customer Description JCORP Bulk Identifier Bulk Description SDSCSVNF SDSC CSV INTERNAL FILE SDSCSVRIN SDSC RECORD INTERNAL CSV Manage Authorisations map Print Logout Role Tansgement D Bulk Management _ File Management Transaction Activities AuditLog 23 08 2013 17 43 24 GMT 0530 Date of Creation 23 08 2013 17 39 42 Edit 08 07 2013 16 20 12 Edit User Manual Oracle Banking Digital Experience Core Corporate Admin 119 7 Click the Edit link to edit the bulk registration The Edit Bulk Registration screen appears Edit Bulk Registration oracle Welcome Mens Bulk Registration User BTID Map Edit Bulk Registration Country Code FLEXCUBE Direct Banking 12 B1 Customer id PA1006468 Customer Description JCORP Entity No Reference Entity Mapped Bulk Identifier SDSCSVINF Transaction Bulk Internal Transfer v On Limit And Authorization Authorization Fie 4 RoleManagement UserManagement Management Account Setup Manage Authorisations Bulk Management fe E EEEE ead cee peed Role Management A Bulk Management Fie Management Transaction Activities Audit Log 23 08 2013 17 44 58 GMT 0530 Buk Description spsc CSV INTERNAL FILE Payment Type Single Debit Single Credt gt Processor Default Processor Bulk File Template BULK
123. ulk Registration Using this option the corporate administrator can register for bulk file upload Using this option you can access the Bulk file templates to view and assign You can also view the list of bulk registration created on earlier occasions To register for bulk file upload 1 From the Bulk Management menu click Bulk Registration 2 Click Search The Bulk Registration screen with search results appears Bulk Registration 27 08 2014 15 06 42 GMT 0530 Bulk Registration Entity FLEXCUBE DIRECT BANKING 12B1 v Customer Id Customer Id Customer Description 00008444 MRD1 00008111 00008111 001003269 Capital One 00008377 DAVID BOON 00008211 SI CUST 001 00008228 ABN AMRO BANK 001003047 Dustin 00008524 STEST1 00100094 WILLIAMS 10410879 SHAILRKADAM 10410917 SJAWKE CORP 10410948 Shraddha 10410947 PRADNYA PANCHAL 11710980 FCIS3 10411105 dnyanesh corp2 00008198 PI CUST1 10411371 SAURABH CORP1 10410927 RD 10410928 RSD FM100001 TRANSCTION RESTRICT1 Field Description Field Name Description Entity Mandatory Drop Down Select the entity from the drop down list Customer Id Mandatory Alphanumeric 20 Types the customer ID Customer Id Display This column displays the customer ID Customer Display Description This column displays the customer name User Manual Oracle Banking Digital Experience Core Corporate Admin 113 Bulk Management Field Name Description Customer deta
124. ustomer Customer Type Display Displays the type of the customer 3 To enable the account mapping for the required customer ID select the option next to the required customer ID 4 Click Select The Initiate Account Mapping Setup screen appears 5 To enable the transaction group to do the account mapping select the appropriate check box es Initiate Account Mapping Setup Initiate Account Mapping Setup 27 08 2014 12 17 53 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type CORPORATE USER Customer Id 10410944 Customer Name ASHOK GURIJALA Click on the Transaction Group to do the account mapping BFU BID CRD INP MXP SAL VPU 1040410944010 10410844 B001 vi vi v v v iv vi iv I Trade Transactions 1040410944021 10410944 o MM vi Ww Fund Transfer Credit Card Transactic Loan Transactions Loans 10410944 B001 Islamic Finance 10410944 6001 TD Inquiries Islamic Term Deposit 10410944 8001 Contract Deposits Trai Inquiries Trade Finance 10410944 8001 Term Deposits 10410944 8001 Consolidated View 10410944 B001 Contract TD 10410944 B001 ZETIEE ED 4 6 Click Submit The Account Mapping Setup Verify screen with the status message appears OR Click Cancel The Account Mapping Setup screen appears User Manual Oracle Banking Digital Experience Core Corporate Admin 101 Account Mapping Setup Verify Account Mapping Setup Verify
125. with L Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get an error if non unique Email ID is entered From Date Optional Pick list Indicates the search criteria for start date To Date Optional Pick list Indicates the search criteria for end date 2 Click Search The Revoke User screen with the search result appears Revoke User User Manual Oracle Banking Digital Experience Core Corporate Admin 73 User Management Revoke User 26 08 2014 17 57 56 GMT 0530 User Type Internet First Name Starts with w Last Starts with y User Id Stars with V Email Starts with y From Date E To Date Customer Id Starts With y Search Condition Intenet Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Name Email Mr ABHISHEK PORWAL ABHIRET abhi yaho com Mr JONAH ESHKOL johnah gmail com Mr RETAIL MASTER BCD gmail com Field Description Field Name Description Entity Display Displays the name of the entity User Type Display Displays the type of the user User Id Display Displays the user ID Click the appropriate user ID link to view the details of a particular user Click the adjacent check box to select the appropriate user ID Email Display Displays the email ID of the user Note Email ID is UNIQUE across all user of the application and validation is in place for the same You may get a
126. with the status message appears OR Click Change The Delete User screen appears Delete User Confirm User deleted successfully Transaction with reference number 153620221481514 is in Accepted state Delete User Confirm 26 08 2014 17 44 49 GMT 0530 Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Name Mr JONAH ESHKOL johnah gmail com 6 Click OK The Delete User screen appears 7 8 Revoke User Using this option the corporate administrator can revoke any user deleted earlier If the search criterion is not specified then it displays all the records under the particular user type The administrator can revoke a user once a user is re inducted to the system Note If the system is integrated with IAM this option will not be available You can revoke the user only through OBDX application To revoke a deleted user 1 From the User Management menu select Revoke User The Revoke User screen appears Revoke User Revoke User 26 08 2014 17 51 18 GMT 0530 User Type HELPDESK USER First Name Starts with w Last Name Starts with gt User Id Starts with w Email Starts with y From Date GR To Date User Manual Oracle Banking Digital Experience Core Corporate Admin 71 User Management Field Description Field Name Description User Type Mandatory Dropdown Indicates the user type First Name Optional Drop Down Indicates the search criteria for the
127. ype Single Debit Single Credit Transaction Type Bulk internal Transfer Limit And Authorization Authorization File Processor Default Processor Pre Processor Default Pre Processor Bulk File Template BULK_FILE_TEMPLATE_CSV Decrypt Processor No Encryption No Check Sum m 8 Sep intormaon Description Mobile No Email Received Pre Process Validate and Enrich Authorization Processing Transaction Processing Response Generation Completed javascript void 0 11 Click OK The Bulk Registration screen appears 11 2 User BTID Map Using this option the corporate administrator can assign the bulk file template In addition it allows setting up of the sensitive data check Mapping of BTID is a mandatory step for you to enable the step of uploading the file You can map only bulk file templates which are mapped to the primary customer ID To map a BTID to a user for bulk registration 1 From the Bulk Management menu select User BTID Map Note If the User BTID Mapping required check box in User Profile is not selected you would not be available in this transaction All the Bulk Types mapped to the customer in Bulk Registration would be available by default This option allows you to map un map the bulk transaction ID s User Manual Oracle Banking Digital Experience Core Corporate Admin 122 Bulk Management User BTID Map User BTID Map 27 08 2014 16 47 21 GMT 0530

User Manual Oracle Banking Digital Experience Core

Contents

Download Pdf Manuals

Related Search

Related Contents