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User Manual Oracle Banking Digital Experience Corporate

1. Note In case of modification notes will be ignored 27 Business User Authorization Field Description Field Name Description Audit Details Authorizer s Display Displays the user id of the user by which the transaction was last authorized Authorized On Display Displays the details of the date and time on which the transaction was last updated authorized Status Display Displays the status of the transaction Value Date Display Displays the value date of the transaction Amount Display Displays the amount of the transaction with currency Note Display Displays the Note if any was given while initiating authorizing the transaction 5 Click Back to navigate to the previous screen OR Click Reject to reject the transaction The Reject screen appears OR Click Send to Modify to send the transaction for modifications OR Click Authorize The Transaction for Authorization Verify screen appears Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 28 Transaction for Authorization Verify Business User Authorization TRANSACTIONS FOR Reference Number 241113241825192 Payment To User Reference Number Source Account Beneficiary Details Beneficiary Name Destination Account Beneficiary Address City Country Beneficiary Email Beneficiary Bank Details SWIFT Code Bank Name Bank Address Payment Details
2. 136438487226951 Ad hoc Account Statement Request Under Process 22 May 2015 11 24 15 GMT 0000 22 May 2015 1 211206082201149 Ad hoc Account Statement Request Under Process 14 May 2015 06 11 02 GMT 0000 14 May 2015 0 lt SS U Records 1 to 8 of 8 G a Page r of 4 gt CI Note Indicates Linked References Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 39 View Transactions Field Description Field Name Description Transaction Type Display Displays the type of the transaction Transaction Status Display Displays the status of the transaction Created On Entity Time Display zone Displays the date of creation of the transaction as per the entity time zone Created On My time Display zone Displays the date of creation of the transaction as per the user s preferred time zone Updated On Display Displays the date of update of the transaction Created By Display Displays the user ID with which the transaction is created Updated By Display Displays the user ID with which the transaction is updated User Reference Number Display Displays the user reference number of the transaction Value Date Display Displays the value date of the transaction Updated on My Time zone Display Displays the date time and time zone details of the transaction update Created on My Time zone Display Displays the date time and time zone details of
3. Field Description Field Name Search By Business User Authorization Description It is mandatory to select either E Banking Reference Number or Other Search Criteria option E Banking Reference Number Other Search Criteria Transaction Type Status Customer Account Number User Reference Number Transaction Period From Date Optional Option Indicates the e banking reference number of the transaction Optional Option Indicates the other search criteria Mandatory Drop Down Indicates the transaction type Mandatory Drop Down Indicates the status Optional Drop Down Indicates the customer ID Optional Alphanumeric 15 Indicates the account number Optional Alphanumeric 15 Indicates the user reference number Mandatory Dropdown Indicates the transaction period The options are Last 1 Day Last 6 Months J e e Lastn Transactions e Custom Date Optional Pick List In the From Date field select the start date of the transaction for the search criteria The From Date will be enabled and mandatory if the Custom Date is selected in the Transaction Period dropdown Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 23 To Date Value Date From Value Date To From Amount To Amount Currency Search Results E Banking Reference Number Transaction Type Transaction Status Created On Entity Tim
4. Display Displays the total count of transactions Graph Display Displays the count as a graph 2 Click the link under the Status column The Search Authorization Transactions screen appears Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 38 View Transactions Search Transactions SEARCH TRANSACTIONS 43 Jul 2015 09 58 56 GMT 0000 Click here to add more search criteria EBanking Reference No Other Search Criteria Transaction Type Ad hoc Account Statement Request Status Under Process Customer All Account Number User Reference Number Initiator Period Word Wrap Customize Columns Download Print EBanking Reference No Z Transaction Type Transaction Status Created On Updated On 570856994450303 Ad hoc Account Statement Request Under Process 12 Jun 2015 07 23 04 GMT 0000 12 Jun 2015 0 832072817450294 Ad hoc Account Statement Request Under Process 12 Jun 2015 07 20 54 GMT 0000 12 Jun 2015 0 736849533357933 Ad hoc Account Statement Request Under Process 03 Jun 2015 11 44 47 GMT 0000 03 Jun 2015 11 152976443326917 Ad hoc Account Statement Request Under Process 01 Jun 2015 09 19 11 GMT 0000 01 Jun 2015 0 783807735326907 Ad hoc Account Statement Request Under Process 01 Jun 2015 09 15 59 GMT 0000 01 Jun 2015 0 746228040326897 Ad hoc Account Statement Request Under Process 01 Jun 2015 09 13 48 GMT 0000 01 Jun 2015 O
