FCDB SSO to FCPB - Oracle Documentation
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1. Oracle FLEXCUBE Direct Banking Release 12 0 0 Private Wealth Management User Manual FCDB SSO to FCPB ORACLE FINANCIAL SERVICES Part No E52305 01 ORACLE Retail Customer Services User Manual Table of Contents 1 Transaction Host Integration Matrix wiscic scans ieeccien scares searesen sete nian sear enca enanas 3 2 Piwa Wealh Manage menl ioc cast be sec seas wcss meses enon gn coms een arcednn mse cneamerne ome ren aeons mE 4 ORACLE Transaction Host Integration Matrix 1 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 interface not available SR Service Requests Transaction Name FLEXCUBE UBS Third Party Host System Private Wealth Management v x ORACLE 2 Private Wealth Management Using this transaction the business users can view and manage their investment portfolio that is available with the Oracle FLEXCUBE Private Wealth Management application using single sign on with the Oracle FLEXCUBE Direct Banking application This facility is available only for Retail users To access Private Wealth Management option 1 Navigate through the menus to Wealth Management gt View Wealth Management The system uses your Oracle FLEXCUBE Direct Banking single signon to log in into the Private Banking application and it displa2. Set Allocation C AGWANABEEEAlOcation O foy insument Group OW NO MODEL ALLOCATION DATA FOUND Bank Customer Type Value Dev Debt 3 271 464 09 93 79 amp 93 79 LTS Equity 80 838 96 2 32 2 32 Liquid 135 789 69 3 894 3 89 BONDS FIXED INTEREST RATE Others EQUITY Currency Liquid Fund GBP 3 488 092 74 Please refer to the Disclaimer by clicking on the hyperlink This application is best viewed at 1024x768 resolution with Internet Explorer 6 x or Firefox 3 x browser 4 You can perform various transctions related to Wealth Investments Management that are provided in Private Banking application as shown in above screen 5 Please refer PWM Private Wealth Management User Manuals for further details J ORACLE Private Wealth Management ORACLE Oracle FLEXCUBE Direct Banking Private Wealth Management FCDB SSO to FCPB May 2012 Version Number 12 0 0 Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores CA 94065 U S A Worldwide Inquiries Phone 1 650 506 7000 Fax 1 650 506 7200 oracle com Copyright 2012 Oracle and or its affiliates All rights reserved This document is provided for information purposes only and the contents hereof are subject to change without notice This document is not warranted to be error free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of
3. merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle is a registered trademark of Oracle Corporation and or its affiliates Other names may be trademarks of their respective owners Hardware and Software Engineered to Work Together G ORACLE
4. ys the Oracle FLEXCUBE Private Banking screen as shown below 2 The system uses your Oracle FLEXCUBE Direct Banking Single Sign ON User Credentials to login into Private Banking application 3 After the SSO Login to Private Banking both of these applications will function independently If you log off from Private Banking application it will not affect your Oracle FLEXCUBE Direct Banking session Note If Wealth Management Customer Id is mapped to your user which is Wealth Manegement enabled and wealth management transaction is available to you then only you will be able to access Wealth Management application 4 ORACLE Private Wealth Management Private Banking ORACLE User jo c Current Login Last Login 1 FLEXCUBE Private Banking Order Mgmt Home Portfolio Order Mgmt Txn Management Tools Reports My Workspace Logout Customer Dashboard amp Loan 150 126 00 ZAE E Portfolio Value 3 488 092 75 Alert E The file for commentary is not found NO PORTFOLIO ALERTS FOUND Total GBP 3 337 966 75 Sum Insured 0 00 Portfolio Summary m Name ccy Buy Cost Market Value Settioneat Dots Unrealized P L P L ROR Heldaway 0 00 0 00 0 00 0 00 0 00 0 00 RM Managed 32 019 428 69 3 474 093 99 3 474 093 99 _ 28 545 334 70 89 15 0 00 Self Managed 13 914 17 13 998 75 13 998 75 84 58 0 61 0 52 Total GBP 32 033 342 86 3 488 092 74 3 488 092 75 0 61 28 545 250 12 REQMMENUEAAS
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