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User Manual Oracle FLEXCUBE Direct Banking Retail Customer

1. Confirm New Password Click here to enter by hovering Change Transaction Password User Id CUSER11 Existing Password leocceee New Pasword eeeeeeeee Normal Confirm New Password eoccccece Rules for Login Password Rules for Transaction Password Password should be minimum 6 characters Password should be minimum 6 characters Password should be maximum 20 characters Password should be maximum 20 characters Password can contain lowercase alphabets Password can contain lowercase alphabets Password can contain uppercase alphabets Password can contain uppercase alphabets Password can contain special characters Password can contain numeric characters Password can contain numeric characters Password must contain one of the following as first char Password must contain one of the following as first char Lowercase alphabets Lowercase alphabets Uppercase alphabets Uppercase alphabets Numeric characters Numeric characters Password must contain one of the following as last char Password must contain one of the following as last char Lowercase alphabets Lowercase alphabets Uppercase alphabets Uppercase alphabets Numeric characters Numeric characters Allowed Special characters Allowed Special characters Password can contain 5 successive characters Password can contain 5 repetitions Password can contain 5 successive characters Password can contain 5 repetitions Follo
2. Enter the appropriate First Name Last Name Mandatory Alphanumeric Input Box 35 This field is available only when Relationship Type selected is Saving Account Customer Enter the appropriate Last Name Email ID Mandatory Alphanumeric Input Box 255 Enter the appropriate Email ID Date of Birth Mandatory Date Picker Select the appropriate Date of Birth 5 Enter the appropriate details in the respective fields 6 Click Submit The Reset Password screen is displayed Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Forgot Password 7 Enter the appropriate details in the following fields Reset Password ORACLE Reset Password NOW sesssssse Conte seesscees NOW eeccceces CONT sesssssse 8 Click Submit The success message appears on the screen Field Description Field Name Description Change Password New Password Mandatory Alohanumeric Inout Box 20 Enter the desired new password Confirm New Mandatory Alphanumeric Input Box 20 Password Re Enter the above same password for verification Change Transaction Password New Password Mandatory Alohanumeric Inout Box 20 Enter the desired new password Confirm New Mandatory Alphanumeric Input Box 20 Password Re Enter the above same password for verification Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Ad hoc Account Statement Request 8
3. Is Primary Card Primary Card Number Card Application Date Card Issue Date Card Renewal Date Card Expiry Date Card Activation Date Card Status Card Dispatch Status Pin Mailed Status Last Status Change Date Last Operation ATM Limit Unit ATM Count Limit ATM Amount Limit Remote ATM Limit Unit Remote ATM Count Limit Remote ATM Amount Limit POS Limit Unit POS Count Limit POS Amount Limit Remote POS Limit Unit Remote POS Count Limit Remote POS Amount Limit 4 Click the Back button to return to the previous screen CA1000761 CASA OPERATIONS 1 DCRD 111111118 CARDNAM1 CA1DCRDO73340001 1245876356565656565 Yes 1245876356565656565 30 11 2007 No No 30 11 2007 Yearly 3 1 000 00 GBP Yearly 3 1 000 00 GBP Yearly 3 1 000 00 GBP Yearly 3 1 000 00 GBP Debit Card Details 23 03 2010 23 07 42 GMT 1000 Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Manage External Accounts 13 Manage External Accounts The user may have accounts in multiple banks This option enables statement access for the external accounts The Add External Accounts option allows the user to add external accounts To add external accounts 1 Navigate through the menus Accounts gt External Accounts gt Add External Accounts The system displays the Manage External Accounts screen Manage External Accounts Manage External Accounts 13 08 201
4. State Country Zip Postal Code Phone User Reference Indicates mandatory field Indicates mandatory if particular option is enabled Field Description Field Name Description Channel Group Mandatory Drop Down Select the channel for which the transaction password is to be reissued from the dropdown list Mode of delivery Mandatory Radio button Select the Radio button from the available radio buttons The options available are e Branch e Courier Note On selecting the Branch radio button the fields mention below shall be display fields City Conditional Dropdown Select the City to which the branch belongs from the drop down list ORACLE 109 Reissue Transaction Password Field Name Description Branch Conditional Dropdown Select the branch from where the cheque book will be collected from the drop down list Name Optional Alohanumeric 35 Type the Name to which the delivery shall be done Address Optional Alphanumeric 34 3 Type the address for delivery of cheque book s City Optional Alphanumeric 35 Type the city to which the address belongs State Optional Alphanumeric 35 Type the state to which the city belongs Country Optional Alphanumeric 35 Type the country of the address Postal code Optional Alphanumeric 35 Type the postal code Phone Optional Alphanumeric 35 Type the phone number 2 Click the Submit button and t
5. Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services 33 Dashboard Widget Manageme nt oonncccccconnnnconnnccnoccnonaconanononcnnnnnnannnnrrrrcnnnnnnnn nr rr rnnnnnaannnn rr rrrnnnnnaaaannnns 139 Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Preface 1 Preface 1 1 Intended Audience This document is intended for the following audience e Customers e Partners 1 2 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 accg id docacc 1 3 Access to OFSS Support htips flexsupp oracle com 1 4 Structure This manual is organized into the following categories Preface gives information on the intended audience lt 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 Chapters post Introduction are dedicated to individual transactions and its details covered in the User Manual ORACLE 1 5 Related Information Sources For more information on Oracle FLEXCUBE Direct Banking Release 12 0 2 0 0 refer to the following documents e Oracle FLEXCUBE Direct Banking Licensing Guide e Oracle FLEXCUBE Di
6. The system displays the Subscribe unsubscribe Banking channels Confirm screen Subscribe Unsubscribe additional channel Confirm O Transaction submitted for Subscribe Unsubscribe Banking Channel having reference 168406281079560 has been Auto Authorized Subscribe Unsubscribe Banking Channel Confirm 30 10 2012 14 25 21 GMT 0530 Unsubscribe Channels Mobile Banking User Id mMICORP1 Channels Mobile Browser 6 Click the Ok button to Return to the Subscribe Subscribe Banking Channels Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Subscribe unsubscribe additional Channels 19 2 Subscribe for Other Channels To Subscribe for other channels 1 Navigate through the menu to My Profile gt Subscribe Unsubscribe additional Channels The system displays the Subscribe Unsubscribe additional Channels screen Subscribe Unsubscribe additional channels Subscribe Unsubscribe Banking Channel 21 11 2012 11 22 47 GMT 0530 Subscribe Channel Internet and Mobile Banking O Mobile Browser User Id MIRETAIL1 SMS Banking O sus Banking Mobile Unsubscribe Channel Internet and Mobile Banking User Id MIRETAIL1 O Mobile Application Field Name Description Subscribe Channel Check Box Optional Checkbox Select the check box for the channel stated with the check box User Id Mandatory Alphanumeric Type the user id of the initiator of the transaction Password Mand
7. the Mailbox offers a message sending option You can write about any problems that you may have faced errors in the system 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 compose messages 1 Navigate through the menus to Customer Service gt Mailbox The system displays the Messages screen Mailbox 04 12 2012 21 51 12 GMT 0530 gt Compose Message L Inbox B Bea Records 1 to 3 of 3 Page 1 of 1 E E P Sent Messages Message ld Subject Sender Customer ld Received ires Is Read 191146570112028 Demand Draft and Cheques Accounts Department 006005884 04 12 2012 21 48 44 04 04 2013 00 00 00 660310307111331 amp Demand Draft and Cheques Accounts Department 006005884 04 12 2012 21 39 23 04 04 2013 00 00 00 N 660310307111331 Demand Draft and Cheques Accounts Department 006005884 30 11 2012 09 34 16 30 03 2013 00 00 00 y 2 Click the Compose Message tab The system displays following screen Mailbox Mailbox 04 12 2012 21 11 50 GMT 0530 _ Inbox Submit a question using our secured messaging form below You can expect a response in 2 business days AR Your personal financial information is held in strictest confidence Select the subject of this Select from here v Customer Select message A Enter your message below Messages are limited to approximately 2000 characters or 200 words of text Ad
8. 04 2012 gt 26 04 2012 gt 27 04 2012 gt 28 04 2012 5 Click on the date link to view the reminder set for that particular day The system displays screen as below Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Reminder Schedule Reminder Schedule 23 04 2012 23 23 46 GMT 0530 Reminders for Today Reminders due during this week Reminders due during this month a 24 04 2012 Draft Reminder Daily End Date 25 04 2012 Demand Draft Delete Modify gt 25 04 2012 gt 26 04 2012 gt 27 04 2012 gt 28 04 2012 6 Clcik the Delete Modify link on order to delete or modify that respective reminder 7 Click the Reminders Due during this months tab in order to view reminders due for current month Reminder Schedule Reminder Schedule 23 04 2012 23 28 41 GMT 0530 Reminders for Today Reminders due during this week Reminders due during this month gt 24 04 2012 gt 25 04 2012 gt 26 04 2012 gt 27 04 2012 gt 28 04 2012 gt 29 04 2012 gt 30 04 2012 8 Click on the date link to view the reminder set for that particular day The system displays screen as below Reminder Schedule Reminder Schedule 23 04 2012 23 28 41 GMT 0530 Reminders for Today Reminders due during this week Reminders due during this month Next Month gt a 24 04 2012 Draft Reminder Daily End Date 25 04 2012 Demand Draft Delete Modify gt 25 04 2012 gt 26 04 2012
9. 04 2013 00 00 00 28 04 2013 00 00 00 28 04 2013 00 00 00 4 Click the Forward link in order to forward the current message The system displays below screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services 04 12 2012 22 22 30 GMT 0530 gt Compose Message Sent Messages LJ Inbox BBB Records 1 to 10 of 16 Page 1 of 2 tea taal gt Sent Messages Message ld Subject To Customer ld Sent ires 0060001282 Demand Draft and Cheques Accounts Department 006005884 04 12 2012 19 45 01 04 05 2013 00 00 00 0060001151 Demand Draft and Cheques Accounts Department 006005884 03 12 2012 17 40 27 03 05 2013 00 00 00 0060001151 Demand Draft and Cheques Accounts Department 006005884 03 12 2012 17 37 12 03 05 2013 00 00 00 Attached Files Forward Sent by RETAIL1 USER Date 04 12 2012 19 45 01 To Accounts Department Expires 04 05 2013 00 00 00 Customer 006005884 Subject Demand Draft and Cheques 5 Type the message and Click the Send button The system displays Confirmation message for the message sent Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Reminders 25 Reminders The Reminder functionality enables business users to register for reminders Once a reminder is registered the user can view the reminder under the Reminder schedule The reminder schedule will display all registered reminders e reminders that are due on the current date and also rem
10. 08 2010 04 29 18 GMT 0600 Set Account Preferences ACN Success 13 08 2010 04 37 23 GMT 0600 Set Account Preferences ACN Success 13 08 2010 04 38 55 GMT 0600 Preferences UPS Success 13 08 2010 04 39 25 GMT 0600 Set Account Preferences ACN Success 13 08 2010 04 39 49 GMT 0600 Set Account Preferences ACN Success 13 08 2010 04 39 55 GMT 0600 Set Account Preferences ACN Success 13 08 2010 04 40 14 GMT 0600 Preferences UPS Success 13 08 2010 04 40 30 GMT 0600 Preferences UPS Success 13 08 2010 04 41 18 GMT 0600 Preferences UPS Success 13 08 2010 04 41 33 GMT 0600 Preferences UPS Success 13 08 2010 04 41 38 GMT 0600 Field Description Field Name Description Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Field Name Description Channel User Id Display This field displays the channel user ID accessed during the session Session Start Display This field displays the date and time of access Transaction Name Display This field displays the name of the transaction performed Status Display This field displays the status of the transaction Transaction Date Display This field displays the date and time of the transaction 4 This screen allows the user to view the list of transactions processed for a specified session along with the login and logoff details with date and time 5 Click the Back button to navigate go to the previous screen Oracle FLEXCUBE
11. 3 Click the Find button The system displays the Bank Details pop up screen with the search results Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Manage External Accounts Bank Details Bank Details 13 03 2010 03 21 29 GMT 0600 ET E a f z smmm OJ OOOO O Smem OOA SWIFT Code Bank Name Address City Country O BCITITM1 BANCA INTESA SPA 116 VIA TERRASANTA PALERMO PALERMO ITALY O BCITITM1 BANCA INTESA SPA 242 VIALE MARCONI QUARTU QUARTU SANT ELENA ITALY SANT ELENA BCITITM1 BANCA INTESA SPA VIA VALVERDE IGLESIAS IGLESIAS ITALY O BCITITM1 BANCA INTESA SPA 10 VIA SALARIS CAGLIARI CAGLIARI ITALY O BCITITM1 BANCA INTESA SPA VIA TUVERI PIAZZA CAGLIARI ITALY PALESTRINA CAGLIARI O BCITITM1 BANCA INTESA SPA N 84 G VIALE CARLO PEPOLI BOLOGNA ITALY BOLOGNA oO BCITITM1 BANCA INTESA SPA 132 CORSO ITALIA CATANIA CATANIA ITALY O BCITITM1 BANCA INTESA SPA 231 VIA VITTORIO EMANUELE II CATANIA ITALY CATANIA 4 Select the required bank details and click the OK button The system displays the Manage External Accounts screen with the bank details OR Re enter the search criteria to filter the bank details again Manage External Accounts Manage External Accounts 13 08 2010 03 20 42 GMT 0600 Account Number 00000005910 Account Name acci SWIFT Code 5 BCITITM1 Bank Name BANCA INTESA SPA Address 116 VIA TERRASANTA PALERMO
12. 43 44 Task 660310307111331 Demand Draft and Cheques Accounts Department 006005884 04 12 2012 21 39 23 04 04 2013 00 00 00 660310307111331 Demand Draft and Cheques Accounts Department 006005884 30 11 2012 09 34 16 30 03 2013 00 00 00 Sent by Accounts Department To RETAIL1 USER Customer 006005884 Subject Demand Draft and Cheques Date 04 12 2012 21 43 44 Expires 04 04 2013 00 00 00 Channel FCDB Demand Draft request Accepted Response To Sent by RETAIL1 USER To Accounts Department Customer 006005884 Subject Demand Draft and Cheques Date 02 11 2012 13 28 27 Expires 02 04 2013 00 00 00 Channel FCDB DEMAND DRAFT REQUEST 4 Click the reply link in order to reply to the current message The system displays below screen box 04 12 2012 21 51 12 GMT 0530 3 a al fincerde 1103043 MIN page 1011 BN EN Interactions 1 Alerts Bulletins gt Tasks Sent Messages Message Id 191146570112028 660310307111331 660310307111331 A amp Subject Demand Draft and Cheques Demand Draft and Cheques Demand Draft and Cheques Sender Accounts Department Accounts Department Accounts Department Customer Id 006005884 006005884 006005884 Received 04 12 2012 21 48 44 04 12 2012 21 39 23 30 11 2012 09 34 16 ires 04 04 2013 00 00 00 04 04 2013 00 00 00 30 03 2013 00 00 00 Is Read hy Attached Files Add Attachment Sent by Accounts Department To RETAIL1 U
13. ATM e Captured in other Bank s ATM e Lost e Stolen e Fraud Suspected e Others On selecting others type the reason for hot listing in the field displayed Optional Alohanumeric 35 Type the place of Loss Mandatory Radio button select one of the radio button from the available options The options available are e Yes No Mandatory Radio button Select the Radio button from the available radio buttons The options available are e Branch e Courier e Post Note On selecting the Branch radio button the fields mention below shall be display fields Conditional Dropdown Select the City to which the branch belongs from the drop down list Conditional Dropdown Select the branch from where the cheque book will be collected from the drop down list Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Debit Card Hot listing Field Name Description Name Optional Alphanumeric 35 Type the Name to which the delivery shall be done Address Optional Alphanumeric 34 3 Type the address for delivery of cheque book s City Optional Alphanumeric 35 Type the city to which the address belongs State Optional Alphanumeric 35 Type the state to which the city belongs Country Optional Alphanumeric 35 Postal code Phone User Reference Type the country of the address Optional Alphanumeric 35 Type the postal code Optional Alphanumeric 35 Type the phone
14. Account Type Select the account type from the available account types tabs The following fields are displayed on selecting the Account type Disable Account Optional Checkbox Nicknames Select the checkbox for the Disable account Nicknames to disable the Account nick names for the selected accounts Account Number Display This column displays the Account number Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services First time login Field Name Description Account Nick Optional Alphanumeric 20 name Type the Account nick name Set as favorite Optional Checkbox Select the checkbox for the account for which you want to select the nickname 8 Select The Checkbox 9 Click the Save button The system saves the settings and displays the next step 10 Click the Skip button to skip the step for the time being The system displays the next step Step 4 Set Payments limit Step 4 Step 5 Set Payment Limits User Preferences saved successfully My Transactions Own Account Transfer Limit Type Initiation Limit Authorization Limit Direct Collection Min Amount Max Amount Total Amount No of Transactions Export Collection Bank allocated limits 1 00 USD 1 000 000 00 USD 1 000 000 00 USD 45 SEPA Credit Transfer Current Limits 1 00 USD 1 000 000 00 USD 1 000 000 00 USD 45 Demand Draft Pay Order Request New limits Internal Remittance International Account Transfer SEPA
