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User Manual Oracle Banking Digital Experience Retail Customer

1. Wantto Buy Foreign currency notes w Currency I Have 8P Pound Sterling 4 Currency Require USD US Dollar D 1 490000 Calculate Currency Rate 1 GBP 1 490000 USD 1 USD 0 671141 GBP Indicative Rate as on 10 Jun 2015 Book Deal Terms and Conditions apply Please refer to your local banker or branch for full details Field Description Field Name Description want to Mandatory Drop Down Indicates the purpose for conversion The options are Buy Foreign currency notes Buy Travellers cheque Make Fund Transfer Default value will be Buy Foreign currency notes Currency Have Optional Drop Down Indicates the currency to be sold for which the exchange rate is to be inquired Amount Mandatory Numeric 15 Indicates the amount which the user will get post conversion User Manual Oracle Banking Digital Experience Retail Customer Services 168 Foreign Exchange Calculator Field Name Description Currency require Mandatory Drop Down Indicates the buy currency for which the exchange rate is to be inquired 2 Click Book Deal The Deal Booking Transaction screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 169 Dashboard Widget Management 38 Dashboard Widget Management The business users are provided with a dashboard screen which displays widgets of different transactions This transaction allows users to speci
2. OPEN NEW ACCOUNT 19 Jun 2015 06 47 48GMT 0000 GB wy x Select Product Current Account Class Branch CORE_COMB_STMT X 4 Currency INR Product Details Cheque Book Facility No Overdraft Allowed No Minimum Balance Required 0 00 Field Description Field Name Description Product Details Cheque Book Display Facility Displays whether the cheque book facility is available or not for the selected product and currency combination Overdraft Allowed Display Displays whether the overdraft facility is available or not for the selected product and currency combination Minimum Balance Display Required Displays the minimum balance requirement of the product 5 Click Submit The Open New Account verification screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 159 Open Additional Account Open New Account verification OPEN NEW ACCOUNT 19 Jun 2015 06 47 51 GMT 0000 amp w PB Account Details Product Current Account Class Product Type Current Account Branch CORE COMB_STMT Currency INR Product Details Cheque Book Facility Overdraft Allowed Minimum Balance Required 6 Click Confirm The Open New Account confirmation screen appears OR Click Back to navigate to the previous screen The Open New Account screen appears Open New Account confirmation OPEN NEW ACCOUNT 19 Jun 2015 06 47 52 GMT 0000 B
3. SESSION SUMMARY 17 06 2015 06 06 48 GMT 0000 a LW X hannel User Id ZRETAIL 2 T Transaction Name Status Transaction Date Mailbox IMS SUCCESS 17 06 2015 05 58 09 GMT Mailbox IMS T Preferences UPS SUCCESS Account Summary ASM Success Transactions VAT Transactions VAT uccess 17 06 201 1 58 54 GM1 Field Description Field Name Description Channel User Id Display Displays the channel user ID accessed during the session Session Start Display Displays the date and time of access Transaction Name Display Displays the name of the transaction performed Status Display Displays the status of the transaction Transaction Date Display Displays the date and time of the transaction 4 Click Back to navigate to the previous screen User Manual Oracle Banking Digital Experience Retail Customer Services 116 Mailbox 28 Mailbox Using this option you can communicate with the bank administrators through e mail in the application You can send and receive e mail messages in the application You can also view the notifications alert messages and general messages sent to you by the bank in the application You can view the number of received e mails and access all your received and sent e mails from the dashboard of the application Like popular e mail clients that you may have used the Mailbox offers an Inbox where you can view messages and notifications sent to you a Send Message
4. Note This icon amp between the Message ID and the Subject column shows that the message has some attachments To Display Displays the name of the receiver to which message has been sent Customer ID Display Displays the customer ID Sent Display Displays the date on which the message was sent User Manual Oracle Banking Digital Experience Retail Customer Services 123 Field Name Description Mailbox Expires Display Displays the expiry date for the transaction Click the Subject link to view any sent message Click the Forward link to forward the message In the Send a Message field enter the message content Click Send The Confirmation Message appears oe Oh ae S User Manual Oracle Banking Digital Experience Retail Customer Services 124 Reminders 29 Reminders Using this option you can 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 i e reminders that are due on the current date and also reminders that are due in the future Once the reminder is due it appears under the Reminders for Today screen section of the Reminder Schedule You can also take action on the reminder 29 1 Registration The Registration process allows the business user to register for the reminders To register a reminder 1 From the Customer Services menu select Reminder Schedule
5. Column Name Description Active From Mandatory Pick List Indicates the starting date to define the date range within which if the target price is attained the alert will be generated Active To Mandatory Pick List Indicates the end date to define the date range within which if the target price is attained the alert will be generated Note All forex alerts are one time alerts The alert definition will be deleted once the same has been generated 7 From the I Want To list select the appropriate option 8 From the Buy Currency list select the appropriate option 9 From the Sell Currency list select the appropriate option 10 In the Target Price field enter the target price for the currency 11 From the Active From list select the appropriate option 12 From the Active To list select the appropriate option 13 Click Save The Forex Alert Confirmation screen appears 14 Click OK 15 Click Register De Register The Alert Verify screen appears Alerts ALERTS VERIFY 11 06 2015 04 16 29 GMT 0000 GW User Alerts The alerts listed on this screen indicate those alerts that you have subscribed for Alerts if any that have been unsubscribed are not listed Alert Description Email SMS ha Parameters Notification View Forex Rate Alert Parameters Not Not Login Alert Applicable Applicable 16 Click Confirm The Alerts Confirm screen with the confirmation message appears OR
6. Date 11 03 2014 Transaction Type Bulk Files Upload Query Type Subject 3 Message Payments and Transfer module 3 Click Confirm The Electronic Form Confirm screen appears OR Click Cancel to cancel the transactions Electronic Form Confirm ELECTRONIC FORM CONFIRM 05 06 2015 09 29 16 GMT 0000 P vw O P Request Processed Successfully Transaction with reference number 596557216379659 is in Under Process state Electronic Mail has been initiated successfully 4 Click OK The Electronic Form Initiate screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 131 Foreign Exchange Rate Inquiry 31 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 the various currencies offered for buying and selling by the bank The Exchange Rates will be displayed against the base currency of OBDX The option provides the buying and selling rates for cash as well as the buying and selling rates applicable for telegraphic transfers If you wish to buy or sell foreign exchange refer to this option to find the latest
7. Electronic Form Initiate 30 Electronic Form Initiate Using this option you can initiate electronic form to inquire or request updates changes on the transactions e You should be able to write a query to the bank for a particular transaction To initiate electronic form 1 From the Customer Services menu select Electronic Form Initiate The Electronic Form Initiate screen appears Electronic Form Initiate ELECTRONIC FORM INITIATE 10 06 2015 09 01 02 GMT 0000 GW Transaction Date Transaction Type Bulk Files Upload Query Type other Message Mandatory Fields Submit For Authorization Field Description Field Name Description Transaction Date Mandatory Pick List Indicates the date of the transaction Transaction Type Mandatory Pick List Indicates the type of the transaction Query Type Mandatory Pick List Indicates the type of query Message Mandatory Alohanumeric 250 Indicates the brief description for the electronic form initiation 2 Click Submit for Authorization to verify and confirm the transaction OR Click Reset to reset the electronic form initiate User Manual Oracle Banking Digital Experience Retail Customer Services 130 Electronic Form Initiate Electronic Form Verify ELECTRONIC FORM VERIFY 05 06 2015 09 29 12 GMT 0000 yy O B x Country FLEXCUBE Direct Banking 12 B1 Primary Customer Id 10412684 Primary Customer Name GOAL
8. Message Developer A IM Pas d Tar n amp Safe Lists QQQs i amp Reply Reply Forward Q Call gt Delete Move to Create Other Block J Not Junk to All Folder Rule Actions Sender Respond IL Actions Junk E mail Aly From FCDB6STADMIN fcdbng com To Abhishek Shukla Cc Subject Internal Transfer Beneficiary Beneficiary Creation Demo Bank India Goregaon East 15 04 2011 13 00 00 Dear Customer Anew intemal Transfer Beneficiary has been added with E Banking Reference No 139689021410800 The Details are as follows Initiation Details Customer Id QT1001781 Initiated By FCOBUSER Beneficiary Details Beneficiary Name DIGGO DEAL Beneficiary Bank Branch QT1 Beneficiary Account No 1000000956 Beneficiary Email abhi oracl com No Change in transaction details will be possible after authorisation Regards Customer Service Online Banking Disclaimer This is a system generated mail For any queries please contact the Bank User Manual Oracle Banking Digital Experience Retail Customer Services 74 New Beneficiary Created for Domestic Transfer Demo Bank india Goregaon East hMumbai 4000 063 31 05 2011 13 00 00 Dear Customer Anew Domestic Transfer Beneficiary has been added with E Banking Reterence Mo 199575056507 210 The Details are as follows Initiation Details Customer Id Q7T1001 761 Initiated By FCDBUSER Beneficiary Details Beneficiary Ha
9. G wy O IR x User Alerts The alerts listed on this screen indicate those alerts that you have subscribed for Alerts if any that have been unsubscribed are not listed Alert Description Email SMS N Parameters Notification Not Login Alert Applicable 7 Click Confirm The Alerts Confirm screen with the confirmation message appears OR Click Change to navigate to the previous screen Alert Confirm ALERTS CONFIRM 10 06 2015 06 40 24 GMT 0000 B g O fF x Alerts updated successfully Transaction with reference number 438192563418941 is in Accepted state User Alerts The alerts listed on this screen indicate those alerts that you have subscribed for Alerts if any that have been unsubscribed are not listed Alert Description Push Notification Parameters Login Alert Not Applicable Register De Register Another 8 Click Register De Register Another to register for another alert 18 3 Subscribed Customer Alerts These alerts are sent when any transaction is completed for the customer number selected The Customer Alerts are sent whenever the following events take place i New Beneficiary Created Alert For corporate users an alert is sent to the email ID or the mobile number on creation of a new beneficiary User Manual Oracle Banking Digital Experience Retail Customer Services 73 Alerts New Beneficiary Created for Internal Transfer Internal Transfer Beneficiary Beneficiary
10. Quick Tasks Displays a list of transactions for quick navigation purposes Exchange Rates Displays the current currency exchange rate available with the bank Account Balances Displays important details and balances on your Current and Savings accounts Your expenses vs Budget Categories having maximum expenditure Confirm Selection Field Description Field Name Description Widget Name Optional Check Box Displays the available widgets to be selected Widget Display Description Displays the description for particular widget It displays the customer IDs and the account numbers of the selected account type under them 3 Check the checkbox for any widget which is to be displayed in Dashboard Widgets screen User Manual Oracle Banking Digital Experience Retail Customer Services 171 Dashboard Widget Management Dashboard Widget Management DASHBOARD WIDGET MANAGEMENT 11 06 2015 10 56 49 GMT 0000 yw B Your Preferences have been set Select Channel Internet zl Dashboard Style Extensive Select widgets to be displayed on your dashboard screen This modification shall be applicable for Contemporary style of dashboard from next login Maximum Widgets Allowed 40 Widget Name Widget Description Alerts Displays the alerts raised for user Financial Summary Displays the users financial summary of assets and liabilities Inbox Displays the notifications Advertisements Displays personal
11. Subscribe Unsubscribe Additional Channels SUBSCRIBE UNSUBSCRIBE BANKING CHANNEL 10 06 2015 07 01 58 GMT 0000 Subscribe Channel SMS BANKING SMS Banking User ID Password Confirm Password Unsubscribe Channel INTERNET AND MOBILE BANKING User ID AMITCORP Mobile Browser Mobile Application Field Description Field Name Description Subscribe Channel Check Box Optional Check Box Indicates whether channel is available User Id Mandatory Alphanumeric 20 Indicates the user ID of the initiator of the transaction Password Mandatory Alphanumeric 75 Indicates the new password to set for the user Confirm Password Mandatory Alphanumeric 75 Indicates to confirm the password that you want to set for the user Transaction Mandatory Alphanumeric 75 Password Indicates the new transaction password that you want to set for the user User Manual Oracle Banking Digital Experience Retail Customer Services 91 Subscribe Unsubscribe Banking Channels Field Name Description Confirm Mandatory Alohanumeric 75 Transaction Indicates the confirmation of transaction password that you want to Password set for the user 2 Click to check the availability of the user OR Click to check the password rules OR Click to check the confirm password policy Select the required checkbox Input the required data Click Update The Subscribe Unsubscribe Additional Channels Verify
12. Click Submit The Reset Password screen appears Reset Password Reset Password 26 08 2015 16 06 45 User ID ADIRETAIL1 Change Option Login Password New Password Confirm New Password Login Password Policy We recommend using the virtual keyboard for the password field for security reasons g In the Change Password section enter the password in the New Password field Click Submit The success message appears on the screen Field Description Field Name Description Change Password New Password Mandatory Alohanumeric 20 Indicates the new password Confirm New Mandatory Alohanumeric 20 Password Indicates to confirm the password Change Transaction Password New Password Mandatory Alohanumeric 20 Indicates the modified password Confirm New Mandatory Alohanumeric 20 Password Indicates to confirm the modified password User Manual Oracle Banking Digital Experience Retail Customer Services 28 Ad hoc Account Statement Request 10 Ad hoc Account Statement Request The 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 From the Customer Services menu select Ad hoc Account Statement Request The Adhoc Statement Request screen appears Adhoc Statement Request AD HOC STATEMENT REQUEST 05
13. Indicates the account number Reason Mandatory Drop Down Indicates the reason for activation of debit card The options are e Card Hot listed e New Application User Manual Oracle Banking Digital Experience Retail Customer Services 143 Field Name New Service Request Description Embossing Name Date of birth Delivery Details Mode of delivery City Branch Name Address City State Country Postal Code Phone Mandatory Alohanumeric 35 Indicates the embossing name on the debit card Mandatory Pick List Indicates the date of birth of the card holder Mandatory Option Indicates the mode of delivery The options are Branch Courier Post Note On selecting the Branch option the fields mentioned below shall be display fields Conditional Drop Down Indicates the city to which the branch belongs Conditional Drop Down Indicates the branch name Optional Alphanumeric 35 Indicates the name of the person to whom the debit card is to be delivered Optional Alphanumeric 34 3 Indicates the address for delivery of debit card Optional Alphanumeric 35 Indicates the city as per the address for delivery of debit card Optional Alphanumeric 35 Indicates the state as per the address for delivery of debit card Optional Alphanumeric 35 Indicates the country as per the address for delivery of debit card Optional Alphanumeric 35 I
14. LOGIN VIRTUAL KEYBOARD User ID We recommend using the virtual keyboard for the password field for security reasons Email Ild User Id Password Forgot Password New to Online Banking SIGN IN Delete Clear All Not Mixed In the Use ID field enter the user Id In the Password field enter the password and Click Sign In to log in to the application The View Initiated Transactions home page screen appears User Manual Oracle Banking Digital Experience Retail Customer Services Log In IAM 4 Log In IAM This option allows the user to log in to the OBDX application To log in to OBDX In the address bar of the browser enter the appropriate application URL The Oracle Banking Digital Experience application home page appears Oracle Banking Digital Experience PERSONAL CORPORATE DEFAULT ENGLISH LOGIN REGISTER Goals help you to realize andachieve your dreams faster and more efficiently PRODUCTS amp OFFERS P2P PAYMENT Current Accounts Insurance With P2P payments user can transfer funds to V a a recipients email ID Mobile number or aaam Facebook ID Once initiated the recipient will recieve a notification to use the online interface a to claim the funds m Received P2P Payment Claim Now Our Current Accounts are designed to help you Whether you are looking for a insurance to make a TOOLS amp CALCULATORS manage your transactions Find out more about our secure life
15. Mailbox MAILBOX 13 Jul 2015 09 48 47 GMT 0000 Bvt FB B x A Compose Message Inbox Interactions Alerts Inbox gt Bulletins E Word Wrap Customize Columns Dq Bulletins Message Id Subject Sender Received Expires Tasks Sent Messages 418 Attachment testing Bankadmin 10 Mar 2014 18 30 00 GMT 0000 31 Aug 2014 18 29 59 122 fdsahf Bank admin 10 Mar 2014 18 30 00 GMT 0000 31 Jan 2016 18 29 59 417 Automation Bank admin 10 Mar 2014 18 30 00 GMT 0000 31 Dec 2014 18 29 59 420 Attach SRK Bank admin 10 Mar 2014 18 30 00 GMT 0000 30 Nov 2015 18 29 59 Records 1fo4of4 4 2 Click the Sent Messages link The Sent Messages screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 122 Mailbox Mailbox MAILBOX 49 Jun 2015 06 26 20 GMT 0000 Compose Message Sent Messages Ci Inbox Interactions Alerts Bulletins Message Id Subject 10 Customer Id Tasks Sent Messages 197482818552179 Non Resident Account Related CRM Department 000003171 286737472552110 amp Credit Card CRM Department 10411080 286737472552110 Credit Card CRM Department 10411080 u My Reply Message with attachment 4 Attached Files Field Description Field Name Description Message ld Display Displays the system generated Conversation Message ID Subject Display Displays the descriptive synopsis of the message It also acts as a link to access the message
16. User Reference Another Service Request 9 Click OK The Reset ATM Debit Card Pin screen appears OR Click Another Service Request The New Service Request screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 157 Open Additional Account 33 Open Additional Account Using this option you can open additional account through internet banking You can open additional savings account under the primary customer id using the internet banking To open an additional account 1 From the Customer Services menu select Open New Account The Open New Account screen appears Open New Account OPEN NEW ACCOUNT 11 06 2015 11 33 46 GMT 0000 I 7 B Select Product Select Branch Select Currency Select Field Description Field Name Description Select Product Mandatory Drop Down Indicates the available CASA account products for account opening Branch Mandatory Drop Down Indicates the branch in which account is to be opened Currency Mandatory Drop Down Indicates the currency in which account is to be opened 2 From the Select Product list select the appropriate product From the Branch list select the appropriate branch From the Currency list select the appropriate currency The Product Details section appears User Manual Oracle Banking Digital Experience Retail Customer Services 158 Open Additional Account Open New Account
17. consideration of your opening or establishing from time to time at my our request such documentary credits as you Demo Bank Ltd may at your sole discretion think fit I we the person s who signed or executed the form overleaf hereby agree that the following terms and conditions shall apply to all such credits 1 I We expressly authorize Demo Bank Limited the Bank to employ in the preparation of said Letter of Credit such terminology as the Bank deems consistent with clarity of expression usual banking practice and my our intent as set forth herein We acknowledge that this application and issuance of the L C are governed by the various rules and regulations issued and or amended from time to time by the competent authorities Notwithstanding your acceptance of this application you are not obligated to issue any L C if I we are not qualified to apply for under such applicable laws and regulations Furthermore you may reserve the right to alter or even delete any part or parts of this application so as to be consistent with the applicable laws regulations and or the license issued by the competent authorities if any I We authorize you to accept and or pay for my our account all drafts and or accompany documents purporting to be drawn under any such credit I We undertake to fully indemnify you against all losses costs damages expenses claims and demands whatsoever which you may incur or sustain by reason of your opening or e
