User Manual Oracle Banking Digital Experience Dashboard Widgets
Contents
1. CT Word Wrap Credit Amount and Currency GBP 150 00 GBP 150 00 GBP 100 00 GBP 81 00 GBP 85 00 GBP 35 00 GBP 434 00 GBP 100 00 GBP 100 00 Customize Columns Download Print Customerid 000003171 000003171 10411783 000003171 000003171 000003171 10411783 10411783 10411783 User Manual Oracle Banking Digital Experience Dashboard Widgets Transfer Payments 12 Reminders 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 transaction To inquire about the Credit Line Utilizations of transaction Widget Credit Line Utilisations CREDIT LINE UTILIZATIONS gt 10411228 AFRA CORP NEW gt 000003171 OATS AUTO KYC_R gt 001003047 Dustin Last Updated On 05 07 AM Field Description Field Name Description Line Reference ID Display Displays the line reference ID for the limits utilization Limit Amount Display Displays the limits amount Utilizations Display Displays the utilized amount with the currency Outstanding Display Displays the outstanding amount of the limit with the currency 1 Click fe to refresh data in the widget 2 Click CO The Line Limit Details screen appears User Manual Oracle Banking Digital Experience Dashboard Widgets Transfer Payments 13 Credit Line Utilisations2. products and services Oracle Corporation and its affiliates will not be responsible for any loss costs or damages incurred due to your access to or use of third party content products or services User Manual Oracle Banking Digital Experience Dashboard Widgets Transfer Payments ii ONOAPWON gt Table of Contents Btela e esetegieeg eege ENEE SEENEN EE ENEE E 4 Transaction Host Integration Matrix cccseccccsseeeeeeseeeeeeeeneeseeeseeeseeeeneeseeeeneesesesneesesenneeseseseenseeesnees 5 Introduction Dashboard Widgets 12 sssseceree ere ere ere reen een er Er Er ERE Ene 6 elle E TE EE 8 Inward Remittance Inquiry 110022sscsseeeree ere ere ere er ener een eee een er Er EL ELL ELL ELLE 10 Credit Line Utilisations z es iene cite ci ct ve alien en eege 13 SIE le CG 15 Scheduled Transactions 55 LSE ES EET EEN res 18 User Manual Oracle Banking Digital Experience Dashboard Widgets Transfer Payments iii 1 1 1 1 2 1 3 1 4 1 5 User Manual Oracle Banking Digital Experience Dashboard Widgets Transfer Payments Preface Preface Intended Audience This document is intended for the following audience Customers Partners Documentation Accessibility For information about Oracle s commitment to accessibility visit the Oracle Accessibility Program website at http www oracle com pls topic lookup ctx acc amp id docacc Access to OFSS Support https support us oracle com Structure This manual is organize
3. Line Limit Details LINE LIMIT DETAILS 17 06 2015 05 14 19 GMT 0000 GQ P Customer Id Select Je View Details User Manual Oracle Banking Digital Experience Dashboard Widgets Transfer Payments 14 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 The Reminder screen appears User Manual Oracle Banking Digital Experience Dashboard Widgets Transfer Payments 15 Reminders Reminders REMINDERS TODAY WEEK MONTH lt 24 JUN 2015 WEDNESDAY gt Add Reminder 2 Click Add Reminders The Registration screen appears In the Subject field enter the subject of the reminder From the Frequency list select the appropriate option From the Start Date list select the reminder start date From the End Date list select the reminder end date e S E E E In the Description field enter the description of the reminder User Manual Oracle Banking Digital Experience Dashboard Widgets Transfer Payme
4. Within Bank Transfer OOOFTIN110040064 000003171225 000003171258 Within Bank Transfer OOOFTIN110040065 000003171225 000003171305 Within Bank Transfer OOOFTIN110040066 000003171305 000003171258 User Manual Oracle Banking Digital Experience Dashboard Widgets Transfer Payments 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 2014 Amount USD 1 510 00 GBP 1 000 00 GBP 1 000 00 GBP 12 00 GBP 200 00 GBP 81 63 GBP 2 112 00 GBP 385 03 USD 231 03 Status Pending Pending Pending Pending Pending Pending Pending Pending Pending 17 06 2015 05 24 50 GMT 0000 B wy D x cS m 19
5. 5 457 567 83 100 372 578 071 799 0 m Saving amp Current 99 8 Contract TD 166 610 75 GBP Total Assets 15 599 178 58 GB m Ter posits 0 09 Total Liabilities 100 372 579 516 239 02 GB Total Assets m Contract TD Liabilities MINI STATEMENT oo Account Type Outstanding Balance Saving and 100 371 555 912 654 53 Choose Account S Current Account GBP 000003171225 000 000003171 v Loans m Saving amp Current 10 SS ey 100 Total Liabilities 30 Jun 2014 Cr 11 00 GBP m Loans 0 Ss 30 Jun 2014 Cr 11 00 GBP ACCOUNT BALANCES Oo PAY BILLS on jas Fr 13 00 GBF Find All the balances related to your Saleen t accounts 30 Jun 2014 Gr 22 00 GBP Select Customer e Select Account x d Balance Payee Select Account 30 Jun 2014 Cr 99 00 GBP PE Dale DEMAN Note Cr Credit Dr Debit d User Manual Oracle Banking Digital Experience Dashboard Widgets Transfer Payments 7 Funds Transfer 4 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 To transfer funds between own accounts Widget Funds Transfer TRANSFER FUNDS From Balance To Balance Field Description Field Name Description From Mandatory Drop Down Indicates the source account User Manual Oracle Banking Digital Experience Dash
