User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets
Contents
1. 1 GBP KUWAITI DINAR KWD 0 3260 0 5960 0 3360 0 5860 GREAT BRITAIN POUND 1 GBP US DOLLAR USD 1 3800 1 5400 1 4200 1 5400 US DOLLAR 1 USD KUWAITI DINAR KWD 0 1605 0 4105 0 1505 0 4005 GREAT BRITAIN POUND 1 GBP YEN JPY 130 0000 145 0000 131 0000 144 0000 GREAT BRITAIN POUND 1 GBP HONG KONG DOLLAR HKD 9 1000 13 0000 0 0000 0 0000 User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries Offers 10 Offers You can view personalized offers on dashboard screen Select any offers to view offer details Offers Dashboard Total Position Ow Mini Statement Choose Account amaaa Current Balance 1040411875015 104 10411875 Saving and Current 3 545 401 227 77 GBP Account 11 03 2014 Dr 100 00 EUR Term Deposits 41 307 35 GBP Payments and Collections Transacti Total Assets 3 545 442 535 12 GBP 11 03 2014 Dr 11 16 EUR Payments and Collections Transacti Account Balances egs Find All the balances related to your accounts Select Customer y Select Account y Account Summary o B Pay Bills gt Current and Savings 3 545 401 227 77 GBP Select a Biller Select a Biller gt Term Deposits 41 307 35 GBP Select Account Select Account Car Loan Cash back on debit card Offers on Net Banking Gifts Puchase usage User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries2. 34 33 GMT 0530 Account Balance 12 345 617 967 130 Subtotal 12 345 617 967 130 2 469 197 682 29 100 00 Subtotal 2 469 197 782 29 12 121 00 123 305 893 86 46 099 00 Subtotal 123 364 113 86 1 234 509 269 78 Subtotal 1 234 509 269 78 Available Balance 12 345 617 967 130 12 345 617 967 130 2 469 197 682 29 100 00 2 469 197 782 29 12 121 00 123 305 893 86 46 099 00 123 364 113 86 1 234 509 269 78 1 234 509 269 78 Print Download 17 Exchange Rate Inquiry 9 Exchange Rate Inquiry This widget displays the value of each currency with respect to the base currency of your account Widget Exchange Rate Inquiry Exchange Rates 1 GBP is equivalent 1 046000 0 326000 1 380000 130 000000 9 100000 1 Click the icon in the widget to refresh the widget 2 Click the icon in the widget The system displays the Exchange Rate Inquiry screen Exchange Rate Inquiry Exchange Rate Inquiry 04 06 2014 15 07 05 GMT 0530 2 PH From Currency To Currency Cash Buy Cash Sell TT Buy TT Sell UAE DIRHAM 1 AED ARMENIAN DRAM AMD 28 0000 33 0000 0 0000 0 0000 INDIAN RUPEE 1 INR BAHRAIN DINAR BHD 1 5600 1 6200 0 0000 0 0000 GREAT BRITAIN POUND 1 GBP EURO EUR 1 0460 1 1960 1 0560 1 1860 EURO 1 EUR YEN JPY 95 4830 108 4830 96 4830 107 4830 US DOLLAR 1 USD YEN JPY 71 7100 85 7100 72 7100 84 7100 EURO 1 EUR KUWATTI DINAR KWD 0 2460 0 5360 0 2560 0 5260 GREAT BRITAIN POUND
3. Oracle Corporation and its affiliates will not be responsible for any loss costs or damages incurred due to your access to or use of third party content products or services User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries i So UI Table of Contents OT AGC A 4 Transaction H stintegration Mati aa 5 Introduction Dashboard Widgets vaina tweens a a a Aa aAa 6 TOTAL POSIIOM ia A A A A 7 ACCOUN SUMMA Vania 9 MINT late Meninas 12 PC COURT BANCOS rn is 14 CUMENCY WISE POSION soriana 16 Exchange Rate MOIY ssaa aa a a RE E A aa aE A 18 OOT O A O 19 User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries lil 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 acc amp id docacc 1 3 Access to OFSS Support https support us oracle com 1 4 Structure This manual is organized into the following categories Preface gives information on the intended audience It also describes the overall structure of the User Manual Transaction Host Integration Matrix provides information on host integration requirements for the transactions covered in the User Manual Introduction provides brief information on the overall functionality covered in
4. for use in any inherently dangerous applications including applications that may create a risk of personal injury lf you use this software or hardware in dangerous applications then you shall be responsible to take all appropriate failsafe backup redundancy and other measures to ensure its safe use Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws Except as expressly permitted in your license agreement or allowed by law you may not use copy reproduce translate broadcast modify license transmit distribute exhibit perform publish or display any part in any form or by any means Reverse engineering disassembly or decompilation of this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is not warranted to be error free If you find any errors please report them to us in writing This software or hardware and documentation may provide access to or information on content products and services from third parties Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content products and services