18. documents submitted by you for verification Title Others Please specify First Name DIPEN Middle Name Mother s Maiden Last Name SHAH PERN Gender Male Date of Birth 01 03 1986 Email Address dipen v shah oracle c Contact Details Please provide your Contact details We will use these contact details to contact you if we requires any Clarifications while opening the account All the notifications and details about the steps which will be required to be completed next shall be provided using these contact details These contact details will also be used after openin the account successfully Phone Number 27598483 Mobile Number 9999991232 You are registered to receive P2P payments On changing the contact details the mobile number registered to receive P2P payments shall also be modified Interest and Contact Preferences Do you want to receive gy A Na User Manual Oracle Banking Digital Experience Retail Customer Services 101 Manage Profile IAM 24 Manage Profile IAM Using this option you can update the details of your profile like email address and mobile numbers To manage profile 1 From the Customer Services menu select Manage Profile The Manage Profile screen appears Manage Profile MANAGE PROFILE 06 Aug 2015 14 23 56 GMT 0530 a vy B Personal Details Please provide your personal details The account shall be opened with these details Please ensure
19. 06 2015 09 13 04 GMT 0000 wy B Account Type Current and Savings gt Field Description Field Name Description Account Type Mandatory Drop Down Indicates the account type The options are e Current and Savings e Term Deposit 2 From the Account Type list select the appropriate option 3 Click Submit The Adhoc Statement Request screen appears Adhoc Statement Request AD HOC STATEMENT REQUEST Account Type Current and Savings Account Numbers Select From Date To Date User Manual Oracle Banking Digital Experience Retail Customer Services Another Account Type 29 Ad hoc Account Statement Request Field Description Field Name Description Account Type Display Displays the account type selected for which the ad hoc account statement is to be generated Account Number Mandatory Drop Down Indicates the account number lt displays the customer IDs and account numbers of the selected account type under them From Date Mandatory Pick List Indicates the start date lt is the date from which the account statement is required To Date Mandatory Pick List Indicates the end date lt is the date up to which the account statement is required From the Account Number list select the appropriate account number In the From Date field select the start date In the End Date field select the end date Click Submit The Adhoc Statement Request Verify screen a
20. Account No Select Indicates mandatory fields Indicates mandatory if particular option is enabled Field Description Field Name Description Account Type Mandatory Drop Down Indicates the account type Account No Mandatory Drop Down Indicates the account number 2 Click Submit The E Statement Subscription Unsubscription screen with details appear User Manual Oracle Banking Digital Experience Retail Customer Services 83 E Statement Subscription Unsubscription E Statement Subscription Unsubscription E STATEMENT SUBSCRIPTION UNSUBSCRIPTION Account Type CASA x Account No 000003171 000003171225 Bank Futura Primary Email Id Secondary Email Id Frequency Select Month Select Day Of the Week Select B Day Of the Month Select O Terms and Conditions Indicates mandatory fields Indicates mandatory if particular option is enabled Field Description Field Name Description Primary Email Id Mandatory Alohanumeric 250 Indicates the primary email ID to which the e statement is to be sent Secondary Email Optional Alohanumeric 250 Id Indicates the secondary email ID to which the e statement is to be sent Frequency Mandatory Drop Down Indicates the e statement frequency The options are e Annual e Daily e Fortnightly e Monthly e Quarterly e Semi Annual e Weekly User Manual Oracle Banking
21. Account Type Mandatory Drop Down Indicates the account type The following fields are displayed on selecting the Account Type Disable Account Optional Check Box Nicknames Indicates whether account nicknames facility is disabled Account Number Display Displays the account number Account Nick Optional Alohanumeric 20 Name Indicates the account nick name Set as Favourite Optional Check Box Indicates whether set as favourite facility is enabled User Manual Oracle Banking Digital Experience Retail Customer Services 18 First Time Login 15 In the fields under the Account Nicknames column enter the account nicknames 16 Click Save The Set Payment Limits screen appears Step 5 Set Payment Limits Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Terms and Force Change Force Change Set Account Set Payment Complete Conditions Password Security Nicknames Limits You can change user limits User Preferences saved successfully My Transactions Bulk Credit Card Payments Bulk Credit Card Payments Limit Type Initiation Limit Authorization Limit Bulk Demand Draft Min Amount Max Amount Total Amount No of Transactions Bulk Domestic Transfer Bank allocated limits 0 10 GBP 999 999 999 000 GBP 999 999 999 00 GBP 500 Bulk Instrument Payments Current Limits 0 10 GBP 999 999 999 00 GBP 999 999 999 00 GBP 500 Bulk Internal Transfer New limits Bulk International Draft Transactions for which limits are no
22. Add Attachment Sent by Accounts Department Date 04 12 2012 21 43 44 To RETAIL1 USER Expires 04 04 2013 00 00 00 Customer 006005834 Subject Demand Draft and Cheques Demand Draft request Accepted Response To Sent by RETAIL1 USER Date 02 11 2012 13 28 27 To Accounts Department Expires 02 04 2013 00 00 00 User Manual Oracle Banking Digital Experience Retail Customer Services 118 Mailbox In the Send a Message field enter the message to be sent Click Send The Confirmation message appears 7 Click or to navigate to the next or previous page in the list respectively OR Click or to navigate to the first or last page in the list respectively 8 Click Edit 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 b Click Print to print the data OR Click Optimize Data ES optimize the data details displayed among columns OR Click Download E to download the attachments messages The download screen appears Mailbox DOWNLOAD File Format Message ld subject Sender Received Expires Download Close 9 From the Download Type list select the appropriate download type 10 Click Download to download the details User Manual Oracle Banking Digital Experience Retail Customer Services 119 Mailbox 28 1 Compose Messages To communicate with the bank authorities the Mailbox offers a m
23. B x I gt Channel Group Internet and Mobile Banking i Applicable for Channel Internet Mobile Browser Mobile Application Delivery Details Mode of Delivery Branch City Great Britain Branch Name BANK FUTURA Branch Office 002 Name Mr John Smith Address Threadneedle Street London Great Britain City Great Britain State Country United Kingdom Zip Postal Code Phone User Reference Disclaimer Note 8 Click Confirm The Reissue Transaction Password Confirm screen appears OR Click Back to modify the details The Reissue Transaction Password screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 137 New Service Request Reissue Transaction Password Confirm REISSUE TRANSACTION PASSWORD CONFIRM 12 06 2015 11 54 04 Ww B amp Transaction submitted for Reissue Transaction Password having reference 904048704449126 has been set to status Auto Authorized Channel Group Internet and Mobile Banking Applicable for Channel Internet Mobile Bro Delivery Details Mode of Delivery City Branch Name Name Address City State Country Zip Postal Code Phone User Reference Another Service Request Disclaimer Note 9 Click OK The Reissue Transaction Password Service Request screen appears OR Click the Another Service Request The New Service Request screen appears 32 2 Account Closure Using this option you can raise a request fo
24. Click Change to navigate to the previous screen User Manual Oracle Banking Digital Experience Retail Customer Services 80 Alerts Alert Confirm ALERTS CONFIRM 11 06 2015 04 16 29 GMT 0000 GB wvy O P Alerts updated successfully Transaction with reference number 130448669430884 is in Accepted state User Alerts The alerts listed on this screen indicate those alerts that you have subscribed for Alerts if any that have been unsubscribed are not listed Alert Description Push Notification Parameters Forex Rate Alert View Parameters Not Login Alert Not Applicable Applicable Register De Register Another 17 Click Register De Register Another to register for another alert OR Click View Parameters to view the parameters of the subscribed forex alert Subscribed Forex Alert Parameters ALERTS CONFIRM 11 06 2015 04 16 29 GMT 0000 G wy O MA x FOREX ALERT v Forex Alerts Subscription Want To Buy Currency Sell Currency Target Price Active From Active To Buy Foreign currency notes US Dollar indian Rupee 65 00 INR 12 03 2014 30 03 2014 Buy Foreign currency notes Pound Sterling indian Rupee 85 00 p esac 15 04 2014 Add h aS Cancel E e Note All Forex Alerts are one time alerts The alert definition will be deleted once the same has been generated i 18 5 Interactive Alerts With the introduction of this new feature the banks are able to send nteractive
25. Dear Customer A transaction for SEPA Credit Transfer having Internet Banking Reference No 1714656556456105 has been ia all The Details of the transaction are as follows Initiation Details Initiated on 40 04 2011 Amount 60 00 EUR source Account Noa 1000000591 Value Date 31 05 2011 Beneficiary Details Destination Account AD1200012030200359100100 User Name CCCC RETAIL No Change in transaction details will be possible after authorisation Regards Customer Service Online Banking Disclaimer This is a system generated mail For any queries please contact the Bank User Manual Oracle Banking Digital Experience Retail Customer Services 63 Alerts MT101 Funds Transfers MT Funds Transfer MT101 TRANSFER Initiation Message HTML Message Developer a ee ee ee pe ee H s ii gt i g IM Pas F Move to Folder B ga Categorize g a pE g gt Create Rule Y Follow Up Reply Reply Forward Q Call Delet Junk Find to All E Other Actions E_mail i A Mark as Unread Actions Options EE Respond FCDBSSTADMIN fodbng com sent Sat 12 25 2010 1 42 PM Ta Abhishek Shukla Cc Subject MTOI TRANSFER Initiation ae Demo Bank India Goregaon East 31 05 2011 13 00 00 Dear Customer transaction for MT 101 TRANSFER having Internet Banking Reference No 162565774494666 has been ha Initiated The Details of the transaction are as follows Initiatio
26. From the Debit Card Hot Listing Reason list select the reason for hot listing 6 In the New Debit Card Required field select the appropriate option a If you select Yes option in the Mode of Delivery field select the appropriate option b If you select Branch option i From the Select City list select the appropriate city name ii From the Select Branch list select the appropriate branch name c If you select the Courier option i In the Name field enter the name of the customer li In the Address field enter the address 7 Click Submit ae Debit Card Hot listing Verify screen appears Click Another Service Request The Service Request screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 150 New Service Request Debit Card Hot listing Verify DEBIT CARD HOT LISTING VERIFY 27 Jul 2015 13 53 42 GMT 0000 MESSAGES amp Transaction will be stored in Release queue after final authorisation Bank Administrator need to release the transaction to process it 8 Click Confirm The Debit Card Hot listing Confirm screen appears OR Click Back to modify the debit card hot listing details The Debit Card Hot listing screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 151 New Service Request Debit Card Hot listing Confirm DEBIT CARD HOT LISTING CONFIRM 27 Jul 2015 13 53 42 GMT 0000 4 amp Transaction submitted for Debit Card Hot List
27. State Country Zip Postal Code Phone User Reference 9 Click Confirm The Apply for ATM Debit Card Confirm screen appears OR Click Back to modify the details for ATM Debit card application C0212169 C020212169011 Bank Futura Branch C02 New Application John Branch Great Britain BANK FUTURA Branch Office 002 OATS_AUTO_KYC_R Threadneedle Street London Great Britain Great Britain United Kingdom The Apply for ATM Debit Card screen appears User Manual Oracle Banking Digital Experience Retail Customer Services New Service Request 11 06 2015 17 11 46 9 wv B P 146 New Service Request Apply for ATM Debit Card Confirm APPLY FOR ATM DEBIT CARD CONFIRM 11 06 2015 17 1146 G wy O 4 amp Transaction submitted for Apply for ATM Debit Card having reference 199355813444792 has been set to status Auto Authorized Account C0212169 C020212169011 Bank Futura Branch C02 Reason Embossing Name Date of Birth Delivery Details Mode of Delivery City Branch Name Name Address City State Country Zip Postal Code Phone User Reference Another Service Request 10 Click OK The Apply for ATM debit Card screen appears OR Click Another Service Request The New Service Request screen appears 32 5 Debit Card Hot Listing Using this service request option you can raise a request for debit card hot listing To register a servic
28. The Reminder Schedule screen appears Reminder Schedule REMINDER SCHEDULE 24 Jun 2015 10 13 09 GMT 0000 REMINDERS FOR TODAY REMINDERS DUE DURING THIS WEEK REMINDERS DUE DURING THIS MONTH Register New Reminder 2 Click the Dismiss Delete Modify links in order to dismiss delete of modify the reminder respectively 3 Click on the Reminder Due during this week tab The reminders due for current week appear Reminder Schedule REMINDER SCHEDULE REMINDERS FOR TODAY REMINDERS DUE DURING THIS WEEK REMINDERS DUE DURING THIS MONTH gt 25 Jun 2015 gt 26 Jun 2015 gt 27 Jun 2015 Register New Reminder User Manual Oracle Banking Digital Experience Retail Customer Services 125 Reminders 4 Click the Date link to view the reminder set for that particular day The reminders set for a particular date appears Reminder Schedule REMINDER SCHEDULE REMINDERS FOR TODAY REMINDERS DUE DURING THIS WEEK REMINDERS DUE DURING THIS MONTH a 25 Jun 2015 Demand Draft One Time End Date 25 Jun 2015 Reminder to create Demand Draft Delete Modify Balance Check Monthly End Date 31 Dec 2015 Reminder to check account balance Delete Modify Cheque Status Daily End Date 30 Jun 2015 Reminder for cheque status Delete Modify gt 26 Jun 2015 gt 27 Jun 2015 Register New Reminder 5 Click the Delete Modify link on order to delete or modify a reminder Reminder Schedule Modify Modify Reminders 02 06 2014 13 13
29. User ID KALPRET Enter Old Enter Old Password Password New Password New Password Confirm New Confirm New Password Password We recommend using the virtual keyboard for the password field for security reasons Delete Clear All Not Mixed Field Description Field Name Description Change Login Password User ID Display Displays the user ID Existing Mandatory Alphanumeric 18 Password Indicates the old password New Password Mandatory Alphanumeric 18 Indicates the new password The password strength is displayed on entering the new password Confirm New Mandatory Alphanumeric 18 Password Indicates to confirm the new password User Manual Oracle Banking Digital Experience Retail Customer Services 15 Pt Oh a 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 Displays the user ID Mandatory Alohanumeric 18 Indicates the old password Mandatory Alohanumeric 18 Indicates the new password The password strength is displayed on entering the new password Mandatory Alohanumeric 18 Indicates the new password to confirm Optional Check Box Indicates whether the user is entering the password by using virtual keyboard Optional Check Box Indicates whether the user is entering the password ent
30. also be used after opening the account successfully Phone Number 1234567890 Mobile Number 9988007789 You are registered to receive P2P payments On changing the contact details the mobile number registered to receive P2P payments shall also be modified Interest and Contact Preferences Do you want to receive a Yes No alerts and offers from us a r Preferred mode of contact at User Manual Oracle Banking Digital Experience Retail Customer Services 105 Reset Security Questions 25 Reset Security Questions Using this option you can modify and reassign the set of security questions maintained by the bank administrator To modify security questions 1 From the Customer Services menu select Security Questions The Set Security Questions screen appears Set Security Questions SET SECURITY QUESTIONS 10 06 2015 07 10 00 GMT 0000 w B Security Question 14 Select Answer Security Question 2 Select Answer Enter Text Security Question 3 Select Answer Answers length should be between 3 to 40 characters Only Alphabets and numeric characters allowed From the Security Questions 1 2 3 list select the appropriate option In the Answers field enter the answers corresponding to the security question Click Submit The Security Questions Maintenance Verify screen appears Set Security Questions Verify SET SECURITY QUESTIONS VERIFY 09 06 2015 09 49 14 GMT 0000 gt yy O Q
31. facility using which you can send messages to the customer and a Sent folder which allows you to view all the sent items The 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 28 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 the Inbox and view a message stored within it To view received messages 1 From the Customer Services menu select Mailbox The Messages screen appears Mailbox MAILBOX 13 Jul 2015 09 48 47 GMT 0000 Bra x Compose Message Inbox gt Bulletins Inbox Interactions Word Wrap Customize Columns Dc Alerts Bulletins Message Id Subject y sender 7 Received Expires Tasks Sent Messages 418 Attachment testing Bankadmin 10 Mar 2014 18 30 00 GMT 0000 31 Aug 2014 18 29 59 122 fdsahfj Bank admin 10 Mar 2014 18 30 00 GMT 0000 31 Jan 2016 18 29 59 417 Automation Bank admin 10 Mar 2014 18 30 00 GMT 0000 31 Dec 2014 18 29 59 420 Attach SRK Bank admin 10 Mar 2014 18 30 00 GMT 0000 30 Nov 2015 18 29 59 Records 1 to 4 of 4 a ll ee 4 mw p 2 Click Inbox 3 Click the Subject link to view the message User Manual Oracle Banking Digital Experience Retail Customer Services 117 Mailbox Mailbox MAIL
32. rates offered by the bank before doing so To inquire for the foreign exchange rates di From the Tools menu select Exchange Rate Inquiry The Exchange Rate Inquiry screen appears Exchange Rate Inquiry EXCHANGE RATE INQUIRY 10 06 2015 09 05 24 GMT 0000 B lt gt il From Currency EURO 1 EUR EURO 1 EUR GREAT BRITAIN POUND 1 GBP GREAT BRITAIN POUND 1 GBP GREAT BRITAIN POUND 1 GBP GREAT BRITAIN POUND 1 GBP GREAT BRITAIN POUND 1 GBP INDIAN RUPEE 1 INR UAE DIRHAM 1 AED US DOLLAR 1 USD US DOLLAR 1 USD Column Description Column Name To Currency YEN JPY KUWAIT DINAR KWD EURO EUR KUWAITI DINAR KWD US DOLLAR USD YEN JPY HONG KONG DOLLAR HKD BAHRAIN DINAR BHD ARMENIAN DRAM AMD YEN JPY KUWAITI DINAR KWD Description Cash Buy 95 4830 0 2460 1 0460 0 3260 3800 130 0000 9 1000 1 5600 28 0000 71 7100 0 1605 Cash Sell 108 4830 0 5360 1 1960 0 5960 1 5400 145 0000 13 0000 1 6200 33 0000 85 7100 0 4105 TT Buy 96 4830 0 2560 1 0560 0 3360 1 4200 131 0000 0 0000 0 0000 0 0000 72 7100 0 1505 TT Sell 107 483 0 5260 1 1860 0 5860 1 5400 144 0000 0 0000 0 0000 0 0000 64 7100 0 4005 To Currency Display Displays the name of currency that bank offers for buying or selling against the foreign currency User Manu
33. screen appears OR Click Change to navigate to the previous screen Subscribe Unsubscribe Banking Channel Confirm SUBSCRIBE UNSUBSCRIBE BANKING CHANNEL CONFIRM 06 Aug 2015 15 14 08 GMT 0530 yy B Transaction with reference number 122225987991754 is in Accepted state Subscribe Channel INTERNET AND MOBILE BANKING User ID ZCORPORATE Channels Mobile Application 6 Click OK The Subscribe Unsubscribe Banking Channels screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 97 Manage Profile 23 Manage Profile Using this option you can update the details of your profile like email address and mobile numbers To manage profile 1 From the Customer Services menu select Manage Profile The Manage Profile screen appears Manage Profile MANAGE PROFILE 10 06 2015 11 34 44 GMT 0000 v7 O Fe x Personal Details Please provide your personal details The account shall be opened with these details Please ensure that the details mentioned are accurate and are same as they appear in the documents submitted by you for verification Title Mr First Name John Middle Name Last Name Smith Mother s Maiden Name Gender Female y Date of Birth 14 04 1983 Email Address amit w harkare oracle Contact Details Please provide your Contact details We will use these contact details to contact you if we requires any Clarifications while opening the account All th
34. screen appears Subscribe Unsubscribe Banking Channels Verify SUBSCRIBE UNSUBSCRIBE BANKING CHANNEL VERIFY 10 06 2015 10 48 09 GMT 0000 Y Subscribe Channel INTERNET AND MOBILE BANKING UserID ZRETAIL Channels Mobile Application 5 Click Confirm to unsubscribe the channels The Subscribe Unsubscribe Banking Channels Confirm screen appears OR Click Change to navigate to the previous screen Subscribe Unsubscribe Additional Channel Confirm SUBSCRIBE UNSUBSCRIBE BANKING CHANNEL CONFIRM 10 06 2015 10 48 09 GMT 0000 yw B Transaction with reference number 101666433427390 is in Accepted state Subscribe Channel INTERNET AND MOBILE BANKING UserID ZRETAIL Channels Mobile Application User Manual Oracle Banking Digital Experience Retail Customer Services 92 Subscribe Unsubscribe Banking Channels 6 Click OK The Subscribe Unsubscribe Banking Channels screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 93 Subscribe Unsubscribe Banking Channels IAM 22 Subscribe Unsubscribe Banking Channels IAM Using this option you can directly subscribe or unsubscribe for additional channels These additional channels can be any channels like SMS mobile or any other channel 22 1 Unsubscribe from the Current Subscribed Channels To unsubscribe from the subscribed channels A From the Customer Services menu select Subscribe Unsubscribe Ba