15. Ad hoc Account Statement Request Regular statements are sent to the customers as per their desired periodicity This option allows the user to request for an ad hoc account statement for any of the CASA accounts To request an ad hoc account statement 1 Navigate through the menus to Customer Services gt Self Services gt Adhoc Account Statement Request The system displays the Adhoc Statement Request screen Adhoc Statement Request Adhoc Statement Request 11 05 2012 00 53 25 GMT 0530 Account Type Current and Savings Field Description Field Name Description Account Type Mandatory Drop Down Select the account type from the drop down list for which the ad hoc account statement is to be generated The options are e Current and Savings e Term Deposit 2 Select the Account Type 3 Click the Submit button The system displays Adhoc Statement Request screen Adhoc Statement Request Adhoc Statement Request 13 08 2010 02 57 36 GMT 0600 Account Type Current and Savings Account Number Select From Date Hi To Date Another Account Type Field Description Field Name Description Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Ad hoc Account Statement Request Field Name Description Account Type Display This field displays the account type selected for which the ad hoc account statement is to be generated Account Number Mandatory Drop Down Sel
16. Banking 12 0 2 0 0 User Manual Retail Customer Services Deactivate User Channel 18 Deactivate User Channel This transaction allows you to deactivate disable the access to the existing user through other channels These additional channels can be any channels like browser based or J2ME mobile banking channel Using this transactions you can deactivate your mobile banking channel users To deactivate user channel 7 Navigate through the menu to Customer Services gt My Profile gt Channel Deactivation The system displays the Channel Deactivation screen Channel Deactivation Channel Deactivation 30 10 2012 14 28 19 GMT 0530 Channel Deactivation Channel O Browser based mobile banking MICORP1 O Mobile Application MICORP1 Field Description Column Name Description Channel Display This column displays the channel description Select the checkbox of the channel for which you want to deactivate the user ORACLE 68 Deactivate User Channel Column Name Description User Id Display This column displays the user id with respect to the channel From Date Mandatory Picklist Select the start date for deactivation from the pick list To Date Mandatory Picklist Select the end date for deactivation from the pick list 8 Click the Deactivate button The system displays Channel Deactivation Verify screen Channel Deactivation Verify Channel Deactivation Verify Browser based mobile banking MIC
17. O E Delivery Details Mode of Delivery Branch Courier Post Mumbai M BANK FUTURA CORPORATE DEPOSITS BR Name Mr RETAIL USER1 Address BANK FUTURA addr1 BANK FUTURA addr2 Mumbai City Mumbai State Country UNITED KINGDOM Zip Postal Code Phone User Reference Another Service Request Field Description Field Name Description Select Account Mandatory Dropdown Number Select the Account Number from the dropdown list Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Field Name Reason Embossing Name Date of birth Delivery Details Mode of delivery City Branch Name Address City State Apply for ATM Debit Card Description Mandatory Dropdown Select the reason for activation of debit card from the dropdown list The options available are e Card Hot listed e New Application Mandatory Alphanumeric 35 Type the Embossing name on the Debit Card Mandatory Pick list Select the date of birth of the supplementary card holder from the dropdown list Mandatory Radio button Select the Radio button from the available radio buttons The options available are o Branch e Courier o Post Note On selecting the Branch radio button the fields mention below shall be display fields Conditional Dropdown Select the City to which th
18. PALERMO _ ITALY Currency EUR w Effective Date 14 08 2010 En Closing Date 30 08 2010 En Field Description Field Name Description Address Display This field displays the bank address Currency Mandatory Drop Down Select the currency for the external account from the drop down list Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Manage External Accounts Field Name Description Effective Date Mandatory Pick List Select the effective date for the external account from the pick list Closing Date Optional Pick List Select the closing date for the external account from the pick list 5 Click the Submit button The system displays the Manage External Account Verify screen Manage External Account Verify Manage External Account Verify 13 08 2010 03 23 48 GMT 0600 Account Number 00000005910 Account Name RITE account SWIFT Code BCITITM1 Bank Name BANCA INTESA SPA Address 116 VIA TERRASANTA PALERMO Currency EUR Effective Date 14 08 2010 Closing Date 30 08 2010 6 Click the Confirm button The system displays the Manage External Account Confirm screen with the status message Manage External Account Confirm External Account Details Added Successfully Manage External Account Confirm 13 08 2010 03 23 48 GMT 0600 Account Number 00000005910 Account Name RITE account SWIFT Code BCITITM1 Bank Name BANCA INTESA SPA A
19. PROFILE DETAIL CRTCO1 Field Description Field Name Description Select Report Mandatory Drop Down Type Select the report type from the drop down list 2 Click the Go button The system displays the Register Report screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Register Report Register Report Register Report 13 08 2010 03 13 43 GMT 0600 Report Type CUSTOMER PROFILE DETAIL CRTCO1 Frequency Daily Al Report Output Format PDF Activation Date ES Deactivation Date Hour 00 v Minute 00 RF Report Parameters Customer Id 333000028 ACC LTD FLEXCUBE DIRECT BANKING B001 Field Description Field Name Description Frequency Mandatory Drop Down Select the report frequency from the drop down list The options are e Daily e Weekly e Monthly e Once e HTML Excel Report Output Format Mandatory Drop Down Select the report output format from the drop down list The options are e PDF e HTML e Excel Date Conditional Pick List Select the report activation date from the pick list This field is displayed depending upon the selection in the frequency field Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Register Report Field Name Description Hour Conditional Drop Down Select the time in hours from the drop down list This field is displayed depending upon the selection in the freq
20. Reset ATM Debit Card PIN ATM Branch Locator ATM Branch Locator Enter location lUSA e nw 3 Yeltyur F akore Y z ATM Branch List i Puttaianyana Bommavara 7 Satellite Branch Details sapete gy adrapura Agrahara Challahalli Devanahalli Y24213 Mi K pa Village Name Bank Futura Bank Futura The 9 gt ju Branch E09 tr Sonnenahalli Village gt code z Singshalli A y Sonnepsnenall Address Unit 1 Block A California USA Unit 1 Block A Mugabala California Hesaraghatta Bagaluru Thavare Nelamangala Kann ur Chikbanavara Mota Bnahalli Dd Bidrahalli smaranahi Jalhalll crane J Sondekoppa gt x hiya gar 0 Kundalanalli A Thavarekere Bengal Village i a av y lt C Jachenali Manganahalli Shanti Ramagondanahalli ne Nagar 7 Lakkur Th oe Nerige Kengeri sd Chikka Kumbalgodu Dommasandra Tirupathi M K Kothnur Shikaripalya Muthanallur Bagalur Uttan Hakkipikki ea Guddahatti a Colony village me Attibele Somanahalli A A Bannerghatta Mookandapalk Ho i sur 2 National Park Bathlapalli ey le ta 2011 Je Msaj lse te a We ari Field Description Field Name Description ATM Branch List Display This column displays the ATM Branch list to select to view the ATM Branch address Brach Details Name Display This field displays the name of the branch of the bank Branch Code Display This field displays t
21. Service Request Field Description Field Name Description Account Mandatory Dropdown Select the Account from the drop down list Debit Card Mandatory Dropdown number Select the Debit Card number from the drop down list Reason Mandatory Dropdown Select the reason for activation of debit card from the dropdown list The options available are e Deactivated Card e New Card Embossing Name Mandatory Alohanumeric 35 Type the Embossing name on the Debit Card User Reference Optional Alohanumeric 35 Type the User reference number for future Reference 2 Click the Submit button The system displays the Activate debit Card Verify screen OR Click the Another Service Request button to return to the service request screen ORACLE 114 Activate Debit Card Activate debit Card Verify Activate Debit Card Verify 23 08 2010 04 21 55 GMT 1000 Account CA1000761 111111118 SHWETHASHREE GBP 0 00 Debit Card Number 4245876356565656565 Activation Reason New Card Embossing Name SHWETHASHREE User Reference al Confirm 3 Click the Confirm button The system displays the Activate debit Card Confirm screen OR Click the Back the button to change the details Activate debit Card Confirm Transaction submitted for Activate Debit Card having reference 797610581178585 has been Auto Authorized Activate Debit Card Confirm 23 08 2010 04 21 55 GMT 1000 CA1000761 111111118 SHWETHASH
22. Total Position Assets i Assets 73 145 36 I Saving and Current Account 100 Liabilities Pending for Authorization No Record found Inward Remittance Inquiry go e No records found to search again please amend your inputs M Loans 100 Account Balance 00400164101 004 004001641 v O Current Balance Mini Statement Scheduled Transactions 00400164101 004 004001641 vj o Account Type Saving and Current Account Total Assets Total Liabilities e No records found to search again please amend your inputs Credit Line Utilisations Y 004001641 CL_OLL_1 UNDEFINED UNDEFINED UNDEFINED Last Updated On 23 45 PM Last Updated On 23 46 PM GBP 167 00 GBP 1 615 00 GBP 2 000 00 Login Change Password Own Account Transfer Session Summary Sitemap 19 860 50 GBP Notifications Change Login Password Change Transaction pin New User Login Password New User transaction pin User Created Request Status No Service Requests available to be displayed Last 10 Used Cheques e No Records Found Quick Task Pay Bills Now Download Statement Now Request for a Cheque Book Outward Remittance Inquiry Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Login 4 1 Multi Entity Access If the user has been given access to multiple entities by bank admnisrtator then after login it will show below screen Dashboard Multi Entity Login Change Pa
23. alphabets Password can contain lowercase alphabets Password can contain uppercase alphabets Password can contain uppercase alphabets Password can contain special characters Password can contain numeric characters Password can contain numeric characters E Password must contain one of the following as first char Password must contain one of the following as first char Lowercase alphabets lt Field Description Field Name Description Change Login Password User ID Display This field displays the user ID Existing Mandatory Alphanumeric 18 Password Type the old password New Password Mandatory Alphanumeric 18 Type the new password The password strength is displayed on entering the new password Confirm New Mandatory Alphanumeric 18 Password Type the new password to confirm Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Field Name First time login Description Change Transaction Password User ID Existing Password New Password Confirm New Password Use Virtual Keyboard Click here to enter by hovering Display This field displays the user ID Mandatory Alphanumeric 18 Type the old password Mandatory Alphanumeric 18 Type the new password The password strength is displayed on entering the new password Mandatory Alphanumeric 18 Type the new password to confirm Optional Check Box Select the Use Virtual Keybo
24. by cheque number is ticked Cheque Range Conditional Inputbox Alphanumeric 6 Enter the cheque range whose status is to be required This field will be displayed only if Search by cheque number is ticked 2 Select the account number from the drop down menu 3 Select the cheque status and date range Cheque Status Inquiry Cheque Status Inquiry 13 08 2010 03 12 19 GMT 0600 The Cheque Status shall be displayed if the Cheque is a valid cheque Additional information for the Cheque shall be available if the Cheque has been presented to the bank Select Account Select Status All Search By Cheque Number F 4 Click the Submit button The system displays the status of the cheque and cheque amount Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Cheque Status Inquiry Cheque Status Inquiry 13 03 2010 03 10 53 GMT 0600 Cheque Status Inquiry The Cheque Status shall be displayed if the Cheque is a valid cheque Additional information for the Cheque shall be available if the Cheque has been presented to the bank Select Account 333000028 33300003807 ACC LTD USD 4 990 493 91 Status All v Search By Cheque Number O Account Cheque Number Cheque Status Amount 33300003807 33300003807 33300003807 33300003807 33300003807 33300003807 33300003807 33300003807 33300003807 33300003807 33300003807 33300003807 33300003807 33300003807 3330000
25. conversation message id Display This field displays the descriptive synopsis of the message It also acts as a link to access the message Note This icon between the message id and subject column shows that the message has some attachments Display This field displays the name of the sender of the message If the message has been sent by the bank then the Department Name will be displayed as the Sender The names for the departments ids are already maintained in the system If the message has been sent by another user then the customer id for which the mail is being sent will be displayed as the sender Display This field displays the customer id Display This field displays the date on which the message was received Display This field displays the expiry date for the transaction Display This field displays the Is Read flag as Y N 3 Click on Subject link to view the message The system displays following screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services gt Compose Message E gt Inbox gt Sent Messages gt Compose Message ES Inbox gt 04 12 2012 21 51 12 GMT 0530 3 Records 1 to 3 of 3 Page 1 of 1 BE y la iInteractions 1 P Alerts Message ld Subject 191146570112028 E Sender Accounts Department Customer ld 006005884 ires 04 04 2013 00 00 00 Received gt Bulletins Demand Draft and Cheques 04 12 2012 21
26. displays the Register Report screen 12 Select the report frequency and report download format 13 Enter the date range 14 Click the View Reports button The system displays the Report screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Alerts 16 Alerts ORACLE 56 Alerts 16 1 Alerts User Alerts These alerts are sent when there is user level change like change in password change in email account is locked etc To Register user alerts 1 Navigate through the menus to Customer Services gt Self Services gt Alerts The system displays the Alerts screen 23 04 2012 23 49 00 GMT 0530 User Alerts O Customer Alerts Account Alerts Field Description Field Name Description User Alerts Optional Radio button Customer Alerts Click the User Alerts radio button to select any one of the alerts Account Alerts Customer Number Conditional Drop Down Select the customer number from the drop down list This field is enabled if the Customer Alerts radio button is selected Account Number Conditional Drop Down Select the account number from the drop down list This field is enabled if the Account Alerts radio button is selected 2 Select the User Alerts radio button 3 Click the Get Alerts button The system displays the Alerts screen with the description Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Alerts A
27. for Debit Card Hot listing 1 Navigate through the menus to Customer Services gt New Service Request gt Debit Card Hot listing The system displays the Debit Card Hot listing screen Debit Card Hot Listing Debit Card Hot Listing 23 08 2010 04 33 33 GMT 1000 Account Number Debit Card Number 1245876356565656565 Debit Card Hot Listing Reason Captured in Other Bank s ATM Place of Loss New Debit Card Required yes No Delivery Details Mode of Delivery Branch Courier Post Select City Y Name Address City State Country Zip Postal Code Phone User Reference Another Service Request Indicates mandatory fields Indicates mandatory if particular option is enabled Field Description Field Name Description Account Number Mandatory Dropdown Select the Account Number from the dropdown list Debit Card Mandatory Dropdown Number Select the Debit Card Number from the dropdown list Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Field Name Debit Card Hot Listing reason Place of Loss New Debit Card Required Delivery Details Mode of delivery City Branch Debit Card Hot listing Description Mandatory Dropdown Select the Debit Card Hot Listing reason from the dropdown list The options available are e Captured in own banks
28. get alerts for the same Preffered mode of Optional Checkbox coms Select the mode of contact The values are e Email e Mobile Preffered Time for Optional Dropdown recelving call Select the time range for receiving a call from bank 2 Click on Fconnect button to add social media profile if required The system will display facebook login screen 3 Click Save button The system will display following confirmation screen Manage Profile Confirm Profile updated success ful Manage Profile Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Reset Security Questions 21 Reset Security Questions You can modify and reassign the set of security questions maintained by the bank administrator To Reset Security Questions 1 Logon to the Internet Banking application 2 Navigate through the menus to Customer Services gt My Profile gt Reset Security Questions The system displays the Set Security Questions screen Set Security Questions 3 Select the question from dropdown list for each Security Question set 1 2 and 3 respectively from the set and enter the answer for each question 4 Click Submit button The system displays the Security Questions Maintenance Verify screen Set Security Questions Verify ORACLE 78 Y Set Security Questions Verify Set Security Questions Verify Question 2 How many pets you have Answer zero Question 3 Which is your
29. gt 27 04 2012 gt 28 04 2012 gt 29 04 2012 gt 30 04 2012 Register New Reminder 9 Clcik the Delete Modify link on order to delete or modify that respective reminder 10 Click the Register New Reminder button The system displays below Registration screen OR Navigate to Customer Services gt Self Services gt Reminder Registration Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Registration Registration 23 04 2012 22 56 53 GMT 0530 Frequency Select v Start Date End Date Description Field Description Field Name Description Subject Mandatory Alphanumeric 50 Type the subject for which the reminder is to be set Frequency Mandatory Dropdown Select the frequency from the dropdown Start Date DatePicker Select the start date for the reminders End Date DatePicker Select the end date for the reminders Description Mandatory Alphanumeric 100 Type the description for the reminder to be set 11 Click the Register button The system displays Remindres Registration Confirm screen OR Click the Cancel button to go back to the previous screen Remindres Registration Confirm Reminder set successfully Reminders Registration Confirm 23 04 2012 23 06 29 GMT 0530 Subject Mailbox Reminder Frequency Daily Start Date 25 04 2012 End Date 24 05 2012 Description Remindres for Mailbox 12 Click the OK button The system displays initial R