5. 09 06 2015 196239594404546 Deposit 06 21 46 GMT AMITRET 06 21 47 GMT Accepted 5 1 11 03 2014 P 0000 0000 a Account Details m TD WITH NORMAL TENOR g a Account Number 1040003171128 Product Name AND PENALTY TDA2 Holding Pattern Single Mode of Operation Primary Customer 000003171 Account Holder Name OATS_AUTO_KYC_R amp Deposit Details Interest Rate 5 00 Maturity Amount 1 004 16 Maturity Date 11 04 2014 Deposit Date 11 03 2014 Original Principal Amount 1 000 00 Value Date 11 03 2014 Hold Amount 0 00 Term of Deposit 1 Month s Current Balance 1 000 00 Deposit Certificate Number Currency GBP Term Deposit Status Opened amp Payout Details Maturity Instructions Close on Maturity No Rollover Account Transfer Option Transfer to users Mapped accounts Transfer Account 000003171440 Transfer Branch 000 ST TD 199 Min Max Amount not maintained for this account class Note Audit Detail Authorizer s Authorized On Status Value Date Amount Note 09 06 2015 06 21 47 AMITRET Accepted 5 11 Mar 2014 2 S GMT 0000 pea P ST TD 199 AMITRET eea Eina 25 41 Mar 2014 S 7 AWITRET CT HT ie 41 Mar 2014 E Receipt Note In case of modification notes will be ignored 5 Click Back to navigate to the dashboard OR Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 18 View Drafts Templates Click Delete to delete the Template Draft The
6. Word Wrap Customize Columns Download Print S Updated On 193810865398996 Alerts Accepted 08 06 2015 10 45 58 GMT 0000 08 06 2015 10 45 58 GI KI Kj Page UE of 1 Field Description Field Name Description Search By It is mandatory to select either E Banking Reference Number or Other Search Criteria option E Banking Reference Optional Option Number Indicates the e banking reference number of the transaction Other Search Criteria Optional Option Indicates the other search criteria Transaction Type Mandatory Drop Down Indicates the transaction type Status Mandatory Drop Down Indicates the transaction status Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard Field Name Customer Account Number User Reference Number Period From Date To Date Value Date From Value Date To From Amount To Amount Currency Initiated Transactions Description Optional Drop Down Indicates the customer ID Optional Alphanumeric 15 Indicates the account number Optional Alphanumeric 25 Indicates the user reference number Mandatory Drop Down Indicates the transaction period Values s Last 1 Day s Last 6 Months e Custom Date Optional Pick List In the From Date field select the start date of the transaction for the search criteria The From Date will be enabled and mandatory if the Custom Date is selected in the Transacti
7. 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 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 Gui
8. r Other Search Criteria Optional Option p Indicates the other search criteria t j Transaction Type Mandatory Drop Down S Indicates the transaction type Status Mandatory Drop Down Indicates the status Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 15 Customer Account Number User Reference Number Period Search Results E Banking Reference Number Transaction Type Transaction Status Created On Entity Time zone Created On My time zone Updated On Created By Updated By View Drafts Templates Optional Drop Down Indicates the customer ID Optional Alphanumeric 15 Indicates the account number Optional Alphanumeric 15 Indicates the user reference number Mandatory Dropdown Indicates the transaction period The options are s Last 1 Day s Last 6 Months e Last n Transactions e Custom Date Display Displays the e banking reference number of the transaction Display Displays the name of the transaction Display Displays the status of the transaction Display Displays the date of creation of the transaction as per the entity time zone Display Displays the date of creation of the transaction as per the user s preferred time zone Display Displays the date of update of the transaction Display Displays the user ID with which the transaction is created Display Displays the user ID with which
9. the transaction is created Display Displays the user ID with which the transaction is updated Display Displays the user reference number of the transaction Display Displays the value date of the transaction Display Displays the date time and time zone details of the updated transaction Display Displays the date time and time zone details of the created transaction Display Displays the source branch code of the transaction Display Displays the customer ID of the user Display Displays the transaction ID of the transaction Display Displays the template type Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 25 Business User Authorization The additional search criteria fields and additional search result fields are displayed as per the transaction type selected 4 To authorize or reject the transaction select the check box Click Authorize or Reject to authorize or reject the transaction OR Click the E Banking Reference Number link The View Pending Authorization Transaction screen along with the audit details appears Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 26 Business User Authorization View Pending Authorization Transaction Payment To User Reference Number Source Account Beneficiary Details Beneficiary Name Destination Account Beneficiary Address City Country Ben