6. ORACLE Oracle Banking Digital Experience Dashboard Widgets Transfer Payments User Manual Release 15 1 0 0 0 Part No E66313 01 October 2015 Dashboard Widgets Transfer Payments 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 n
7. board Widgets Transfer Payments Funds Transfer Field Name Description To Mandatory Drop Down Indicates the destination account Amount Mandatory Numeric 15 Indicates the amount to be transferred Narrative Optional Alphanumeric 35 Indicates the transaction description 1 Click Initiate The Transfer Funds screen for verification appears OR Click fe icon to refresh the widget OR Click CH in the widget The Transfer Funds Now screen appears Transfer Funds 2 Click Confirm The Funds Transfer screen for confirmation with the status message appears OR Click Change to edit the entered details Transfer Funds 3 Click Make New Payment The initial Funds Transfer screen appears User Manual Oracle Banking Digital Experience Dashboard Widgets Transfer Payments Reminders 5 Inward Remittance Inquiry This widget displays the details of the inward remittances in a minimalistic form received by you To inquire Inward Remittance Widget Inward Remittance Inquiry INWARD REMITTANCE INQUIRY Show Last 7 Days m 11 Mar 2014 15 00 GBI Reference Number 104FCBI14070E02G Remitter Name Remitter Bank Hdfc Bank Ltd 11 Mar 2014 10 GBF v 1 Click the Reference Number link in the widget The Inward Remittance Details screen appears User Manual Oracle Banking Digital Experience Dashboard Widgets Transfer Payments Inward Remittance Details Inward Remittance Inqu
8. cription Field Name Reference Number Source Account Amount Transfer Date Description Display Displays the host reference number of the transaction Display Displays the source account number of the transaction Display Displays the amount of the transaction and the transaction currency Display Displays the date on which the transfer will be executed Click o to refresh the widget User Manual Oracle Banking Digital Experience Dashboard Widgets Transfer Payments 18 3 Click CO Scheduled Transactions The Pending Transfers screen appears showing the pending or future transactions Pending Transfers PENDING TRANSFERS Select Type All X Note Domestic Funds Collection SEPA Direct debit Move Money In Domestic Funds Transfer Fixed Domestic Transfer SEPA Credit Transfer Move Money Out International Draft SWIFT Transfer International Transfer Within Bank Transfer Own Account Transfer Internal Account Transfer Transfer Type oe Source Account Destination Account Within Bank Transfer OOOFTIN110040037 000003171305 000003171258 Within Bank Transfer OOOFTIN110040038 000003171258 000003171225 Within Bank Transfer OOOFTIN110040039 000003171225 000003171633 Within Bank Transfer OOOFTIN110040061 000003171258 000003171225 Within Bank Transfer OOOFTIN110040062 000003171225 000003171407 Within Bank Transfer OOOFTIN110040063 000003171225 000003171305
9. d into the following categories Preface gives information on the intended audience It also describes the overall structure of the User Manual Transaction Host Integration Matrix provides information on host integration requirements for the transactions covered in the User Manual Introduction provides brief information on the dashboard widgets in the application The subsequent chapters provide information on widgets covered in the User Manual Each transaction is explained in the following manner Introduction to the widget Screenshots of the widget The images of screens used in this user manual are for illustrative purpose only to provide improved understanding of the functionality actual screens that appear in the application may vary based on selected browser theme and mobile devices Procedure containing steps to view or use the widget The mandatory and conditional fields for the widget are explained in the procedure Related Information Sources For more information on Oracle Banking Digital Experience Release 15 1 0 0 0 refer to the following documents Oracle Banking Digital Experience Licensing Guide Oracle Banking Digital Experience Installation Manuals Transaction Host Integration Matrix 2 Transaction Host Integration Matrix Legends NH No Host Interface Required Host Interface to be developed separately Pre integrated Host interface available x Pre integrated Host