30. if the Cheque Range radio button is selected Type the cheque range in this field Type first and last cheque number of the desired range in the two fields For Example If the user enters the cheque range as 1 5 then all the cheques from 1 5 are blocked unblocked 2 Click the Submit button The system displays the Stop Cheque Request Verify screen Stop Cheque Request Verify Stop Cheque Request Verify 13 08 2010 03 01 32 GMT 0600 Account Number 33300002811 Reason Stop Payment Cheque Number 3 Click the Confirm button The system displays the Unblock Cheque Request Confirmed screen with the status message Unblock Cheque Request Confirmed Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Stop Or Unblock Cheque Request O Transaction submitted for Stop Or Unblock Cheque Request having reference 192412163160356 has been Initiated Stop Cheque Request Confirmed 13 08 2010 03 01 32 GMT 0600 EBanking Reference No 192412163160356 Account Number 33300002811 Reason Stop Payment Cheque Number 4 Click the OK button The system displays the Stop Or Unblock Cheque Request screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Cheque Book Request 10 Cheque Book Request The Cheque Book Request option allows you to request for a cheque book To request for a cheque book 1 Navigate through the menus to Customer Serices gt Cheques gt
31. them Check the checkbox for any widget which is to be displayed in Dashboard Widgets 4 Click the Confirm Selection button The system displays Confirmation message for widget selection as shown in below screen These selected widgets will be displayed in Dashboard Widget screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Reset ATM Debit Card PIN Dashboard Widget Management Widget Name RSS Feeds Tools Quick Tasks Account Summary Advertisements Notifications Spending Analysis My Transactions Scheduled Transactions Loan Rates Request Status Inward Remittance Inquiry Mini Statement Pay Bills Transfer Funds Last 10 Used Cheques Exchange Rates Blackout Next 7 Days Session Summary Account Balances Recent Activity Reminders Widget Description Displays current news articles Displays a list of tools for quick navigation Displays a list of transactions for quick navigation purposes Displays the summary of all your accounts Displays personalised advertisements and offers to the user Displays a list of your recent notifications Displays category wise expenditure incurred on your Current and Savings accounts over a period of time in graphical form Displays a list of the last N transactions initiated by you Displays minimum details of transi Messages Displays the current loan rates of Displays a list with status of the le O Displays the last N transfers maGe wrr
32. to enter Optional Check Box by hovering Select the Click here to enter by hovering check box to enter the password by moving the mouse over the keyboard without clicking the keys Virtual Keyboard Functions 3 Click on the Upper button to arrange the key board using Upper case characters The Caption of the button will change to Lower Click on it to arrange the key board using Lower case characters 4 Click on the Delete button to delete previously entered characters 5 Click on Clear All to clear the password field 6 Click on the Not Mixed to arrange the keyboard as per standard key board layout Caption of the button changes to Mixed Click on the Mixed to change the keyboard layout after every character click Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Login ORACLE FLEXCUBE DIRECT BANKING ORACLE Login ATM Branch Locator ser ID CORP1 Contemporary Y Delete Clear All Not Mixed a j ke Yo Oracle ial Services Software Limited All rights reserved This product is protected by Indian and International copyright laws as described in the About box 7 Enter the Use ID and Password 8 Click the Sign In button to log in to the application The system displays the home page View Initiated Transactions screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services View Initiated Transactions O WELCOME SMITH CORP Currency Wise Position 0
33. when any transactions are done in the customer number selected To Register Customer alerts 1 Navigate through the menus to My Services gt Alerts The system displays the Alerts screen Alerts 23 04 2012 23 53 27 GMT 0530 O User Alerts Customer Alerts Customer No O Account Alerts Account Number Field Description Field Name Description User Alerts Optional Radio button Customer Alerts Click the User Alerts radio button to select any one of the alerts Account Alerts Customer Number Conditional Drop Down Select the customer number from the drop down list This field is enabled if the Customer Alerts radio button is selected Account Number Conditional Drop Down Select the account number from the drop down list This field is enabled if the Account Alerts radio button is selected 2 Click the Customer Alerts radio button Select the Customer No Click the Get Alerts button The system displays the Alerts detail screen Alerts Field Description Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Field Name Alerts Description Alert Description Email SMS Parameters Optional Check Box Select the Alert Description check box to set an alert It displays the brief description of an alert Note Alerts shown in screen are for sample purpose Actual alerts configured in application might be different Display This column di
34. 0 03 20 42 GMT 0600 Account Number Account Name SWIFT Code Bank Name O Address Currency Effective Date Closing Date En Field Description Field Name Description ORACLE 43 Manage External Accounts Field Name Description Account Number Mandatory Alphanumeric 20 Type the account number in this field Account Name Optional Alphanumeric 50 Type the account name in this field SWIFT Code Mandatory Radio Button Click SWIFT Code to search bank details based on SWIFT code Type the search characters in the adjacent field to perform search based on the typed characters if required Bank Name Mandatory Radio Button Click Bank Name to search bank details based on bank name Type the search characters in the adjacent field to perform search based on the typed characters if required Address Display This field displays the address of the bank This field will be activated on selecting the Bank name radio button Currency Mandatory Dropdown Select the currency from the dropdown list Effective date Mandatory Pick list Select the effective date for the external account Closing date Mandatory Pick list Select the closing date for the external account 2 Click SWIFT Code or Bank Name radio button to select SWIFT Code or bank name as base criteria for searching bank details Type the corresponding search characters if required
35. 08 42 GMT 0530 User Alerts Customer Alerts Customer No Account Alerts Account Number 004001641 00400164101 Bank Futura Neethle Street London 2 Click the Get Alerts button The Alerts detail screen is displayed Alerts Field Description Field Name Description Alert Description Display This column displays the alert description Select the checkbox of the alert description to register for the Alert Note Alerts shown in screen are for sample purpose Actual alerts configured in application might be different Email Display This column displays the Mail id at which the alert will be sent This field will get displayed Note This field will be enabled only if Email checkbox is selected Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Alerts Field Name Description SMS Display This column displays the Mobile SMS at which the alert will be sent Note This field will be enabled only if Mobile Number checkbox is selected Parameters Conditional Numeric 100 Type the threshold percentage for Alerts Registration This field will get activated on selecting the Limit threshold Alert checkbox 3 Select the Alert Description 4 Click the Register De Register button The system displays the Alert verification screen Alerts Verify Alerts Verify 5 Click the Confirm button The system displays the Alert screen with confirmation mess
36. 10307111331 660310307111331 2 Click the Inbox tab The system displays following screen Mailbox Inbox gt Compose Message L gt Inbox Da A a Interactions 2 ls La E Alerts Message Id Bulletins 191146570112028 Tasks 660310307111331 E sant Messan 660310307111331 Subject 4 Demand Draft and Cheques Demand Draft and Cheques Demand Draft and Cheques Subject Demand Draft and Cheques Demand Draft and Cheques Demand Draft and Cheques Sender Accounts Department Accounts Department Accounts Department Sender Accounts Department Accounts Department Accounts Department Customer Id 006005884 006005884 006005884 Customer Id 006005834 006005884 006005884 Received 04 12 2012 21 48 44 04 12 2012 21 39 23 30 11 2012 09 34 16 Received 04 12 2012 21 48 44 04 12 2012 21 39 23 30 11 2012 09 34 16 Expires 04 04 2013 00 00 00 04 04 2013 00 00 00 30 03 2013 00 00 00 Is Read N N Y 04 12 2012 21 51 12 GMT 0530 ires 04 04 2013 00 00 00 04 04 2013 00 00 00 30 03 2013 00 00 00 Inbox gt Interactions 5 Records 1 to 3 of 3 tee Page 1 of 1 Is Read N N Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Field Description Field Name Description Message Id Subject Sender Customer Id Received Expires Is Read Display This field displays the system generated
37. 13 08 2010 05 02 03 GMT 0600 Country FLEXCUBE DIRECT BANKING Primary Customer Id 333000028 Primary Customer Name ACC LTD Date 13 8 2010 Transaction Type Internal Transfer Query Type Cancel Transaction Message Cancel for reason 3 Click the Cancel button to cancel the Transactions OR Click the Confirm button The system displays the Electronic form Confirm screen Electronic Form Verify Transaction submitted for Electronic Form Initiate having reference 408109210161173 has been Initiated Electronic Form Confirm 13 08 2010 05 02 07 GMT 0600 4 Click the OK button to return to the Electronic form initiate screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Foreign Exchange Rate Inquiry 27 Foreign Exchange Rate Inquiry The exchange rate also known as the foreign exchange rate forex rate or FX rate between two currencies specifies how much one currency is worth in terms of the other For example an exchange rate of 102 Japanese yen JPY to the United States dollar USD means that JPY 102 is worth the same as USD 1 The Exchange Rate Inquiry option allows the user to view the latest exchange rates for various currencies offered for buying and selling by the bank The exchange rates will be displayed against the base currency of FCDB The option provides the buying and selling rates for cash as well as the buying and selling rates applicable for telegraphic tran
38. 3 Click the Lock button The system displays the Lock Transaction PIN Verify screen Lock Transaction PIN Verify 30 10 2012 14 48 39 GMT 0530 Lock Transaction Pin Verify Mobile Banking MICORP1 4 Click the Edit button to modify the entered password OR Click the Confirm button The system displays the Lock Transaction PIN Confirm screen with the status message Lock Transaction PIN Confirm Transaction Password has been locked Please reissue using new service request Transaction submitted for Lock Transaction Password having reference 176497236080147 has been Auto Authorized Lock Transaction Pin Confirm Mobile Banking MICORP1 5 Click the OK button The system displays the Lock Transaction PIN screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services 32 ATM Branch Locator This transaction allows you view the address and location of the ATM and the Branch To Open Additional account 6 Navigate through the menus to Tools gt ATM amp Branch Locators ATM Branch Locator ATM Branch Locator Enter location Fields marked as are mandatory Field Description Field Name Description Enter Location Mandatory alphanumeric Select the Product for which a New account is to be cxreated from the dropdown list 7 Type the location and click the search button the system displays the ATM and branches in the location mentioned ORACLE 136
39. 3807 33300003807 33300003807 33300003807 33300003807 33300003807 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 NOT USED REJECTED NOT USED NOT USED NOT USED NOT USED NOT USED NOT USED NOT USED NOT USED NOT USED NOT USED NOT USED NOT USED NOT USED NOT USED NOT USED NOT USED NOT USED NOT USED 0 00 USD 0 00 USD 0 00 USD 0 00 USD 0 00 USD 0 00 USD 0 00 USD 0 00 USD 0 00 USD 0 00 USD 0 00 USD 0 00 USD 0 00 USD 0 00 USD 0 00 USD 0 00 USD 0 00 USD 0 00 USD 0 00 USD 0 00 USD Field Description Field Name Description Account Display This column displays the Account Number specified Cheque Number Display This column displays the Cheque number whose report is generated Cheque Status Display This column displays the Status of cheque for which report is generated Reason Display This column displays the Reason for stopping the payment of the cheque Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Debit Card Details 12 Debit Card Details Using this options you can view the details of the credit card To view debit card details 1 Navigate through the menus to Debit Card Details The system displays Debit Card Details screen Debit Card Details Get Accounts 23 03 2010 03 27 25 GMT 1000 Select Account All Field Name Description Select Account Mandatory Dropdown Select the account
40. Another Service Request The system displays the New Service Request screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Account Closure 28 2 Account Closure Using this Service Request option you can raise a request for Account Closure To Register a Service Request for Account Closure 1 Navigate through the menus to Customer Services gt New Service Request gt Account Closure The system displays the Account Closure screen Account Closure Account Closu re 13 03 2010 01 45 06 GMT 1000 Account Select Reason Select Another Service Request Submit Field Description Field Name Description Account Mandatory Dropdown Select the Credit Card Number from the dropdown list Reason Mandatory Dropdown Select the Reason from the dropdown list 2 Click the Submit button and the Account Closure Verify page is displayed OR Click the Another Service Request button to return to the service request screen Account Closure Verify Account Closure Verify 13 08 2010 01 45 31 GMT 1000 Account 111111112 Reason Migrating to another country 3 Click the Confirm button The system displays the Account Closure Confirm screen OR Click the Back button to change the details Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Account Closure Account Closure Confirm Transaction submitted for Account Closure having re
41. Banking 12 0 2 0 0 User Manual Retail Customer Services 17 E statement Subscription UNSUDSCTIPTION oooonncccccnncnnconcnnncnnconennnannconennnnnncrrnnnnnnnnrrrnnnannnrrennannnnnnna 65 186 Deactivato User CRM ici 68 19 Subscribe unsubscribe additional Channels oonccccccconnncnnnnconcccnnnnnannnnoncnnnnnnannnncnnrrnnnnnannnnnrrrrnnananans 70 19 1 Unsubscribe from other Channels ooooooonncccnncccncnnnonnconnnnnononnnnncnnnnnnnononanncrnnnnnnnnnnnnnernnnnrnnnnnaanrnnnss 71 19 22 SUDSChiIDE ONE A o dos de 73 20 Man age Prol ii as 75 21 RESEt Security QUESOS acia 78 22 ONO O is 80 23 SESSION SUMIMALY A a aan a 85 24 Mal bO Xi is 88 24 1 Viewing Received Message cccoooccncccccoocconccononncnnnnononncnnnnnnnnncnnnnnnnnnnnnnnnnnnrnnnnnnnnnnnnnnrnnnnrnnnnnnnanennnnns 89 242 GOMPOse Messages simi dla 93 2A En EM ES SITES A A e ate eae eet 97 ZO EMI SS oia 100 25 REO IS TAO Mc 101 20 ElLCHLONIC AEO MAA iii 104 27 FOPeIGh Exchange Rate IMQUiny ds 106 29 NeW Service Request A dao 108 28 1 Reissue Transachon Pass WONG ssl dd dde 109 28 2 ACCOUNT GIOSUN GS nierit aa eaaa aaaea a Eanna aa E eaa Aaaa iaaa aa naad E eaa 112 200 ACUI Ale DEDI Cald nim a a sehen Sramedaana dura sanancenatiauies 114 204 APP OA TND ed 116 26 0 DEDICA ICL SUING a dd 120 28 6 Reset ATM Debit Gard PIN unit ta 124 Z29GRande Pass WOM iii aid 128 30 Force Change PaSSWOl i n 131 31 LOCK Transaction PAE ads 134 32 ATM BRAN LOCA IO A AAA di 136
42. CASA Account No 333000028 33300002807 ACC LTD JPY 549 808 Primary Email Id Secondary Email Id Frequency Select v Month Select v Day Of the Week Select v Day Of the Month Select w C Terms and Conditions Unsubscribe Indicates mandatory fields Indicates mandatory if particular option is enabled Field Description Field Name Description Primary Email id Mandatory Alohanumeric Type the primary email id to which the E statement is to be sent Secondary Email Optional Alohanumeric id Type the secondary email id to which the E statement is to be sent Frequency Mandatory Dropdown Select the frequency at which the e statement is required The options are e Annual e Daily e Fortnightly e Monthly e Quarterly e Semi Annual e Weekly Month Conditional Dropdown Select the Month on which the e statement is required This field will be enabled on selecting Annual quarterly Semi annually in the frequency field Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services E statement Subscription unsubscription Field Name Description Day of the week Conditional Dropdown Select the day of the week on which the e statement is required This field will be enabled on selecting fortnightly weekly in the frequency field Day of the Month Conditional Dropdown Select the day of the month on which the e statement is req
43. Card Payment Fetch Deals Fixed Domestic Funds Transfer International Draft SEPA Direct Debit UK Payments Outward Guarantee Amendment Enraw Meal Rankina 11 Select the transactions from the list of Transactions available to you 12 Enter the new limits for initiation limit and daily authorization limit in the box provided for limits modification You can modify the limits for all the transactions available to you 13 Click the Change button The system displays the next step OR Click the Skip button to continue to the next screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services First time login Step 5 Complete a Step 4 A Step 5 Set Payment Limits Complete Thank you for setting up your Internet Banking Preferences Enjoy the Net Banking Step Step Name Completion Status Completion Message 1 Terms and Conditions Complete Thank you for accepting Terms and Conditions Force Change Password Complete Password changed successfully 2 3 Set Account Nicknames Complete User Preferences saved successfully 4 Set Payment Limits Skipped Step skipped 14 Click the Continue button The system displays following screen asking user to login again 2 Internet Banking Log off Windows Internet Explorer ORACLE FLEXCUBE Direct Banking Logoff ae rca A Password changed successfully As per the security policy you are required to re Jogin Click here to r