10. the transaction is updated Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 16 User Reference Number F Value Date i e Updated on My Time Zone Created on My Time Zone D e S C r i p Source Branch Code t i O Customer ID n Transaction ID Template Type View Drafts Templates Display Displays the user reference number of the transaction Display Displays the value date of the transaction Display Displays the date time and time zone details of the transaction update Display Displays the date time and time zone details of the transaction created Display Displays the source branch code of the transaction Display Displays the customer ID of the user Display Displays the transaction ID of the transaction Display Displays the type of template if the transaction is saved as a template The additional search criteria fields and additional search result fields are displayed as per the Transaction Type selected 4 Click the E Banking Reference Number The View Transaction screen appears Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 17 View Drafts Templates View Transactions VIEW TRANSACTIONS 10 06 2015 10 23 15 GMT 0000 B wy O A x Reference Transaction Updated Host T Created On Updated On Status Version Value Date Reference Number Type By Number Amend Tem 09 06 2015
11. to third party content products and services 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 Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard ii ONOAPWN Table of Contents AAE E E A A A E E 4 Transaction Host Integration Mairin sse esse esse essere essere essere essere essere essere esse ennenen neee enrere 6 InfracdOelIan a coc esac aa a aaa a a d ZEN 7 INITIATE TRANSACTIONS ea nndecban cs svonuceuscuass uascacuccenecatesveadcucustoessbancecducenteken 8 View Drafts Templates esse esse esse essere esse essere essere sere e nesne enosn e nnmnnn nnmnnn nnmnnn nnmnnn nnmnnn nnana 14 Business USEF AUth Ori Zationn zvsczs2sxs gez ssza eyez vases aster an2g saaya aae anaid eniad Enneade eanan danada Naia aR 20 Vi TATE re TE Te eT TET 37 TFANSACTIONS TO RElCASE TTT TTT 42 Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard iii 1 1 1 1 2 1 3 1 4 1 5 Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 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
12. 40411227026 104 10411227 1040411227117 104 10411227 100 00 GBP 11 03 2014 Number 11 Mar 2014 Authorized On Status Value Date Amount Note 13 Jul 2015 11 21 48 Rejected for GMT 0000 Modify 28 13 Jul 2015 11 04 57 n GMT 0000 Note In case of modification notes will be ignored 11 Mar 2014 GBP 100 00 11 Mar 2014 GBP 100 00 Copy Transaction 15 Click Back to navigate to the previous screen OR Click Copy Transaction The Initiate Transaction screen to modify the transaction appears Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 35 Business User Authorization Initiate Transaction OWN ACCOUNT TRANSFER 43 Jul 2015 11 30 24 GMT 0000 27 Bro Bx Payment To Existing Template Q Make New Payment User Reference Source Account 10411227 1040411227026 CO vy View Balance Beneficiary Details Destination Account 10411227 1040411227117 CO View Balance Payment Details Transfer Amount 100 GBP Pay Now Pay Later Pay Periodically Other Details Narrative 4 Template Access Type Select Initiate Save And Submit View Limits Save As Template Save As Draft Indicates mandatory fields Indicates mandatory if particular option is enabled 16 Modify the appropriate information 17 Click Initiate The Verify and Confirm scre
13. 5 58 Q AMITCORP Accepted 5 GMT 0000 08 06 2015 10 45 58 yz AMITCORP GHT 10000 25 _ 08 06 2015 10 45 58 S ane GMT 0000 p 7 Back Note In case of modification notes will be ignored 4 Click Back to navigate to the previous screen Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 13 3 View Drafts Templates View Drafts Templates The View Drafts Templates tab displays the transactions for which you have created drafts or templates You can see the drafts and templates and use them to initiate the transactions from this screen The difference between saving as template and saving as a draft is that while saving as draft you can save without entering complete details but while saving as a template you can save as a template only after entering completely correct details To view Authorization Transactions From the Customer Services menu select Transactions The View Initiated Transactions screen appears Click the View Transaction tab The View Transaction screen appears View Transactions Click the link under Status column The Search Authorization Transactions screen appears Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard VIEW TRANSACTIONS 10 06 2015 09 36 31 GMT 0000 View By Transaction Status B INITIATED TRANSACTIONS VIEW DRAFTS TEMPLATES TRANSACTIONS TO AUTHORIZE VIEW TRANSACTIONS V
14. ANSACTIONS FOR SEND TO MODIFY VERIFY 13 Jul 2015 09 06 07 GMT 0000 ar x Reference Number Transaction Type Updated By Updated On Status Version Value Date 688048879825154 Own Account Transfer MUSTUCO2 eas GMT Initiated 1 11 Mar 2014 User Reference Source Account 1040411227026 104 10411227 Beneficiary Details Destination Account 1040411227037 104 10411227 Payment Details Transfer Amount 100 00 GBP Pay Now 11 03 2014 Other Details Narrative Note Audit Detail Authorizer s Authorized On Status Value Date Amount Note mustuco2 json 06 36 43 initiated 1 11 Mar 2014 GBP 100 00 Back Send To Modify 13 Click Send to Modify The Transactions for send to Modify Confirm screen appears OR Click Back to navigate to the previous screen Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 33 Business User Authorization Transactions for Send to Modify Confirm TRANSACTIONS FOR SEND TO MODIFY CONFIRM 13 Jul 2015 09 08 24 GMT 0000 ar px Transaction submitted has been Sent to Modify Transaction Updated Previous Current daa Reference Number Type Updated BY n eine Version Value Date Status Reference Number 13 Jul 2015 x 688048879825154 P means MUSTUCO2 06 36 43 Initiated 1 41 Mar 2014 eae GMT 0000 For Timed out transactions Please check the status in dashboard User Reference 7 Source Account 1040411227026 104 10411227 Be
