User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets
Contents
1. 014 00 00 00 13 03 2014 00 00 00 13 03 2014 00 00 00 13 03 2014 00 00 00 13 03 2014 00 00 00 13 03 2014 00 00 00 bi Amount USD 1 510 00 GBP 1 000 00 GBP 1 000 00 GBP 12 00 GBP 200 00 GBP 61 63 GBP 2 112 00 GBP 385 03 USD 231 03 GBP 123 00 GBP 125 00 GBF 83 67 GBP 83 67 GBP 83 67 Status Pendin F di Fending Fending Fending Fending Fending Fending Fending Fending Fending Fending Fending Fending Fending 4 Select the appropriate transfer type Click Cancel Transfer The Cancel Pending Transfer Verify screen appears Click Confirm The Cancel Pending Transfer Confirm screen appears Cancel Pending Transfer Confirm Cancel Pending Transfer Confirm 01 09 2014 15 54 15 GMT 0530 5 yy O Transaction submitted for Cancel Pending Transfers having reference 120983401494956 has been set to status Initiated Host Reference Number Source Account Destination Account Transfer Date Amount Transter Type Within Bank Transfer 000FTIM110040061 000003171258 000003171225 13 03 2014 00 00 00 12 00 GBP E Receipt User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Transfer Payments 17 7 Click OK The Pending Transfers screen appears User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Transfer Payments Scheduled Transactions 182. ORACLE Oracle FLEXCUBE Direct Banking Dashboard Widgets Transfer Payments User Manual Release 12 0 3 0 0 Part No E52543 01 April 2014 Dashboard Widgets Transfer Payments User Manual April 2014 Oracle Financial Services Software Limited Oracle Park Off Western Express Highway Goregaon East Mumbai Maharashtra 400 063 India Worldwide Inquiries Phone 91 22 6718 3000 Fax 91 22 6718 3001 www oracle com financialservices Copyright O 2008 2014 Oracle and or its affiliates All rights reserved Oracle and Java are registered trademarks of Oracle and or its affiliates Other names may be trademarks of their respective owners U S GOVERNMENT END USERS Oracle programs including any operating system integrated software any programs installed on the hardware and or documentation delivered to U S Government end users are commercial computer software pursuant to the applicable Federal Acquisition Regulation and agency specific supplemental regulations As such use duplication disclosure modification and adaptation of the programs including any operating system integrated software any programs installed on the hardware and or documentation shall be subject to license terms and license restrictions applicable to the programs No other rights are granted to the U S Government This software or hardware is developed for general use in a variety of information management applications It is not dev
3. Reminders Today Add Reminder 11 Mar 2014 Tuesday 2 Click Add Reminders The Registration screen appears 3 In the Subject field enter the subject of the reminder 4 From the Frequency list select the appropriate option User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Transfer Payments 14 Reminders From the Start Date list select the reminder start date From the End Date list select the reminder end date In the Description field enter the description of the reminder Registration Registration 01 09 2014 14 55 50 GMT 0530 Subject CASA Account Frequency Daily y Start Date 02 09 2014 End Date 05 09 2014 Open a CASA Account Description Field Description Field Name Description Subject Mandatory Alohanumeric 50 Enter the reminder subject Frequency Mandatory Drop Down Select the reminder frequency from the drop down list Start Date Mandatory Pick List Select the reminder start date from the pick list End Date Mandatory Pick List select the reminder end date from the pick list Description Optional Alphanumeric 100 Enter the reminder description Click Register The Reminders Registration Confirm screen appears Click OK The Reminder Schedule screen appears User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Transfer Payments 15 Scheduled Transactions Scheduled Transactions This widget will display the transactions th