5. the User Manual Chapters post Introduction are dedicated to individual transactions and its details covered in the User Manual 1 5 Related Information Sources For more information on Oracle FLEXCUBE Direct Banking Release 12 0 3 0 0 refer to the following documents e Oracle FLEXCUBE Direct Banking Licensing Guide e Oracle FLEXCUBE Direct Banking Installation Manuals User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries Transaction Host Integration Matrix 2 Transaction Host Integration Matrix Legends COMET Transaction Name FLEXCUBE UBS Third Party Host System Total Position Account Summary Mini Statement Account Balances Currency Wise Position Spending Analysis Offers User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries Introduction Dashboard Widgets 3 Introduction Dashboard Widgets The widgets are smaller windows which show data in an optimized form In a contemporary UI version of FLEXCUBE Direct Banking application the dashboard will have small widgets These widgets will show minimal data related to main transactions These widgets will also enable you to initiate transactions with minimal details Below Dashboard screen shows all the widgets displayed in it followed by the explanation of each widget ORACLE Total Position O E Mini Statement Assets Choose Account Pe Ee Current Balance 1040411271039 104 10411271 Saving and Cu
6. 194 566 71 Q Islamic Deposits GBP 49 666 70 Credit Cards GBP 24 833 35 Q Financial Instruments GBP 2 941 430 00 Total Balance GBP 3 321 599 23 User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries Mini Statement 6 Mini Statement This widget displays the Account Activity in a minimalistic form by displaying last n transactions Widget Mini Statement Mini Statement Choose Account 001008109031 001 000000001 10 02 2013 Loan Repay3 10 02 2013 Loan Repay2 10 01 2013 Loan Repay 01 01 2013 Salary Credited 31 12 2012 Money Credited Note Cr Credit Dr Debit Dr 50 000 000 INR 50 000 000 INR 50 000 000 INR 65 000 000 INR 350 000 INR Last Updated On 19 25 PM l Select the Account Number from the drop down list for which mini statement is to be displayed Field Description Field Name Description Date Display This field displays the transaction value date Description Display This field displays the transactions description Amount Display This field displays the transaction amount in local currency 2 Click the Ol icon in the widget to refresh the widget 3 Click the El icon in the widget The system displays the Account Activity screen User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries 12 Account Activity Account Activity 04 06 2014 14 12 52 GMT 0530 fF Select Account test123 a Sea
7. Key to select multiple customer 4 Select the Customer Id for which details are to be viewed from the displayed Customer Ids 5 Click the View button The system displays details in the same Consolidated View screen Consolidated View Consolidated View 04 06 2014 15 22 02 GMT 0530 2 gp 10411875 authcorp1 ig Customer PDF Format Assets Amount GBP of Assets Assets Liquid Current and Savings Accounts 3 545 390 078 72 Contract Term Deposits 0 00 Term Deposits 52 268 46 Goals 0 00 Total Assets 3 545 442 347 18 Positions Amount GBP Net Position 3 545 442 347 18 User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries Account Summary 5 Account Summary This widget displays Account Summary in minimal form Widget Account Summary Account Summary A gt Current and Savings 111 347 vw Term Deposits 7 000 Current Balance Account Description Balance in GBP 1040411271083 104 0 00 EUR 0 00 GBP 10 1 000 00 1 000 00 x we 1 Click the gt next to the Current and Savings Term Deposits Contract Term Deposits Islamic Term Deposits Islamic Current and Savings Islamic Finance or Loans accounts The system displays the Account Summary for the respective Account Type Field Description Field Name Description Account Description Display This field displays the Account Description Sanctioned Loan Display Amount This field di
8. ORACLE Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries User Manual Release 12 0 3 0 0 Part No E52543 01 April 2014 Dashboard Widgets Inquiries User Manual April 2014 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 O 2008 2014 Oracle and or its affiliates All rights reserved Oracle and Java are registered trademarks of Oracle and or its affiliates Other names may be trademarks of their respective owners U S GOVERNMENT END USERS Oracle programs including any operating system integrated software any programs installed on the hardware and or documentation delivered to U S Government end users are commercial computer software pursuant to the applicable Federal Acquisition Regulation and agency specific supplemental regulations As such use duplication disclosure modification and adaptation of the programs including any operating system integrated software any programs installed on the hardware and or documentation shall be subject to license terms and license restrictions applicable to the programs No other rights are granted to the U S Government This software or hardware is developed for general use in a variety of information management applications It is not developed or intended