35. such documentary credits as you Demo Bank Ltd may at your sole discretion think fit I we the person s who signed or executed the form overleaf hereby agree that the following terms and conditions shall apply to all such credits We expressly authorize Demo Bank Limited the Bank to employ in the preparation of said Letter of Credit such terminology as the Bank deems consistent with clarity of expression usual banking practice and my our intent as set forth herein I We acknowledge that this application and issuance of the L C are governed by the various rules and regulations issued and or amended from time to time by the competent authorities Notwithstanding your acceptance of this application you are not obligated to issue any L C if I we are not qualified to apply for under such applicable laws and regulations Furthermore you may reserve the right to alter or even delete any part or parts of this application so as to be consistent with the applicable laws regulations and or the license issued by the competent authorities if any I We authorize you to accept and or pay for my our account all drafts and or accompany documents purporting to be drawn under any such credit I We undertake to fully indemnify you against all losses costs damages expenses claims and demands whatsoever which you may incur or sustain by reason of your opening or establishing any such credit and to provide you with sufficient and cleared funds i
36. view external account statement 1 From the Accounts menu select External Account Statement The External Account Statement screen appears External Account Statement WI EXTERNAL ACCOUNT STATEMENT 10 06 2015 05 14 09 GMT 0000 GQ wy O P Predefined Period Last 7 Days Effective Date Closing Date Account Number Currency Description Effective Date Closing Date ABN AMRO ENGLAND 1119ONMHY679 GBP KETKI GUPTE 12 03 2014 12 03 2019 1119ONMHY679 GBP KETKI GUPTE 12 03 2014 12 03 2019 1119ONMHY679 GBP KETKI GUPTE 12 03 2014 12 03 2019 1119ONMHY679 GBP KETKI GUPTE 12 03 2014 12 03 2019 1119ONMHY679 GBP KETKI GUPTE 12 03 2014 12 03 2019 1119ONMHY679 GBP KETKI GUPTE 12 03 2014 12 03 2019 1119ONMHY679 GBP KETKI GUPTE 12 03 2014 12 03 2019 Field Description Field Name Description Select any one of the radio button given below User Manual Oracle Banking Digital Experience Retail Customer Services External Account Statement Field Name Description Predefined Period Optional Option Drop Down Indicates the predefined period for external account statement The options are e Last 7 days e Last 15 days e Last 30 days Effective Date Optional Radio Button Pick list Indicates the effective date for the external account statement Closing Date Optional Pick List Indicates the closing date for external account statement Column Name Description Account Number Display Displays the e
37. wy O B x Transaction with reference number 208503743553923 is in Accepted state Account Details Product Current Account Class Product Type Current Account Branch CORE COMB STMT Currency Product Details Cheque Book Facility No Overdraft Allowed No Minimum Balance Required 9 00 Host Reference Number E Receipt 7 Click OK The initial Open New Account screen appears OR Click E Receipt to generate the e receipt User Manual Oracle Banking Digital Experience Retail Customer Services 160 Force Change Password 34 Force Change Password During login a first time user should be forced to change the initial login password and the transaction password if configured provided by the bank The force change password will also be applicable when the password of the user has been reset by the bank administrator To change a password 1 Logon to the Internet Banking Application through new User ID and the Password The Force Change Password screen appears Force Change Password Step 1 Step 2 Step 3 Step 4 Step 5 Terms and Conditions Force Change Force Change Security Set Account Nicknames 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 Thank you for accepting Terms and Conditions Change Login Password Change Transaction P
38. 015 13 15 20 GMT 0000 Transaction submitted for Account Closure having reference 118150054959834 has been set to status Auto Authorized Account Balance 11 890 00 GBP Another Service Request Reason Migrating to another country 7 Click OK The Another Account Closure Service Request screen appears OR Click Another Service Request The New Service Request screen appears 32 3 Activate Debit Card Using this option you can raise a request to activate a Debit Card To register a service request to activate a debit card 1 From the Select Transaction list select the Activate Debit Card option 2 Click Submit The Activate Debit Card screen appears Activate Debit Card ACTIVATE DEBIT CARD 11 06 2015 09 25 08 GMT 0000 B wy OF M x 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 g Debit Card Number Selecta Reason Select zi Embossing Name User Reference Indicates Mandatory Fields Another Service Request User Manual Oracle Banking Digital Experience Retail Customer Services 140 New Service Request F
39. 15 11 19 22 GMT 0000 wv amp x 4 amp Transaction submitted for Activate Debit Card having reference 209041350835931 has been set to status Auto Authorized Account 000003171 1030003171213 Bank Futura Branch 202 Debit Card Number 2000000 1245 Reason Embossing Name User Reference Another Service Request OK Click OK The Activate Debit Card screen appears OR Click Another Service Request The New Service Request screen appears Apply for ATM Debit Card Using option you can raise a request to apply for ATM Debit card To register a service request to apply for ATM Debit card From the Select Transaction list select the Apply for ATM Debit Card option Click Submit The Apply for ATM Debit Card screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 142 New Service Request Apply for ATM Debit Card APPLY FOR ATM DEBIT CARD 11 06 2015 15 06 55 Your request for Apply ATM Debit Card will be processed within X working days and would be mailed within Y working days Select Account Number Select Reason Select x Embossing Name Date of Birth Delivery Details Mode of Delivery Branch Courier Select City z Select Branch Name Address City State Country Zip Postal Code Phone User Reference Another Service Request Field Description Field Name Description Select Account Mandatory Drop Down Number
40. 54 GMT 0530 PP Subject Test2 Frequency One Time x Start Date 12 01 2014 Reminder no 17 Description 6 In the relevant fields enter the appropriate details 7 Click Modify The Modify Reminders Confirm screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 126 Reminders Modify Reminders Confirm amp Modify Reminders Confirm 02 06 2014 13 15 33 GMT 0530 F Reminder modified successfully Subject Test2 Frequency Daily Start Date 03 06 2014 End Date 24 06 2014 Description Reminder no 17 8 Click OK The Reminder Schedule screen appears 9 Click the Reminders Due during this month tab in order to view reminders due for current month Reminder Schedule REMINDER SCHEDULE ar x REMINDERS FOR TODAY REMINDERS DUE DURING THIS WEEK REMINDERS DUE DURING THIS MONTH gt 25 Jun 2015 gt 26 Jun 2015 gt 27 Jun 2015 Register New Reminder 10 Click the Date link to view the reminder set for that particular day User Manual Oracle Banking Digital Experience Retail Customer Services 127 Reminders Reminder Schedule REMINDER SCHEDULE 7 awl amp x REMINDERS FOR TODAY REMINDERS DUE DURING THIS WEEK REMINDERS DUE DURING THIS MONTH a 25 Jun 2015 Demand Draft One Time End Date 25 Jun 2015 Reminder to create Demand Draft Delete Modify Balance Check Monthly End Date 31 Dec 2015 Reminder to check account balance Dele
41. 6413 are as follows Limit Details User Level Limits Initiation Limit Minimum Transaction Limit Maximum Transaction Limit Daily Authorization Limit Number of Transactions 16 00GBP 10 000 006BP Allowed Utilized Remaining Daily Limit Allowed 100 000 00G BP Utilized 24 00GBP Remaining 6 476 00GBF Disclaimer This is asystem generated mail For any queries please contact the Bank Regards Customer Service Online Banking e Limit Utilization Warning on Predefined Threshold Once the Pre defined Threshold Limit is reached an alert should be sent to the Account Holder for the respective account User Manual Oracle Banking Digital Experience Retail Customer Services 68 Alerts Limit Utilization Warning on Predefined Threshold Demo Bank India Goregaon East Mumbai 4000 063 31 03 2011 13 00 00 Dear Customer Your Own Account Transfer has exceeded the Threshold Limit defined with Internet E Banking Reference No 26 7782594400644 with the following Details Limit Details User Level Limits Initiation Limit Minimum Transaction Limit Maximum Transaction Limit Daily Authorization Limit Number of Transactions Allowed Utilized Remaining Daily Limit Allowed 100 000 00 G BP Utilized 1 043 005BP Remaining 95 957 00GBP Disclaimer This is a system generated mail For any queries please contact the Bank e Forex Rate Alert An alert is sent to the Account Hol
42. Application Set Language Preference Set Colour Preference Set Timezone Set Layout Style Contemporary Default z Languages Default Classic Default z Timezone Default Login Layout Default Simple Default e Set Landing Page Transaction List Select User Manual Oracle Banking Digital Experience Retail Customer Services 108 Preferences Preferences 2 PREFERENCES 11 06 2015 08 53 27 GMT 0000 wy xX Set As Favourite Account Activity Account Statement Add Peer Beneficiary Amend Term Deposit Budget Calculator Buy Mutual Fund Cheque Book Request Consolidated Position Credit Card Payment Dashboard Widget Management Deposit Calculator Domestic Funds Transfer Exchange Rate Inquiry FCY Collection Inquiry Financing Details Financing Settlement Fund Information Account Details Account Summary Ad hoc Account Statement Request ATM and Branch Locators Bulk File Upload Change Users Limits Cheque Status Inquiry Contract Term Deposit Initiate Credit Card Statement Debit Card Details Dividend Information Electronic Form Initiate External Account Statement Finance Profit Percentage Financing Repayment Inquiry Foreign Exchange Calculator Fund Portfolio User Manual Oracle Banking Digital Experience Retail Customer Services Account Overview Add External Accounts Alerts Beneficiary Maintenance Bulk File View Ch
43. BOX 13 Jul 2015 09 48 47 GMT 0000 ego Compose Message EJ Inbox Interactions Alerts Inbox gt Bulletins E Word Wrap Cust Bulletins Message ld Subject Sender Received Expires Tasks Sent Messages 418 Attachment testing Bank admin 10 Mar 2014 18 30 00 GMT 0000 31 Aug 122 fdsahfj Bank admin 10 Mar 2014 18 30 00 GMT 0000 31 Jan 417 Automation Bank admin 10 Mar 2014 18 30 00 GMT 0000 31 Dec 420 Attach SRK Bank admin 10 Mar 2014 18 30 00 GMT 0000 30 Nov Records 1 to 4 of 4 4 10 Mar 2014 Sent by Bank admin Date 48 30 00 GMT 0000 30 Nov 2015 To John Smith Expires 18 29 59 GMT 0000 Subject Attach SRK Channel FCDB Tha rainhows of unur intoroct rator 4 Click the Reply link in order to reply to the current message Mailbox Mailbox 04 12 2012 21 51 12 GMT 0530 Compose Message Inbox gt Interactions a salsa BBs ices page 1 of 1 kad baal p Interactions 1 gt Alerts Message Id Subject Sender Customer Id Received Expires e Bulletins 191146570112028 gt Demand Draft and Cheques Accounts Department 006005884 04 12 2012 21 48 44 04 04 2013 00 00 00 P E Tasks 660310307111331 Demand Draft and Cheques Accounts Department 006005884 04 12 2012 21 39 23 04 04 2013 00 00 00 rs Mee A 660310307111331 Demand Draft and Cheques Accounts Department 006005334 30 11 2012 09 34 16 30 03 2013 00 00 00 gt Sent Messages Attached Files
44. Book Request Field Name Description No of Cheque Mandatory Drop Down Books Cheque Book Type Cheque Book Option Delivery Details Mode of delivery City Branch Name Address City State Country Indicates the number of cheque books Mandatory Drop Down Indicates the type of cheque books Mandatory Drop Down Indicates the number of cheque leaves needed The options are e Cheque Book With 10 Leaves e Cheque Book With 25 Leaves e Cheque Book With 50 Leaves Mandatory Option Indicates the mode of delivery The options available are e Branch e Courier Note To enable below fields select the Branch option Conditional Drop Down Indicates the branch city name Conditional Drop Down Indicates the branch name from where the cheque book will be collected Optional Alohanumeric 35 Indicates the name to which the delivery shall be done Optional Alphanumeric 34 3 Indicates the address for delivery of cheque book s Optional Alphanumeric 35 Indicates the city to which the address belongs Optional Alohanumeric 35 Indicates the state to which the city belongs Optional Alohanumeric 35 Indicates the country of the address User Manual Oracle Banking Digital Experience Retail Customer Services 35 Cheque Book Request Field Name Description Postal Code Optional Alohanumeric 35 Indicates the postal code Phone Optional Alphanumeric 35
45. Digital Experience Retail Customer Services 84 E Statement Subscription Unsubscription Field Name Description Month Conditional Drop Down Indicates the month on which the e statement is required To enable this field select Annual Quarterly Semi Annually option from the Frequency list Day of the week Conditional Drop Down Indicates the day of the week on which the e statement is required To enable this field select the Fortnightly Weekly from the Frequency list Day of the Month Conditional Drop Down Indicates the day of the month on which the e statement is required To enable this field select the Monthly from the Frequency list Terms and Mandatory Check Box Conditions Indicates whether terms and conditions are acceptable Click the Terms and Conditions link to view the terms and conditions To accept the terms and conditions of use select the Terms and Conditions check box Click Subscribe to subscribe for the e statement The E statement Subscription Unsubscription Verify screen appears OR Click Unsubscribe to unsubscribe for the statement User Manual Oracle Banking Digital Experience Retail Customer Services 85 E Statement Subscription Unsubscription E Statement Subscription Unsubscription Verify E STATEMENT SUBSCRIPTION UNSUBSCRIPTION VERIFY 10 06 2015 10 24 41 GMT 0000 wy O B x Account Type Account No Primary Email Id user bank com Secondary Email Id Freq
46. Indicates the phone number 2 Click Submit The Cheque Book Request Verify screen appears Cheque Book Request Verify CHEQUE BOOK REQUEST VERIFY 11 06 2015 06 44 59 GMT 0000 Account Number Cheque Book Option Delivery Details Mode of Delivery City Branch Name Name Address City State Country Zip Postal Code Phone 3 Click Confirm The Cheque Book Request Confirm screen with the status message appears OR Click Change to change the cheque book details User Manual Oracle Banking Digital Experience Retail Customer Services 36 Cheque Book Request Cheque Book Request Confirm CHEQUE BOOK REQUEST CONFIRM 11 06 2015 06 44 59 GMT 0000 wy O B x amp Transaction with reference number 570722716433521 is in Under Process state Account Number Cheque Book Option Cheque Book With 25 Leaves Delivery Details Mode of Delivery Branch City Greate Britain Branch Name Bank Futura Branch 004 Name OATS AUTO KYC R Address Neethle Street London Greate Britain City Greate Britain State Country United Kingdom Zip Postal Code Phone 4 Click OK The Cheque Book Request screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 37 Cheque Status Inquiry 13 Cheque Status Inquiry This allows you to view the status of cheques for an account The specific reports can be generated for paid cheques stopped cheques paid cheques for
47. Indicates the preferred mode of contact The options are e Email e Mobile Conditional Drop Down Indicates the preferred time for receiving call from bank This field appears if you select Mobile option from the Preferred Mode of Contact list In the Personal Details section enter the appropriate details In the Contact Details section enter the appropriate contact details Click Save The confirmation screen appears OR Click FConnect to add social media profile The Facebook Login screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 104 Manage Profile IAM Manage Profile Confirm MANAGE PROFILE 06 Aug 2015 14 41 23 GMT 0530 a w H x Profile updated successfully Personal Details Please provide your personal details The account shall be opened with these details Please ensure that the details mentioned are accurate and are same as they appear in the documents submitted by you for verification Title Others Please specify FirstName John Middle Name Last Name j Mother s Maiden Name Gender Date of Birth 10 01 1985 Contact Details Please provide your Contact details We will use these contact details to contact you if we requires any clarifications while opening the account All the notifications and details about the steps which will be required to be completed next shall be provided using these contact details These contact details will
48. Intended Audience This document is intended for the following audience e Customers 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 The subsequent chapters provide information on transactions covered in the User Manual Each transaction is explained in the following manner e Introduction to the transaction e Screenshots of the transaction The images of screens used in this user manual are for illustrative purpose only to provide improved understanding of the functionality actual screens that appear in the application may vary based on selected browser theme and mobile devices e Procedure containing steps to complete the transaction The mandatory and conditional fields of the transaction are explained in the procedure If a transaction contains multiple procedures each procedure is explained If some functionality is present in many transactions this functionality is explained se
49. Mutual Fund Register Credit Card Reset Security Question SEPA Card Payments Set Account Preferences 110 A Preferences 4 PREFERENCES Ly UNIS HCH HAL HANDIT New Service Request Open Term Deposit Own Account Transfer Pending Transfer Redeem Term Deposit Register Report Savings Calculator SEPA Credit Transfer Standing Instruction Cancellation Structured TD Status Term Deposit Activity UK Payments View Peer Beneficiary View Standing Instruction Set Favourite Accounts and Nick Names WIKILIPIS MRG NAUVNA HANDIC Open New Account Order Status Pay Bill Preferences Register Biller Reminder Savings Plans SEPA Direct Debit Stop Or Unblock Cheque Request Subscribe Unsubscribe Banking Channel Term Deposit Details View Draft Details View Received P2P Payments View Wealth Management Landing Page functionality is only applicable for Classic version User Manual Oracle Banking Digital Experience Retail Customer Services Preferences Open New Account Outward Remittance Inquiry Peer To Peer Payments Redeem Mutual Fund Register Credit Card Reset Security Question SEPA Card Payments Set Account Preferences Structured Deposit Subscription Switch Mutual Fund Transactions View Limit Utilization View Registered Reports Set Preference 111 11 06 2015 08 53 27 GMT 0000 y O x ey wy Appreauuiis A Preferences Field Descriptio
50. New Password Mandatory Alohanumeric 18 Indicates the new password The password strength is displayed on entering the new password Confirm New Mandatory Alohanumeric 18 Password Indicates the new password to confirm Use Virtual Optional Check Box Keyboard Indicates whether the user is entering the password by using virtual keyboard Click here to enter Optional Check Box by hovering Indicates whether the user is entering the password entered by moving the mouse over the security keyboard characters without clicking on any of the keys In the Enter Old Password field enter the old password In the New Password field enter the new password In the Confirm New Password field re enter the new password to confirm Click Change The Force Change Security screen appears OR Click Clear to clear the data oy O Ol Note 1 For further steps see First Time Login User Manual Oracle Banking Digital Experience Retail Customer Services 23 Logout 7 Logout Using this option you can logout of the OBDX application To log out of the Oracle Banking Digital Experience 1 Log in to the Oracle Banking Digital Experience application The home page of the application appears 2 Click J and then click Logout FLEXCUBE Internet Banking Log off LOG OFF You have been logged off from Flexcube Internet Banking It is recommended to close this browser window for security reasons CLOSE WINDOW U
51. OBILE BANKING Mobile Application UserID ZCORPORATE SMS BANKING SMS Banking User ID Password Confirm Password Unsubscribe Channel INTERNET AND MOBILE BANKING Mobile Browser UserID ZCORPORATE Field Name Description Subscribe Channel Check Box Optional Checkbox Indicates whether channel is available User Id Mandatory Alohanumeric 20 Indicates the user D of the initiator of the transaction Password Mandatory Alohanumeric 75 Indicates the new password to set for the user Confirm Password Mandatory Alphanumeric 75 Indicates to confirm the password that you want to set for the user 2 Click to check the availability of the user OR User Manual Oracle Banking Digital Experience Retail Customer Services 96 Subscribe Unsubscribe Banking Channels IAM Eej Click to check the password rules OR al Click to check the confirm password policy Select the required checkbox Input the required data Click Update The Subscribe Unsubscribe Additional Channels Verify screen appears Subscribe Unsubscribe Banking Channels Verify SUBSCRIBE UNSUBSCRIBE BANKING CHANNEL VERIFY 06 Aug 2015 15 14 08 GMT 0530 w B B X Subscribe Channel INTERNET AND MOBILE BANKING UserID ZCORPORATE Channels Mobile Application 5 Click Confirm to unsubscribe the channels The Subscribe Unsubscribe Banking Channels Confirm
52. ORACLE Oracle Banking Digital Experience Retail Customer Services User Manual Release 15 1 0 0 0 Part No E66313 01 October 2015 Retail Customer Services User Manual October 2015 Oracle Financial Services Software Limited Oracle Park Off Western Express Highway Goregaon East Mumbai Maharashtra 400 063 India Worldwide Inquiries Phone 91 22 6718 3000 Fax 91 22 6718 3001 www oracle com financialservices Copyright 2008 2015 Oracle and or its affiliates All rights reserved Oracle and Java are registered trademarks of Oracle and or its affiliates Other names may be trademarks of their respective owners U S GOVERNMENT END USERS Oracle programs including any operating system integrated software any programs installed on the hardware and or documentation delivered to U S Government end users are commercial computer software pursuant to the applicable Federal Acquisition Regulation and agency specific supplemental regulations As such use duplication disclosure modification and adaptation of the programs including any operating system integrated software any programs installed on the hardware and or documentation shall be subject to license terms and license restrictions applicable to the programs No other rights are granted to the U S Government This software or hardware is developed for general use in a variety of information management applications It is not developed or intended for u