15. ORACLE Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard User Manual Release 15 1 0 0 0 Part No E66313 01 October 2015 Corporate Customer Services Transaction Dashboard 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 managemen
16. RAFTS TEMPLATES TRANSACTIONS TO AUTHORIZE VIEW TRANSACTIONS Initiated Transactions Transaction Type Status Count Alerts Accepted 1 EE 100 00 Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 8 Initiated Transactions Field Description Field Name Description Initiated Transactions Transaction Type Display Displays the list of transactions Status Display Displays the transactions status Count Display Displays the count of total number of transactions Graph Display Displays the count as a graph 2 Click the Status link The Search Initiated Transactions screen appears The status of transaction can be e initiated e Semi Authorized e Rejected by Host e Authorized e Deleted e Accepted e Rejected by Authorizer Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 9 Search Initiated Transaction Screen Initiated Transactions v Click here to add more search criteria EBanking Reference No SEARCH INITIATED TRANSACTIONS 10 06 2015 09 23 20 GMT 0000 B yy O M x Other Search Criteria 9 User Reference Number Period Select X lt m Records 1 to 1 of 1 Transaction Type Alerts P Status Customer All P Account Number None All EBanking Reference No Transaction Type Transaction Status Created On Accepted r m Search Oi
17. Transfer Amount Transfer Currency Pay Now Other Details Payment Details1 Payment Details2 Payment Details3 Payment Details4 Other Details Correspondence Charges Narrative Note Audit Detail Authorizer s MusTuco2 MustTuco2 AUTHORIZATION VERIFY Transaction Type International Account Transfer Make New Payment 1040411227037 104 10411227 Rakesh Singh 105 Park Avenue London UNITED KINGDOM TRABNAOS ABN AMRO TRABNAOS FLEET STREET 100 Pound Sterling 11 Mar 2014 Payment through other bank Beneficiary BEN Authorized On Status 13 Jul 2015 06 40 20 GMT 0000 Initiated 1 13 Jul 2015 06 37 27 GMT 0000 n Updated By MUSTUCO2 13 Jul 2015 07 02 37 GMT 0000 Updated On Status 13 Jul 2015 06 40 20 GMT 0000 Initiated Account Number National Clearing Codes National Clearing Code Type Country 7 09 P Version Value Date 2 11 Mar 2014 City OXFORD UNIVERSITY Value Date Amount 11 Mar 2014 GBP 100 00 11 Mar 2014 GBP 100 00 Note BANK IDENTIFIER CODE FROM SWIFT Back Authorize Click Authorize The Transaction for Authorization Confirm screen appears OR Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 29 Click Back to navigate to the previous screen The Transaction for Authorization screen appears Business User Authorization On authorizi
18. Verify and Confirm screen for delete appears OR Click Initiate to initiate the transaction with the displayed template Draft The respective initiate transaction screen with the template Draft details appears Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 19 Business User Authorization 6 Business User Authorization An Authorizer can view the transactions pending for their authorization using this transaction An Authorizer can authorize reject or Send the transaction back for modification To authorize a transaction 1 From the Transactions Activities menu select Transactions The View Initiated Transactions screen appears 2 Click on Transactions To Authorize Transaction to Authorize VIEW AUTHORIZATION TRANSACTIONS 13 Jul 2015 06 48 45 GMT 0000 View By Transaction Status lt Transactions To Authorize INITIATED TRANSACTIONS VIEW DRAFTS TEMPLATES TRANSACTIONS TO AUTHORIZE VIEW TRANSACTIONS Transaction Type Status Count ee Initiated 1 MEI s3 33 Transfer Own Account Transfer Initiated 2 ME 66 67 Field Description Field Name Description Transaction Type Display Displays the transaction type Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 20 Business User Authorization Field Name Description Status Display Displays the status of transactions Click on the hyperlink to display the
19. ator of the transaction initiates the transaction The rule is created stating what type of transactions will go for authorization to what level of authorizers Thus the transactions are available for authorization to the respective authorizers The types of authorizations are defined on the day zero like Sequential or Non sequential Authorization depending upon the number of Authorizers While creating the rules for authorization one can also define the number of authorizers in a list for authorization The business user authorization transaction includes transactions like nitiated transactions View transactions View Drafts and Templates View Authorization Transactions Initiated Transactions 4 Initiated Transactions Using this option you can view transactions that you have initiated in the application along with the current status of the transactions and number of transaction count for each type with specific status You can modify your transactions if the status of the transaction is Initiated or Sent Back for Modification You can delete your transactions if the status of the transaction is Initiated or Draft To view initiated transactions 1 From the Transactions Activities menu select Transactions The View Initiated Transactions screen appears View Initiated Transactions VIEW INITIATED TRANSACTIONS 10 06 2015 09 20 28 GMT 0000 7 View By Transaction Status B INITIATED TRANSACTIONS VIEW D