4. at will be executed on the user s accounts in the future All future dated transactions will be displayed in this widget To view scheduled transactions From the Show list select the appropriate option Widget Scheduled Transactions Scheduled Transactions Show Tomorrow gt 12 03 2014 Reference Na Source Account 12 03 2014 Reference No Source Account 12 03 2014 Field Description Field Name Reference Number Source Account Amount Transfer Date 3 00 GBP 104F 1101140697513 1040410938018 9 00 GBP 104FTIN140697518 1040410938018 11 00 GEP Description Display This column displays the host reference number of the transaction Display This column displays the source account number of the transaction Display This column displays the amount of the transaction and the transaction currency Display This column displays the date on which the transfer will be executed Click the 9 icons to refresh the widget Click the E icon The Pending Transfers screen appears showing the pending or future transactions User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Transfer Payments 16 Pending Transfers Pending Transfers Select Type All Mote El Domestic Funds Collection SEPA Direct debit Move Money In Domestic Funds Transfer Fixed Domestic Transfer SEPA Credit Transfer Move Money Out International Draft SWIFT Transter inter
5. ct a destination account from the dropdown list Click the button The system will automatically fetch and display the available balance for the selected To account User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Transfer Payments 7 Funds Transfer Field Name Description Amount Mandatory Numeric 15 Type the amount to be transferred Narrative Optional Alphanumeric 35 Type the transaction description as a narrative 1 Click Initiate The system displays Funds Transfer screen for verification OR Click the El icons to refresh and minimize the widget respectively Funds Transfer Transter Funds From 1040410933025 To 1040410944010 Amount 10 000 00 USD Narrative User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Transfer Payments Funds Transfer Transter Funds 1040410944010 Amount 10 000 00 USD Narrative M1 Cancel Confirm Note In the above verification screen customer id allocated to you is also displayed along with the details entered in the first screen 2 Click Confirm The system displays the Funds Transfer screen for confirmation with the status message OR Click Change to edit the entered details User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Transfer Payments 3 Funds Transfer Funds Transfer Transfer Funds 4 Request has been Initiated Reference Fram 1040410933025 To 1040410944010 Click Make Ne
6. eloped or intended for use in any inherently dangerous applications including applications that may create a risk of personal injury If you use this software or hardware in dangerous applications then you shall be responsible to take all appropriate failsafe backup redundancy and other measures to ensure its safe use Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws Except as expressly permitted in your license agreement or allowed by law you may not use copy reproduce translate broadcast modify license transmit distribute exhibit perform publish or display any part in any form or by any means Reverse engineering disassembly or decompilation of this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is not warranted to be error free If you find any errors please report them to us in writing This software or hardware and documentation may provide access to or information on content products and services from third parties Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content prod
7. national Transfer Within Bank Transfer Own Account Transfer Internal Account Transfer Transfer Type Within Bank Transfer Within Bank Transfer Within Bank Transfer Within Bank Transfer Within Bank Transfer Within Bank Transfer Within Bank Transfer Within Bank Transfer Within Bank Transfer Within Bank Transfer Within Bank Transfer Within Bank Transfer Within Bank Transfer Within Bank Transfer Host Reference Number OQOOFTINI10040037 OOOFTINL10040038 O00FTIM110040039 QOOFTINILO040061 OOOFTINILO040062 OOOFTINL10040063 OOOFTINI10040064 OOOFTINL10040065 QOOFTINILO040066 QOOFTINI 10040067 000FTIM110040068 QOOFTINI10040070 OOOFTINL10040083 OQOOFTINI1L0040084 Source Account 000003171305 000003171258 000003171225 000003171258 000003171225 000003171225 000003171225 000003171225 0000031715305 000003171225 000003171258 000003171225 000003171225 000003171225 Destination Account 000003171258 000003171225 000003171633 000003171225 000003171407 000003171305 000003171258 000003171305 000003171258 000003171258 000003171225 000003171305 000003171305 000003171305 Scheduled Transactions 01 09 2014 15 46 16 GMT 0530 Can Transfer Date 31 03 2014 00 00 00 31 03 2014 00 00 00 31 03 2014 00 00 00 13 03 2014 00 00 00 13 03 2014 00 00 00 13 03 2014 00 00 00 13 03 2014 00 00 00 13 03 2014 00 00 00 13 03 2