53. P OR UNBLOCK CHEQUE REQUEST 13 Jul 2015 14 44 19 GMT 0530 tf T x Select Action Stop Cheque Request v Select Account Select Reason Cheque Number Cheque Range Mandatory Fields Field Description Field Name Description Select Action Mandatory Drop Down Indicates the action to be performed on the cheque The options are e Stop Cheque Request e Unblock Cheque Request Account Number Mandatory Drop Down Indicates the account number Reason Mandatory Alohanumeric 40 Indicates the reason to stop a cheque Note This field is disable if the action is selected as unblock It is mandatory to select either Cheque Number or Cheque Range option User Manual Oracle Banking Digital Experience Retail Customer Services 32 Stop or Unblock Cheque Request Field Name Description Cheque Number Optional Alphanumeric 6 Indicates the cheque number Enter the cheque number in the adjacent field Cheque Range Optional Option Numeric 6 Indicates the range which you want to stop or unblock the cheques For Example If the user enters the cheque range as 1 5 then all the cheques from 1 5 are blocked unblocked 2 Click Submit The Stop Cheque Request Verify screen appears Stop Cheque Request Verify STOP CHEQUE REQUEST VERIFY 43 Jul 2015 14 42 20 GMT 0530 Account Number RT200 Reason Cheque Number 3 Click Confirm The Stop Cheque Request Confirm screen
54. Stopped or Used options from the Status list User Manual Oracle Banking Digital Experience Retail Customer Services 38 Cheque Status Inquiry Field Name Description Search by Cheque Optional Check Box Number Indicates whether search by cheque number facility is available Cheque Number Conditional Alphanumeric Six Indicates the cheque number whose status is to be inquired Cheque Range Conditional Alphanumeric Six Indicates the cheque range whose status is to be required 2 From the Select Account list select the account number From the Status list select the status Click Submit The Cheque Status Inquiry screen with search results appears Cheque Status Inquiry CHEQUE STATUS INQUIRY 05 06 2015 09 28 41 GMT 0000 GB wy O x i i 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 00008644 RT2008644012 RT2 Bank Futura 7 Status All 7 Search By Cheque Number Fields marked as are mandatory Account Cheque Number Cheque Status Reason Amount RT2008644012 5624 Used RT2CQWL110040504 100 00 GBP RT2008644012 Used RT2CQWL110040514 100 00 GBP RT2008644012 Used RT1CGIN132832504 1 000 00 GBP RT2008644012 6 Rejected 1 000 00 GBP Field Description Field Name Description Account Display Displays the account number Cheque Number Display D
55. Subscribe Unsubscribe Banking Channels Using this option you can directly subscribe or unsubscribe for additional channels These additional channels can be any channels like SMS mobile or any other channel 21 1 Unsubscribe from other channels To unsubscribe from other channels 1 From the Customer Services menu select Subscribe Unsubscribe Banking Channels The Subscribe Unsubscribe Banking Channels screen appears Subscribe Unsubscribe Additional Channels SUBSCRIBE UNSUBSCRIBE BANKING CHANNEL 10 06 2015 07 01 58 GMT 0000 r Subscribe Channel SMS BANKING SMS Banking User ID Password Confirm Password Unsubscribe Channel INTERNET AND MOBILE BANKING UserID AMITCORP Mobile Browser Mobile Application Field Description Field Name Description Subscribe Channel Check Box Optional Check Box Indicates whether to subscribe unsubscribe channel User Id Mandatory Alohanumeric 20 Indicates the user ID of the initiator of the transaction Password Mandatory Alohanumeric 75 Indicates the new password that you want to set for the user User Manual Oracle Banking Digital Experience Retail Customer Services 89 Subscribe Unsubscribe Banking Channels Field Name Description Confirm Password Mandatory Alphanumeric 75 Indicates 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 Unsc
56. a given period and for a given cheque range Alternatively a generic report can also be generated The 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 be displayed if the Cheque is a valid cheque for selected account To inquire cheque status 1 From the Customer Services menu select Cheque Status Inquiry The Cheque Status Inquiry screen appears Cheque Status Inquiry CHEQUE STATUS INQUIRY 10 06 2015 05 04 28 GMT 0000 yy B x 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 Fields marked as are mandatory Field Description Field Name Description Select Account Mandatory Drop Down Indicates the account for which the stop payment report is to be generated Status Mandatory Drop Down Indicates the status of cheque for which report is generated From Date Mandatory Pick List Indicates the date from which the report is to be generated This field appears if you select the Cancelled Rejected Stopped or Used options from the Status list To Date Mandatory Pick List Indicates the date to which the report is to be generated This field appears if you select the Cancelled Rejected
57. able for foreign entities To perform dashboard widget management 1 From the Customer Services menu select Dashboard Widget Management The Dashboard Widget Management screen appears Dashboard Widget Management DASHBOARD WIDGET MANAGEMENT 05 06 2015 09 59 01 GMT 0000 gt Wy B Select Channel Internet Dashboard Style Extensive Field Description Field Name Description Select Channel Mandatory Drop Down Indicates the channel User Manual Oracle Banking Digital Experience Retail Customer Services 170 Dashboard Widget Management Field Name Description Note Only those channels that are mapped to the user and for which configurable dashboard is applicable will be available for selection 2 Click Submit The widgets for the respective channels appear Dashboard Widget Management DASHBOARD WIDGET MANAGEMENT 05 06 2015 09 59 03 GMT 0000 amp wy amp Blackout Next 7 Days Displays the date and time during which transactions shall not be available to you during the next 7 days Tools Displays a list of tools for quick navigation Service Requests Displays a list with status of the last N service requests initiated Recent Activity Displays a list of the last N initiated transactions Account Summary Displays the summary of all your accounts Displays category wise expenditure incurred on your Current and Savings accounts over a period of time in Spending Analysis Graphical form
58. al Oracle Banking Digital Experience Retail Customer Services 132 Foreign Exchange Rate Inquiry Column Name Description Cash Buy Display Displays the exchange rate at which the bank will buy the foreign currency if the transaction is in the cash Cash Sell Display Displays the exchange rate at which the bank will sell the foreign currency if the transaction is in cash TT Buy Display Displays the exchange rate at which the bank will buy the foreign currency if the transaction is through a telegraphic transfer TT Sell Display Displays the exchange rate at which the bank will sell the foreign currency if the transaction is through a telegraphic transfer User Manual Oracle Banking Digital Experience Retail Customer Services 133 New Service Request 32 New Service Request Using this option you can initiate a Service Request for any transaction given in the list To initiate a service request 1 From the Customer Services menu select New Service Request The Service Request screen appears Service Request SERVICE REQUESTS 09 06 2015 05 27 02 GMT 0000 w B Select Transaction Select Service Request Field Description Field Name Description Select Transaction Mandatory Drop Down Indicates the transaction 2 From the Select Transaction list select the appropriate transaction 3 Click Submit 32 1 Reissue Transaction Password Using this option you can raise a reques
59. annel Deactivation Claim Manage Peer Account Contract Term Deposit View Credit Card Summary Demand Draft Request Domestic Collection Inquiry E Statement FAQ Financing Account Activity Financing Schedule Fund Activity Goal Calculator 109 A Preferences Preferences 3 PREFERENCES 11 06 2015 08 53 27 GMT 0000 B wy X Interest Rate Inquiry CASA International Draft Loan Account Activity Loan Eligibility Calculator Loan Schedule Lock Transaction Password Manage Profile Move Money In Multiple Internal Transfer New Service Request Open Term Deposit Own Account Transfer Pending Transfer Redeem Term Deposit Register Report Savings Calculator SEPA Credit Transfer Internal Account Transfer Inward Remittance Inquiry Loan Calculator Loan Interest Rates Loan Settlement Mailbox Modify Supplementary Card Limit Move Money Out Multiple International Transfer Open New Account Order Status Pay Bill Preferences Register Biller Reminder Savings Plans SEPA Direct Debit User Manual Oracle Banking Digital Experience Retail Customer Services International Account Transfer Linked Accounts Loan Details Loan Repayment Inquiry Loan Top Up Request Manage My Finance Mortgage Rate Calculator Multiple Domestic Transfers My Applications Open New Account Outward Remittance Inquiry Peer To Peer Payments Redeem
60. assword UserID KALPCORP User ID KALPCORP Enter Old Password Baike New Password New Password Confirm New Confirm New Password Password We recommend using the virtual keyboard for the password field for security reasons Delete Clear All Not Mixed User Manual Oracle Banking Digital Experience Retail Customer Services 161 Force Change Password Field Description Field Name Description Change Login Password User ID Display Displays the user Id Existing Mandatory Alohanumeric 18 Password Indicates the old password New Password Mandatory Alohanumeric 18 Indicates the new password The password strength is displayed on entering the new password Confirm New Mandatory Alohanumeric 18 Password Indicates the new password to confirm Change Transaction Password User ID Display Displays the user Id Existing Mandatory Alohanumeric 18 Password Indicates the old password New Password Mandatory Alohanumeric 18 Indicates the new password The password strength is displayed on entering the new password Confirm New Mandatory Alohanumeric 18 Password Indicates the new password to confirm Use Virtual Optional Check Box Keyboard Indicates whether the user is entering the password by using virtual keyboard Click here to enter Optional Check Box by hovering Indicates whether the user is entering the password by moving the mouse over the security key
61. ay Displays the name of the branch of the bank Branch Code Display Displays the branch code of the bank Address Display Displays the address of the branch of the bank 4 Click the Map Satellite to view the map of the ATM Branch Location respectively ATM Branch Locator ATM BRANCH LOCATOR 12 06 2015 10 27 01 GMT 0000 Enter location USA ATM Branch List A gt Sa 7 afi lt gt Ww Janak House i Map Satellite Clera chawl Chaitanya Society Bank Futurag t Mahal Tixera Chawl G Shrikant Kirana N Fish Aquarium B Qa SEwWrji Shinde House Chathrapati Shivaji Branch Details Maharaj Chowk T a jaAnkK ruttura 9A nal OA Map data 2015 Google Terms of Use Report a map error Fields marked as are mandatory User Manual Oracle Banking Digital Experience Retail Customer Services 167 Foreign Exchange Calculator 37 Foreign Exchange Calculator Using this option you can calculate the equivalent amount in a currency for the amount being sold in other currency for various types of purpose like buying currency notes buying travellers cheques fund transfer The foreign exchange calculator provides the value of one currency in relation to another To view foreign exchange calculator 1 From the Tools menu select Foreign Exchange Calculator The Foreign Exchange Calculator screen appears Foreign Exchange Calculator FOREIGN EXCHANGE CALCULATOR 10 06 2015 09 42 27 GMT 0000
62. board characters without clicking on any of the keys In the Enter Old Password field enter the old password In the New Password field enter the new password In the Confirm New Password field re enter the new password to confirm OW ss owes IS Repeat the steps from 2 to 4 for Change Transaction Password User Manual Oracle Banking Digital Experience Retail Customer Services 162 Force Change Password 6 Click Change The Home Landing screen OR Click Clear to clear the data in the fields User Manual Oracle Banking Digital Experience Retail Customer Services 163 Lock Transaction Password 35 Lock Transaction Password Using this 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 From the Customer Services menu select Self Services and then select Lock Transaction Password The Lock Transaction Password screen appears Lock Transaction Password LOCK TRANSACTION PASSWORD 12 06 2015 05 57 57 GMT 0000 Channel Group User ID Channel Status Internet Unlock Internet and Mobile Banking KALPRET Mobile Browser Unlock Mobile Application Unlock Disclaimer Locking the password for a group will result in the password being locked for all the channels of the group A locked status for a channel implies that the transaction password for the channel has been locked by the bank based on a perceiv
63. ces saved successfully Set Payment Limits Skipped Step skipped 20 Click Continue The password change successfully screen appears Message Congratulations your first time login procedure has been completed As per the security policy you are required to re login click here to relogin User Manual Oracle Banking Digital Experience Retail Customer Services 20 First Time Login IAM First Time Login IAM For the first time login the user needs to change the password change account nick names and modify the limits Once the process is completed user lands to the first screen or the Landing page Note 1 If the system is integrated with IAM only transaction password can be changed Change of Login Password will not be available To log in to the Oracle Banking Digital Experience Logon to the Internet Banking application through new User ID and Password The First Time Login screen appears Step 1 Terms and Conditions Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Terms and Force Change Force Change Set Account Set Payment Complete Conditions Password Security Nicknames Limits It is a mandatory step before you continue with first time please read through our Internet Banking Terms and Conditions available below o continue please click Accept f you do not accept the Terms and Conditions please click on Decline to immediately discontinue the access to the Online Banking services
64. claimer This is a system generated mail For any queries please contact the Bank 4 TD Status Alert Similar to the TD Open Alert an alert is sent for Term Deposit Status changes TD Maturity Closure User Manual Oracle Banking Digital Experience Retail Customer Services 7 Alerts TD Status Alert a ai Al aima 7 Td Status Change Message HTML hies ma pe ari a IM x By Block Sender os Categorize mi Scr Create Rule a Safe Lists Y Follow Up Reply Reply Forward amp elete s to All anon if Other Actions Not Junk yJ Mark as Unread Respond Actions Junk E mail Ms Options FI Sent Sat 12 16 2010 1 51 PM Subject Td Status Change Demo Bank India Goregaon East Mum bai 4000 063 15 04 2011 13 00 00 Dear Customer Status has been changed for Term Deposit Account Number1000001226 QOT2 Please login to one of direct banking channels for further details or contact your branch Regards Customer Service Online Banking Disclaimer This is a system generated mail For any queries please contact the Bank 18 4 Forex Alert Subscription Using this option you can define parameters on the basis of which forex alerts are generated To subscribe for forex alerts 1 From the Customer Services menu select Alerts The Alerts screen appears 2 Select the User Alert option 3 Click Get Alerts The Alert specification screen wi
65. der when the Target Price of any specified currency pair has been attained Additionally an alert is also sent when The Buy Rate is lower than the Target Rate In case if the Buy Rate is applicable to the Sell Rate the alert is sent whenever the Target Rate is attained The Buy Rate is higher than the Target Rate User Manual Oracle Banking Digital Experience Retail Customer Services 69 Alerts To register user alerts 1 From the Customer Services menu select Alerts The Alerts screen appears ALERTS 08 06 2015 10 41 15GMT 0000 B wy O User Alerts Customer Alerts Customer No Select Account Alerts Account Number Select Get Alerts Field Description Field Name Description lt is mandatory to select either User Alerts Customer Alerts or Account Alerts option User Alerts Optional Option Indicates the user type of alerts Customer Alerts Optional Option Indicates the customer alerts Account Alerts Optional Option Indicates the account alerts Customer No Conditional Drop Down Indicates the customer number To enable this field select the Customer Alerts option Account Number Conditional Drop Down Indicates the account number To enable this field select the Account Number option 2 Select the appropriate alert option a If you select Customer Alert option i From the Customer No list select the customer ID b If you select Account Alerts option ii Fro
66. dicates the user ID To enable this field select the Existing Customer option Email Address Conditional Alohanumeric 255 Indicates the email ID the registered user To enable this field select the Registered User option 2 Click Submit The Mobile OTP Verification screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 26 Forgot Password Mobile OTP Verification Mobile OTP Verification 26 08 2015 16 02 53 An One Time Password has been generated and dispatched to your mobile number for this transaction Kindly enter the One Time Password in the field below for this transaction to proceed The One Time Password is only valid for the next 5 minutes Reference Number 834373831060481 Enter One Time Password eeeeee Resend OTP Field Description Field Name Description Reference Number Display Displays the reference number Enter One Time Mandatory Alohanumeric 50 Password Indicates the one time password that you receive on the registered mobile number 3 Click Submit The Security Authorization screen appears Security Authorization Security Authorization 26 08 2015 16 06 17 Security Questions 1 Which city you were born Answer Security Questions 2 Which car do you own Answer User Manual Oracle Banking Digital Experience Retail Customer Services 27 Forgot Password In Answer field enter appropriate answer to the respective question
67. e Corporation and its affiliates will not be responsible for any loss costs or damages incurred due to your access to or use of third party content products or services User Manual Oracle Banking Digital Experience Retail Customer Services ii Ot OP Or eo NS Table of Contents PCT AC ea sca sees ata a da enwatans sauna aa a Transaction Host Integration MatriX sssssnnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn LOO IMa E a E Log MAAM zia E E cus eeeudsusayverane 10 FrSt HME LOOM measan A a E aa 14 Firstime Login AM zas a a A EE 21 LOGOUL eroii a 24 LOG OUt AM aa a a a a E a E 25 OPQ OUP ASS WONG inea aaa aa aa aE aaa aE aa aea A 26 Ad hoc Account Statement ReEqQuest ccccsssssceescsessseeeseeessseeeseeessseeeseoenseeeeeeoenseeeseooesseeessooness 29 Stop or Unblock Cheque ROQUCSU cisiiiccssccticieiccccdccicececesicnieccecanteevedenediaeiansssssscenaacsdaecenteecsvecdscees 32 Cheque Book REQUCS aiei easan a Aaaa ses seeuascsaeadensneesveceaaees 34 Chegu Status NOUI sarisin aaa Eaa sys sckuaccsdeadenseaesvecesceas 38 DEDIT Card Detalls airaa a a e E a aaa a aa a used a aE UE 41 Manage External ACCOUNTS sexscecisineccssereceeeecturrnedennnerseuacudseeeielsaxeertundwedsasewts censsiddeecndeeneersunirare states 44 External Account Statement ssid aaan aa aariaa C 47 Register Repor sercan aE aaa a OEE E EAE NA 50 AN E A E EEEE EAEE E EAE E E A E N E E N AE E 55 E Statement Subscription Unsubscrip
68. e notifications and details about the steps which will be required to be completed next shall be provided using these contact details These contact details will also be used after opening the account successfully Phone Number Mobile Number 9869082630 You are registered to receive P2P payments On changing the contact details the mobile number registered to receive P2P payments shall also be modified Interest and Contact Preferences Do you want to receive A alerts and offers from us Yes No F Email Mobile Preferred mode of contact User Manual Oracle Banking Digital Experience Retail Customer Services 98 Field Description Manage Profile Field Name Description Personal Details Title Display Displays the account title First Name Display Displays the first name that you have entered during account opening Middle Name Display Displays the middle name that you have entered during account opening Last Name Display Mother s Maiden Name Date of Birth Gender Email Address Contact Details Phone Number Mobile Number Display the last name that you have entered duing account opening Optional Alohanumeric 50 Indicates the mother s maiden name Display Displays the date of birth Optional Drop Down Indicates the gender Display Displays the email address Display Displays the phone number you have entered during acco
69. e request for debit card hot listing 1 From the Select Transaction list select the Debit Card Hot Listing option 2 Click Submit The Debit Card Hot Listing screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 147 New Service Request Debit Card Hot Listing DEBIT CARD HOT LISTING 11 06 2015 11 47 34 GMT 0000 g 7 B fF Account Number Select Debit Card Number XXX4568 iz Debit Card Hot Listing Captured in Other Bank s ATM Reason P z Place of Loss New Debit Card Required Delivery Details Mode of Delivery Branch Courier Select City M Select Branch Name Address City State Country Zip Postal Code Phone User Reference Submit Another Service Request Indicates mandatory fields Indicates mandatory if particular option is enabled Field Description Field Name Description Account Number Mandatory Drop Down Indicates the account number Debit Card Number Mandatory Drop Down Indicates the debit card number User Manual Oracle Banking Digital Experience Retail Customer Services 148 Field Name Debit Card Hot Listing reason Place of Loss New Debit Card Required Delivery Details Mode of delivery City Branch Name Address New Service Request Description Mandatory Drop Down Indicates the debit card hot listing reason The options are Captured in own banks ATM Captured in othe