20. de Preface e Oracle Banking Digital Experience Installation Manuals Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 5 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 Transaction Dashboard NH NH View Drafts Templates NH NH View Transactions NH NH Authorization NH NH Transactions Transactions To Release NH NH Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 6 Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard Introduction Introduction The dashboard of a business user displays all the transactions that have been initiated or any action has been taken place on the transaction by the user The Authorization transaction is useful in case of a business user who needs to get its transactions authorized by a higher authority The Authorization transaction helps reduce the level of risk and increase the security thereby reducing the chances of wrong transactions being authorized by a Corporate user with wrong amount or wrong data The business user authorization works on the Maker Checker concept wherein a maker i e initi
21. e zone Created On My time zone Business User Authorization Optional Pick List In the To Date field select the end start date of the transaction for the search criteria The To Date will be enabled and mandatory if Custom Date is selected in the Transaction Period dropdown Optional Pick List Indicates the value start date for the search criteria Optional Pick List Indicates the value end date for the search criteria Optional Numeric 15 Indicates the minimum amount for the search criteria Optional Numeric 15 Indicates the maximum amount for the search criteria Optional Drop Down Indicates the currency Display Displays the e banking reference number of the transaction Display Displays the name of the transaction Display Displays the status of the transaction Display Displays the date of creation of the transaction as per the entity time zone Display Displays the date of creation of the transaction as per the user s preferred time zone Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 24 Updated On Created By Updated By User Reference Number Value Date Updated on My Time Zone Created on My Time Zone Source Branch Code Customer ID Transaction ID Template Type Business User Authorization Display Displays the date of update of the transaction Display Displays the user ID with which
22. ed By Updated On Status Version Value Date 415248012102440 Stop Payment on Wired MAXCORP 06 08 2010 17 24 17 Pending for 1 Transfer Processing Note Audit Detail Authorizer s Authorized On Status Value Date Amount Note o MAXCORP 06 08 2010 01 54 17 Pending for 0 T GMT 1000 Processing 60 9 MAXCORP 06 08 2010 01 54 17 Authorized 3 0 GMT 1000 Ok 7 Click OK The Transaction To Release screen appears Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 46
23. eficiary Email Beneficiary Bank Details SWIFT Code Bank Name Bank Address Payment Details Transfer Amount Transfer Currency Pay Now Other Details Payment Details1 Payment Details2 Payment Details3 Payment Details4 Other Details Correspondence Charges Narrative Note Audit Detail Authorizer s MUSTUC02 S musTuco2 Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard VIEW PENDING AUTHORIZATION TRANSACTION 13 Jul 2015 06 59 19 GMT 0000 7 Aare Reference z Host de Transaction Type Created On Updated By Updated On Status Version Value Date Reference umber Number Intemational 13 Jul 2015 13 Jul 2015 241113241825192 Account Transfer 06 40 20 GMT MUSTUCO2 06 40 20 GMT Initiated 1 2 11 Mar 2014 0000 0000 Make New Payment 1040411227037 104 10411227 Rakesh Singh Account Number 105 Park Avenue London UNITED KINGDOM TRABNAOS National Clearing Codes National Clearing Code Type Country ABN AMRO BANK IDENTIFIER CODE FROM SWIFT TRABNAOS FLEET STREET City OXFORD UNIVERSITY 100 Pound Sterling 11 Mar 2014 Payment through other bank Beneficiary BEN Authorized On Status Value Date Amount Note 13 Jul 2015 06 40 20 GMT 0000 Initiated 1 11 Mar 2014 GBP 100 00 13 Jul 2015 06 37 27 GMT 0000 1 11 Mar 2014 GBP 100 00 Back Authorize Reject Send To Modify m
24. en for the transaction appears Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 36 7 View Transactions The view transactions display the transactions for which you have view access You can see the transactions initiated or authorized by other users You can see the summary templates using predefined criteria through which you can drill down to view actual transaction details To view transactions 1 From the Customer Services menu select Transactions The View Initiated Transactions screen appears View Transactions VIEW TRANSACTIONS 13 Jul 2015 09 46 00 GMT 0000 Br OB Xx View By Transaction Status v S INITIATED TRANSACTIONS VIEW DRAFTS TEMPLATES TRANSACTIONS TO AUTHORIZE VIEW TRANSACTIONS F View Transactions Transaction Type Status Count Ad hoc Account Statement Rejected 4 loes Request mond 8 145 Accepted 3 1 17 Amend Term Deposit Accepted 1 1 06 Rejected 5 128 roer 6 1 33 Attach Documents Accepted 1 1 06 Bene Maintenance Delete Accepted 24 41 17 Cancel Pending Transfers ane 1 1 06 Channel Deactivation Accepted 13 1 73 Cheque Book Request Rejected 1 06 Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 37 View Transactions Field Description Field Name Description Transaction Type Display Displays the list of transaction Status Display Displays the status of transactions Count