44. Cheque Book Request The system displays the Cheque Book Request screen Cheque Book Request Cheque Book Request 15 04 2011 13 00 00 GMT 0530 Your request for Cheque Book will be processed and the Cheque Book shall be mailed to the address registered with us Select Account Select No of Cheque Books Select v Cheque Book Type Select v Cheque Book Option Select Delivery Details Mode of Delivery Branch Courier Select City BN Select Branch MN Name Address City State Country Zip Postal Code Phone Ea ORACLE 33 Field Description Field Name Select Account No of Cheque Books Cheque Book Type Cheque Book Option Delivery details Mode of delivery City Branch Name Address Cheque Book Request Description Mandatory Drop Down Select the account number from the accounts displayed in the drop down list Mandatory Drop Down Select the no of cheque books from the drop down list Mandatory Drop Down Select the type of cheque books from the drop down list Mandatory Drop Down Select the number of cheque leaves needed from the drop down list The options are e Cheque Book With 10 Leaves e Cheque Book With 25 Leaves e Cheque Book With 50 Leaves Mandatory Radio button Select the Radio button from the available radio buttons The options available are e Branch e Courier Note On sel
45. Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Mailbox 24 Mailbox The Mailbox option is an integrated communication system within the internet banking system for you to communicate with the bank and vice versa It allows you to view all the notifications alert messages and general messages sent by the bank allows you to send messages to the bank and view the sent messages 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 bank and a Sent folder which allows you to view all the sent items Mail Box functionality is subdivided into the following sub sections e Viewing received messages Inbox e Viewing sent messages Sent Messages e Sending messages Compose ORACLE 88 24 1 Viewing Received 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 received messages 1 Navigate through the menus to Customer Service gt Mailbox The system displays the Messages screen Mailbox 04 12 2012 21 51 12 GMT 0530 Inbox gt Interactions a gt Compose Message y Inbox BBesB Records 1 to 3 of 3 Page 1 of 1 E E Sent Messages Message Id 191146570112028 6603
46. GMT 1000 Bank BANCA INTESA SPA Account Statement Period 19 Aug 2010 to 26 Aug 2010 Account Number 123456 Currency INR Statement Number Effective Date Closing Date Pages Available Opening Balance Closing Balance Receiving Date a l 24 08 2010 31 08 2010 500 000000 0 000000 Field Description Column Name Description Statement Number Display This column displays the statement number of the selected account Click the link to view the account statement related to the selected account number Effective Date Display This column displays the effective date of the account statement Closing Date Display This column displays the closing date of the account statement Pages Available Display This column displays the number of pages for a particular statement number Opening Balance Display This column displays the opening balance of the account as on statement date Closing Balance Display This column displays the closing balance of the account Receiving Date Display This column displays the statement receipt date 3 Click the link below the Statement Number column The system displays the External Account Transaction Details screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services External Account Statement External Account Transaction Details External Account Transaction Details 2004 03 15 14 00 00 Bank Kalika Bank Account Number 00001 Currency GB
47. ORP1 18 10 2012 20 10 2012 9 Click the Change button to navigate to the previous screen of Channel Deactivation OR Click the Deactivate button for confirmation The system displays Channel Deactivation Conform screen Channel Deactivation Confirm Mobile User Deactivated Successfully Transaction submitted for Channel Deactivation having reference 305569888079659 has been Auto Authorized Channel Deactivation Confirm Browser based mobile banking MICORP1 20 10 2012 10 Click the OK button The system displays initial Channel Deactivation screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Subscribe unsubscribe additional Channels 19 Subscribe unsubscribe additional Channels This transaction allows you to subscribe or unsubscribe for additional channels These additional channels can be any channels like SMS mobile or any other channel You can directly subscribe Unsubscribe from these channels ORACLE 70 Subscribe unsubscribe additional Channels 19 1 Unsubscribe from other channels To Unsubscribe for other channels 1 Navigate through the menu to Customer Services gt My Profile gt Subscribe Unsubscribe Banking Channels The system displays the Subscribe Unsubscribe additional Channels screen Subscribe Unsubscribe additional channels Subscribe Unsubscribe Banking Channel Subscribe Channel Mobile Banking C Mobile Application User Id MiCORPI SMS Bankin
48. Oracle FLEXCUBE Direct Banking Retail Customer Services User Manual Release 12 0 2 0 0 Part No E50108 01 September 2013 ORACLE Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Retail Customer Services User Manual September 2013 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 2013 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 va
49. P Statement Number 4 Receiving Date 13 08 2008 Opening Balance 517 85 Closing Balance 776 65 Transaction Period 05 07 2000 to 05 07 2000 Page Number Transaction Date Effective Date Description Customer Reference Credit Amount Debit Amount 05 07 2000 06 07 2000 HONREF 258 80 05 07 2000 05 07 2000 HONREF 258 50 517 60 Back Field Description Column Name Description Transaction Date Display This column displays the date of transaction Effective Date Display This column displays the effective date of the transaction Description Display This column displays the transaction description Customer Display Reference This column displays the customer reference number Credit Amount Display This column displays the credit amount Debit Amount Display This column displays the debit amount 4 Select the page number from the drop down list The system displays the details on the selected page 5 Click the Back button to navigate to the previous screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Register Report 15 Register Report This option allows the user to download view and register a report To download a report 1 Navigate through the menus to Customer Services gt Self Services gt Register Report The system displays the Register Report screen Register Report Register Report 13 08 2010 03 13 35 GMT 0600 Report Type CUSTOMER
50. RANCH Name Mr RETAIL USER1 Address FT BANK LONDON ADDR1 BANK FUTURA addr2 Mumbai City Mumbai State Country UNITED KINGDOM Zip Postal Code Phone User Reference 3 Click the Confirm button The system displays the Reset ATM Debit Card PIN Confirm screen OR Click the Back the button to change the details Reset ATM Debit Card PIN Confirm Transaction submitted for Reset ATM Debit Card Pin having reference 212437065178630 has been Auto Authorized Reset ATM Debit Card Pin Confirm 23 08 2010 04 34 31 GMT 1000 Account Number CA1000761 111111118 SHWETHASHREE GBP 0 00 Debit Card Number 1245876356565656565 Embossing Name SHWETHASHREE Delivery Details Mode of Delivery Branch City Mumbai Branch Name BANK FUTURA PC BRANCH Name Mr RETAIL USERI Address FT BANK LONDON ADDR1 BANK FUTURA addr2 Mumbai City Mumbai State Country UNITED KINGDOM Zip Postal Code Phone User Reference A Fher Cannire amn nacht Another Service Request Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Reset ATM Debit Card PIN 4 Click the Ok button The system displays Change Billing Cycle screen OR Click the Another Service Request button The system displays the New Service Request screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Reset ATM Debit Card PIN 29 Change Password This option allows you to change the log
51. REE GBP 0 00 Debit Card Number 4245876356565656565 Reason New Card Embossing Name SHWETHASHREE User Reference al A ar Car rime aa Another Service Request 4 Click the Ok button The system displays Activate debit Card screen OR Click the Another Service Request button The system displays the New Service Request screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Apply for ATM Debit Card 28 4 Apply for ATM Debit Card Using this Service Request option you can raise a request to Applying for ATM debit Card To register a service Request to Apply for ATM Debit Card 1 Navigate through the menus to Customer Services gt New Service Request gt Apply for ATM debit Card The system displays the Apply for ATM debit Card screen Apply for ATM debit Card Apply For ATM Debit Card 23 08 2010 19 54 43 Your request for Apply ATM Debit Card will be processed within X working days and would be mailed within Y working days In case of change in address the processing of request will be subject to KYC norms being fulfilled The status of this request could be viewed in the View Service Request menu Bank does not take any responsibility and will also not be liable for any claims if the details provided by the customer are incorrect or incomplete Select Account Number Select Reason Card Hot Listed Embossing Name SHWETHASHREE Date of Birth 09 08 1983
52. SER Customer 006005884 Subject Demand Draft and Cheques Date 04 12 2012 21 48 44 Expires 04 04 2013 00 00 00 Channel FCDB Demand Draft request Accepted Response To Sent by RETAIL1 USER To Accounts Department Date 02 11 2012 13 28 27 Expires 02 04 2013 00 00 00 Type the reply message Add any attachments if required Click the Send button The system displays the confirmation message of reply sent Click or to navigate to the next or previous page in the list respectively Click or to navigate to the first or last page in the list respectively Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services 9 Click on Edit button ls if you wish to edit the number of columns displayed You can decide the number of columns to be displayed along with their position using this option OR m1 Click the Print button to print the data OR Click the optimize data icon e to optimize the data details displayed among columns OR Click the Download F button to download the attachments messages The system displays the download dialog screen 04 12 2012 22 08 21 GMT 0530 Download Type Page Layout Y File Format Subject Sender Customer id Received 10 Specify the details like download type and click the Download to download the details Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services 24 2 Compose Messages To communicate with the bank authorities
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54. UTURA addr2 Mumbai City Mumbai State Country UNITED KINGDOM Zip Postal Code Phone User Reference MN A eom 3 Click the Confirm button The system displays the Apply for ATM debit Card Confirm screen OR Click the Back the button to change the details Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Apply for ATM Debit Card Apply for ATM debit Card Confirm Transaction submitted for Apply for ATM Debit Card having reference 174743280187423 has been Auto Authorized Apply For ATM Debit Card Confirm 26 08 2010 18 50 04 Account SAR000523 SAR00052304 LINKING SAVINGS ACCOUNT Reason New Application Embossing Name DDDD Date of Birth 02 12 1981 Delivery Details Mode of Delivery Branch City Mumbai Branch Name BANK FUTURA HEAD OFFICE Name Mr RETAILUSER RETAIL Address BANK FUTURA addri BANK FUTURA addr2 Mumbai City Mumbai State Country UNITED KINGDOM Zip Postal Code Phone User Reference Another Service Request 4 Click the Ok button The system displays Apply for ATM debit Card screen OR Click the Another Service Request button The system displays the New Service Request screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Debit Card Hot listing 28 5 Debit Card Hot listing Using this Service Request option you can raise a request for Debit Card Hot listing To register a service Request
55. abd for the next 5 mientes E A Field Description Field Name Description Reference Display Number Displays the Reference Number of your transaction Enter One Time Mandatory Input Alphanumeric Password Enter the One Time Password that you have received on your registered mobile number 3 Click Submit 4 The Security Authorization page is displayed Enter the appropriate details in the respective fields Security Authorization ona E A A A ae A a i The Customer Details page is displayed Customer Details Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Forgot Password ORACLE Customer Details 14 10 2013 18 36 32 Field Description Field Name Description Customer Details Relationship Type Mandatory Dropdown List Select the appropriate value from the following e Credit Card Customer e Saving Account Customer e Deposits Loans Customer Customer ID Conditional Alphanumeric Input Box 20 This field is available only when Relationship Type selected is Saving Account Customer OR Deposits Loans Customer Enter the appropriate Account Number Account Number Mandatory Alphanumeric This field is available only when Relationship Type selected is Saving Account Customer Enter the appropriate Account Number First Name Mandatory Alphanumeric Input Box 35 This field is available only when Relationship Type selected is Saving Account Customer
56. age OR Click the Back button to return to the previous screen Alert Confirm Alerts updated successtully Alerts Confirm 6 Click the Register De Register Another button to register another alert Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services E statement Subscription unsubscription 17 E statement Subscription unsubscription This allows you to subscribe unsubscribe for e statement To subscribe unsubscribe for E statement 1 Navigate through the menus to Customer Services gt Self Services gt E statement The system displays the E statement Subscribe Un subscribe screen E statement Subscription Un subscription E Statement Subscription Unsubscription 13 03 2010 04 15 09 GMT 0600 Account Type Select Account No Select v Indicates mandatory fields Indicates mandatory if particular option is enabled Field Description Field Name Description Account Type Mandatory Dropdown Select the account type from the dropdown list Account No Mandatory Dropdown Credit Card No Select the account No Credit Card No from the dropdown list ORACLE 65 E statement Subscription unsubscription 2 Click the Submit button The system displays the E statement subscription un subscription screen with detailed E statement Subscription Unsubscription E Statement Subscription Unsubscription 13 08 2010 04 15 51 GMT 0600 Account Type
57. and can use the keyboard To log into ORACLE FCDB 1 Enter the appropriate URL of the application provided in the address bar 2 The system displays the main page of the Oracle FLEXCUBE Direct Banking application ORACLE 6 Login Oracle FLEXCUBE Direct Banking ORACLE Login ATM Branch Locator User ID C Use virtual keyboard Password Click here to enter by hovering Language English Y Oracle FLEXCUBE Direct Banking Copyright 2008 2010 Oracle Financial Services Software Limited All rights reserved This product is protected by Indian and International copyright laws as described in the About box Field Description Field Name Description User ID Mandatory Alphanumeric 20 Type the unique user ID Password Mandatory Alohanumeric 20 Type the password Theme selection Optional Dropdown Select the theme from the dropdown displayed inline to the user id field By default the theme will be set as per the set preferences Language Optional Dropdown Select the language for the application Note Refere section 2 1 Multilingual Data Input for detailed note about the Impact of language selection Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Login Field Name Description Use Virtual Optional Check Box Keyboard Select the Use Virtual Keyboard check box to use the virtual keyboard By default this check box is checked Click here
58. ard Hot Listing Reason Captured in Other Bank s ATM Place of Loss New Debit Card Required Yes Delivery Details Mode of Delivery Branch City Mumbai Branch Name BANK FUTURA CORPORATE DEPOSITS BR Name Mr RETAIL USER1 Address BANK FUTURA addri BANK FUTURA addr2 Mumbai City Mumbai State Country UNITED KINGDOM Zip Postal Code Phone User Reference Another Service Request 4 Click the Ok button The system displays Debit Card Hot listing screen OR Click the Another Service Request button The system displays the New Service Request screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Reset ATM Debit Card PIN 28 6 Reset ATM Debit Card PIN Using this Service Request option you can raise a request to Reset ATM Debit Card PIN To register a service Request for Reset ATM Debit Card PIN 1 Navigate through the menus to Customer Services gt New Service Request gt Reset ATM Debit Card PIN The system displays the Reset ATM Debit Card PIN screen Reset ATM Debit Card PIN Reset ATM Debit Card Pin 23 08 2010 04 34 10 GMT 1000 Your request for reissue of PIN will be processed within X working days You will receive the PIN within Y days of dispatch In case of change in address the processing of request will be subject to KYC norms being fulfilled Bank does not take any responsibility and will also not be liable for any claims if the details in this case the cha
59. ard check box to use the virtual keyboard By default this check box is checked Optional Check Box Select the Click here to enter by hovering check box to enter the password by moving the mouse over the keyboard without clicking the keys By default this checkbox is checked 6 Enter the appropriate details in the relevant field 7 Click the Change button The system displays the next step OR Click the Clear button to clear the data in the fields Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services First time login Step 3 Set Account Nicknames Step 3 Step 4 Step 5 Set Account Nicknames Set Payment Limits Complete Password changed successfully Disable Account Nickname O term Deposits II Current and Savings Loan Account No Account Nickname Set As Favourite PKMO0O3341 PKMISHGO80650001 PKM INR PKMISHGOS0650004 PKM INR PKMMLFIO73370002 PKM INR PKMMLFIO73370004 PKM INR PKMMLFIO80150005 PKM INR PKMMLFIO80150006 PKM INR PKMMLFIO80150007 PKM INR PKMMLFIO80150008 PKM INR PKMMLFJ073370001 PKM INR PKMMLFKO82800002 PKM INR PKMMLFK0O82800003 PKM INR RT1LRT3073380007 RT1 GBP RT1LRT3080460008 RT1 GBP RT1ILRT3080460009 RT1 GBP RT1LRT4073380003 RT1 GBP RT1LRT4073380004 RT1 GBP O O O O A O O O O O O O O O O O O RT1LRT4073380006 RT1 GBP Field Description Field Name Description