70. ed risk or your interaction with the bank Please contact the bank if you wish to unlock the password for a specific channel Field Description Field Name Description Channel Group Display Displays the channel group to which the user belongs User Id Display Displays the user ID for which transaction password needs to be locked Channel Display Displays the channel to which the user belongs Status Display Displays the status as lock unlock 2 To lock the transaction password select the Channel Group check box 3 Click Lock The Lock Transaction Password Verify screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 164 Lock Transaction Password Lock Transaction Password Verify LOCK TRANSACTION PASSWORD VERIFY 12 06 2015 06 00 16 GMT 0000 yw O B x Channel Group User ID Internet and Mobile Banking KALPRET 4 Click Confirm The Lock Transaction Password Confirm screen with the status message appears OR Click Back to modify the entered password Lock Transaction PIN Confirm LOCK TRANSACTION PASSWORD CONFIRM 12 06 2015 06 00 16 GMT 0000 yy O B x Transaction Password has been locked Transaction with reference number 582478875448392 is in Accepted state Channel Group User ID Internet and Mobile Banking KALPRET 5 Click OK The Lock Transaction Password screen appears User Manual Oracle Banking Digital Experience Retail Custom
71. emo Bank India Goregaon East Mumbai 4000 063 Dear Customer You have been activated on 2014 03 10 05 30 00 0 Disclaimer This is a system generated mail For any queries please contact the Bank Regards Customer Service Online Banking e Reset Password User Manual Oracle Banking Digital Experience Retail Customer Services 58 Alerts Reset Password by Bank Ox ed a ob a Reset Login Passwords Message HTML cl ou Message Developer Sm Pas 4 Move to Folder By Block Sender HH Categorize Create Rule Gi Safe Lists Y Follow Up Reply Reply Forward Ra Call Delete _ F to All 4 Other Actions F J Not Junk A Mark as Unread Respond Actions Junk E mail Options ra From FCDB6ST ADMIN fodbng com Sent Mon 12 27 2010 1 52 PM To Amit Singh Cc Subject Reset Login Passwords Disclaimer This is a system generated mail For any queries please contact the Bank Regards Customer Service Online Banking Demo Bank India Goregaon East Mum bai 4000 063 21 05 2011 13 00 00 Dear Customer AS per your request Internet Banking password has been reset by Bank To SRFSSAWX for User ld FCOBDEV 71 r User Manual Oracle Banking Digital Experience Retail Customer Services 59 Alerts Reset Password by User Dn Oasys Change Transaction pin Message HTML 3 Message Developer s i r aan ip Bo i y e IM X a a j Move
72. er Services 165 ATM Branch Locator 36 ATM Branch Locator Using this option you can view the address and location of the ATM and the branch To locate ATM Branch 1 From the Tools menu select ATM and Branch Locators The ATM Branch Locator screen appears ATM Branch Locator ATM BRANCH LOCATOR 41 06 2015 11 10 38 GMT 0000 B xv Enter location Fields marked as are mandatory Field Description Field Name Description Enter Location Mandatory Alohanumeric 120 Indicates the locality name to find the branch or ATM In the Enter Location field enter the locality name Click Search The ATM and branches with the map appears ATM Branch Locator ATM BRANCH LOCATOR 11 06 2015 11 14 36 GMT 0000 9 gt Savio Church fi ATM Branch List A ro Clera chawl Unhooked Magazine Map Satellite vw mya Society t Mahal Bank Futura Tixera Chawi Income Tax Pan E Service Center mH E amp F Shrikant Kirana _ a N Fish Aquarium B a SEW Shinde House Chathrapati Shivaji Maharaj Chowk Branch Details Bank Futura be G Hi JA karat Tess Msp dats 2015 Google Terms of Use Report a map error Fields marked as are mandatory User Manual Oracle Banking Digital Experience Retail Customer Services 166 ATM Branch Locator Field Description Field Name Description ATM Branch List Display Displays the ATM Branch list Brach Details Name Displ
73. ered by moving the mouse over the security keyboard characters without clicking on any of the keys In the Enter Old Password field enter the old password In the New Password field enter the new password In the Confirm New Password field re enter the new password to confirm Click Change The Force Change Security screen appears OR Click Clear to clear the data Note If the system is integrated with IAM only transaction password can be changed Change of Login Password will not be available User Manual Oracle Banking Digital Experience Retail Customer Services 16 First Time Login Step 3 Force Change Security Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Terms and Force Change Force Change Set Account Set Payment Complete Conditions Password Security Nicknames Limits It is also a mandatory step and you need to set your security credentials This is a security measure and is required to enhance the security of your online access to banking services Password changed successfully Security Question1 Select Answer Enter Text Security Question 2 Select Answer Enter Text Security Question3 Select Answer Answers length should be between 3 to 40 characters Only Alphabets and numeric characters allowed 8 From the Security Question 1 list select the appropriate option 9 In the Answer field enter the answer to the security question 1 10 From the Security Question 2 list select the a
74. ervices 71 Alerts Field Name Description Push Notification Optional Check Box Indicates whether push notification functionality is enabled An alert will be generated and displayed to the user through the push notification functionality on the mobile and tablet devices mapped to the user Note The push notification contains only a preview of the alert and not the entire details of the alert Parameters Conditional Numeric 100 Threshold Indicates the threshold percentage for alerts registration To enable this field select the Limit threshold Alert checkbox Debit Above Mandatory Numeric 15 Indicates the debit above alert This alert is sent if the account gets debited above the mentioned amount The currency of the Threshold Amount is the currency of the account for which the alert is being defined Credit Above Mandatory Numeric 15 Indicates the credit above alert This alert is sent if the account gets credited above the mentioned amount The currency of the threshold amount is the currency of the account for which the alert is being defined Select the appropriate check box under the Alert Description column Select the appropriate alert channel for example email SMS push notification Click Register De Register The Alert Verify screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 72 Alerts Alerts ALERTS VERIFY 10 06 2015 06 40 24GMT 0000
75. es the user ID Password Mandatory Alohanumeric 20 Indicates the password In the Use Name field enter the user Id In the Password field enter the password and Click Sign In to log in to the application The home page of the application appears Multi Entity Access If the user has been given access to multiple entities by bank administrator then after login it will show below screen User Manual Oracle Banking Digital Experience Retail Customer Services 11 Log In IAM Dashboard Multi Entity Login ORACLE HOME ACCOUNTS PFM PAYMENTS RECEIVE MONEY BILL PAYMENTS NEW ACCOUNT OPENING WEALTH MANAGEMENT TOOLS FINANCIAL SUMMARY I HAVE OWE 53 822 47 4 754 82 GBP Sji edpis EE 99 2 Term Deposits Contract Term Deposits 1 As outlined in above screen current entity in which user has logged in is displayed 2 The user can select any other entity from the drop down to which he wish to switch Note If user is not provided access to multiple entities then above message and the 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 User Manual Oracle Banking Digital Experience Retail Customer Services 12 Log In IAM Dashboard Multi Entity Login ORACLE ky Sy AB LAS O mae FLEXCUBE Direct Banking Home Accounts PFM Payments Receive Money Bill Payments New Acc
76. essage 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 a message 1 From the Customer Services menu select Mailbox The Messages screen appears Mailbox MAILBOX 43 Jul 2015 09 48 47 GMT 0000 Compose Message l Inbox gt Bulletins Ej Inbox Interactions E word Wrap Customize Columns Dc Alerts Bulletins Message Id Subject Sender 7 Received Expires Tasks Sent Messages 418 Attachment testing Bankadmin 10 Mar 2014 18 30 00 GMT 0000 31 Aug 2014 18 29 59 122 fdsahfj Bank admin 10 Mar 2014 18 30 00 GMT 0000 31 Jan 2016 18 29 59 417 Automation Bank admin 10 Mar 2014 18 30 00 GMT 0000 31 Dec 2014 18 29 59 420 Attach SRK Bank admin 10 Mar 2014 18 30 00 GMT 0000 30 Nov 2015 18 29 59 Records 1 to 4 of 4 ma wE o a l aT 4 p 2 Click Compose Message The Compose Message screen appears Mailbox MAILBOX 10 06 2015 08 28 20 GMT 0000 wv B il Compose Message p Compose Message Inbox Interactions Submit a question using our secured messaging form below You can expect a response in 2 business days Alerts Your personal financial information is held in strictest confidence Bulletins Select the subject of Select from here Tasks this message Sent Messages Customer Select iz Enter your messa
77. ession 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 Set the Session Summary transaction as widgets to be displayed in dashboard using the Dashboard Widget Management screen The Session Summary appears View User Session SESSION SUMMARY 17 06 2015 06 01 58 GMT 0000 G yy X Channel User Id Channel Session Start Session ZRETA Qintemet Banking 17 06 2015 05 58 06 GMT 00 ZRETAIL Qinternet Banking 17 06 2015 05 55 47 GMT 0000 ZRETAIL Ointemet Banking 17 06 2015 05 51 25 GMT 000 ZRETA Ointeret Banking 17 06 2015 05 34 34 GMT 000 Note Please refer Dashboard Widget Management transaction to display the widget in the dashboard 2 Click mi The View User Session screen appears Session Summary Column Description Column Name Description Channel User Id Display Displays the channel user IDs accessed during the session Channel Display Displays the channel accessed during the session Session Start Display Displays the date and time of access 3 Click to view the list of transactions done for the session specified The Session Summary screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 115 Session Summary Session Summary
78. for your future we have a perfect plan for different types of current accounts you Retail Loan Savings Accounts F Budget Calculator Foreign Exchange Calculator Goal Calculator any Loan Calculator Our loans can help you put your plans in to action View View our Savings products to understand how you can our loan products to help you get that dream house car save for a future vacation an emergency or even begin or vacation to save for retirement Loan Eligibility Calculator Deposit Calculator Credit Cards Mortgage Rate Calculator HH HH H a A Savings Calculator TRACK APPLICATION STATUS Whether you are looking for a credit card to make everyday purchases to make a balance transfer or just a simple to use credit card we have a card for you View More OFFERS User Manual Oracle Banking Digital Experience Retail Customer Services REVIEW ACCOUNT OPEN REQUEST Received an application form from your friend for your review and valuable feedback Or received an application from your co applicant for your review Respond your review request View It Now 10 4 1 Log In IAM Click Login The Oracle Banking Digital Experience IAM application login screen appears Click Login The Login screen appears Sign In Access Management Sign In User Name Password Field Description Field Name Description User Name Mandatory Alohanumeric 20 Indicat
79. fy 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 The widgets displayed on dashboard will also depend on the role mapped 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 the 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 widgets displayed on the dashboard This depends on the pre maintained configuration with the bank Initially the system displays only the default widgets The default widgets will be a combination of the mandatory widgets and any other widgets set as default for the User Type and the Channel Combination The widgets selected will be displayed in next login but not in 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 The Dashboard Widget Management screen will not be avail
80. g Click Update The Subscribe Unsubscribe Banking Channels Verify screen appears Subscribe Unsubscribe Banking Channel Verify SUBSCRIBE UNSUBSCRIBE BANKING CHANNEL VERIFY 06 Aug 2015 15 08 36 GMT 0530 yy B x Unsubscribe Channel INTERNET AND MOBILE BANKING UserID ZCORPORATE Channels Mobile Application Click Confirm to unsubscribe the selected channels The Subscribe Unsubscribe Banking Channels Confirm screen appears OR Click Change to navigate to the previous screen The Subscribe Unsubscribe Additional Channel screen appears Subscribe Unsubscribe Banking Channel Confirm SUBSCRIBE UNSUBSCRIBE BANKING CHANNEL CONFIRM 06 Aug 2015 15 08 36 GMT 0530 Transaction with reference number 177722399991 722 is in Accepted state Unsubscribe Channel INTERNET AND MOBILE BANKING UserID ZCORPORATE Channels Mobile Apt Click OK The Subscribe Unsubscribe Banking Channels screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 95 Subscribe Unsubscribe Banking Channels IAM 22 2 Subscribe for Other Channels To subscribe for other channels l From the Customer Services menu select Subscribe Unsubscribe Banking Channels The Subscribe Unsubscribe Banking Channels screen appears Subscribe Unsubscribe Banking Channels SUBSCRIBE UNSUBSCRIBE BANKING CHANNEL 06 Aug 2015 15 10 22 GMT 0530 Yr Subscribe Channel INTERNET AND M
81. g Digital Experience Retail Customer Services 155 Reset ATM Debit Card PIN Verify RESET ATM DEBIT CARD PIN VERIFY Account Number Debit Card Number Embossing Name Delivery Details Mode of Delivery City Branch Name Name Address City State Country Zip Postal Code Phone User Reference Click Confirm 0000031 Branch Greate Britain Bank Futura Branch 004 OATS AUTO KYC R Neethle Street ondon Greate Britain Greate Britain United Kingdom 17 Jul 2015 05 29 04 GMT 0000 171 1030003171213 Bank Futura TD Branch 202 The Reset ATM Debit Card Pin Confirm screen appears OR Click Back to modify the details for ATM Debit card PIN application The Reset ATM Debit Card Pin screen appears User Manual Oracle Banking Digital Experience Retail Customer Services New Service Request 156 New Service Request Reset ATM Debit Card PIN Confirm RESET ATM DEBIT CARD PIN CONFIRM 17 Jul 2015 05 29 04 GMT 0000 amp Transaction submitted for Reset ATM Debit Card PIN having reference 175990527883453 has been set to status Auto Authorized Account Number Debit Card Number Embossing Name Delivery Details Mode of Delivery City Branch Name Name Address Branch Greate Britain Bank Futura Branch 004 OATS AUTO KYC R Neethle Street London Greate Britain City Greate Britain State Country United Kingdom Zip Postal Code Phone
82. ge below Messages are limited to approximately 2000 characters or 200 words of text User Manual Oracle Banking Digital Experience Retail Customer Services 120 Mailbox Field Description Field Name Description Select the subject Mandatory Drop Down of this message Indicates the subject of the message to be sent Customer Mandatory Drop Down Indicates the customer In the Enter your message below field enter the message Click Add Attachment The Select Document to Attach screen appears Select Document to Attach Select Document to Attach Browse No file selected Add Another Allowed File Types xls doc pdf csv txt zip tif jog rar Click Browse to attach a file Click Attach The attachment successfully added screen appears 7 Click Remove if you want to remove the attached file OR Click Add Another to attach more files OR Click Send The Confirmation message screen appears 8 Click Done The Compose Message screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 121 Mailbox Mailbox Message Compose Confirmation MAILBOX 43 Jul 2015 16 21 27 GMT 0530 Compose Message Inbox Interactions Alerts Your mail has been sent to Loans Department The Message Id is 113867151835390 Bulletins Tasks Sent Messages 28 2 Sent Messages To view sent messages 1 From the Customer Services menu select Mailbox The Messages screen appears
83. ield Description Field Name Description Account Mandatory Drop Down Indicates the account number Debit Card number Mandatory Drop Down Indicates the debit card number Reason Mandatory Drop Down Indicates the reason for activation of debit card The options available are e Deactivated Card e New Card Embossing Name Mandatory Alohanumeric 35 Indicates the embossing name on the debit card User Reference Optional Alphanumeric 35 Indicates the user reference number for future reference 3 From the Account list select the account number 4 From the Debit Card Number list select the debit card to be activated 5 From the Reason list select the reason for debit card activation 6 In the Embossing Name field enter the name on the card 7 Click Submit The Activate Debit Card Verify screen appears OR Click Another Service Request The Service Request screen appears Activate Debit Card Verify ACTIVATE DEBIT CARD VERIFY 13 Jul 2015 11 19 22 GMT 0000 Account Debit Card Number Activation Reason N Embossing Name John Smiti User Reference N 8 Click Confirm The Activate Debit Card Confirm screen appears OR User Manual Oracle Banking Digital Experience Retail Customer Services 141 32 4 New Service Request Click Back to modify the debit card activation details The Activate Debit Card screen appears Activate Debit Card Confirm ACTIVATE DEBIT CARD CONFIRM 13 Jul 20
84. ime 16 Mar 2016 31 Jul 2016 00 00 Report Parameters Register De Register Another To view a report 1 From the Customer Services menu select Register Report The Register Report screen appears 2 Click GO The Register Report screen appears 3 Select the report frequency and report download format 4 Enter the date range User Manual Oracle Banking Digital Experience Retail Customer Services 53 5 Click View Reports The Report screen appears User Manual Oracle Banking Digital Experience Retail Customer Services Register Report 54 Alerts 18 Alerts The alert system is designed to notify customers whenever certain events take place The configured email ID or the mobile number of the respective account holder is used to send an alert The alert can be sent by the following three methods e Email e SMS On Screen The alert types are e Default Alerts The default alerts are sent by the system and are not available for the subscription e Interactive Alerts The interactive alerts are sent from the system with the provision of the required options to complete the activity e Subscribed Alerts The alerts that can be subscribed for and that are configured as on screen alerts are displayed on the screen in the Notifications widget on dashboard and in Mailbox if they have been subscribed for to be delivered either thought email SMS or both The subscribed alert types are User Level Alert
85. ing having reference 112842741960082 has been set to status Auto Authorized Account Number 000003171 1030003171213 Bank Futura TD Branch 20 Debit Card Number Debit Card Hot Listing Captured in Own Bank s ATM Reason Pema Place of Loss wqdwfwee New Debit Card Required Delivery Details Mode of Delivery City Branch Name Name Address City State Country 9 Click OK The Debit Card Hot Listing screen appears OR Click Another Service Request The New Service Request screen appears 32 6 Reset ATM Debit Card PIN Using this option you can raise a request to reset ATM Debit card pin To register a service request for reset ATM Debit card pin 1 From the Select Transaction list select the Reset ATM Debit Card PIN option 2 Click Submit The Reset ATM Debit Card PIN screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 152 New Service Request Reset ATM Debit Card PIN RESET ATM DEBIT CARD PIN 11 06 2015 11 53 39 GMT 0000 w OB 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 change address provided by the customer are incorrect or incomplete The
86. ional Drop Down Indicates the branch name Optional Alphanumeric 35 Indicates the name Optional Alphanumeric 34 3 Indicates the address for delivery of cheque book s Optional Alphanumeric 35 Indicates the city name Optional Alphanumeric 35 Indicates the state name Optional Alphanumeric 35 Indicates the country name Optional Alphanumeric 35 Indicates the postal code Optional Alphanumeric 35 Indicates the phone number User Manual Oracle Banking Digital Experience Retail Customer Services 154 New Service Request Field Name Description User Reference Optional Alphanumeric 25 Indicates the user reference number for future reference From the Select Account Number list select the account number From the Select Debit Card Number list select the debit card number In the Embossing Name field enter the name to be appeared on the card oF eh a oe In the Mode of Delivery field select the appropriate option a If you select Branch option I From the Select City list select the appropriate city name ii From the Select Branch list select the appropriate branch name b If you select the Courier option i In the Name field enter the name of the customer li In the Address field enter the address 7 Click Submit The Reset ATM Debit Card Pin Verify screen appears OR Click Another Service Request The Service Request screen appears User Manual Oracle Bankin
87. ised advertisements and offers for you My Transactions Displays a list of the last N transactions initiated by you Reminders Displays all the reminders due for you on the current day Mini Statement Displays the activity on your accounts for the past N Days Pay Bills Enables you to make quick payments towards utility bills Last 10 Used Cheques Displays the status of the last 10 cheques issued by you Loan Rates Displays the current loan rates of all loan products with the bank 4 Click Confirm Selection The Confirmation message for widget selection appears These widgets appear in the Dashboard Widget screen User Manual Oracle Banking Digital Experience Retail Customer Services 172
88. isplays the cheque number User Manual Oracle Banking Digital Experience Retail Customer Services 39 Cheque Status Inquiry Field Name Description Cheque Status Display Displays the status of cheque for which report is generated Reason Display Displays the reason for stopping the payment of the cheque User Manual Oracle Banking Digital Experience Retail Customer Services 40 Debit Card Details 14 Debit Card Details Using this option you can view the details of the debit card To view debit card details 1 From the Cards menu select Debit Cards and then select Debit Card Details The Get Accounts screen appears Get Accounts GET ACCOUNTS 11 06 2015 07 00 36 GMT 0000 B wy O Select Account All Field Description Field Name Description Select Account Mandatory Drop Down Indicates the account number to view the debit card details From the Select Account list select the appropriate option Click Submit The Get Account with Debit Card Details screen appears Debit Card Details GET ACCOUNTS 11 06 2015 07 03 01 GMT 0000 B yy Select Account All Word Wrap Customize Columns Download Print Card Number Customer ld v Account Number v Branch Card Product Name on Card XXX4568 000003171 1030003171213 Bank Futura TD Branch 202 GOLD SHAMEER XXXXXXX 1245 000003171 1030003171166 Bank Futura TD Branch 202 GOLD shameer Records 1 to 2 of 2 Page tl of 1 User Manual O