9. activity of the selected the account Mini Statement Details Date Display This field displays the Transaction Value Date Description Display This field displays the Transactions Description Debited Credited Display This field displays the Debited or Credited Transaction Details Amount Display This field displays the transaction Amount in Local Currency Fixed Deposits Details Maturity Date Display This field displays the Maturity Date of the Term Deposit Loans Next Due Date Display This field displays the Next Due Date of the Loan Installment Sanctioned Loan Display Amount This field displays the sanctioned loan amount for user Credit Card Details Payment Due Date Display This field displays the due date of the Credit Card Payment Investment Details User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries 10 Account Summary Field Name Description Allocation Display This field displays the Investment Category of the Investment Product Note This filed will be enabled only if Wealth Management Customer ID is mapped to the user 4 Click the Ol icon in the widget to refresh the widget 5 Click the El icon in the widget The system displays the Account Summary screen Account Summary Account Summary 04 06 2014 14 07 52 GMT 0530 Overview All Customers 7 GBP x Current Account amp Savings Account Conventional GBP 210 435 87 Term Deposits GBP
10. ect your Account Number from the Select Account field Click GO The details of your selected account are displayed Account Balances Account Balances Find All the balances related to your accounts 10411271 Mustu Industries 1040411271072 104 y Current Balance 3 500 00 GBP Amount on Hold 0 00 GBP Uncleared Funds 0 00 GBP Overdraft Limit 0 00 GBP Available Balance 3 500 00 GBP Minimum Balance 0 00 GBP Last Updated On 13 15 PM User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries Account Balances Field Description Field Name Description Current Balance Display This field displays the Current Balance of the selected the account Available Balance Display This field displays the Available Balance of the selected the account Uncleared Funds Display This field displays the funds expected to get credited to account due to clearing instruments Amount on Hold Display This field displays the Amount on hold Overdraft Limit Display This field displays the Overdraft Limit Minimum Balance Display This field displays the Minimum Balance that has to be kept in the account 4 Click the fe icon in the widget to refresh the widget 9 Click the B icon in the widget to view the Account Details screen User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries Currency Wise Position 8 Currency Wise Position This widget displays the currenc
11. et processed Oracle Corporation 2008 2014 User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries Total Position 4 Total Position The Total Position widget displays separate graphs for Assets and Liabilities These will be classified by Account Type A legend will be displayed below the graphs with Account Balances in the Base Currency for every Account Type The total of Assets and Liabilities will also be displayed All the accounts will be grouped by Customer ld in a particular Account Type Widget Total Position Total Position Assets Account Type Current Balance a 111 347 13 GBP oo Term Deposits 27 000 00 GBP eae Total Assets 138 347 13 GBP 1 Click the any Account Type to see its details Below is shown when Saving and Current Account is clicked Total Position Total Position Account Type Current Balance Saving and Current 3 577 536 161 30 Account GBP 1040410933047 999 995 275 76 a CORE_COMB_STMT EUR 3 Term Deposits 835 253 63 GBP Total Assets ESAE Account Type Outstanding Balance Total Liabilities 14 000 00 GBP 2 Click the icon to refresh the widget 3 Click the icon The system displays the Consolidated View screen User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries Total Position Consolidated View Consolidated View 04 06 2014 15 19 36 GMT 0530 2 Py 10411875 authcorpl Customer Indicates mandatory fields Press Ctrl