60. atory Alphanumeric Type the New Password that you want to set for the user Confirm Password Mandatory Alphanumeric Type the Password to confirm the password that you want to set for the user Transaction Mandatory Alphanumeric Password l Type the New Transaction Password that you want to set for the user Confirm Mandatory Alphanumeric an acio n Type the Transaction Password that you want to set for the user Password 2 Click the check availability button to check the availability of the user Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Subscribe unsubscribe additional Channels ES ES 3 Click the view user id policy button to check the availability for the password 4 Click the view user id policy button to check the password policy 5 Select the required checkbox Input the required data 6 Click the Update button The system displays the Subscribe Unsubscribe additional Channels Verify screen Subscribe Unsubscribe additional Channels Verify Subscribe Unsubscribe Banking Channel Verify 21 11 2012 11 23 58 GMT 0530 Subscribe Channel Internet and Mobile Banking User Id MIRETAIL1 Channels Mobile Browser 7 Click the Back button to return to the previous screen to make the changes OR Click the Confirm button to unsubscribe the selected channels The system displays the Subscribe unsubscribe Banking channels Confirm screen Subscribe Unsubs
61. checked 4 Click the Change button The system displays Change Password Verify screen OR Click the Clear button to clear the fields Change Password Verify Verification Change Password 5 Click the Confirm button The system displays Change Password Confirm screen with the status message OR Click the Edit button to edit the entered details Change Password Confirm Confirmation Change Password Your password has been changed successfully 6 Click the OK button The system displays initial Change Password screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Force Change Password 30 Force Change Password During login a first time user should be forced to change the initial login password and transaction password if configured provided by the bank Force Change Password will also be applicable when the password of the user has been reset by the Bank Administrator To change password 1 Logon to the Internet Banking application through new User id and password The system displays the Force change password screen ORACLE 131 Reset ATM Debit Card PIN Force Change Password Change Password 28 02 2011 11 20 41 GMT 0530 Change Login Password O use virtual keyboard Virtual Keyboard User Id CUSER11 Existing Password eoecece New Pasword 4600000000 Normal
62. count and Nicknames link The system displays the set account preference screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Set Account Preference Set Account Preferences 20 11 2012 16 36 31 GMT 0530 Disable Account Nickname Current and Savings Term Deposits Islamic Term Deposits Credit Cards Account No Account Nickname Set As Favourite 006005884 006LRMN122900001 006 GBP O Alphanumeric Characters With Spaces are Allowed for Account Nickname Field Description Field Name Description Account No Display This column displays the Account number Account Nick Conditional Alphanumeric 16 name Type the nick name for the account number This field is activated for the account number for which the check box is selected Set As Favorite Conditional Checkbox Select the check box to make the account as a favorite account 3 Click the Save button The system saves the settings and displays the preferences screen 4 Click the Set Preference button The system displays the Preferences Verify screen Preferences Verify Preferences Verify 20 11 2012 16 34 50 GMT 0530 Existing User ID MIRETAIL1 Colours Red Landing Transaction ACCOUNT ACTIVITY Favourite Transactions ACCOUNT ACTIVITY ACCOUNT STATEMENT CURRENT AND SAVINGS ACCOUNT ACCOUNT STATEMENT REQUEST LOCATE BRANCHES 5 Click the Confirm button The system displays the Preferences Confirm screen with
63. cribe additional channel Confirm O Transaction submitted for Subscribe Unsubscribe Banking Channel having reference 129709533216843 has been Auto Authorized Subscribe Unsubscribe Banking Channel Confirm 21 11 2012 11 23 58 GMT 0530 Subscribe Channel Internet and Mobile Banking User 1d MIRETAIL1 Channels Mobile Browser 8 Click the Ok button to Return to the Subscribe Subscribe Banking Channels Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Manage Profile 20 Manage Profile The manage profile option allows you to update the details of your profile like email address and mobile numbers To manage profile 1 Navigate through the menus to Customer Services gt My Profile gt Manage Profile The system displays the Manage Profile screen Manage Profile Manage Profile 07 11 2013 14 44 38 GMT 0530 ORACLE 75 Field Description Field Name Description Personla Details Title Display This field will display the title of your name that you have entered during account opening First Name Display This field will display the first name that you have entered during account opening Middle Name Display This field will display the middle name that you have entered during account opening Last Name Display Mothers Maiden Name Date of Birth Gender Email Address Contact Details Phone Number This field will display the last name that you have entered du
64. d Attachment Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Field Description Field Name Description Select the subject Mandatory Drop down of this message Select appropriate subject for the message to be sent from the drop down Customer Mandatory Drop down Select the customer from the drop down 3 Type the message in the message box mentioned under Enter you message below field In message box you can enter 2000 characters or 200 words of text as your message Message Mailbox Compose 30 10 2012 16 32 07 GMT 0530 __ Inbox Submit a question using our secured messaging form below You can expect a response in 2 business days ma Sent Mossaces Your personal financial information is held in strictest confidence Select the subject of this Demand Draft and Cheques Customer SRKCORPORATE v message Enter your message below Messages are limited to approximately 2000 characters or 200 words of text Demand Draft Request 4 Click the Add Attachment button The system will open screen to browse and attach any file to mail Attachments 30 10 2012 16 40 35 GMT 0530 Select Document to Attach Allowed File Types xl doc pdf csv txt zip tif jog rar 5 Browse to any file to be attached Click the Attach button The system will show below screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Attachments Selec
65. ddress 116 VIA TERRASANTA PALERMO Currency EUR Effective Date 14 08 2010 Closing Date 30 08 2010 7 Click the OK button The system displays the Manage External Accounts screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services External Account Statement 14 External Account Statement Using External Account statement you can see the Account statements for external accounts registered Account statement will be displayed only if any MT940 statement is received from the other Bank To view external account statement 1 Navigate through the menus Accounts gt External Accounts gt External Account Statement The system displays the External Account Statement screen External Account Statement External Account Statement 26 08 2010 03 10 18 GMT 1000 Predefined Period Last 7 Days O Effective Date E Closing Date E Account Number Currency Description Effective Date Closing Date BANCA INTESA SPA 123456 INR abc 12 08 2010 02 09 2010 View Statement ORACLE 47 Field Description Field Name External Account Statement Description Select any one of the radio button given below Predefined Period Effective date Closing Date Column Name Optional Radio Button Dropdown Click the Predefined Period radio button to select the predefined Date ranges configured in the application Select the predefined from the dropdown list The options are Las
66. e 3 Click the Confirm button The system displays the Cheque Book Request Confirm screen with the status message OR Click the Change button to change the cheque book details Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Cheque Book Request Cheque Book Request Confirm Transaction submitted for Cheque Book Request having reference 194003853411994 has been Auto Authorized Cheque Book Request Confirm 15 04 2011 13 00 00 GMT 0530 Account Number QT100177401 No of Cheque Books 1 Cheque Book Type CASACHQINR Cheque Book Option Cheque Book With 10 Leaves Delivery Details Mode of Delivery Branch City USA Branch Name Bank Futura Name Oxy Trading Inc Changed Address Unit 1 Block A California USA USA City USA State Country UNITED KINGDOM Zip Postal Code Phone 4 Click the OK button The system displays the Cheque Book Request screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Cheque Status Inquiry 11 Cheque Status Inquiry This allows you to view the status of cheques for an account Specific reports can be generated for paid cheques stopped cheques paid cheques for a given period and for a given cheque range Alternatively a generic report can also be generated Report can be generated for a single cheque also A generic report without entering a cheque number can also be found out Note The Cheque Status shall b
67. e branch belongs from the drop down list Conditional Dropdown Select the branch from where the cheque book will be collected from the drop down list Optional Alphanumeric 35 Type the Name to which the delivery shall be done Optional Alphanumeric 34 3 Type the address for delivery of cheque book s Optional Alphanumeric 35 Type the city to which the address belongs Optional Alphanumeric 35 Type the state to which the city belongs Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Apply for ATM Debit Card Field Name Description Country Optional Alphanumeric 35 Type the country of the address Postal code Optional Alphanumeric 35 Type the postal code Phone Optional Alphanumeric 35 Type the phone number User Reference Optional Alphanumeric 25 Type the User reference number for future Reference 2 Click the Submit button The system displays the Apply for ATM debit Card Verify screen OR Click the Another Service Request button to return to the service request screen Apply for ATM debit Card Verify Apply For ATM Debit Card Verify 26 08 2010 18 50 04 Account SAR000523 SAR00052304 LINKING SAVINGS ACCOUNT Reason New Application Embossing Name DDDD Date of Birth 02 12 1981 Delivery Details Mode of Delivery Branch City Mumbai Branch Name BANK FUTURA HEAD OFFICE Name Mr RETAILUSER RETAIL Address BANK FUTURA addr1 BANK F
68. e displayed if the Cheque is a valid cheque for selected account To inquire cheque status 1 Navigate through the menus to Customer Services gt Cheques gt Cheque Status Inquiry The system displays the Cheque Status Inquiry screen Cheque Status Inquiry Cheque Status Inquiry 13 08 2010 03 05 43 GMT 0600 The Cheque Status shall be displayed if the Cheque is a valid cheque Additional information for the Cheque shall be available if the Cheque has been presented to the bank Select Account Select Status Select From Date To Date Search By Cheque Number Cheque Number Cheque Range ORACLE 37 Cheque Status Inquiry Field Description Field Name Description Select Account Mandatory Dropdown Select the account for which the stop payment report is to be generated from the dropdown list Status Mandatory Dropdown Select the status of cheque for which report is generated from the dropdown list From Date Mandatory Pick List Select the date from which the report is to generated To Date Mandatory Pick List Select the date from which the report is to be generated Search by Cheque Optional cheque box Number Select the check box if the search criterion is to be defined by cheque number Cheque Number Conditional Inputbox Alphanumeric 6 Enter the particular cheque number whose status is to be inquired This field will be displayed only if Search
69. e login Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Logout 6 Logout This option allows the user to log out of the ORACLE FCDB application To log out of the Oracle FLEXCUBE Direct Banking 1 Log in to the Oracle FLEXCUBE Direct Banking application 2 Navigate to the appropriate option Oracle FLEXCUBE Direct Banking 3 Click the Logout option which appears on the upper right corner of the screen The system displays FLEXCUBE Internet Banking Log off screen ORACLE 21 Logout FLEXCUBE Internet Banking Log off ORACLE A You have been successfully logged out 4 Click the Close button to close the window Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Forgot Password 7 Forgot Password A user can reset a password using Forgot Password link available on the Home page To Reset a Password 1 Click Forgot Password to reset a password as shown in the following screenshot ORACLE 23 Forgot Password Login Page Call for free on 1 800 111 1111 f O PE Per 2 Tools and Calculators Please login to Oracle Flexcube Direct Banking Choose Theme Contemporary se Mortgage Rate Calculator Loan Calculator Foreign Exchange Calculator Loan Eligibility Calculator Deposit Calculator Savings Calculator ATM Branch Locator Track Application Status Click to Claim Payments FAQS Products amp Offers Current Insurance L
70. ect the account number from the drop down list It displays the customer IDs and account numbers of the selected account type under them From Date Mandatory Pick List Select the start date from the pick list It is the date from which the account statement is required To Date Mandatory Pick List Select the end date from the pick list It is the date up to which the account statement is required 4 Select the account number start date and end date 5 Click the Submit button the system displays the Adhoc Statement Request Verify screen OR Click the Another Account Type button to go to the previous screen Adhoc Statement Request Verify Adhoc Statement Request Verify 13 08 2010 02 59 04 GMT 0600 Account Type Current and Savings Account Number 33300002804 From Date 03 01 2010 To Date 08 08 2010 Change Confirm 6 Click the Confirm button The system displays the Adhoc Statement Request Confirm screen with the status message OR Click the Change button to change the transaction Adhoc Statement Request Confirm Adhoc Statement Request Confirm 13 08 2010 02 57 31 GMT 0600 Transaction Reference 617407119160348 Mumber Account Type Current and Savings Account Number 33300002804 From Date 03 01 2010 To Date 08 08 2010 Another Request 7 Click the Another Request button The system displays the Adhoc Statement Request screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Custo
71. ecting the Branch radio button the fields mention below shall be display fields Conditional Dropdown m the City to which the branch belongs from the drop down ist Conditional Dropdown Select the branch from where the cheque book will be collected from the drop down list Optional Alphanumeric 35 Type the Name to which the delivery shall be done Optional Alphanumeric 34 3 Type the address for delivery of cheque book s Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Cheque Book Request Field Name Description City Optional Alphanumeric 35 Type the city to which the address belongs State Optional Alphanumeric 35 Type the state to which the city belongs Country Optional Alphanumeric 35 Type the country of the address Postal code Optional Alphanumeric 35 Type the postal code Phone Optional Alphanumeric 35 Type the phone number 2 Click the Submit button The system displays the Cheque Book Request Verify screen Cheque Book Request Verify Cheque Book Request Verify 15 04 2011 13 00 00 GMT 0530 Account Number QT100177401 No of Cheque Books 1 Cheque Book Type CASCHQINR Cheque Book Option Cheque Book With 10 Leaves Delivery Details Mode of Delivery Branch City USA Branch Name Bank Futura Name Oxy Trading Inc Changed Address Unit 1 Block A California USA USA City USA State Country UNITED KINGDOM Zip Postal Code Phon
72. emindre Schedule screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services 26 Electronic Form Initiate The Electronic form initiate section enables you to initiate electronic form to inquire or request updates changes on the transactions You should be able to write a query to the bank for a particular transaction To Initiate Electronic form 1 Navigate through the menus to Customer Services gt Electronic Form Initiate The system displays Electronic Form Initiate screen Electronic Form initiate Electronic Form Initiate 13 08 2010 00 56 42 GMT 1000 Transaction Date fH Transaction Type Bulk Files Upload Query Type other v Message Submit for Authorization Field Description Field Name Description Transaction Date Mandatory Pick list Select the date of the transaction from the drop down list Transaction Type Mandatory Pick list Select the type of the transaction from the drop down list Query Type Mandatory Pick list Select the type of the query from the drop down list Message Mandatory Alphanumeric Type the message for the electronic form initiation 2 Click the Submit for Authorization button to verify and confirm the transaction OR Click the Reset button to reset the electronic form initiate Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Electronic Form Verify Electronic Form Verify
73. en or the Landing page To log in to the Oracle FLEXCUBE Direct Banking 1 Enter the appropriate URL of the application provided in the address bar 2 The system displays the main page of the Oracle FLEXCUBE Direct Banking application 3 Logon to the Internet Banking application through new User id and password The system displays the First Time Login screen ORACLE 14 First time login Step 1 Terms and Conditions Step 1 Step 2 Step 3 Step 4 Step 5 Terms and Conditions Force Change Password be Set Account Nicknames gt Set Payment Limits gt Complete BY USING THE ORACLE WEB SITES YOU AGREE TO THESE TERMS OF USE IF YOU DO NOT AGREE TO THESE TERMS OF USE PLEASE DO NOT USE THE ORACLE WEB SITES Welcome to the Oracle Web sites the Site Through the Site you have access to a variety of resources and content These include a software and software as a service offerings Software b Web pages data messages text images photographs graphics audio and video such as podcasts and Webcasts and documents such as press releases white papers and product data sheets Materials and c forums discussion groups chat areas bulletin boards blogs wikis e mail functions and other services in connection with which you can upload download share email post publish transmit or otherwise access or make available Content as defined below Community Services Software Materials Community Services and other info
74. ference 551050953161452 has been Auto Authorized Account Closure Confirm 13 03 2010 01 46 08 GMT 1000 Account 111111112 Balance 100 000 00 GBP Reason Migrating to another country Another Service Request 4 Click the OK button The system displays Another Account Closure Service Request screen OR Click the Another Service Request button The system displays the New Service Request screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Activate Debit Card 28 3 Activate Debit Card Using this Service Request option you can raise a request to activate Debit Card To register a service Request to Activate debit Card 1 Navigate through the menus to Customer Services gt New Service Request gt Activate debit Card The system displays the Activate debit Card screen Activate debit Card Activate Debit Card 23 08 2010 04 20 35 GMT 1000 Your request for Activation of Debit Card will be processed within X working day The activate request will not be processed if the user has already placed a request for replacement of the card The status of this request could be viewed in the View Service Request menu Bank does not take any responsibility and will also not be liable for any claims if the details provided by the customer are incorrect or incomplete Account Select Debit Card Number Select Y Reason Select Embossing Name User Reference Another