89. ity Conditional Drop Down Indicates the city to which the branch belongs Branch Conditional Drop Down Indicates the branch from where the cheque book will be collected Name Optional Alphanumeric 35 Indicates the name to which the delivery shall be done Address Optional Alphanumeric 34 3 Indicates the delivery address of the cheque book s City Optional Alohanumeric 35 Indicates the city name State Optional Alphanumeric 35 Indicates the state name Country Optional Alphanumeric 35 Indicates the country name Postal Code Optional Alphanumeric 35 Type the Postal Code Phone Optional Alphanumeric 35 Indicates the phone number From the Channel Group list select the appropriate channel In the Mode of Delivery field select the appropriate option a If you select Branch option I From the Select City list select the appropriate city name ii From the Select Branch list select the appropriate branch name b If you select the Courier option i In the Name field enter the name of the customer li In the Address field enter the address 7 Click Submit The Reissue Transaction Password Verify screen appears OR Click Another Service Request The Service Request screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 136 New Service Request Reissue Transaction Password Verify REISSUE TRANSACTION PASSWORD VERIFY 12 06 2015 115404 wv O
90. lable for the account Email Optional Check Box Indicates whether email alert facility is available for the account SMS Optional Check Box Indicates whether SMS alert facility is available for the account Push Notification Optional Check Box Indicates whether push notification facility is available for the account 3 Click Register De Register The below screen appears with success message Success Message All alerts that you subscribe for will be sent to the following E Mail Address and or Mobile Number depending on your preferences Email Address sarita kulkarni oracle com Mobile Number 9874563710 Push Notifications shall be made available on your linked device User Manual Oracle Banking Digital Experience Retail Customer Services 57 Alerts 18 1 Default Alerts The default alerts are sent by the system and are not available for the subscription The default alerts are sent whenever the following events take place e User Created User Created Alert Demo Bank India Goregaon East Mumbai 4000 063 2014 03 10 05 30 00 0 Dear Customer Your Login user id has been created ZRETAIL for Internet Banking Browser based Mobile Banking Mobile Application Password for your above userid will be emailed separately Disclaimer This is a system generated mail For any queries please contact the Bank Regards Customer Service Online Banking e User Activated User Activated Alert D
91. le Application ZRETAIL Deactivate Column Description Column Name Description Channel Display Displays the channel description User Id Display Displays the user ID with respect to the channel From Date Mandatory Pick List Indicates the user channel deactivation start date To Date Mandatory Pick List Indicates the user channel deactivation end date To deactivate the channel facility select the Channel box Click Deactivate The Channel Deactivation Verify screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 87 Deactivate User Channel Channel Deactivation Verify CHANNEL DEACTIVATION VERIFY 11 06 2015 08 27 31 GMT 0000 wy O P Channel User ID From Date To Date Browser based Mobile Banking ZRETAIL 15 03 2014 4 Click Deactivate The Channel Deactivation Confirm screen appears OR Click Change to navigate to the previous screen The Channel Deactivation screen appears Channel Deactivation Confirm CHANNEL DEACTIVATION CONFIRM 11 06 2015 08 27 31 GMT 0000 GB wv O RP x Mobile Channel Deactivated Successfully Transaction with reference number 895880871436462 is in Accepted state Channel User ID From Date Browser based Mobile Banking ZRETAIL 15 03 2014 5 Click OK The Channel Deactivation screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 88 Subscribe Unsubscribe Banking Channels 21
92. m the Account Number list select the appropriate account number User Manual Oracle Banking Digital Experience Retail Customer Services 70 Alerts 3 Click Get Alerts The Alert specification screen with the description appears Alerts ALERTS 10 06 2015 06 31 20 GMT 0000 amp 7 O M x User Alerts n 5 Customer Alerts Customer No Select Account Alerts Account Number Select Get Alerts All alerts that you subscribe for will be sent to the following E Mail Address and or Mobile Number depending on your preferences Email Address kalpita khot oracle com Mobile Number 9869082645 Push Notifications shall be made available on your linked device Alert Description Email SMS Push Notification Parameters E Forex Rate Alert Limit Threshold Alert Not Applicable Threshold gt Limit Utilized Alert Not Applicable Not Applicable Login Alert Not Applicable Not Applicable E Login Failed Alert Not Applicable Not Applicable Register De Register Field Description Field Name Description Alert Description Optional Check Box Indicates whether alert facility is available for the account Email Conditional Check Box Indicates whether email facility is available for the account SMS Conditional Check Box Indicates whether SMS facility is available for the account To enable this field select the Mobile Number checkbox User Manual Oracle Banking Digital Experience Retail Customer S
93. mail Ild User Id Password Forgot Password New to Online Banking SIGN IN Delete Clear All Not Mixed Field Description Field Name Description User ID Mandatory Alphanumeric 20 Indicates the user ID Password Mandatory Alphanumeric 20 Indicates the password Choose Theme Optional Drop Down Indicates the theme for the application The options are e Default e Contemporary e Simple e Classic Metro By default the theme will be set as per the set preferences Language Optional Drop Down Indicates the language for the application Note Refer section Multilingual Data Input for detailed note about the impact of language selection User Manual Oracle Banking Digital Experience Retail Customer Services 8 10 Log In Field Name Description Click here to enter Optional Check Box by hovering Indicates whether password input using hovering is enabled Virtual Keyboard Functions Click Upper to arrange the keyboard using upper case characters The caption of the button will change to Lower Click Lower to arrange the key board using lower case characters Click Delete to delete previously entered characters Click Clear All to clear the password field Click Not Mixed to arrange the keyboard as per standard keyboard layout The caption of the button changes to Mixed Click Mixed to change the keyboard layout after every character click Oracle Banking Digital Experience
94. me DFT Beneficiary Account Mo 5818527526552 Beneficiary Email abhigoracle com No Change in transaction details will be possible after authorisation Regards Customer Service Online Banking Disclaimer This is a system generated mail For any queries please contact the Bank User Manual Oracle Banking Digital Experience Retail Customer Services TD Open Alert An alert is sent during the Term Deposit account opening process Alerts 75 Open Term Deposit Alerts A Da id 9 O a IF Open Term Deposit Initiation Message HTML eye Message Developer e 2 Q mare XxX PS Mlowe to Folder amp fe Create Rule Reply Reply Forward amp cay Delete Junk to All Other Actions gt E mail Respond I Actions From FCDB6STADMIN fcdbng com To Abhishek Shukla Cc Subject Open Term Deposit Initiation Demo Bank India Goregaon East Mum bai 4000 063 Dear Customer H Categorize Y Follow Up i 4 Mark as Unread Options Ta Senti Wed 12 22 2010 10 54 PM 30 04 2011 13 00 00 A transaction for Open Term Deposit having Internet Banking Reference No 1177 20735460599 has been Initiated The Details of the transaction are as follows Initiation Details Initiated on TD Details Deposit Amount 4555 00 GBP Maturity Date 30 04 2011 Deposit Product TO_RD_AD CAPITALIZED BASED amp PENALTY Maturity Instructions Renew Principal and Pay Out the Interes
95. me that you have entered during account opening Display Displays the middle name that you have entered during account opening Display Display the last name that you have entered duing account opening Optional Alohanumeric 50 Indicates the mother s maiden name Display Displays the date of birth Display Displays the gender Display Displays the email address Display Displays the phone number you have entered during account opening Display Displays the mobile number you have entered during account opening Interest and Contact Preferences User Manual Oracle Banking Digital Experience Retail Customer Services 103 Field Name Manage Profile IAM Description Do you want to receive alerts from us Your Interests Preferred mode of contact Preferred Time for receiving call Mandatory Option Indicates whether you wish to receive alerts and offers from the bank The options are e Yes e No Note The interest 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 get alerts for the same Conditional Check Boxes Indicates you to select the products and service offered by the bank for which you want to receive offers and alerts This field appears if you select Yes option from the Do you want to receive alerts from us list Optional Check Box
96. n Field Name Description Set User ID Existing User ID Display Displays the existing user ID Specify New User ID Optional Alphanumeric 15 Indicates the new user ID Channels Display Displays the channel for which preference is to be set Set Language Preference Languages Optional Drop Down Indicates the preferred language Set Colour Preference Colours Optional Drop Down Indicates the preferred colour Set Timezone Preference Timezone Optional Drop Down Indicates the preferred timezone Set Login Layout Preference Login Layout Optional Drop Down Indicates the preferred login layout The options are e Contemporary Set Landing Page Transaction List Classic Simple Metro Optional Drop Down Indicates the transaction list The selected transaction will be set as the landing page User Manual Oracle Banking Digital Experience Retail Customer Services 112 Preferences Field Name Description Set As Favorite Set As Favorite Optional Link Click the set as favourite link to set as favourite transactions To set favorite accounts and nick names 2 Click the Set Favorite Account and Nicknames link The Set Account Preference screen appears OR From the Customer Services menu select Set Account Preferences The Set Account Preferences screen appears Set Account Preference SET ACCOUNT PREFERENCES 10 06 2015 11 27 32 GMT 0000 gt w B Disable Acc
97. n Australia Hong Kong unless otherwise agreed to meet all payments made by you or your agents and all drafts drawn or accepted by you or your agents and the amount of all charges commissions and interest in connection with such credits and in connection with the relative goods and I we hereby authorize you to debit my our account or to deduct from the proceeds of our export bills with you with such money on receipt by you of advice of payment or at any time thereafter at you sole discretion We undertake that all annds shall he fully insured anainst all risks and that the insurance nolicies shall he assianed ta vaou as Read the Terms and Conditions and accept or decline the terms and conditions Click Accept to accept the terms and conditions The Force Change Password screen appears OR Click Decline to reject the terms and conditions User Manual Oracle Banking Digital Experience Retail Customer Services 14 First Time Login Step 2 Force Change Password Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Terms and Force Change Force Change Set Account Set Payment Complete Conditions Password Security Nicknames Limits 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 Thank you for accepting Terms and Conditions Change Login Password Change Transaction Password UserID KALPRET
98. n Details Initiated on 31 05 2011 Amount 400 00 EUR source AccountNo 1234567090 Beneficiary Details Destination Account 1000000076 User Name Ashok C No Change in transaction details will be possible after authorisation Regards Customer Service Online Banking Disclaimer This is a system generated mail For any queries please contact the Bank 18 2 Subscribed User Alerts These alerts are sent when there is user level change like change in password change in email account is locked etc The user alerts are sent whenever the following events take place e Login An alert is sent to the account holder as soon as the login process is successful for the respective account irrespective of the channel used for the login process User Manual Oracle Banking Digital Experience Retail Customer Services 64 Alerts Login Ox HIOA Login Alert Message HTML ACi a Message Developer i i i i 3 e IM 3 3 Move to Folder ee Block Sender gg Categorize Create Rule Gi Safe Lists Follow Up Reply Reply Forward cay Delete to All fo Call 2J Other Actions 1 4 Not Junk 4 Mark as Unread Respond Actions Junk E mail Options EE From FCDBSSTADMIN fcdbng com Sent Sat 12 95 2010 9 20 AM To Abhishek Shukla Cc Subject Login Alert Login Information Channel User FCOBAUTH Last Success Login 31 05 2011 13 00 00 Last Failed L
99. nce Report as on Date and Time Field Description Register Report Field Name Description Select Report Type Mandatory Drop Down Indicates the report type 2 From the Report Type list select the appropriate report 3 Click Go The Register Report screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 50 Register Report Register Report REGISTER REPORT 29 Jul 2015 07 44 23 GMT 0000 Report Type Account Balance Report as on Date and Time Frequency Daily Report Output Format POF Activation Date fa Deactivation Date Hour ool Minute oo NOTE REGISTER MANDATORY Report Parameters Account Number All Accounts Run Report View Reports Field Description Field Name Description Frequency Mandatory Drop Down Indicates the report frequency The options are e Daily e Weekly e Monthly e Once e HTML e Excel Report Output Format Mandatory Drop Down Indicates the report output format The options are e PDF e HTML e Excel Date Conditional Pick List Indicates the report activation date User Manual Oracle Banking Digital Experience Retail Customer Services 51 Register Report Field Name Description Hour Conditional Drop Down Indicates the time in hours Minute Conditional Drop Down Indicates the time in minutes Activation Date Conditional Pick List Indicates the report activation date Deacti
100. ndicates the postal code as per the address for delivery of debit card Optional Alphanumeric 35 Indicates the phone number for delivery of debit card User Manual Oracle Banking Digital Experience Retail Customer Services 144 New Service Request Field Name Description User Reference Optional Alphanumeric 25 Indicates the user reference number for future reference From the Select Account Number list select the account number From the Reason list select the reason to apply for ATM Debit card In the Embossing Name field enter the name to be appeared on the card From the Date of Birth list select the date of birth tO OY a In the Mode of Delivery field select the appropriate option a If you select Branch option From the Select City list select the appropriate city name ii From the Select Branch list select the appropriate branch name b If you select the Courier option i In the Name field enter the name of the customer li In the Address field enter the address 8 Click Submit Hs Apply for ATM Debit Card Verify screen appears Click Another Service Request The Service Request screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 145 Apply for ATM Debit Card Verify APPLY FOR ATM DEBIT CARD VERIFY Account Reason Embossing Name Date of Birth Delivery Details Mode of Delivery City Branch Name Name Address City
101. nking Channels The Subscribe Unsubscribe Banking Channels screen appears Subscribe Unsubscribe Banking Channels SUBSCRIBE UNSUBSCRIBE BANKING CHANNEL 06 Aug 2015 14 57 40 GMT 0530 w B x Subscribe Channel SMS BANKING SMS Banking User ID av Password Confirm Password I Unsubscribe Channel INTERNET AND MOBILE BANKING Mobile Browser Mobile Application User ID ZCORPORATE Update Field Description Field Name Description Subscribe Channel Check Box Optional Check Box Indicates whether to subscribe unsubscribe channel User Id Mandatory Alohanumeric 20 Indicates the user D of the initiator of the transaction This is a display field if the channel is part of a group and the user has subscribed to some other channel that is part of the group User Manual Oracle Banking Digital Experience Retail Customer Services 94 Subscribe Unsubscribe Banking Channels IAM Field Name Description Password Mandatory Alohanumeric 75 Indicates the new password that you want to set for the user Confirm Password Mandatory Alphanumeric 75 Indicates to confirm the password that you want to set for the user 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 To unsubscribe from channels 6 select the check box to unsubscribe for mobile bankin
102. ogin 30 04 2011 13 00 00 Regards Customer Service Online Banking Disclaimer This is asystem generated mail For any queries please contact the Bank r Demo Bank India Goregaon East Mumbai 4000 063 31 05 2011 13 00 00 Dear Customer You have logged in through Internet Banking with the following Details hl e Login Failed An alert is sent to the account holder as soon as the login process is failed for the respective account due to incorrect password or any other reason User Manual Oracle Banking Digital Experience Retail Customer Services 65 Alerts Login Failed Login Failed Message HTML z E Bas tn Enider BO ee S y g IM gt Pas Pa Move to Folder By Block Sender gm Categorize t amp Create Rule a Safe Lists Y Follow Up Reply Reply Forward Delete s to All fo Call i Other Actions 7 4 Not Junk 3 Mark as Unread Respond Actions Junk E mail Options Da From FCDB6STADMIN fodbng com Sent Fri 12 24 2010 10 12 PM Ta Abhishek Shukla Cc Subject Login Failed Regards Customer Service Online Banking a Demo Bank India Goregaon East Mumbai 4000 O63 2 04 2011 13 00 00 Dear Customer Your attempt to login with FCOBAUTH through Internet on 30 04 2011 has failed Disclaimer This is a system generated mail For any queries please contact the Bank hl Note If a user tries to enter the incorrect password consecutivel
103. om FCDB6STADMIN fedbng com Sent Fri 12 24 2010 11 19 PM To Abhishek Shukla Cc Subject SEPA Direct Debit Initiation Demo Bank ae India Goregaon East Mumbai 4000 063 30 04 2011 13 00 00 Dear Customer transaction for SEPA Direct Debit having Internet Banking Reference No 16036960 405254 initiated The Details of the transaction are as follows al Initiated on 30 04 2011 Amount 26 00 EUR source Account No Value Date 31 05 2011 User Reference Number Release Beneficiary Details Destination Account 10000006 60 User Name SepaDD Corp No Change in transaction details will be possible after authorisation Regards Disclaimer This is asystem generated mail For any queries please contact the Bank User Manual Oracle Banking Digital Experience Retail Customer Services 62 Alerts e SEPA Credit Transfers SEPA Credit Transfers Oy W 7 g a SEPA Credit Transfer Initiation Message HTM a J Nc _ a E ee e BL _ i ab IM J Move to Folder om Categorize Fe Ss Create Rule Y Follow Up Reply Reply Forward Call Delete Find to All if Other Actions gt ai A Mark as Unread Respond l Actions Options a From FCDE6STADMIN fedbng com Sent Sat 12 25 2010 5 43 AM To Abhishek Shukla Cc Subject SEPA Credit Transfer Initiation ae Demo Bank India Goregaon East 20 04 2011 13 00 00
104. or Actionable Alerts to their end users to complete the transaction on time The Actionable Alerts are available for the following transactions User Manual Oracle Banking Digital Experience Retail Customer Services 81 Alerts e P2P Payment Received for the first timer users e P2P Payment Received for the registered users e Pending Authorization To initiate interactive alerts A user receives the respective link from the bank through Email 1 Click the link The link redirects to the respective webpage 2 Enter the valid login credentials The Pay and Go PnG transaction screen appears 3 Edit the values for the permissible fields Rest of the values are available by default and are disabled Click Submit Enter the transaction password if required Click Proceed The Verification screen appears 7 Click Confirm The Confirmation screen appears 8 Click OK User Manual Oracle Banking Digital Experience Retail Customer Services 82 E Statement Subscription Unsubscription 19 E Statement Subscription Unsubscription Using this option you can subscribe unsubscribe for e statement To subscribe unsubscribe for e statement 1 From the Customer Services menu select E Statement The E Statement Subscription Unsubscription screen appears E Statement Subscription Unsubscription E STATEMENT SUBSCRIPTION UNSUBSCRIPTION 10 06 2015 06 50 45 GMT 0000 gt y B Account Type Select 7
105. ord We recommend using the virtual keyboard for the password field for security reasons Delete Clear All Not Mixed View Passoword Policy Rules for Transaction Password Password should be minimum 6 characters Password should be maximum 20 characters Password can contain lowercase alphabets Password can contain uppercase alphabets Password cannot 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 Rules for Login Password Password should be minimum 0 characters Password should be maximum 0 characters Password cannot contain special characters Password must contain one of the following as first char Password must contain one of the following as last char e Password can contain 0 successive characters e Password can contain 0 repetitions Password can contain 5 successive characters Password can contain 5 repetitions Clear Change Field Description Field Name Description Change Transaction Password User ID Display Displays the user ID User Manual Oracle Banking Digital Experience Retail Customer Services 22 First Time Login IAM Field Name Description Existing Mandatory Alohanumeric 18 Password Indicates the old password