25. iew Transactions Transaction Type Status Count Ad hoc Account Statement Under 6 11 23 Request Process Alerts Accepted 1 1 20 Amend Term Deposit Accepted 1 1 20 Rejected 3 1 61 Under 3 Process 6 11 23 Bene Maintenance Delete Accepted 5 11 02 Cheque Book Request unger 35 717 Process Contract Term Deposit Under 1 1 20 Initiate Process Credit Card Payment Accepted 1 120 Demand Draft Request Rejected 5 11 02 Bx m View Drafts Templates Search Authorization Transactions SEARCH TRANSACTIONS 10 06 2015 09 38 23 GMT 0000 S 7 OF B x Click here to add more search criteria EBanking Reference No Other Search Criteria 9 Transaction Type Select a transaction Status Accepted EJ EJ Customer All z Account Number User Reference Number Initiator Period Select X Search Word Wrap Customize Columns Download Print EBanking Reference No Transaction Type Transaction Status Created On Updated On 193810865398996 Alerts Accepted 08 06 2015 10 45 58 GMT 0000 08 06 2015 10 45 58 GMT 000 4 DI Records 1 to 1 of 1 Page lt l of 1 Field Description F i Field Name Description nnn Search By Tit is mandatory to select either E Banking Reference Number or Other Search p Criteria option E Banking Reference Optional Option S Number c Indicates the e banking reference number of the transaction
26. neficiary Details Destination Account 1040411227037 104 10411227 Payment Details Transfer Amount 100 00 GBP Pay Now 11 03 2014 Other Details q Narrative Note Audit Detail Authorizer s Authorized On Status Value Date Amount Note 13 Jul 2015 06 36 43 MUSTUC02 GMT 0000 Initiated 1 11 Mar 2014 GBP 100 00 OK 14 Click OK The Transaction to Authorize screen appears Once the transaction has been sent for modification the transaction is not available for further authorization and the transaction is available with the previous authorizers for copy The transaction goes to the initiator for modification The transaction is available with all the authorizers to copy the transaction and initiate a similar transaction if required Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 34 View Transactions Business User Authorization VIEW TRANSACTIONS 43 Jul 2015 11 27 54 GMT 0000 Transaction Reference Number Type 961646616835749 7 0 Host Created On Updated By Updated On Status Version Value Date Reference 13 Jul 2015 13 Jul 2015 Own Account Rejected for 11 04 57 GMT MUSTUCO1 11 21 48 GMT Transfer Modify 28 User Reference Source Account Beneficiary Details Destination Account Payment Details Transfer Amount Pay Now Other Details Narrative Note Audit Detail Authorizer s MusTUCO1 MUSTUC02 0000 0000 10
27. ng the transaction if there are more than one authorizers then the transaction goes to the semi authorized state and needs to be further authorized by the second authorizer in a similar process as Transaction for Authorization shown above Confirm TRANSACTIONS FOR AUTHORIZATION CONFIRM Transaction submitted has been Authorized fa Reem pr Transaction Updated Updated Type By On International 13 Jul 2015 241113241825192 Account MUSTUCO2 06 40 20 Transfer GMT 0000 Z Invalid line number in field 50F amp Successfully Saved and Authorized For Timed out transactions Please check the status in dashboard Payment To jake New Payment User Reference Number Source Account 1040411227037 104 10411227 Beneficiary Details Beneficiary Name Rak Destination Account Beneficiary Address 105 City Londor Country Beneficiary Email Beneficiary Bank Details SWIFT Code TRABNA05 Bank Name ABN AMRO Bank Address TRABNA05 Payment Details Transfer Amount Transfer Currency Other Details Payment Details1 Payment through other bank Payment Details2 Payment Details3 Payment Details4 Other Details Correspondence Charges Beneficiary BEN Narrative Note Audit Detail Authorizer s Authorized On Status 13 Jul 2015 06 40 20 mustuco2 ian Initiated 1 13 Jul 2015 06 37 27 mustuco2 aur canes 1 13 Jul 2015 07 05 52 GMT 0000 Previous Current Diea Version Value Date Status I
28. nitiated 2 11 Mar 2014 Accepted Account Number National Clearing Codes National Clearing Code Type BANK IDENTIFIER C Country City OXFORD UNIVERSIT Value Date Amount Note 11 Mar 2014 GBP 100 00 11 Mar 2014 GBP 100 00 Host Reference Number 104FTOC14070C60E N m E Receipt OK Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 30 Business User Authorization 7 Click OK The Transaction to Authorize screen appears Reject Transactions 8 Click Reject The Transaction for Reject Verify screen appears Transaction for Reject Verify TRANSACTIONS FOR REJECT VERIFY 13 Jul 2015 07 30 11 GMT 0000 8Byr0 amp x Reference Number Transaction Type Updated By Updated On Status Version Value Date 134330295825175 Own Account Transfer MUSTUCO2 06 37 13 GMT initiated 1 44 Mar 2014 Note Back Reject 9 Click Reject to confirm the rejection OR Click Back to navigate to the previous screen Transaction for Reject Confirm TRANSACTIONS FOR REJECT CONFIRM 13 Jul 2015 07 31 33 GMT 0000 7 Br Bx Transaction submitted has been Rejected Transaction Updated Updated Previous Current Host Reference Number Type By On Status Version Value Date Status Reference Number 13 Jul 2015 Rejected 134330295825175 aine MUSTUCO2 06 37 13 Initiated 1 11 Mar 2014 by E Receipt GMT 0000 Authorizer For Timed out
29. on Period dropdown Optional Pick List In the To Date field select the end start date of the transaction for the search criteria The To Date will be enabled and mandatory if Custom Date is selected in the Transaction Period dropdown Optional Pick List Indicates the value date for the search criteria Optional Pick List Indicates the value date for the search criteria Optional Numeric 15 Indicates the minimum amount for the search criteria Optional Numeric 15 Indicates the maximum amount for the search criteria Optional Drop Down Indicates the currency Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 11 Initiated Transactions Field Name Description Search Results E Banking Reference Display Number Displays the e banking reference number of the transaction Transaction Type Display Displays the name of the transaction Transaction Status Display Displays the status of the transaction Created On Entity Time Display zone Displays the date of creation of the transaction as per the entity time zone Created On My time Display zone Displays the date of creation of the transaction as per the user s preferred time zone Updated On Display Displays the date of update of the transaction Created By Display Displays the user ID with which the transaction is created Updated By Display Displays the user ID with which the tran