8. nward Remittance Inquiry Inward Remittance Inquiry Account Number ay Q Currency All Channel Type All Amount From Amount To From Date HE To Date Indicates mandatory field 3 Here you can view detailed remittance details by clicking any Transaction Ref No as encircled in above screen Inward Remittance Inquiry Word Wrap Customize Columns Download Print Transaction Ref No Transaction Date Debit Amount and Currency Credit Amount and Currency Customer Id 104FCBH0 40702012 11 03 2014 GBP 201 00 GBP 201 00 10411271 104FCB0 40704072 11 03 2014 GBP 10 00 GBP 10 00 10411271 104FCB10 40704082 11 03 2014 GBP 6 000 00 GBP 6 000 00 10411271 104FCBI40704083 11 03 2014 GBP 10 000 00 GBP 10 000 00 10411271 104FCBI40703022 104FCB1140704045 104FCBI140702519 104FCB1140704050 104FCB1140704052 104FCBI40704053 Records 1 to 10 of 25 User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Transfer Payments 11 03 2014 11 03 2014 11 03 2014 11 03 2014 11 03 2014 11 03 2014 GBP 231 00 GBP 100 00 GBP 100 00 GBP 6 000 00 GBP 6 000 00 GBP 6 000 00 GBP 231 00 GBP 100 00 GBP 100 00 GBP 6 000 00 GBP 6 000 00 GBP 6 000 00 Page 1 Y 10411271 10411271 10411271 10411271 10411271 10411271 of 3 12 Credit Line Utilisations 6 Credit Line Utilisations This widget displays the minimal details of the line limits of the customer It will use transaction of the View Line Limits tran
9. saction Widget Credit Line Utilisations Credit Line Utilisations P 000003171 OATS AUTO KYC_R Y 10411227 AFRA RETAIL NEW Line o A Limit Amount Utiliza Reference ID 10411227 GBP 499 999 999 00 GBP 150 UNDEFINED GBP 0 00 GBP 11 90 El I j Field Description Field Name Description Line Reference ID Display This column displays the line reference id for the limits utilization Limit Amount Display This column displays the limits amount Utilizations Display This column displays the utilized amount with the currency Outstanding Display This column displays the outstanding amount of the limit with the currency 1 Click the 9 icons to refresh the widget 2 Click the El icon to open the Line Limit Details transaction in a new screen User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Transfer Payments 13 Reminders 7 Reminders The reminders widget enables business user to view registered reminders that are due on the current date All the reminders due on the current date will be displayed as a list with the option to dismiss the reminder available against each reminder Additionally this widget also displays a link on clicking on which will open the Reminder Schedule screen There will also be a Add Reminder button provided on the Reminder widget which on being selected will open the Registration screen To set a reminder 1 Click a The Reminder screen appears
10. so describes the overall structure of the User Manual Transaction Host Integration Matrix provides information on host integration requirements for the transactions covered in the User Manual Introduction provides brief information on the overall functionality covered in the User Manual Chapters post Introduction are dedicated to individual transactions and its details covered in the User Manual Related Information Sources For more information on Oracle FLEXCUBE Direct Banking Release 12 0 3 0 0 refer to the following documents e Oracle FLEXCUBE Direct Banking Licensing Guide e Oracle FLEXCUBE Direct Banking Installation Manuals Transaction Host Integration Matrix 2 Transaction Host Integration Matrix Legends COMET Transaction Name FLEXCUBE UBS Third Party Host System Funds Transfer Inward Remittance Inquiry Cre Line Utilization sn FS Scheduled Transfers User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Transfer Payments 3 Introduction Dashboard Widgets Introduction Dashboard Widgets Widgets are smaller windows which show data in an optimized form In a contemporary Ul version of FLEXCUBE Direct Banking application dashboard will have small widgets These widgets will show minimal data related to main transactions These widgets will also enable you to initiate transactions with minimal details Below Dashboard screen shows all the widgets displayed in it followed by the e