106. ount Nickname CURRENT AND SAVINGS ISLAMIC CURRENT AND SAVINGS ISLAMIC TERM DEPOSITS LOANS TERM DEPOSITS DEBIT CARDS CREDIT CARDS Account No Account Nickname Set As Favourite 000003171 000003171225 000 GBP 000003171258 000 GBP 000003171305 000 USD 000003171360 000 GBP 000003171440 000 GBP 000003171633 000 GBP Field Description Field Name Description Account No Display Displays the account number Account Nick Optional Alphanumeric 16 Name Indicates the account number Set As Favorite Optional Check Box Indicates whether set as favourite transaction is available for a particular account number User Manual Oracle Banking Digital Experience Retail Customer Services 113 Preferences oF Click Save The Preferences screen appears 4 Click Set Preference The Preferences Verify screen appears Preferences Verify PREFERENCES VERIFY 03 Jul 2015 06 38 31 GMT 0000 eS WW Existing UserID ZRETA Favourite Transactions 5 Click Confirm The Preferences Confirm screen with the status message appears OR Click Back to change the user preferences The Set Account Preference screen appears Preferences Confirm PREFERENCES CONFIRM 03 Jul 2015 06 39 45 GMT 0000 5 LW Existing UserID ZRETA Favourite Transactions 6 Click OK The Preferences screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 114 Session Summary 27 S
107. ount Openir 12 B1 Financial Summary Ow third Party Entity I Have 29 848 941 436 83 GBP IOwe 100 372 580 197 484 73 GBP 99 97 00 Current and Savings 29 839 821 901 50 Current and Savings 1 945 550 26 GBP GBP 100 00 Islamic CASA 100 371 553 736 499 83 GBP 03 Term Deposits 8 941 695 73 GBP 00 00 Loans 1 022 481 738 15 GBP Select any entity from the dropdown to be switched to as highlighted in above screen 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 The business user will be able to access transactions accounts of other mapped entities These transactions will depend on the entity specific customer ids as well as entity specific roles mapped to the user Dashboard Multi Entity Login ORACLE znv ev Ah h amp amp O Home Accounts PFM Payments Receive Money Bill Payments New Account Opening Wealth Management Tools Financial Summary a There are no accounts available for this function As outlined screen displays the message about the entity to which user has switched 4 2 Multilingual Data Input Note The application s language will be as per the language selected at the Login screen lf the language selected is Arabic then the application language i e screens headings labels etc
108. parately 1 5 Related Information Sources For more information on Oracle Banking Digital Experience Release 15 1 0 0 0 refer to the following documents e Oracle Banking Digital Experience Licensing Guide e Oracle Banking Digital Experience Installation Manuals User Manual Oracle Banking Digital Experience Retail Customer Services 4 Transaction Host Integration Matrix 2 Transaction Host Integration Matrix Legends nt ore se smer Transaction Name Login First time login Logout Ad hoc Account Statement Request Stop Or Unblock Cheque Request Cheque Book Request Cheque Status Inquiry Debit Card Details Register reports Alerts User Alerts Alerts Account Alerts Alerts Customer Alerts E Statements Subscription E Statements Un subscription Preferences session Summary ATM Branch Locator Mailbox User Manual Oracle Banking Digital Experience Retail Customer Services 5 Transaction Host Integration Matrix Transaction Name FLEXCUBE UBS Third Party Host System Electronic Form initiate NH Third Party Host System pH a Reset ATM Debit Card Pin Open Additional Account Lock Transaction Password Reset Security Questions User Manual Oracle Banking Digital Experience Retail Customer Services 6 3 LogIn Log In This option allows the user to log in to the OBDX application By default the security keyboard option is checked This enables the user to access the interface through a
109. ppears OR Click the Another Account Type to navigate to the previous screen ea Adhoc Statement Request Verify AD HOC STATEMENT REQUEST VERIFY 10 06 2015 10 17 46 GMT 0000 Wy B Account Type ent and Savings Account Number From Date 1 02 2014 To Date 8 Click Confirm The Adhoc Statement Request Confirm screen with the status message appears OR Click Change to modify the transaction User Manual Oracle Banking Digital Experience Retail Customer Services 30 Ad hoc Account Statement Request Adhoc Statement Request Confirm AD HOC STATEMENT REQUEST CONFIRM 10 06 2015 10 17 19 GMT 0000 Wy O B x Transaction with reference number 117824783426734 is in Accepted state Transaction Reference OO0OMSOG110040677 Number Account Type Current and Savings Account Number 000003171225 From Date 01 02 2014 To Date 28 02 2014 Another Request 9 Click Another Request The Adhoc Statement Request screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 31 Stop or Unblock Cheque Request 11 Stop or Unblock Cheque Request Using this option you can block unblock a cheque You can also block unblock set or batch of a cheque by entering the cheque range To stop or unblock a cheque 1 From the Customer Services menu select Stop or Unblock Cheque Request The Stop or Unblock Cheque Request screen appears Stop or Unblock Cheque Request STO
110. ppropriate option 11 In the Answer field enter the answers to the security question 2 12 From the Security Question 3 list select the appropriate option 13 In the Answer field enter the answers to the security question 3 14 Click Save The Set Account Nicknames screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 17 First Time Login Step 4 Set Account Nicknames Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Terms and Force Change Force Change Set Account Set Payment Complete Conditions Password Security Nicknames Limits You can assign the names to the account numbers provided to you by the bank and we shall display these names instead of the account numbers in all the transactions J This will help you to identify the accounts easily and in more human readable form Similarly you can mark certain accounts as favourites and under calact trance actione wa will dirnar tha Antaile ahaut thacn ace nunte anh Varn will ha nraoridard an addaitinnsal antinn ta vima Antaile far All tha are onunte and Security Questions set successfully Disable Account Nickname E ISLAMIC CURRENT AND SAVINGS CURRENT AND SAVINGS TERM DEPOSITS CREDIT CARDS Account No Account Nickname Set As Favourite 00008207 0008207100278 108 GBP 10800008207016 108 GBP 00008232 10800008230029 108 GBP 00008238 10800008230038 108 GBP 00008467 Field Description Field Name Description
111. r Bank s ATM Lost Stolen Fraud Suspected Others On selecting Others type the reason for hot listing in the field displayed Optional Alphanumeric 35 Indicates the place of loss Mandatory Option Indicates whether new debit card is required The options are e Yes e No Mandatory Option Indicates the mode of delivery The available are Branch Courier Post Note On selecting the Branch option the fields mention below shall be display fields Conditional Drop Down Indicates the city to which the branch belongs Conditional Drop Down Indicates the branch name Optional Alphanumeric 35 Indicates the name Optional Alphanumeric 34 3 Indicates the address for delivery of cheque book s User Manual Oracle Banking Digital Experience Retail Customer Services 149 New Service Request Field Name Description City Optional Alohanumeric 35 Indicates the city name State Optional Alohanumeric 35 Indicates the state name Country Optional Alohanumeric 35 Indicates the country name Postal Code Optional Alohanumeric 35 Indicates the postal code Phone Optional Alphanumeric 35 Indicates the phone number User Reference Optional Alphanumeric 35 Indicates the user reference number for future reference 3 From the Account Number list select the account number 4 From the Debit Card Number list select the debit card number to be hot listed 5
112. r account closure To register a service request for account closure 1 From the Select Transaction list select the Account Closure option 2 Click Submit The Account Closure screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 138 New Service Request Account Closure ACCOUNT CLOSURE Account Select Reason elect Another Service Request Field Description Field Name Description Account Mandatory Drop Down Indicates the account number Reason Mandatory Drop Down Indicates the account closure reason From the Account list select the account number to be closed From the Reason list select the account closure reason Click Submit The Account Closure Verify screen appears OR Click the Another Service Request to raise another request The Service Request screen appears Account Closure Verify ACCOUNT CLOSURE VERIFY 27 Jul 2015 13 15 08 GMT 0000 Account Balance Reason MESSAGES amp Transaction will be stored in Release queue after final authorisation Bank Administrator need to release the transaction to process it 6 Click Confirm The Account Closure Confirm screen appears OR Click Back to modify the closure details The Account Closure screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 139 New Service Request Account Closure Confirm ACCOUNT CLOSURE CONFIRM 27 Jul 2
113. racle Banking Digital Experience Retail Customer Services 41 Debit Card Details Field Description Field Name Description Card Number Display Displays the debit card number Customer Id Display Displays the customer ID Account Number Display Displays the account number of the user Branch Display Displays the branch of the card number Card Product Display Displays the name of the card product Name on card Display Displays the name on the card The options mentioned below are applicable for records of debit card details To enable the word wrap in the columns select the Word Wrap check box Click Customize Columns to reorder the columns or select the columns that appear in the debit card details list Click Download to download all or selected columns in the debit card details list You can download the list in PDF XLS HTML and RTF formats Click Print to print the debit card details list and open the list as a PDF document Click to view the first page of the debit card details list Click to view the previous page of the debit card details list Click to view the next page of the debit card details list Click to view the last page of the debit card details list From the Page list select the required page number of the debit card details list From the Show Rows list select the number of rows to be displayed in the debit card details list Click next to the required column to sort the
114. records of debit card details in ascending or descending order 4 Click the link under the Card Number column to view the debit card details The debit cards screen with respective card details appear User Manual Oracle Banking Digital Experience Retail Customer Services 42 5 User Manual Oracle Banking Digital Experience Retail Customer Services View Debit Card Details DEBIT CARDS Customer Details Customer Id Branch Card Product Account Number Name on Card Card Details Request Reference Number Card Number Is Primary Card Primary Card Number Card Application Date Card Issue Date Card Renewal Date Card Status Card Status Card Dispatch Status Pin Mailed Status Last Status Change Date Last Operation ATM Limits ATM Limit Unit ATM Count Limit ATM Amount Limit Remote ATM Limit Unit Remote ATM Count Limit Remote ATM Amount Limit POS Limits POS Limit Unit POS Count Limit POS Amount Limit Remote POS Limit Unit Remote POS Count Limit Remote POS Amount Limit Click Back to navigate to the previous screen Bank Futura TD Branch 202 GOLD 1030003171213 SHAMEER 112233 XXX4568 Y 14 10 2013 Renewed 0 0 00 GBP 0 00 GBP 0 0 00 GBP Debit Card Details 11 06 2015 07 07 32 GMT 0000 G wy O PR 43 Manage External Accounts 15 Manage External Accounts The user may have accounts in multiple banks This option enables
115. rom the SWIFT Code list select the appropriate code 4 In the Effective Date field select the start date for the external account 5 Click Submit The Manage External Account Verify screen appears Manage External Account Verify MANAGE EXTERNAL ACCOUNT VERIFY 05 06 2015 09 30 33 GMT 0000 fr Account Number 76806069757 Account Name KETKI SHA SWIFT Code BONYNY1 Bank Name iri sal Address BO Currency Effective Date 12 03 2016 Closing Date 6 Click Confirm The Manage External Account Confirm screen with the status message appears User Manual Oracle Banking Digital Experience Retail Customer Services 45 Manage External Accounts Manage External Account Confirm MANAGE EXTERNAL ACCOUNT CONFIRM 05 06 2015 09 30 33 GMT 0000 wy B x External Account Details Added Successfully Account Number GWLI8 7680606975764 Account Name KETKI SHAH BANK OF NEW YORK OQ f f Y l a SWIFT Code BONYNY1U Bank Name MELLON Address BONYNY1U New York Currency Effective Date 12 Closing Date 7 Click OK The Manage External Account screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 46 External Account Statement 16 External Account Statement Using the external account statement you can see the account statements for external accounts registered The account statement will be displayed only if any MT940 statement is received from the other Bank To
116. s e Customer Level Alerts Account Level Alerts To register for alerts 1 From the Customer Services menu select Alerts The Alerts screen appears User Manual Oracle Banking Digital Experience Retail Customer Services Alerts Alerts User Alerts Customer Alerts Customer No Select Account Alerts Account Number Select Field Description Field Name Description Alert Type Optional Option Indicates the alert type The alert types are User Alerts e Customer Alerts Account Alerts Customer No Optional Drop Down Indicates the customer number Account Number Optional Drop Down Indicates the account number User Manual Oracle Banking Digital Experience Retail Customer Services 56 Alerts Alert Registration Alert Description Push Notification Parameters Beneficiary Alert Not Applicable Not Applicable Bill Pay Alert Not Applicable TD Open Alert Not Applicable TD Status Alert Not Applicable Register De Register 2 To enable the alert facility select the appropriate Alert Description check box Selected Alerts Alert Description Email Push Notification Parameters Beneficiary Alert Not Applicable Not Applicable Bill Pay Alert 7 Not Applicable TD Open Alert 7 Not Applicable TD Status Alert 7 Not Applicable Register De Register Column Description Column Name Description Alert Description Optional Check Box Indicates whether alert facility is avai
117. se in any inherently dangerous applications including applications that may create a risk of personal injury If you use this software or hardware in dangerous applications then you shall be responsible to take all appropriate failsafe backup redundancy and other measures to ensure its safe use Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws Except as expressly permitted in your license agreement or allowed by law you may not use copy reproduce translate broadcast modify license transmit distribute exhibit perform publish or display any part in any form or by any means Reverse engineering disassembly or decompilation of this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is not warranted to be error free If you find any errors please report them to us in writing This software or hardware and documentation may provide access to or information on content products and services from third parties Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content products and services Oracl
118. ser Manual Oracle Banking Digital Experience Retail Customer Services 24 Log Out IAM 8 Log Out IAM Using this option you can logout from the application To logout of the application LOGOUT 1 Click LOGOUT to logout Log Out ORACLE JOHN SMITH w l E HOME TRANSACTIONACTIVITIES ACCOUNTS PAYMENTS BILLPAYMENTS COLLECTION AND REM CUEN Login 06 AUG 2015 16 43 41 Last Login gt 06 AUG 2015 15 08 09 Last Failed Login 06 JUL 2015 15 21 44 CHANGE PASSWORD Zolcien The Log Off page appears Log Off ORACLE LOG OFF You have been logged off from Flexcube Internet Banking It is recommended to close this browser window for security reasons CLOSE WINDOW User Manual Oracle Banking Digital Experience Retail Customer Services 25 Forgot Password 9 Forgot Password A user can reset a password using Forgot Password link available on the screen To reset the password ie Click the Forgot Password link in the log in screen The Reset Password screen appears Reset Password Reset Password 11 06 2015 11 56 26 Existing Customer Registered User User ID Field Description Field Name Description lt is mandatory to select either Existing Customer or Registered User option Existing Customer Optional Option Indicates the existing customer Registered User Optional Option Indicates the registered user User ID Conditional Alohanumeric 20 In
119. stablishing any such credit and to provide you with sufficient and cleared funds in Australia Hong Kong unless otherwise agreed to meet all payments made by you or your agents and all drafts drawn or accepted by you or your agents and the amount of all charges commissions and interest in connection with such credits and in connection with the relative goods and I we hereby authorize you to debit my our account or to deduct from the proceeds of our export bills with you with such money on receipt by you of advice of payment or at any time thereafter at vou sole discretion vr Read the Terms and Conditions and accept or decline the terms and conditions Click Accept to accept the terms and conditions The Force Change Password screen appears OR Click Decline to reject the terms and conditions User Manual Oracle Banking Digital Experience Retail Customer Services 21 First Time Login IAM Step 2 Force Change Password Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Terms and Force Change Force Change Set Account Set Payment Complete Conditions Password Security Nicknames Limits 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 Thank you for accepting Terms and Conditions Change Transaction Password UserID KKRETAIL Enter Old Password New Password Confirm New Passw
120. statement access for the external accounts The Add External Accounts option allows the user to add external accounts To add external accounts 1 From the Accounts menu select Add External Accounts The Manage External Accounts screen appears Manage External Accounts MANAGE EXTERNAL ACCOUNTS 05 06 2015 09 29 51 GMT 0000 Account Number Account Name SWIFT Code Bank Name Address Currency China CNY Effective Date Closing Date Mandatory Fields Field Description Field Name Description Account Number Mandatory Alohanumeric 20 Indicates the account number Account Name Optional Alphanumeric 50 Indicates the account name SWIFT Code Mandatory Pick List Indicates the SWIFT code to search bank details Type the search characters in the adjacent field to perform search based on the typed characters if required User Manual Oracle Banking Digital Experience Retail Customer Services 44 Manage External Accounts Field Name Description Bank Name Display Displays the bank name corresponding to the SWIFT code Address Display Displays the bank address Currency Mandatory Drop Down Indicates the currency Effective Date Mandatory Pick List Indicates the start date for the external account Closing Date Mandatory Pick List Indicates the end date for the external account 2 In the Account Number field enter the account number 3 F
121. 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 Branch Courier Select City 7 Select Branch Name Address City State Country Zip Postal Code Phone User Reference Indicates mandatory field Indicates mandatory if particular option is enabled Another Service Request Field Description Field Name Description Select Account Mandatory Drop Down Number Indicates the account number Select Debit Card Mandatory Drop Down Number Indicates the debit card number User Manual Oracle Banking Digital Experience Retail Customer Services 153 Field Name New Service Request Description Security Key Embossing Name Delivery Details Mode of delivery City Branch Name Address City State Country Postal code Phone Mandatory Alohanumeric 20 Indicates the security key as mentioned on the card Mandatory Alohanumeric 35 Indicates the embossing name as mentioned on the card Mandatory Option Indicates the mode of delivery The options available are Branch Courier o Post Note On selecting the Branch option the fields mention below shall be display fields Conditional Drop Down Indicates the city to which the branch belongs Condit
122. t User Name abhi entity No Change in transaction details will be possible after authorisation Regards Customer Service Online Banking Disclaimer This is a system generated mail For any queries please contact the Bank 3 Bill Pay Alert An alert is sent whenever the Bill Payment is affected within the system User Manual Oracle Banking Digital Experience Retail Customer Services 76 Bill Pay Alert HW wo Pay Bil eo a ca Message Developer BQ om XK Alerts Initiation Message HTML A3 Move to Folder By Categorize 7 gi t Create Rule Follow Up Reply Reply Forward Ra Call Delete Junk Find to All Respond 3 Other Actions F_mail i Mark as Unread x Actions Options ra Abhishek Shukla Pay Bill Initiation Demo Bank India Goregaon East Mumbai 4000 063 Dear Customer Sent Mon 12 27 2010 12 33 PM 31 05 2011 13 00 00 A transaction for Pay Ball having Internet Banking Reference No 137236342500634 has been Initiated and Authorized The Details of the transaction are as follows Initiation Details Initiated on Bill Details Biller Name Bill Number Bill Date Amount Paid User Name 31 05 2011 VODAFONE INDIA 1112323233523 31 05 2011 112 00 GBP Reatil abhishek No Change in transaction details will be possible after authorisation Regards Customer Service Online Banking Dis
123. t applicable MT101 Transfer Buy Mutual Fund Switch Mutual Fund Bulk International Transfer Bulk Mixed Payments Redeem Mutual Fund Reduction in limits will be applicable from the next calendar date after final authorization Please note that Bulk Virtual Account reducing the Minimum Transaction Limit parameter will be considered as an increase in the limit definition Demand Draft Request Domestic Account Transfer T7 Select the transactions from the list of transactions available to you 18 In the New Limits field enter the new 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 19 Click Skip to continue to the next screen OR Click Change to change the limits User Manual Oracle Banking Digital Experience Retail Customer Services 19 First Time Login Step 6 Complete Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Terms and Force Change Force Change Set Account Set Payment Complete Conditions Password Security Nicknames Limits Thank you for setting up your Internet Banking Preferences Enjoy the Net Banking Step Step Name Completion Status Completion Message Terms and Conditions Complete Thank you for accepting Terms and Conditions Force Change Password Complete Password changed successfully Force Change Security Complete Security Questions set successfully Set Account Nicknames Complete User Preferen