30. red 5 Click Back to navigate to dashboard OR Click E receipt to generate the e receipt of the transaction Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 41 Transactions to Release 8 Transactions to Release The transactions to release transaction allow you to release the transaction if the transaction is set as release required The transaction is available in the dashboard for release To view transactions to release 1 From the Transaction Activities menu select Transactions To Release The Request Processing screen appears Request Processing Request Processing 16 09 2014 11 50 25 GMT 0530 Search Criteria Transaction Reference No Initiator From Date HE To Date Field Description Field Name Description Transaction Optional Alphanumeric 20 Reference Number Indicates the transaction reference number for the search criteria Initiator Optional Alphanumeric 20 Indicates the name of the transaction initiator for the search criteria Start Date Optional Pick List Indicates the start date for the search criteria End Date Optional Pick List Indicates the end date for the search criteria Enter the required information Click Search The Transactions to Release screen appears Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 42 Transactions to Release Transactions to Release Request Proce
31. s bulk file transaction Status Code Display Displays the Status Code of the transaction 4 Click the E Banking Reference Number link to view the View Release screen View Release View Request Processing 24 08 2010 01 52 41 GMT 1000 Reference Number Transaction Type Updated By Updated On Status Version Value Date 415248012102440 Stop Payment on Wired MAXCORP 06 08 2010 17 24 17 Pending for 1 Transfer Processing Note Audit Detail Authorizer s Authorized On Status Value Date Amount Note 19 MAXCORP 06 08 2010 01 54 17 Pending for 0 GMT 1000 Processing 60 6 MAXCORP 06 08 2010 01 54 17 Authorized 3 0 GMT 1000 Reject Request Field Description Field Name Description Account Customer Display a Displays the account customer ID of the transaction Account Number Display Displays the account number of the transaction Source Branch Display Code Displays the source branch code of the transaction Txn Amount Display Displays the amount of the transaction Customer ID Display Displays the customer ID of the transaction Cust Group ID Display Displays the customer ID group of the transaction Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 44 Transactions to Release Field Name Description Currency Display Displays the currency of the transaction Bulk File Display Referenc Number Displays the bulk file reference number of the transac
32. saction is updated User Reference Number Display Displays the user reference number of the transaction Value Date Display Displays the value date of the transaction Updated on My Time Display zone Displays the date time and time zone details of the updated transaction Created on My Time Display cane Displays the date time and time zone details of the created transaction Source Branch Code Display Displays the source branch code of the transaction Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 12 Initiated Transactions Field Name Description Customer ID Display Displays the customer ID of the user Transaction ID Display Displays the transaction ID of the transaction Template Type Display Displays the template type The additional search criteria fields and additional search result fields are displayed as per the transaction type selected 3 Click the E Banking Reference Number link The View Initiated Transaction screen appears View Initiated Transactions VIEW INITIATED TRANSACTIONS 10 06 2015 09 31 46 GMT 0000 gt yy O P x Transaction Updated a Reference Number Created On Updated On Status Version Value Date Reference Type By Number 08 06 2015 08 06 2015 193810865398996 Alerts 10 45 58 GMT AMITCORP 10 45 58 GMT Accepted 5 1 0000 0000 Note Audit Detail Authorizer s Authorized On Status Value Date Amount Note 08 06 2015 10 4
33. search results as per search criteria for the selected transaction The status of transaction can be Initiated Semi Authorized Rejected by Host Authorized Deleted Accepted Rejected by Authorizer Count Display Displays the number of transaction for each transaction type with same status Graph Display Displays the count as a graph 3 Click the link under the Status column The Search Authorization Transactions screen appears Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 21 Business User Authorization Search Authorization Transaction SEARCH AUTHORIZATION TRANSACTIONS 13 Jul 2015 06 56 16 GMT 0000 Click here to add more search criteria EBanking Reference No Other Search Criteria Transaction Type International Account Transfer Status Initiated Customer All Account Number User Reference Number Initiator Period Select Currency Select Currency From Amount To Amount Word Wrap Customize Columns Download Print None All EBanking Reference No Transaction Type Transaction Status Z Created On Created On N 241113241825192 International Account Transfer Initiated 13 Jul 2015 06 40 20 GMT 0000 13 Jul 2015 0 U Records 1 to 1 of 1 D gi page iz or 1 EY D Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 22