11. ucts and services Oracle Corporation and its affiliates will not be responsible for any loss costs or damages incurred due to your access to or use of third party content products or services User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Transfer Payments ii iS Table of Contents ECT AGS sete cece coc cec nace cuca ceacaacenaec cece esac sen nese snctee aesaseaate canes eaacuse cece nace oe ccaceweace a a E 4 Transaction Host Integration MatriX cet scssvcesccdeasesicniscesoniccacadaneeicsevdeetedizeccadancaceanadonacceuccdsazesssnasctuccanee 5 Introduction Dashboard WI Siria a 6 FUNOS TAS ii A A cau E E 7 inward REMITTANCE NAUN ui a a 11 Credit Eme UUlSationS ii A das 13 A A O cued 14 Seneqduied Trans ac AS A A A Add 16 User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Transfer Payments jii 1 2 1 3 1 4 1 5 User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Transfer Payments Preface Preface Intended Audience This document is intended for the following audience e Customers e Partners Documentation Accessibility For information about Oracle s commitment to accessibility visit the Oracle Accessibility Program website at http www oracle com pls topic lookup ctx acc amp id docacc Access to OFSS Support https support us oracle com Structure This manual is organized into the following categories Preface gives information on the intended audience lt al
12. w Payment The system displays the initial Funds Transfer screen User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Transfer Payments Inward Remittance Inquiry 5 Inward Remittance Inquiry This widget displays the details of the inward remittances in a minimalistic form received by you Widget Inward Remittance Inquiry Inward Remittance Inquiry Remitter Bank Hdfc Bank Ltd 11 03 2014 112 00GBP Remitter deepak corp Mame Remitter Bank Hdfc Bank Ltd 11 03 7014 100 00GBP Remitter Mustu Industries Mame Remitter Bank Hdfc Bank Ltd 1 Click the hyperlink available for Name shown under as From section The system displays the Inward Remittance Details screen as shown below Inward Remittance Details Inward Remittance Details Transaction Ref No 104FCBI140701504 Funds Received From Name Mustu Industries Bank and Branch Hdfc Bank Ltd Account Number 1040411271039 Funds Deposited To Account Number 1040411271048 Branch 104 Transaction Details Received Funds GBP 100 00 Funds Received on 11 03 2014 Funds Credited on 11 03 2014 Credited Funds GBP 100 00 Other Details Remittance Purpose sfdggdgd Remark sfdggdgd User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Transfer Payments 11 Inward Remittance Inquiry 2 Click the icons to minimize the widget OR Click the a icon The system displays the Inward Remittance Inquiry screen I
13. xplanation of each widget Dashboard Financial Summary I Have 1 155 949 69 GBP I Owe 0 00 GBP 9 6 6 70 Current and Savings 1 128 949 69 GBP 6 1 Term Deposits 7 000 00 GBP 3750 720 2 7 2 0 Goals 20 000 00 GBP Goals U Service Requests amp No Records Found No Service Requests available to be displayed Goal Amount 100 000 00 GBP My Progress 20 000 00 GBP Spending Analysis This space will help you to view and analyse your spend caper in graphical form o enable us to provide your spend analysis please click here to categorise your expenses User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets Transfer Payments Pay Bills Billers are not added by you Click here to Add Biller Account Balances Find All the balances related to your accounts Select Customer v Select Account Funds Transfer Funds Transfer This widget displays the own account transfer transaction in a minimalistic form It will allow you to transfer funds between your own accounts Widget Funds Transfer Transfer Funds From Select To Select Amount Transfer Funds Narrative Make anInternal Transfer Field Description Field Name Description From Mandatory Drop Down Select a source account from the dropdown list Click the button The system will automatically fetch and display the available balance for the selected From account To Mandatory Drop Down Sele
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