124. t 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 From the Customer Services menu select New Service Request The Service Requests screen appears From the Select Transaction list select the Reissue Transaction option Click Submit The Reissue Transaction Password screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 134 New Service Request Reissue Transaction Password REISSUE TRANSACTION PASSWORD 12 06 2015 11 50 28 Y onl Channel Group Select Delivery Details Mode of Delivery Branch Courier Select City z Select Branch Name Address City State Country Zip Postal Code Phone User Reference Indicates mandatory field Indicates mandatory if particular option is enabled Another Service Request Field Description Field Name Description Channel Group Mandatory Drop Down Indicates the channel group Delivery Details Mode of delivery Mandatory Option Indicates the mode of delivery The options available are Branch 6 Courier Note On selecting the Branch radio button the fields mention below shall be display fields User Manual Oracle Banking Digital Experience Retail Customer Services 135 New Service Request Field Name Description C
125. te Modify Cheque Status Daily End Date 30 Jun 2015 Reminder for cheque status Delete Modify gt 26 Jun 2015 gt 27 Jun 2015 Register New Reminder 11 Click the Delete Modify link to delete or modify a reminder 12 Click Register New Reminder The Registration screen appears Registration REGISTRATION 10 06 2015 08 56 18 GMT 0000 GB wy O F Subject Frequency Start Date End Date Description User Manual Oracle Banking Digital Experience Retail Customer Services 128 Reminders Field Description Field Name Description Subject Mandatory Alohanumeric 50 Indicates the subject of the reminder Frequency Mandatory Drop Down Indicates the frequency of the reminders Start Date Mandatory Pick List Indicates the start date for the reminders End Date Mandatory Pick List Indicates the end date for the reminders Description Mandatory Alohanumeric 100 Indicates the description for the reminder 13 Click Register The Reminders Registration Confirm screen appears OR Click Cancel to navigate to the previous screen Reminders Registration Confirm REMINDERS REGISTRATION CONFIRM 10 06 2015 08 59 35 GMT 0000 S we B Reminder set successfully Subject Mailbox Reminder Frequency Daily Start Date End Date 2 Description Ren 14 Click OK The Reminder Schedule screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 129
126. tegorize 7 4a eS Create Rule Follow Up Reply Reply Forward Call Delete Junk Find to All ta Call 2J Other Actions E mail A Mark as Unread Respond Actions Options a From FCDB6STADMIN fedbng com Sent Sat 12 25 2010 5 11 AM To Abhishek Shukla Cc Subject International Account Transfer Initiation Demo Bank India Goregaon East Mum bai 4000 063 30 04 2011 13 00 00 Dear Customer A transaction for intema al Account Transfer having Internet Banking Reference No 17935622046 The Details of the transaction are as follows Initiation Details Initiated on 30 04 2011 Amount 126 00 GBP source Account No 1000000695 Value Date 31 07 2011 Beneficiary Details Destination Account 7100192313 User Name CCCG RETAIL No Change in transaction details will be possible after authorisation Regards Customer Service Online Banking Disclaimer This is a system generated mail For any queries please contact the Bank User Manual Oracle Banking Digital Experience Retail Customer Services 61 Alerts e SEPA Direct Debits SEPA Direct Debits ii Oe S SEPA Direct Debit Initiation Message HTML Message Developer gt 23 QM x lt 3 Move to Folder N EG Categorize 4 amp Create Rule Y Follow Up Reply Reply Forward car Delete _ to All fo Call E Other Actions rA Mark as Unread Respond Actions Options ES Fr
127. th the description appears Select the Forex Alert check box under the Alert Description column Select the appropriate alert channel for example email SMS push notification Click the Set view Parameters link The Forex Alert Subscription screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 78 Alerts Forex Alert Subscription ALERTS 08 06 2015 10 47 41GMT 0000 B y User Alerts Crctomer Alerte Cructnamer No Select FOREX ALERT Forex Alerts Subscription Want To Buy Currency Sell Currency Target Price Active From Active To Buy Foreign currency notes UAE Dirham 7 UAE Dirham X Add More Note All Forex Alerts are one time alerts The alert definition will be deleted once the same has been generated Register De Register Field Description Column Name Description Alert Number Display Displays the alert number Want To Mandatory Drop Down Indicates the desired purpose Buy Currency Mandatory Drop Down Indicates buying a currency Note It is possible for the user to define multiple currency pairs for which to receive forex alerts By default the user is able to define up to 5 currency pairs Sell Currency Mandatory Drop Down Indicates selling a currency Target Price Mandatory Input Box 15 Indicates the target price User Manual Oracle Banking Digital Experience Retail Customer Services 79 Alerts
128. that the details mentioned are accurate and are same as they appear in the documents submitted by you for verification Title Mr First Name Middle Name Last Name j Mother s Maiden Name Gender Date of Bith 10 01 1985 Email Address zartab x khalique orat Contact Details Please provide your Contact details We will use these contact details to contact you if we requires any clarifications while opening the account All the notifications and details about the steps which will be required to be completed next shall be provided using these contact details These contact details will also be used after opening the account successfully Phone Number Mobile Number 9988007789 You are registered to receive P2P payments On changing the contact details the mobile number registered to receive P2P payments shall also be modified Interest and Contact Preferences Do you want to receive l e alerts and offers from us YES No C Email Preferred mode of contact F Mobile Field Description Field Name Description Personal Details User Manual Oracle Banking Digital Experience Retail Customer Services 102 Field Name Title First Name Middle Name Last Name Mothers Maiden Name Date of Birth Gender Email Address Contact Details Phone Number Mobile Number Manage Profile IAM Description Display Displays the account title Display Displays the first na
129. tion ssssssnnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn mnnn 83 Deactivate User Channel essare aaaea EAEN a 87 Subscribe Unsubscribe Banking Channels ccccccssesseeeeceeesseeeeeeensseeeseeenseeesseoenneeesseoeaes 89 Subscribe Unsubscribe Banking Channels IAM ccccssssseeeeeeessseeeseeeenseesseoeenseesseoeees 94 Manage PIO Geisccdscecaccssecccccsadeceasasccccectes coussndecesc ea EGE EEEE ESen aea S aE a E rT 98 Manage Prone SCAM crees a aa a Eae a aaa asai 102 FRESE Securty QUESHONS cisse a aE aa aAa anai 106 PICTON CI COS ocio e O a a a a a o a a S 108 SESSION SUMM ATY a a steerer a AE a a aa a a 115 MaDO K aea a e Me Wan E A E a E a A Net ae 117 RINT GS a a a T A a A a T a 125 ElECTONIC FONN NIATE irai a a a e 130 FOFCIGN Exchange Rate INQUINY sra a ea a aaa a Aaa aa E 132 NEW Service REGUES oen aae Esaiae EE ENE EEEa E aAa E Aa 134 Open Additional ACCOUNT c scc cece caccaciaeracetewedearccansacccaduastates aaa aa OAN aa aaa aa EEA aaa 158 Forc Change PassWord iiias aE Naaa ARE AAR aa aaa i EEA 161 LOCK TransacuUon PassWord esia e aE a ESA 164 ATM Branem LOCATOR isaisa a e aE a EE E E RA aAa 166 Foreign Exchange Calculator Areia ionen aa aaa aa a a aaea AA ESA 168 Dashboard Widget Management nnusnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn nnmnnn 170 User Manual Oracle Banking Digital Experience Retail Customer Services jii Preface 1 Preface 1 1
130. to Folder fo Block Sender pm Categorize 4A t a gs Create Rule cR Safe Lists Follow Up Reply Reply Forward amp Ra Call Delet 5 Find to All eg Other Actions 7 Not Junk 52 Mark as Unread Respond Actions Junk E mail Options la sent Sat 12 25 2010 11 20 AM Subject Change Transaction pin Demo Bank India Goregaon East Mumbai 4000 063 31 05 2011 13 00 00 Dear Customer Your Internet Banking transaction pin has been changed to LIMIT30 Disclaimer This is a system generated mail For any queries please contact the Bank Regards Customer Service Online Banking e Transaction Initiation Service Request Process and the Status Change e Reminder Alert for Future Dated Transactions Pay Later e Reminder Alert for Authorization e Alert for successful processing of Transaction Pay Now e Alert for successful processing of Future Dated Fund Transfers Pay Later e Alert for failure in processing of Fund Transfers Pay Later e Alert to Beneficiary that are applicable for following Internal Remittance Internal Transfer Domestic Transfer International Funds Transfer User Manual Oracle Banking Digital Experience Retail Customer Services 60 Alerts International Funds Transfer il I amp International Account Transfer Initiation Message H e m ia Ma Ca oy ir Message Developer e M Pas A3 Move to Folder B a Ca
131. ubscribe channel section shows channel that have already been subscribed by the user To unsubscribe from channels select the check box to unsubscribe for mobile banking Click Update The Subscribe Unsubscribe Banking Channels Verify screen appears Subscribe Unsubscribe Additional Channel Verify SUBSCRIBE UNSUBSCRIBE BANKING CHANNEL VERIFY 10 06 2015 10 42 32 GMT 0000 yw Unsubscribe Channels INTERNET AND MOBILE BANKING UserID ZRETAIL Channels Mobile Application 5 Click Confirm to unsubscribe the selected channels The Subscribe Unsubscribe Banking Channels Confirm screen appears OR Click Change to navigate to the previous screen The Subscribe Unsubscribe Additional Channel screen appears Subscribe Unsubscribe Additional Channel Confirm SUBSCRIBE UNSUBSCRIBE BANKING CHANNEL CONFIRM 10 06 2015 10 42 32 GMT 0000 wy O Transaction with reference number 102753430427308 is in Accepted state Unsubscribe Channels INTERNET AND MOBILE BANKING UserID ZRETAIL Channels Mobile Application 6 Click OK The Subscribe Unsubscribe Banking Channels screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 90 Subscribe Unsubscribe Banking Channels 21 2 Subscribe for Other Channels To subscribe for other channels l From the Customer Services menu select Subscribe Unsubscribe Banking Channels The Subscribe Unsubscribe Banking Channels screen appears
132. uency Monthly Day Of the Month 6 Click Change to navigate to the previous screen to modify the input data The E Statement Subscription Unsubscription Confirm screen appears OR Click Confirm The E Statement Subscription Unsubscription screen appears E statement Subscription Unsubscription Confirm E STATEMENT SUBSCRIPTION UNSUBSCRIPTION CONFIRM 27 Aug 2015 14 57 45 GMT 0530 wy O B Transaction with reference number 179779071066689 is in Accepted state Account Type Term Deposits Account No 000003171 104104112543S2 CORE_COMB_STN Primary Email ld megha d daga oracle com Secondary Email Id Frequency Daily re Click OK The E statement Subscribe Unsubscribe screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 86 Deactivate User Channel 20 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 transaction you can deactivate your mobile banking channel users To deactivate user channel 1 From the Customer Services menu select Channel Deactivation The Channel Deactivation screen appears Channel Deactivation CHANNEL DEACTIVATION 11 06 2015 08 25 13 GMT 0000 B yy Channel Deactivation Channel User ID From Date To Date Browser based Mobile Banking ZRETAIL Mobi
133. uestion 1 SECURITY_QUESTION Answer1 Cricket Question 2 SECURITY_QUESTION Answer2 Mumbai Question 3 SECURITY_QUESTION Answer3 Service User Manual Oracle Banking Digital Experience Retail Customer Services 106 Reset Security Questions 5 Click Confirm The Security Questions Maintenance Confirm screen appears Set Security Questions Confirm SET SECURITY QUESTIONS CONFIRM 09 06 2015 09 49 14 GMT 0000 w O B x Security Questions set successfully Question 1 SECURITY_QUESTION Answer1 Cricket Question 2 SECURITY_QUESTION Answer2 Mumbai Question 3 SECURITY_QUESTION Answer3 Service 6 Click OK The Set Security Questions screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 107 Preferences 26 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 From the Customer Services menu select Preferences The Preferences screen appears Preferences 1 PREFERENCES 11 06 2015 08 53 27 GMT 0000 a w H x A Set User ID Existing UserID ZRETAIL Specify New User ID View User ID Policy Internet Banking The new user id will be applicable for Browser based Mobile Banking Mobile
134. unt opening Display Displays the mobile number you have entered during account opening User Manual Oracle Banking Digital Experience Retail Customer Services 99 Manage Profile Interest and Contact Preferences Do you want to receive alerts and offers from us Preferred mode of contact Preferred Time for receiving call Mandatory Option Indicates whether you wish to receive alerts and offers from the bank The options are e Yes e No Note The interest s 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 get alerts for the same Optional Check Box Indicates the preferred mode of contact The options are e Email e Mobile Optional Drop Down Indicates the preferred time for receiving call from bank In the Personal Details section enter the appropriate details In the Contact Details section enter the appropriate contact details Click Save The confirmation screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 100 Manage Profile Manage Profile Confirm MANAGE PROFILE 09 06 2015 09 26 40 GMT 0000 eS wW E x Profile updated successfully Personal Details Please provide your personal details The account shall be opened with these details Please ensure that the details mentioned are accurate and are same as they appear in the
135. vation Date Conditional Pick List Indicates the report deactivation date Hour Conditional Drop Down Indicates the time in hours Minute Conditional Drop Down Indicates the time in minutes From the Frequency list select the report frequency Click Run Report The File Download Security Warning screen appears File Download Security Warning MESSAGE Do you wish to receive the reports on the registered email id Yes 6 Click Save to save the file OR Click Cancel to close the window To register a report 7 Click Register The Report Registration Verification screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 52 Register Report Register Report Verification REPORT REGISTRATION VERIFICATION 29 Jul 2015 08 33 12 GMT 0000 Schedule Type Report Name Activation Date Deactivation Date Schedule Time Monthly Account Balance Report as on Date and Time 16 Mar 2016 31 Jul 2016 00 00 Report Parameters 3171225 C 000 00000317 8 Click Confirm The Register Reports screen appears OR Click Back to navigate to the previous screen Report Registration Confirmation REPORT REGISTRATION CONFIRMATION 29 Jul 2015 08 33 12 GMT 0000 Report Registered Successfully Transaction with reference number 184449654969456 is in Accepted state Schedule Type Report Name Activation Date Deactivation Date Schedule Time Monthly Account Balance Report as on Date and T
136. virtual keyboard appearing on the screen by either clicking or hovering on the keys Alternatively the user can clear the security keyboard option and can use the keyboard To log in to OBDX 1 In the address bar of the browser enter the appropriate application URL 2 Click the Personal tab The main page of the application for retail users appears Oracle Banking Digital Experience PERSONAL CORPORATE ENGLISH i DEFAULT r LOGIN REGISTER GOAL r K NAN B 4 Goals help you to realize andWachieve your dreams faster and more efficiently PRODUCTS amp OFFERS P2P PAYMENT Current Accounts Insurance With P2P payments user can transfer funds to Y ai a recipients email ID Mobile number or aoaaa Facebook ID Once initiated the recipient will recieve a notification to use the online interface i 3 to claim the funds Received P2P Payment Our Current Accounts are designed to help you Whether you are looking for a insurance to make a manage your transactions Find out more about our secure life for your future we have a perfect plan for TOOLS amp CALCULATORS different types of current accounts you 3 Click Login The Oracle Banking Digital Experience application login screen appears User Manual Oracle Banking Digital Experience Retail Customer Services Claim Now Log In Login LOGIN VIRTUAL KEYBOARD User ID We recommend using the virtual keyboard for the password field for security reasons E
137. will be in Arabic The language of input data fields where user has to enter any data will depend on pre maintained configuration Suppose for Arabic language the language options for input data field are maintained as Arabic amp English then if the user has selected language preference as Arabic while login then he can enter data in input data fields in Arabic or English User Manual Oracle Banking Digital Experience Retail Customer Services 13 First Time Login 5 First Time Login For the first time login the user needs to change the password change account nick names and modify the limits Once the process is completed user lands to the first screen or the Landing page To log in to the Oracle Banking Digital Experience Logon to the Internet Banking application through new User ID and Password The First Time Login screen appears Step 1 Terms and Conditions Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Terms and Force Change Force Change Set Account Set Payment Complete Conditions Password Security Nicknames Limits It is a mandatory step before you continue with first time please read through our Internet Banking Terms and Conditions available below To continue please click Accept lf you do not accept the Terms and Conditions please click on Decline to immediately discontinue the access to the Online Banking services consideration of your opening or establishing from time to time at my our request
138. with the status message appears Stop Cheque Request Confirmed STOP CHEQUE REQUEST CONFIRMED 43 Jul 2015 14 42 20 GMT 0530 amp Transaction with reference number 601433291829188 is in Under Process state EBanking Reference No Account Number RT2003171015 Reason Cheque Number OK E Receipt 4 Click OK The Stop or Unblock Cheque Request screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 33 Cheque Book Request 12 Cheque Book Request Using this option you can request for a cheque book To request for a cheque book 1 From the Customer Services menu select Cheque Book Request The Cheque Book Request screen appears Cheque Book Request CHEQUE BOOK REQUEST 10 06 2015 04 43 30 GMT 0000 Your request for Cheque Book will be processed and the Cheque Book shall be mailed to the address registered with us Select Account Select 7 No of Cheque Books Select Cheque Book Option Select Delivery Details Mode of Delivery Branch Courier Select City x Select Branch Name Address City State Country Zip Postal Code Phone Indicates mandatory field Indicates mandatory if particular option is enabled Field Description Field Name Description Select Account Mandatory Drop Down Indicates the account number User Manual Oracle Banking Digital Experience Retail Customer Services 34 Cheque
139. xternal account numbers mapped to the user Currency Display Displays the account currency Description Display Displays the account description Effective Date Display Displays the effective date of the account statement registration Closing Date Display Displays the closing date of the account statement registration 2 Click Delete to de link the external account from statement view The External Account Delete Verify screen appears OR Click View Statement The External Account Statement Details screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 48 External Account Statement External Account Delete Verify EXTERNAL ACCOUNT DELETE VERIFY 11 06 2015 07 24 41 GMT 0000 ew O G xX Account Number 1119ONMHY679 Account Name KETKI GUPTE SWIFT Code ABNAGBOS Bank ABN AMRO ENGLAND Address ABNAGBOS5 Effective Date Closing Date Currency 3 Click Confirm The External Account Delete Confirm screen appears 4 Click OK The External Account Statement screen appears User Manual Oracle Banking Digital Experience Retail Customer Services 49 17 Register Report Using this option you can register and download a report To register and download a report 1 From the Customer Services menu select Register Report The Register Report screen appears Register Report REGISTER REPORT 29 Jul 2015 07 42 23 GMT 0000 Report Type Account Bala
140. y for more than n number of times then the respective account may get automatically locked User Manual Oracle Banking Digital Experience Retail Customer Services 66 Alerts Account Locked Din How F User Account Locked Message HTML aay Message Developer F Qo Reply Reply Forward aii Delete to All Other Actions J Not Junk Mark as Unread Pas e3 Move to Folder amp Block Sender 5 Categorize i Create Rule ca Safe Lists Follow Up Respond Actions Junk E mail Options m From FCDBSSTADMIN fedbng com Sent Thu 12 16 2010 7 48 PM To Abhishek Shukla Cc Subject User Account Locked Regards Customer Service Online Banking a Demo Bank India Goregaon East Mumbai 4000 063 31 03 2011 13 00 00 Dear Customer Your User FCDBUSER for Channel Internet has been locked on 31 03 2011 Disclaimer This is asystem generated mail For any queries please contact the Bank e Limit Utilization On authorizing the transaction type an alert about the limit utilization is sent to the account holder User Manual Oracle Banking Digital Experience Retail Customer Services 67 Alerts Limit Utilization Demo Bank India Goregaon East 15 04 2011 13 00 00 Dear Customer Your limit utilization details for Transactions after authorization of transaction having Internet E Banking Reference No 351276297141

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