34. ssing Search Criteria Transaction Reference No From Date 24 08 2010 01 51 14 GMT 1000 Initiator E To Date fF 2262 Records 1 to 1 of 1 rooe 1 of 1 RR RR EBanking Reference No Transaction Type Status Created On Updated On Created By UJ 415248012102440 Stop Payment on Wired Transfer Pending for Processing 06 08 2010 01 54 17 GMT 1000 06 08 2010 01 54 17 GMT 1000 MAXCORP Mi Field Description Field Name E Banking Reference Number Transaction Type Status Created On Updated On Created By Updated By Version State Bill Authorization Type Description Display Displays the e banking reference number of the transaction Display Displays the type of the transaction Display Displays the status of the transaction Display Displays the date of creation of the transaction Display Displays the date of update of the transaction Display Displays the user name that has created the transaction Display Displays the user name who has updated the transaction Display Displays the version number of the transaction Display Displays the state bill of the transaction Display Displays the authorization type of the transaction Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 43 Transactions to Release Field Name Description Bulk File Display Transaction Displays whether the transaction i
35. t applications It is not developed or intended 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
36. the transaction created Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 40 View Transactions 3 The additional search criteria fields and additional search result fields are displayed as per the Transaction Type selected 4 Click the Reference Number link to view the details of the transaction View Transactions VIEW TRANSACTIONS 43 Jul 2015 10 19 55 GMT 0000 Y BY Updated Host Reference Number Transaction Type Created On B Updated On Status Version Value Date Reference y Number 07 Jul 2015 07 Jul 2015 211400248771026 a tod 10 07 40GMT KGCORP 10 08 40 GMT reel m 41 Mar 2014 p 0000 0000 Deposit Details Deposit Product Bearing Normal Fixed Rate Deposit Branch CORE_COMB_STMT TD Currency GBP Source Account 1040411227015 Deposit Amount 1 500 00 GBP Maturity Date 20 03 2016 00 00 00 Interest Instructions Instruction Account Transfer Account 1040411227015 Principal Instructions Instruction Close on Maturity No Rollover Account 1040411227015 80010 Request timed out Please check the status of this transaction in Transaction activity Note Audit Detail Authorizer s Authorized On Status Value Date Amount 07 Jul 2015 10 08 40 Under Q KGCORP GMT 0000 Process 11 11 Mar 2014 GBP 1 500 00 07 Jul 2015 10 08 40 KGCORP GMT 0000 25 11 Mar 2014 GBP 1 500 00 07 Jul 2015 10 07 40 S KGCORP GMT 0000 3 11 Mar 2014 GBP 1 500 00 Note In case of modification notes will be igno
37. tion Linked Reference Display NS Displays the linked reference number of the transaction Transaction Under Display process Displays the name of transaction under process Value Date Display Displays the value date of the transaction 5 Click Back to navigate to the dashboard OR Click Accept Request to accept the release request The Transaction for Accept request Verify screen appears OR Click Reject Request to reject the release request The Transaction for Accept Reject request Verify screen appears Transactions for Accept Reject Request Verify Transactions For Process Verify 24 06 2010 01 33 28 GMT 1000 Reference Number Transaction Type Updated By Updated On Status Version Value Date 415248012102440 Stop Payment on Wired MAXCORP 06 08 2010 17 24 17 Pending for i Transfer Processing Note Audit Detail Authorizer s Authorized On Status Value Date Amount Note S MAXCORP 06 08 2010 01 54 17 Pending for 0 GMT 1000 Processing 60 MAXCORP 06 08 2010 01 54 17 Authorized 3 0 GMT 1000 6 Click Back to navigate to the previous screen Click Confirm The Transaction to Accept Reject Confirm screen appears Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 45 Transactions to Release Transactions for Accept Reject Request Confirm Transactions For Process Confirm 24 08 2010 01 53 28 GMT 1000 Reference Number Transaction Type Updat
38. transactions Please check the status in dashboard Note G 10 Click OK The Transaction to authorize screen appears Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 31 Send To Modify Business User Authorization 11 Navigate to View Pending Authorization Transaction screen View Pending Authorization Transaction VIEW PENDING AUTHORIZATION TRANSACTION 13 Jul 2015 09 03 56 GMT 0000 2 Br amp x Reference Number Transaction Created On Updated By Updated On Status Version Value Date ee 13 Jul 2015 13 Jul 2015 688048879825154 OWN Account 06 36 43 GMT MUSTUCO2 06 36 43 GMT Initiated 1 1 11 Mar 2014 Transfer 0000 0000 User Reference Source Account 1040411227026 104 10411227 Beneficiary Details Destination Account 1040411227037 104 10411227 Payment Details Transfer Amount 100 00 GBP k Pay Now 11 03 2014 Other Details Narrative Note Audit Detail Authorizer s Authorized On Status Value Date Amount Note 13 Jul 2015 06 36 43 9 MUSTUC02 GMT 0000 Initiated 1 11 Mar 2014 GBP 100 00 Back Authorize Reject Send To Modify Note In case of modification notes will be ignored gt 12 Click Send To Modify The Transactions for Send To Modify Verify screen appears Oracle Banking Digital Experience Corporate Customer Services Transaction Dashboard 32 Business User Authorization Transactions for Send To Modify Verify TR

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