75. g O SMS Banking Mobile User ld Password Unsubscribe Channel Mobile Banking User ld MICORP1 O Mobile Browser Field Description Field Name Description Subscribe Channel Check Box Optional Checkbox Select the check box for the channel stated with the check box User Id Mandatory Alphanumeric Type the user id of the initiator of the transaction Password Mandatory Alphanumeric Type the New Password that you want to set for the user Confirm Password Mandatory Alphanumeric Type the Password to confirm the password that you want to set for the user 2 The above screen shows channel to be subscribe in subscribe channel section and Unscubscribe channel section shows channel that have already been subscribed by the user In order to unsubscribe from the channels 3 Select the check box to unsubscribe for Mobile Banking 4 Click the update button The system displays the Subscribe unsubscribe Banking channels verify screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Subscribe unsubscribe additional Channels Subscribe Unsubscribe additional channel Verify Subscribe Unsubscribe Banking Channel Verify 30 10 2012 14 25 21 GMT 0530 Unsubscribe Channels Mobile Banking User Id MICORP1 Channels Mobile Browser 5 Click the Back button to return to the previous screen to make the changes OR Click the Confirm button to unsubscribe the selected channels
76. he Reissue transaction password Verify page is displayed OR Click the Another Service Request button to return to the service request screen Reissue Transaction Password Verify Reissue Transaction Password Verify 25 08 2010 20 08 42 Channel Internet Delivery Details Mode of Delivery Branch City Mumbai Branch Name Bank Futura Capital Market Branch Name Mr Amey Corp Address 79 Strand Charing Cross London Mumbai City Mumbai State Country UNITED KINGDOM Zip Postal Code Phone User Reference disclaimer Note Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Reissue Transaction Password 3 Click the Confirm button The system displays the Reissue transaction Password Confirm screen OR Click the Back button to change the details Reissue Transaction Password Confirm O Transaction submitted for Reissue Transaction Password having reference 122167389184959 has been Auto Authorized Reissue Transaction Password Confirm 25 08 2010 20 03 42 Channel Internet Delivery Details Mode of Delivery Branch City Mumbai Branch Name Bank Futura Capital Market Branch1 Name Mr Amey Corp Address 79 Strand Charing Cross London Mumbai City Mumbai State Country UNITED KINGDOM Zip Postal Code Phone User Reference Another Service Request 4 Click the Ok button The system displays Reissue Transaction Password Service Request screen OR Click the
77. he branch code of the bank Address Display This field displays the address of the branch of the bank 8 Click the Map satellite to view the map view satellite view of the ATM Branch resopectively Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Reset ATM Debit Card PIN Open New Account Confirm ATM Branch Locator ATM Branch List SS a eE Branch Details Name Bank Futura Bank Futura x de i ie i a Branch E09 code Address Unit 1 Block A California USA Unit 1 Block A California Mookandapa Hosur E t gt Bo Nationa JA AE Bathiapal Gangle Napata 2071 Google Amagery G2011 TerraMetficS Terms Df USE Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Reset ATM Debit Card PIN 33 Dashboard Widget Management Business users are provided with a dashboard screen which displays widgets of different transactions This transaction allows users to specify dashboard widget preferences for their channels The business user can view and modify dashboard widget maintenance set for each channel themselves The user can enable or disable widgets to be displayed on the dashboard screens of their banking channels By default only mandatory widgets will be displayed on the user s dashboard that have been enabled for the entity user type to which the user belongs Widgets displayed on dashboard will also depend on the role ma
78. in or transaction password To change the password 1 Logon to the Internet Banking application 2 Navigate to the upper right corner side menus 3 Click the Change Password link as shown in the below screen The system displays the Change Password screen Change Password ORACLE FLEXCUBE Direct Banking Windows Internet Explorer Reminder Sitemap Change Password Own Account Transfer Session Summary O WELCOME CORP USER Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Reset ATM Debit Card PIN Change Password Change Password Virtual Keyboard kalkal Change Option Login Password i Userld MICORP1 Enter Old Password New Password Confirm New Password IY Click here to enter by hovering Use virtual keyboard Policy to be followed Password should be minimum 7 characters Password should be maximum 20 characters Password can contain lowercase alphabets Password can contain uppercase alphabets Password can contain special characters 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 successi
79. inders that are due in the future Once the reminder is due it appears under the Reminders for Today screen section of the Reminder schedule The system will enable the user to take action on the reminder ORACLE 100 25 1 Registration Here business user can register reminders To register reminder 1 Navigate through the menus to Customer Services gt Self Services gt Reminder Schedule The system displays Reminder Schedule screen for reminder Reminder Schedule Reminder Schedule 24 04 2012 17 36 40 GMT 0530 Reminders for Today Reminders due during this week Reminders due during this month 24 04 2012 Draft Reminder Daily End Date 25 04 2012 Demand Draft gt Dismiss Delete Modify 2 Initially it shows Reminders for today tab showing today s reminders 3 Click the Dismiss Delete Modify links in order to dismiss delete of modify the reminder respectively Reminder Schedule Reminder Schedule 24 04 2012 17 36 40 GMT 0530 Reminders for Today Reminders due during this week Reminders due during this month 24 04 2012 Draft Reminder Daily End Date 25 04 2012 Demand Draft Dismiss Delete Modify 4 Click on the Reminder Due during this week tab The system displays reminders due for current week Reminder Schedule Reminder Schedule 23 04 2012 23 23 46 GMT 0530 Reminders for Today Reminders due during this week Reminders due during this month gt 24 04 2012 gt 25
80. ing account opening Optional Input Enter the name Display This field will display the date of birth that you have entered during account opening Optional Dropdown Select the option from dropdown Inputbox This field will display the email address that you have entered during account opening You can enter or update email address here if required Contact Details will get displayed if you have already entered it during account opening Inputbox This field will display the phone number you have entered during account opening You can update the phone number if required Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Field Name Description Mobile Number Inputbox This field will display the mobile number you have entered during account opening You can update the mobile number if required Note If you update the mobile number Verify button will be enabled for mobile verification You can perform the mobile verification later or you can verify the mobile number using verify mobile button The One Time Password will be send to you on your mobile number Interest and Contact Preferences Do you want to Mandatory Radio Button alerts from Select the option to get alerst and offers Note The interests options like Vehicle Loan Credit cards will be displayed when you select Yes option to receive alerts here Select the respective check boxes of your interest to
81. ld Description Field Name Description Select Channel Mandatory Drop Down Select the channel for which widget management is to be done Note Only those channels that are mapped to the user and for which configurable dashboard is applicable will be available for selection 2 Click the Submit button The system displays widgets for selection as shown in below screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Reset ATM Debit Card PIN Dashboard Widget Management Dashboard Widget Management 31 10 2012 17 50 27 GMT 0530 Select Channel Internet Select widgets to be displayed on your dashboard screen Maximum Widgets Allowed 22 Field Description Widget Name RSS Feeds Tools Quick Tasks Account Summary Advertisements Notifications Spending Analysis My Transactions Scheduled Transactions Loan Rates Request Status Inward Remittance Inquiry Mini Statement Pay Bills Transfer Funds Last 10 Used Cheques Exchange Rates Blackout Next 7 Days Session Summary Account Balances Recent Activity Reminders Field Name Widget Name Widget Description screen Widget Description Displays current news articles Displays a list of tools for quick navigation Displays a list of transactions for quick navigation purposes Displays the summary of all your accounts Displays personalised advertisements and offers to the user Displays a list of y
82. lerts Field Description Field Name Description Alert Description Display This column displays the alert description Select the checkbox of the alert to register for the Alert Note Alerts shown in screen are for sample purpose Actual alerts configured in application might be different Email Display This column displays the email id at which the alert will be sent Note This field will be enabled only if Email checkbox is selected SMS Display This column displays the Mobile SMS at which the alert will be sent Note This field will be enabled only if Mobile Number checkbox is selected Parameters Conditional Numeric 100 Type the threshold percentage for Alerts Registration This field is enabled if the Limit threshold Alert checkbox is selected as the alert description 4 Select the Alert Description 5 Click the Register button The system displays the Alert verification screen Alerts Alerts Verify Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Alerts 6 Click the Confirm button The system displays the Alert screen with confirmation message OR Click the Back button to return to the previous screen Alert Confirm 7 Click the Register De Register Another button to register another alert Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Alerts 16 2 Alerts Customer Alerts These alerts are sent
83. mer Services Stop Or Unblock Cheque Request 9 Stop Or Unblock Cheque Request This option allows you to block unblock a cheque lt also allows you to block unblock set or batch of a cheque by entering the cheque range To stop or unblock a cheque 1 Navigate through the menus to Customer Services gt Cheques gt Stop or Unblock Cheque Request The system displays the Stop or Unblock Cheque Request screen Stop or Unblock Cheque Request Stop Or Unblock Cheque Request 01 06 2011 13 00 00 GMT 0530 Select Action Select Select Account Select Reason Cheque Number Cheque Range O Exa Field Description Field Name Description Select Action Mandatory Drop Down Select the action to be performed on the cheque The options are e Stop Cheque Request ORACLE 30 Stop Or Unblock Cheque Request Field Name Description e Unblock Cheque Request Account Number Mandatory Drop Down Select the account number from the drop down list Reason Mandatory Alphanumeric 40 Type the reason to stop a cheque Note This field is disable if the action is selected as unblock Cheque Number Conditional Inputbox Alphanumeric 6 Click the Cheque Number radio button to enter the cheque number in the adjacent field The adjacent field gets enabled only if the Cheque Number radio button is selected Cheque Range Conditional Inputbox Alphanumeric 6 These fields get enabled only
84. message The system displays below screen gt Compose Message Sent Messages Records 1 to 10 of 16 Page 1 of 2 gt gt gt gt _ Inbox E 2 Message Id 0060001282 0060001151 0060001151 0060001151 0060001151 0060001149 0060001128 0060001123 0060001081 0060001080 Forward Subject Demand Draft and Cheques Demand Draft and Cheques Demand Draft and Cheques Demand Draft and Cheques Demand Draft and Cheques 7 Demand Draft and Cheques Other Queries Demand Draft and Cheques Demand Draft and Cheques Demand Draft and Cheques Sent by RETAIL1 USER To Accounts Department Customer 006005884 Subject Demand Draft and Cheques To Accounts Department Accounts Department Accounts Department Accounts Department Accounts Department Accounts Department Loans Department Accounts Department Accounts Department Accounts Department Customer Id 006005884 006005884 006005884 006005884 006005884 006005884 006005884 006005884 006005884 006005884 Sent 04 12 2012 19 45 01 03 12 2012 17 40 27 03 12 2012 17 37 12 03 12 2012 17 22 46 30 11 2012 15 33 11 30 11 2012 15 27 33 29 11 2012 17 42 35 29 11 2012 16 52 52 28 11 2012 18 54 59 28 11 2012 18 35 33 Date 04 12 2012 19 45 01 Expires 04 05 2013 00 00 00 Channel FCDB ires 04 05 2013 00 00 00 03 05 2013 00 00 00 03 05 2013 00 00 00 03 05 2013 00 00 00 30 04 2013 00 00 00 30 04 2013 00 00 00 29 04 2013 00 00 00 29
85. minder Session Summary ORACLE th Accounts Loans Payments Bill Payments Collection and Remittances Tools Customer Services Wealth Managemen Noy Activities Mutual Funds O WELCOME RETAILS MULTI ENTITY Spending Analysis This space will help you to view and analyse your spend patterns in graphical Request Status form To enable us to provide your spend analysis please click here to categorise your expenses No Service Requests available to be displayed 3 Select any entity from the dropdown to be switched to as highlighted in above screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Login 4 Below screen is displayed when other entity Entity2 is selected from the dropdown The system switches to that entity displaying accounts transactions with respect to that entity to which user has switched Note Business user will be able to access transactions accounts of other mapped entities These mapped to the user transactions will depend on the entity specific customer ids as well as entity specific roles Dashboard Multi Entity Login ORACLE Change Password Own Account Transfer Reminder Session Summary 1 Accounts Loans Payments Bill Payments Collection and Remittances soins a i O WELCOME RETAIL5 MULTI ENTITY A Switch To v Spending Analysis The system has encountered an error while processing the request form To Request Status Thi
86. nd conditions 5 Click the Accept button to accept the terms and conditions The system proceeds to the next step OR Click the Decline button to reject the terms and conditions Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services First time login Step 2 Force change Password Step 1 Y Step 2 Step 3 Step 4 Step 5 Terms and Conditions Force Change Set Account Nicknames b Set Payment Limits p Complete Password It is also a mandatory step and you need to change the password provided by the bank This is a security measure and is required to enhance the security of your online access to banking services 9001334 Thank you for accepting Terms and Conditions O Change Login Password O Use virtual keyboard 1d Virtual Keyboard ser 10d CUSER17 Existing Password 56000004 New Pasword 22 500000004 Normal Confirm New RTS Password Click here to enter by hovering Change Transaction Password User Id CUSER17 Existing Password New Pasword Normal Confirm New esssss00 Password e so Rules for Login Password Rules for Transaction Password Password should be minimum 6 characters Password should be minimum 6 characters Password should be maximum 20 characters Password should be maximum 20 characters Password can contain lowercase
87. ng the Branch radio button the fields mention below shall be display fields Conditional Dropdown Select the City to which the branch belongs from the drop down list Conditional Dropdown Select the branch from where the cheque book will be collected from the drop down list Optional Alphanumeric 35 Type the Name to which the delivery shall be done Optional Alphanumeric 34 3 Type the address for delivery of cheque book s Optional Alphanumeric 35 Type the city to which the address belongs Optional Alphanumeric 35 Type the state to which the city belongs Optional Alphanumeric 35 Type the country of the address Optional Alphanumeric 35 Type the postal code Optional Alphanumeric 35 Type the phone number Optional Alphanumeric 35 Type the User reference number for future Reference 2 Click the Submit button The system displays the Reset ATM Debit Card PIN Verify screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Reset ATM Debit Card PIN OR Click the Another Service Request button to return to the service request screen Reset ATM Debit Card PIN Verify Reset ATM Debit Card Pin Verify 23 08 2010 04 34 31 GMT 1000 Account Number CA1000761 111111118 SHWETHASHREE GBP 0 00 Debit Card Number 1245876356565656565 Embossing Name SHWETHASHREE Delivery Details Mode of Delivery Branch City Mumbai Branch Name BANK FUTURA PC B
88. nge address provided by the customer are incorrect or incomplete The status of this request could be viewed in the View Service Request menu Select Account Number Select Account Number Select Debit Card Number Select Debit Card Number Embossing Name Delivery Details Mode of Delivery 5 Branch Courier Post Select City Select Branch v Name Address City State Country Zip Postal Code Phone User Reference Another Service Request Field Description Field Name Description Select Account Mandatory Dropdown Number Select the Credit Card Number from the dropdown list Select Debit Card Mandatory Dropdown Number Select the Credit Card Number from the dropdown list Security key Mandatory Alohanumeric 20 Type the security key as mentioned on the Card Embossing Name Mandatory Alohanumeric 35 Type the Embossing Name as mentioned on the Card Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Field Name Delivery Details Mode of delivery City Branch Name Address City State Country Postal code Phone User Reference Reset ATM Debit Card PIN Description Mandatory Radio button Select the Radio button from the available radio buttons The options available are Branch Courier e Post Note On selecti