12. rch By Last n Transactions x No of Transactions Transaction Type Both Debit and Credit Transactions iz From Date To Date From Amount To Amount Select Debit Card All Sort By Value Date 7 P Dates specified are the value dates Indicates mandatory field Indicates mandatory if particular option is enabled Disclaimer Closing Balance does not have future dated transactions accounted Account Number Account Currency 001008109031 INR Transaction Date Value Date Transaction Reference No Description 10 02 2013 10 02 2013 LOAN10012013 Loan Repay3 10 02 2013 10 02 2013 LOAN10012013 Loan Repay2 10 01 2013 10 01 2013 LOAN10012013 Loan Repay 01 01 2013 01 01 2013 SALO1012013 Salary Credited 31 12 2012 31 12 2012 ACDEP31122012 Money Credited Descending a Mini Statement m Closing Balance 2 000 000 Pages 1 Debit Credit 65 000 000 350 000 Select Download Format Select Download Format 7 User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries 13 Account Balances 7 Account Balances This widget displays Account Details in a minimalistic form by displaying important balances of the Current and Savings Accounts Widget Account Balance Account Balances Find All the balances related to your accounts Select Customer M Select Account M 1 Select your Customer Name as present in the application from the Select Customer field Sel
13. rrent 111 247 13 GBP Saving amp Account 11 03 2014 Dr 1 000 00 GBP pe Current 80 47 Term Deposits 27 000 00 GBP 1040411271174 NEW DEPOSIT euz i Total Assets 138 247 13 GBP 11 03 2014 Dr 1 000 00 GBP posits pas 1040411271196 NEW DEPOSIT Account Balances Find All the balances related to your accounts Select Customer Z Select Account z Account Summary L Pay Bills Z Loan Rates PS Current and Savings 111 247 13 GBP Select a Biller Advance with Auto DSBR Select a Biller Operational Term Deposits 7 000 00 GBP gt Bussiness Loan Select Account Select Account a Bill Number Bill Number Transfer Funds O 8 Quick Tasks 2 Tools F z A 4 ee Pay Bills Now Foreign Exchange Calculator Select Download Statement Now ATMs and Branches close to you To Select E Request for a Cheque Book RH Limits Query Amount Transfer Funds Now Budget Calculator Recent Activity Obs My Transactions Domestic Funds Transfer 188698678698974 06 05 2014 100 00 INR Initiated No records found Own Account Transfer 137269231693500 05 05 2014 12 00 GBP Initiated Last Updated On 11 12 AM Cancel Pending Transfers 793372648684328 05 05 2014 10 00 GBP Under Process Domestic Funds Transfer 673537808529374 05 05 2014 100 00 INR Rejected Own Account Transfer 427827801644150 05 05 2014 21 00 GBP Rejected Last Updated on 11 12 AM Reports e Report not y
14. splays the Sanctioned Loan Amount for the respective account Above widget is displaying details for Loans Account Type Note This field is displayed only for the Loans account type Current Balance Display This field displays the Current Balance of the respective account Note This field is displayed for the Current and Savings Term Deposits Contract Term Deposits Islamic Current and Savings Islamic Contract Term Deposits account types Amount Financed Display This field displays the Amount Financed for the respective account Note This field is displayed only for the slamic Finance Account Type 2 Select the Account Number from the Current amp Savings list for which account details are to be displayed The system displays the Account Details screen for selected account 3 Click the View Mini Statement button The system displays the mini statement for the selected account User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries Account Summary Field Description Field Name Description Link on Account Display Number This field displays the Account Details of the selected the account Current Balance Display This field displays Current Balance of Account in account Currency Equivalent Balance Display This field displays Current Balance of the account in selected currency Mini Statement Display This field displays the Mini Statement Last n transactions from the account
15. y wise position of the customer The total of the Assets and Liabilities held by the user in every currency will be displayed in this widget Widget Currency Wise Position Currency Wise Position Currency Assets Liabilities EUR 123 364 366 99 0 00 12 345 617 967 13 0 00 1 234 509 269 78 0 00 GBP 2 469 197 743 41 0 00 Total Assets 3 545 442 535 12 GBP Total Liabilities 0 00 GBP Field Description Field Name Description Currency Display This field displays the Currency Assets Display This field displays the Asset Amount for the corresponding currency Liabilities Display This field displays the Liability Amount for the corresponding currency Total Assets Display This field displays the Total of all the Assets in the base currency Total Liabilities Display This field displays the Total of all the Liabilities in the base currency 1 Click the fe icon in the widget to refresh the widget 2 Click the B icon in the widget The system displays the Account Overview screen User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries 16 Account Overview Account Overview Asset Overview Currency Product Name INR SAVINGS ACCOUNT STAFF SAVINGS ACCOUNT STAFF TOPUP TD FIXED TENOR SAVINGS ACCOUNT STAFF TD WITH NORMAL TENOR AND PENALTY SAVINGS ACCOUNT STAFF User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries Currency Wise Position 04 06 2014 15
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