10. interface not available Transaction Name FLEXCUBE UBS Third Party Host System Funds Transfer v Inward Remittance Inquiry Credit Line Utilizations x Reminders Scheduled Transfers User Manual Oracle Banking Digital Experience Dashboard Widgets Transfer Payments Introduction Dashboard Widgets 3 Introduction Dashboard Widgets Widgets are smaller applications within an application that display data in an optimized form You can add widgets related to main transactions on the dashboard of the application The widgets display important and minimal information about the transactions You can also initiate the transactions from the related widgets The widgets displayed in the application depend on whether you have access to the transaction related to the widget your user type in the application and configurations setup by the bank You can select replace or remove widgets displayed on the dashboard using the Dashboard Widget Management transaction Note Please refer to the Customer Services User Manual for more details about the Dashboard Widget Management transaction User Manual Oracle Banking Digital Experience Dashboard Widgets Transfer Payments 6 Dashboard ORACLE JOHN SMITH e TOTAL POSITION CURRENCY WISE POSITION D Assets ACCOUNT TYPE CURRENT BALANCE TARTE a Saving and DEE EUR 0 00 0 0 Current Account Ee USD 211 000 00 2 152 215 3 Term Deposits GBP 1
11. iry Transaction Hei No 104FCBI14070E02G Funds Received From Name Bank and Branch Hdfc Bank Ltd Account Number 1040411371011 Funds Deposited To Account Number 1040411371022 Branch 104 Transaction Details Received Funds GBP 15 00 Funds Received on 11 03 2014 Funds Credited on 11 03 2014 Credited Funds GBP 15 00 Other Details Remittance Purpose Remark INWARD REMITTANCE DETAILS 17 06 2015 05 02 55 GMT 0000 S w DE Back 2 Click to refresh data in the widget OR Click mi The Inward Remittance Inquiry screen appears User Manual Oracle Banking Digital Experience Dashboard Widgets Transfer Payments 11 Inward Remittance Inquiry Inward Remittance Inquiry INWARD REMITTANCE INQUIRY Account Number Currency Amount From From Date All All Indicates mandatory field Transaction Ref No O00FTIC110040006 OO0FTIC110040005 104FTIC140700501 104INPA140697004 104INPA140697011 104INPA140697010 104FCBI140690005 104FCBI140690501 104FCBI1 40690006 Transaction Date 04 01 2011 04 01 2011 10 03 2014 10 03 2014 10 03 2014 10 03 2014 10 03 2014 10 03 2014 10 03 2014 Channel Type Al Amount To To Date Debit Amount and Currency GBP 150 00 GBP 150 00 USD 100 00 GBP 81 00 GBP 85 00 GBP 35 00 GBP 434 00 GBP 100 00 GBP 100 00 17 06 2015 05 07 35 GMT 0000 y o
12. nts 16 Reminders Registration REGISTRATION 10 06 2015 08 56 18 GMT 0000 GB sy O P x Subject Frequency Select D Start Date End Date E Description Cancel Register Field Description Field Name Description Subject Mandatory Alphanumeric 50 Indicates the reminder subject Frequency Mandatory Drop Down Indicates the reminder frequency Start Date Mandatory Pick List Indicates the reminder start date End Date Mandatory Pick List Indicates the reminder end date Description Optional Alphanumeric 100 Indicates the reminder description 8 Click Register The Reminders Registration Confirm screen appears 9 Click OK The Reminder Schedule screen appears User Manual Oracle Banking Digital Experience Dashboard Widgets Transfer Payments 17 Scheduled Transactions Scheduled Transactions This widget will display the transactions that will be executed on the user s accounts in the future All future dated transactions will be displayed in this widget To view Scheduled Transaction details From the Show list select the appropriate option Widget Scheduled Transactions SCHEDULED TRANSACTIONS Show 31 Mar 2014 Reference No Source Account 31 Mar 2014 Reference No Ww Later Futurel y 1510 000000 USD OOOFTIN110040037 000003171305 1000 000000 GBP OOOFTIN110040038 D Field Des
13. ot developed or intended for use in any inherently dangerous applications including applications that may create a risk of personal injury If you use this software or hardware in dangerous applications then you shall be responsible to take all appropriate failsafe backup redundancy and other measures to ensure its safe use Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws Except as expressly permitted in your license agreement or allowed by law you may not use copy reproduce translate broadcast modify license transmit distribute exhibit perform publish or display any part in any form or by any means Reverse engineering disassembly or decompilation of this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is not warranted to be error free If you find any errors please report them to us in writing This software or hardware and documentation may provide access to or information on content products and services from third parties Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content
Download Pdf Manuals
Related Search