89. nties of any kind with respect 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 FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Contents APOCO ii V 5 IMtended AVdIENCO a AAA da V a Documentation ACCESS ad A V 1 3 Access to OFSS SUPPO iiiaae aaaea OAA A A EAE A EAA aaa a Aaa V kae OWUC G n ee eee ee eee ee eee eee V O nella ted noma OGU OS saa iria A vi 2 Transaction Host Integration Matri csiis aaan a aa dica 3 A aE a a Eaa e Ea aaa aE 5 a OO N g PPO PP EPE PP ANE P E AE A E AEE EE A EE deceswrnecesadses 6 AMI EN ACCES Siria aaa 11 A 2o MUOVA Data NOU o coa 13 MEST MING LOG Mi ia 14 Oe DOG A T 21 l Forgot PASS WOM ii ii daa 23 3 Ad hoc Account Statement Redlles tias 28 9 Stop Or Unblock Cheque Request inici 30 10 Cheque BOOK ROQUES diia 33 11 Gheque Status INQUIEV siguec dia ro tata SaN a aa Saa aa 37 12 Debt Card Detallada 40 13 Manage External ACCOUNTS enei e E aa E aa a E Ea a S 43 14 Ext rnal Account Statement iseis OR 47 PAUSA PPP An a E o Re 51 AAA 56 16 1 Alerts User Alerts ccccccccccccccsesseeeecceesseceeeceeseceeessauseeeecseauseceesseuaseeecsssaasececssaaaeecessseageeeessegages 57 16 2AlERS CUStO MENA lA as noe Dota 60 TO Mens ACCOUMT Ale Sii ai 63 Oracle FLEXCUBE Direct
90. number Optional Alphanumeric 35 Type the User reference number for future Reference 2 Click the Submit button The system displays the Debit Card Hot listing Verify screen OR Click the Another Service Request button to return to the service request screen Debit Card Hot listing Verify Debit Card Hot Listing Account Number Debit Card Number Debit Card Hot Listing Reason Place of Loss New Debit Card Required Delivery Details Mode of Delivery City Branch Name Name Address City State Country Zip Postal Code Phone User Reference Verify 23 08 2010 04 31 38 GMT 1000 CA1000761 111111118 SHWETHASHREE GBP 0 00 1245876356565656565 Captured in Other Bank s ATM Yes Branch Mumbai BANK FUTURA CORPORATE DEPOSITS BR Mr RETAIL USER1 BANK FUTURA addri BANK FUTURA addr2 Mumbai Mumbai UNITED KINGDOM Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Debit Card Hot listing 3 Click the Confirm button The system displays the Debit Card Hot listing Confirm screen OR Click the Back the button to change the details Debit Card Hot listing Confirm Transaction submitted for Debit Card Hot Listing having reference 482145513178622 has been Auto Authorized Debit Card Hot Listing Confirm 23 08 2010 04 31 38 GMT 1000 Account Number CA1000761 111111118 SHWETHASHREE GBP 0 00 Debit Card Number 1245876356565656565 Debit C
91. oan Savings Our Current Accounts are Whether you are looking A A Our loans can help you _ View our Savings designed to help you for a insurance to make a put your plans in to action products to understand manage your secure life for your View our loan products to how you can save for a transactions Find out future we have a perfect help you get that dream future vacation an more about our different plan for you house car or vacation emergency or even begin types of current accounts to save for retirement Credit Cards The following Reset Password page is displayed Reset Password 12 10 2013 13 53 41 Select the appropriate User Type and enter the respective User ID Existing Customer Registered user User ID Cancel Submit Field Description Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Forgot Password Field Name Description User Type Mandatory Radio Button Select the appropriate User Type User ID Mandatory Input Alphanumeric Enter the appropriate User ID 2 Click Submit The following Mobile OTP Verification page is displayed Mobile OTP Verification fi ORACLE Mobile OTP Verification 14 40 2013 18 31 12 One Time Passwd has been generated and Gapatched to your mobile number for thes transaction Kindly enter the One Time Password in the held below for his trassacthon to proceed The One Time Password is only v
92. our recent notifications Displays category wise expenditure incurred on your Current and Savings accounts over a period of time in graphical form Displays a list of the last N transactions initiated by you Displays minimum details of transfers pending from you Current and Savings accounts Displays the current loan rates of all loan products with the bank Displays a list with status of the last N service requests initiated Displays the last N transfers made towards your account Displays the activity on your accounts for the past N Days This widget allows you to make quick payments towards utility bills This widget enables you to transfer funds within your accounts held with the bank Displays the status of the last 10 cheques issued by you Displays the current currency exchange rate available with the bank Displays the date and time during which transactions shall not be available to you during the next 7 days Displays the date and time of 5 of your most recent login sessions Displays important details and balances on your Current and Savings accounts Displays a list of the last N initiated transactions Displays all the reminders due for you on the current day Description Optional Checkbox This column displays the available widgets to be selected Display This column displays the description for particular widget lt displays the customer IDs and account numbers of the selected account type under
93. pending Analysis Structured Deposit Subscription Switch Mutual Fund Transactions View Draft Details View Standing Instruction Display This field displays the existing user ID Specify New User ID Optional Alphanumeric 15 Type the new user ID in this field Channels Display This field displays the channel for which preference is to be set Set Language Preference Languages Optional Drop Down Select the preferred language from the drop down list Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Field Name Set Colour Preference Colours Set Timezone Preference Timezone Set Login Layout Preference Login Layout Set Landing Page Transaction List Set As Favorite Set As Favorite Description Optional Drop Down Select the preferred colour from the drop down list Optional Drop Down Select the preferred timezone from the drop down list Optional Drop Down Select the preferred login layout as contemporary or classic Optional Drop Down Select the transaction list from the drop down list The selected transaction will be set as the landing page Optional Check Box Select the check box against the transactions that you want to set as favorite transactions The user can access the favorite transactions directly instead of accessing it through the main menu Set Favorite Accounts and Nick Names 2 Click the set favorite ac
94. pped to the user i e a widget will be displayed on the user s dashboard only if it has been configured for the user type and channel and also if the user has access to the particular transaction to which the widget belongs as per mapped role There will be limit on maximum number of widhets displayed inn dashboard This will depend on pre maintained configuration with the bank Initially system will display only default widgets Default widgets will be a combination of the mandatory widgets and any other widgets set as default for the user type and channel combination Widgets selected wil be displayed in next login but not inn the current login session When the user switches from his home entity to a foreign entity the widgets displayed will be a combination of the widgets available as per the user s access to widgets in the home entity and the widgets available in the foreign entity Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Reset ATM Debit Card PIN Dashboard widget management screen will not be available for foreign entities To perfoem Dashboard Widget Management 1 Navigate through the menus to Customer Services gt Self Services gt Dashboard Widget Management The system displays the Dashboard Widget Management screen Dashboard Widget Management Dashboard Widget Management 31 10 2012 17 42 03 GMT 0530 Select Channel Internet Mobile Browser Mobile Application _ Fie
95. quest 28 New Service Request Using this option you can initiate a service request for any transaction given in the list To initiate service request 1 Navigate through the menus to Customer Services gt New Service Request The system displays the New Service Request screen Service Request Service Request 13 08 2010 05 21 11 GMT 0600 Select Transaction Select Service Request Field Description Field Name Description Select Transaction Mandatory Drop Down Select the transaction from the drop down list 2 Select the transaction for which the request needs to be given and click the Submit button ORACLE 108 Reissue Transaction Password 28 1 Reissue Transaction Password Using this Service Request option you can raise a request to reissue transaction password Note This transaction will be allowed only if the transaction password is locked for the channel s channel group To register a Service Request to Reissue Transaction Password 1 Navigate through the menus to Customer Services gt New Service Request gt Reissue transaction password The system displays the Reissue transaction password screen Reissue Transaction Password 9 Reissue Transaction Password a o 000 Reissue Transaction Password 07 12 2012 11 16 26 Channel Group Select Delivery Details Mode of Delivery Branch Courier Select City Name Address City
96. r Service gt Mailbox The system displays the Messages screen Mailbox 04 12 2012 21 51 12 GMT 0530 gt Compose Message _ Inbox B Bal Records 1 to 3 of 3 Page 1 of 1 gt Sent Messages i Sender Accounts Department Customer Id 006005884 Received ires Is Read 04 12 2012 21 48 44 04 04 2013 00 00 00 Message Id Subject 191146570112028 Demand Draft and Cheques 660310307111331 Demand Draft and Cheques Accounts Department 006005884 04 12 2012 21 39 23 N 04 04 2013 00 00 00 N 660310307111331 Demand Draft and Cheques Accounts Department 006005884 30 11 2012 09 34 16 30 03 2013 00 00 00 2 Click the Sent Message tab The system displays following screen Mailbox 04 12 2012 22 22 30 GMT 0530 Sent Messages Records 1 to 10 of 16 Page 1 of 2 gt gt g Mailbox gt Compose Message _ Inbox 1asa gt SemtMesssaes Message Id 0060001282 0060001151 0060001151 0060001151 0060001151 0060001149 0060001128 0060001123 0060001081 0060001080 Subject Demand Draft and Cheques Demand Draft and Cheques Demand Draft and Cheques Demand Draft and Cheques Demand Draft and Cheques Demand Draft and Cheques Other Queries Demand Draft and Cheques Demand Draft and Cheques Demand Draft and Cheques To Accounts Department Accounts Department Accounts Department Accounts Department Accounts Department Accounts Department Loans Department Accounts Department Account
97. rect Banking Installation Manuals Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Transaction Host Integration Matrix 2 Transaction Host Integration Matrix Legends COMET COEN Transaction Name FLEXCUBE UBS Login First time login Logout Ad hoc Account Statement Request Stop Or Unblock Cheque Request Cheque Book Request Cheque Status Inquiry Debit Card Details ORACLE 3 Transaction Name Register reports Alerts User Alerts Alerts Account Alerts Alerts Customer Alerts E Statements Subscription E Statements Un subscription Preferences Session Summary Mailbox Electronic Form initiate Exchange Rate Inquiry Reissue Transaction Password Account Closure Activate Debit Card Apply for ATM Debit Card Debit Card Hot listing Reset ATM debit Card Pin Force change password Lock Transaction Password Manage Profile Forgot Password Reset Security Questions Transaction Host Integration Matrix Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Introduction 3 Introduction ORACLE 5 Login 4 Login This option allows the user to log in to the ORACLE FCDB application By default the security keyboard option is checked This enables the user to access the interface through a virtual keyboard appearing on the screen by either clicking or hovering on the keys Alternatively the user can clear the security keyboard option
98. riety of information management 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 warra
99. rmation content and services are collectively referred to as Content By accessing or using the Site or the Content provided on or through the Site you agree to follow and be bound by the following terms and conditions concerning your access to and use of the Site and the Content provided on or through the Site Terms of Use and our Privacy Policy Oracle Corporation and its affiliated companies VVe or Oracle may revise the Terms of Use and Privacy Policy at any time without notice to you The revised Terms of Use and Privacy Policy will be effective when posted You can review the most current Terms of Use athttp www oracle com html terms html and Privacy Policy at http www oracle com html privacy html 1 Terms Applicable to Specific Content and Areas of the Site Some areas of the Site or Content provided on or through the Site may have additional rules guidelines license agreements user agreements or other terms and conditions that apply to your access or use of that area of the Site or Content including terms and conditions applicable to a corporation or other organization and its users If there is a conflict or inconsistency between the Terms of Use and the rules guidelines license agreement user agreement or other terms and conditions for a specific area of the Site or for specific Content the latter shall have precedence with respect to your access and use of that area of the Site or Content 2 Use of Software Your use of
100. ry Demand Draft Request Domestic Collection Inquiry Exchange Rate Inquiry Finance Profit Percentage Financing Repayment Inquiry Fund Activity SEPA Direct Debit Standing Instruction Cancellation Structured TD Status Term Deposit Activity UK Payments View Limit Utilization View Wealth Management O O O O O O O O O O O O O O O O O O O O O Set Favourite Accounts and Nick Names Landing Page functionality is only applicable for Classic version Field Description Field Name Set User ID Existing User ID wM Account Details Account Summary Alerts Beneficiary Maintenance Channel Deactivation Consolidated Position Credit Card Payment Dashboard Widget Management Dividend Information Electronic Form Initiate External Account Statement Financing Account Activity Financing Schedule Fund Information Set Account Preferences Stop Or Unblock Cheque Request Subscribe Unsubscribe Banking Channel Term Deposit Details User Manuals View Registered Reports Description w Mo Yi Mo Mi Mo Mi Mo Mio Mo Mi Mo Mi Mi Mi Mo Mi Mo Set Login Layout Preference Login Layout Default v Account Overview Add External Accounts Amend Term Deposit Buy Mutual Fund Cheque Book Request Contract Term Deposit Initiate Credit Card Statement Debit Card Details Domestic Account Transfer E Statement FCY Collection Inquiry Financing Details Financing Settlement Interest Rate Inquiry CASA S
101. s By default this checkbox is checked 2 Enter the appropriate details in the relevant field 3 Click the Change button The system displays the home page landing page OR Click the Clear button to clear the data in the fields Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Lock Transaction Password 31 Lock Transaction Password Using the Lock Transaction Password option you can lock the transaction Password In order to unlock the password the password needs to reset which unlocks the transaction password To Lock a Transaction password 1 Navigate through the menus to Customer Services gt Self Services gt Lock Transaction Password The system displays the Lock Transaction Password screen Lock Transaction Password Lock Transaction Password Internet Banking MICORP1 Mobile Banking MICORP1 Mobile Browser Mobile Application Field Description Field Name Description Channel Group Display This field displays the channel group to which the user belongs User Id Display This field displays the User id for which transaction password needs to be locked ORACLE 134 Reset ATM Debit Card PIN Field Name Description Channel Display This field displays the channel to which the user belongs Status Display This field displays the status as lock unlock 2 Select the checkbox of the channel for which the transaction password needs to be locked
102. s Department Accounts Department Customer Id 006005884 006005884 006005884 006005884 006005884 006005884 006005884 006005884 006005884 006005884 Sent 04 12 2012 19 45 01 03 12 2012 17 40 27 03 12 2012 17 37 12 03 12 2012 17 22 46 30 11 2012 15 33 11 30 11 2012 15 27 33 29 11 2012 17 42 35 29 11 2012 16 52 52 28 11 2012 18 54 59 28 11 2012 18 35 33 Expires 04 05 2013 00 00 00 03 05 2013 00 00 00 03 05 2013 00 00 00 03 05 2013 00 00 00 30 04 2013 00 00 00 30 04 2013 00 00 00 29 04 2013 00 00 00 29 04 2013 00 00 00 28 04 2013 00 00 00 28 04 2013 00 00 00 Field Description Field Name Description Message Id Display This field displays the system generated conversation message id Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Field Name Subject To Customer Id Sent Description Display This field displays the descriptive synopsis of the message It also acts as a link to access the message Note This icon between the message id and subject column shows that the message has some attachments Display This field displays the name of the receiver to which message has been sent Display This field displays the customer id Display This field displays the date on which the message was sent Expires Display This field displays the expiry date for the transaction 3 Click the subject link to view any sent
103. s space will help you to view and analyse your spend patterns in graphical us to provide your spend analysis please click here to categorise your expenses No Service Requests available to be displayed Quick Tasks Download Statement Now Account Summary Current and Savings Account Description 00100325801 001 Balance in GBP 0 00 GBP Last 10 Used Cheques No Records Found 5 As outlined screen displays the message about the entity to which user has switched Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Login 4 2 Multilingual Data Input Note Application s language will be as per the language selected at the Login screen If Language selected is Arabic then the application language i e screen headings labels etc will be in Arabic Language of input data fields where user has to enter any data will depend on pre maintained configuration Suppose for Arabic Language language options for input data field are maintained as Arabic amp English then if user has selected language preference as Arabic while login then he can enter data in input data fields in Arabic or English Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services First time login 5 First time login For the first time login user needs to change the password change account nick names and modify the limits Once the process is completed user lands to the first scre
104. save this software Whats the risk 6 Click the Save button to save the file OR Click the Cancel button to close the window To Register a report 7 Click the Register button on the Register Report screen The system displays the Report Registration Verification screen Register Report Verification Report Registration Verification 13 08 2010 03 17 00 GMT 0600 Schedule Type Report ID Activation Date Deactivation Date Schedule Time Daily CRTCO1 14 08 2010 19 08 2010 15 45 Report Parameters Customer Id 333000028 ACC LTD FLEXCUBE DIRECT BANKING B001 8 Click the Confirm button The system displays the Register Reports screen OR Click the Back button to navigate to the previous screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Register Report Report Registration Confirmation Transaction submitted for Register Report having reference 213151885160523 has been Initiated Report Registration Confirmation 13 08 2010 03 17 00 GMT 0600 Schedule Type Report ID Activation Date Deactivation Date Schedule Time Daily CRTCO1 14 08 2010 19 08 2010 15 45 Report Parameters Customer Id 333000028 ACC LTD FLEXCUBE DIRECT BANKING B001 Register Another To View a report 9 Log on to the Internet Banking application 10 Navigate through the menus to Reports gt Register Report The system displays the Register Report screen 11 Click the GO button The system
105. sfers If you wish to buy or sell foreign exchange refer to this option to find the latest rates offered by the bank before doing so To inquire for the current Exchange Rates 1 Navigate through the menus to Tools gt Exchange Rate Inquiry Exchange Rate Inquiry Exchange Rate Inquiry 13 08 2010 05 04 21 GMT 0600 FX Rate Unit USD These are indicative rates only For actual rates please contact your branch To Currency Cash Buy Cash Sell AUS DOLLAR AUD US DOLLAR USD INDIAN RUPEE INR GBP GBP TAIWAN DOLLAR TWD EURO EUR JPY JPY ORACLE 106 Column Description Column Name Description To Currency Display This column displays the name of currency that bank offers for buying or selling against foreign currency Cash Buy Display This column displays the exchange rate at which the bank will buy the foreign currency if the transaction Is in cash Cash Sell Display This column displays the exchange rate at which the bank will sell the foreign currency if the transaction is in cash TT Buy Display This column displays the exchange rate at which the bank will buy the foreign currency if the transaction is through a telegraphic transfer TT Sell Display This column displays the exchange rate at which the bank will sell the foreign currency if the transaction is through a telegraphic transfer Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services New Service Re
106. splays the email id at which the alert will be sent Note This filed will be enabled only if Email checkbox is selected Display This column displays the Mobile SMS at which the alert will be sent Note This filed will be enabled only if Mobile Number checkbox is selected Conditional Numeric 100 Type the threshold percentage for Alerts Registration This field is enabled if the Limit threshold Alert checkbox is selected as the alert description 3 Select the alert description 4 Click the Register De Register button The system displays the Alert verification screen Alerts Verify 5 Click the Confirm button The system displays the Alert screen with the confirmation message OR Click the Back button to return to the previous screen Alert Confirm Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Alerts Alerts Confirm Alerts updated successfully Alerts Confirm Customer No 505006063 Mert Description Beneficiary Alert Not Applicable 6 Click the Register Another button to register another alert Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Alerts 16 3 Alerts Account Alerts These alerts are sent when any transactions are done in the account selected To send account alerts 1 Navigate through the menus to My Services gt Alerts The system displays the Alerts screen Alerts 24 04 2012 00
107. ssword Own Account Transfer Reminder Session Summary Sitemap Logout Payments Bill Payments Collection and Remittances Tools Accounts Loans O WELCOME RETAILS MULTI ENTITY Spending Analysis This space will help you to view and analyse your spend patterns in graphical Request Status form To enable us to provide your spend analysis please click here to categorise your expenses No Service Requests available to be displayed Quick Tasks Download Statement Now Account Summary Current and Savings Account Description Current Balance Balance in GBP 00100325501 001 6 500 00 GBP 6 500 00 GBP Last 10 Used Cheques No Records Found Blackout Next 7 Days No Transaction Blackouts available Last Updated on 13 35 PM Session Summary Scheduled Transactions S 07 11 2012 13 35 04 No records found to search again please amend your inputs a 07 11 2012 13 33 27 Mini Statement 1 As outlined in above screen current entity in which user has logged in is displayed 2 User can select any other entity from the dropdown to which he wish to switch Note If user is not provided access to multiple entities then above message and entity dropdown is not displayed as user don t have access to multiple entities He can access accounts transactions with respect to entity only to which he has currently logged in Dashboard Multi Entity Login Change Password Own Account Transfer Re
108. t 7 days Last 15 days Last 30 days Optional Radio Button Pick list Click on the Effective date radio button to select the date range for the statement Select the Effective date from the pick list This field is enabled if Choose Date Range radio button is selected Conditional Pick list Select the closing date from the pick list This field is enabled if Choose Date Range radio button is selected Description Account Number Currency Description Effective Date Closing Date Display This column displays external account numbers mapped to the user Click the radio button adjacent to the Account Number column to view the account statement Display This column displays the account currency Display This column displays the account description Display This column displays the effective date of the account statement registration Display This column displays the closing date of the account statement registration Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services External Account Statement 2 Click the View Statement button The system displays the External Account Statement Details screen OR Click the Delete button to de link the external account from statement view The system displays the Verify and Confirm screen for Delete External Account statement External Account Statement Details External Account Statement Details 26 08 2010 03 09 44
109. t Document to Attach o EEE Allowed File Types xls doc pdf csw bxt zip tf jpg rar Done File Name Draft txt 6 Click the Done button The system will return to Compose Message screen Message Mailbox Compose 04 12 2012 21 11 50 GMT 0530 E Inbox Submit a question using our secured messaging form below You can expect a response in 2 business days gt Interactions Your personal financial information is held in strictest confidence pear Select the subject of this Funds Transfer NEFT RTGS Others Customer HDFC BANK v message gt Bulletins Enter your message below Messages are limited to approximately 2000 characters or 200 words of text gt Tasks Funds Transfer Details P Sent Messages Attached Files UM doc 7 Click the Remove button if you want to remove the attached file OR Click the Add Another button to attach more files OR Click the Send button The system displays the following confirmation message Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Mailbox Message Compose Confirmation Mailbox 04 12 2012 21 11 50 GMT 0530 gt Compose Message Your mail has been sent to Bank Administrator The Message Id is 0060001288 _ Inbox P Sent Messages Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services 24 3 Sent Messages To view sent messages 1 Navigate through the menus to Custome
110. tavourte color Answer grees 5 Click the Confirm button The system displays the Security Questions Maintenance Confirm screen Set Security Questions Confirm Y Set Security Questions Confirm Securty Questions set success tsiy Set Security Questions Confirm 6 Click OK Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Preferences 22 Preferences The Preferences option allows you to change the user ID set the preferred language preferred color home page favorite transactions and favorite accounts and nick names The user can access favorite transactions and accounts directly instead of accessing it through the main menu To set user preferences 1 Navigate through the menus to Customer Services gt Self Services gt Preferences The system displays the Preferences screen ORACLE 80 Preferences Preferences 20 11 2012 16 30 19 GMT 0530 Set User ID Existing User ID MIRETAIL1 Specify New User ID View User ID Policy Channels Internet Banking Browser based mobile banking Mobile Application Set Language Preference Languages Default v Set Landing Page Set Timezone Preference Default v Transaction List Select Set As Favourite Account Activity Account Statement Ad hoc Account Statement Request ATM and Branch Locators Change Users Limits Cheque Status Inquiry Contract Term Deposit View Credit Card Summa
111. the status message OR Click the Back button to change the user preferences Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Preferences Confirm Transaction submitted for Preferences having reference 202031527211116 has been Auto Authorized Preferences Confirm 20 11 2012 16 35 17 GMT 0530 Existing User ID MIRETAIL1 Colours Red Landing Transaction ACCOUNT ACTIVITY Favourite Transactions ACCOUNT ACTIVITY ACCOUNT STATEMENT CURRENT AND SAVINGS ACCOUNT ACCOUNT STATEMENT REQUEST LOCATE BRANCHES 6 Click the OK button The system displays the Preferences screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Session Summary 23 Session Summary This option allows the user to track activity details of last five logins The user can view the entire session summary of the previous five log sessions and transactions carried out in each session along with the transactions status and time To view user session 1 Navigate through the menus to Session Summary The system displays View User Session screen View User Session Session Summary 13 08 2010 04 43 28 GMT 0600 Channel User Id Session Start CUSER1 PA 13 08 2010 03 55 32 GMT CUSER1 iene Genes 13 08 2010 03 45 16 GMT CUSER1 aaa 13 08 2010 03 37 32 GMT CUSER1 internet Banking 13 08 2010 02 56 29 GMT CUSER1 Him Dan 13 08 2010 02 45 43 GMT ORACLE 85 Field Descrip
112. tion Column Name Description Channel User Id Display This field displays the channel user IDs accessed during the session Channel Display This field displays the channel accessed during the session Session Start Display This field displays the date and time of access 2 This screen allows the user to view the list of last five sessions accessed by the user 3 Click the View Session Info button to view the list of transactions done for the session specified The system displays the View User Session screen View User Session Session Summary 13 08 2010 04 43 36 GMT 0600 Channel User Id CUSER1 Session Start 13 08 2010 03 55 32 GMT 0600 Transaction Name Status Transaction Date Login LGN Success 13 08 2010 03 55 32 GMT 0600 Transactions VAT Success 13 08 2010 03 55 50 GMT 0600 Transactions VAT Success 13 08 2010 03 55 51 GMT 0600 Loan Interest Rates LIR Success 13 08 2010 03 55 53 GMT 0600 Mailbox IMS Success 13 08 2010 03 55 56 GMT 0600 Transactions VAT Success 13 08 2010 03 55 51 GMT 0600 Transaction Blackout TBO Success 13 08 2010 03 56 00 GMT 0600 Alerts ALR Success 13 08 2010 04 09 12 GMT 0600 Alerts ALR Success 13 08 2010 04 11 12 GMT 0600 Alerts ALR Success 13 08 2010 04 13 19 GMT 0600 Preferences UPS Success 13 08 2010 04 25 00 GMT 0600 Preferences UPS Success 13 08 2010 04 27 58 GMT 0600 Preferences UPS Success 13 08 2010 04 28 49 GMT 0600 Preferences UPS Success 13
113. to view the debit card details from the dropdown list 2 Click the Submit button The system displays the Get Account with debit card details ORACLE 40 Debit Card details Get Accounts Select Account All e as Debit Card Details 23 03 2010 23 07 13 GMT 1000 Records 1 to 2 of 2 Mia Page 1 of 1 Card Number Customer Id Account Number Branch Card Product Name on Card 1245876356565656565 CA1000761 111111118 CASA OPERATIONS 1 DCRD CARDNAM1 4245876356565656565 CA1000761 111111118 CASA OPERATIONS 1 DCRD CARDNAM2 Field Description Field Name Description Card Number Customer Id Account Number Branch Card Product Name on card Display This column displays the Card number for the account number selected Display This column displays the Customer id of the User for which card exists Display This column displays the Account number of the User for which card exists Display This column displays the Branch of the Card number for which Card exists Display This column displays the name of the card product Display This column displays the name on the card as displayed on the card 3 Click the Card number link to view the Debit Card details Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services View Debit Card Details Debit Cards Customer Id Branch Card Product Account Number Name on Card Request Reference Number Card Number
114. uency field Minute Conditional Drop Down Select the time in minutes from the drop down list This field is displayed depending upon the selection in the frequency field Activation Date Conditional Pick List Select the report activation date from the pick list This field is displayed depending upon the selection in the frequency field Deactivation Date Conditional Pick List Select the report deactivation date from the pick list This field is displayed depending upon the selection in the frequency field Hour Conditional Drop Down Select the time in hours from the drop down list This field is displayed depending upon the selection in the frequency field Minute Conditional Drop Down Select the time in minutes from the drop down list This field is displayed depending upon the selection in the frequency field 3 Select the report frequency and report download format 4 Enter the date range 5 Click the Run Report button The system displays the File Download Security Warning screen Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Register Report File Download Security Warning File Download Security Warning Do you want to open or save this file z Name internet Type HTML Document 897 bytes From 10 180 81 240 MEE While files from the Internet can be useful this file type can potentially harm your computer IF you do not trust the source do not open or
115. uired Us field will be enabled on selecting Monthly in the frequency le Terms and Mandatory Checkbox Conditions Select the checkbox of terms and conditions 3 Click the Terms and Conditions link to view the terms and conditions 4 Click the Subscribe button to subscribe for the E statement the system displays the E statement Subscription Unsubscription verify screen OR Click the Unsubscribe button to unsubscribe for the statement E statement Subscription Unsubscription Verify E Statement Subscription Unsubscription Verify 13 08 2010 04 16 56 GMT 0600 Account Type Account No 333000028 33300002807 ACC LTD JPY 549 808 Primary Email Id abc yahoo com Secondary Email Id abcd yahoo com Frequency Annual Month August 5 Click the Change button to return to the previous screen to modify the input data OR Click the Confirm button The system displays the E statement Subscription Unsubscription confirm screen E statement Subscription Unsubscription Confirm Transaction submitted for E Statement having reference 126570435160919 has been Initiated E Statement Subscription Unsubscription Confirm 13 08 2010 04 16 56 GMT 0600 Account Type Account No 333000028 33300002807 ACC LTD JPY 549 808 Primary Email Id abc yahoo com Secondary Email Id abcd yahoo com Frequency Annual Month August 6 Click the OK button to return to the E statement Subscribe unsubscribe screen Oracle FLEXCUBE Direct
116. uus your wocuurn e Your Preferences have been set Displays the activity on your accounts for the past N Days This widget allows you to make quick payments towards utility bills This widget enables you to transfer funds within your accounts held with the bank Displays the status of the last 10 cheques issued by you Displays the current currency exchange rate available with the bank Displays the date and time during which transactions shall not be available to you during the next 7 days Displays the date and time of 5 of your most recent login sessions Displays important details and balances on your Current and Savings accounts Displays a list of the last N initiated transactions Displays all the reminders due for you on the current day Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services
117. ve characters Password can contain 5 repetitions Field Description Field Name Description User Id Display This field displays your user id Change Option Mandatory Dropdown Select 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 Type the old password New Password Mandatory Numeric Type your New Password the password strength is displayed on entering 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 Type the new password Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Reset ATM Debit Card PIN Field Name Description Use virtual Optional Checkbox keyboard Check this checkbox if you want to use Virtual Keyboard password Note Option to enter space is not provided on virtual keyboard Click here to enter Optional Checkbox by hovering Check this checkbox 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
118. wing personal details should not be included in your password First Name Enlinarina nerennal detaile chauld not he included in vour naccwn Field Description Field Name Description Change Login Password User ID Display This field displays the user ID Existing Mandatory Alphanumeric 18 Password Type the old password New Password Mandatory Alphanumeric 18 Type the new password The password strength is displayed on entering the new password Confirm New Mandatory Alphanumeric 18 Password Type the new password to confirm Oracle FLEXCUBE Direct Banking 12 0 2 0 0 User Manual Retail Customer Services Field Name Reset ATM Debit Card PIN Description Change Transaction Password User ID Existing Password New Password Confirm New Password Use Virtual Keyboard Click here to enter by hovering Display This field displays the user ID Mandatory Alphanumeric 18 Type the old password The password strength is displayed on entering the new password Mandatory Alphanumeric 18 Type the new password Mandatory Alphanumeric 18 Type the new password to confirm Optional Check Box Select the Use Virtual Keyboard check box to use the virtual keyboard By default this check box is checked Optional Check Box Select the Click here to enter by hovering check box to enter the password by moving the mouse over the keyboard without clicking the key

User Manual Oracle FLEXCUBE Direct Banking Retail Customer

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