User Manual Oracle FLEXCUBE Direct Banking Core
Contents
1. If a user enters the incorrect Transaction Password 6 times Default OR value set by the user consecutively within the same day The Transaction Password gets locked and is automatically unlocked after 24 hours If a user enters the incorrect transaction password 10 times Default OR value set by the user consecutively within the same day The Transaction Password gets locked and is automatically unlocked after 24 hours If a user enters the incorrect transaction password 11 times Default OR value set by the user consecutively within the same day The Transaction Password gets locked and will have to be manually unlocked by the bank or corporate administrator User Manual Oracle FLEXCUBE Direct Banking Core Help Desk User 19 Manage Policies Note The user is notified while locking the Transaction Password User Manual Oracle FLEXCUBE Direct Banking Core Help Desk User 202. Advance Search UserID No Proxy Advance Search User Name No Proxy 10 08 2010 13 27 53 User Type Internet First Name Starts With Last Name Starts With User Id Starts With Email Starts With Customer Id Starts With Clear Search Field Description Field Name Description User Type Mandatory Drop Down Select the Type of Channel available under the User Type from the drop down list By default the system displays the Internet channel First Name Optional Drop Down Alphanumeric 40 Select the appropriate option from the drop down list to indicate the position of the full partial characters being entered in the text box forming first name of the user The options are Starts with e Ends with Equals Contains The Search clause helps in enhancing the search criteria by indicating the position of the characters entered in the adjacent field Type the search string in the adjacent field For Example If you select the search criteria as Starts With and enter A in the adjacent field then the system displays all the customers first names starting with A User Manual Oracle FLEXCUBE Direct Banking Core Help Desk User 7 Advance Search Field Name Description Last Name Optional Drop Down Alphanumeric 40 Select the appropriate option from the drop down list to indicate the position of the full partial characters being entered
3. 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 Oracle FLEXCUBE Direct Banking Licensing Guide User Manual Oracle FLEXCUBE Direct Banking Core Help Desk User 4 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 interface not available Transaction Name FLEXCUBE UBS Third Party Host System Advance Search NH NH User Manual Oracle FLEXCUBE Direct Banking Core Help Desk User Introduction Introduction The Help Desk User module allows the Bank Administrator to carry out various transactions required on behalf of the customer The transactions available for the Help Desk User are mainly for advance search and view purpose User Manual Oracle FLEXCUBE Direct Banking Core Help Desk User Advance Search 4 Advance Search Using the Advance Search option the Help Desk User can carry out an advanced search to view the user details and login in the application on behalf of the selected use
4. in the text box forming last name of the user The options are Starts with e Ends with Equals Contains The Search clause helps in enhancing the search criteria by indicating the position of the characters entered in the adjacent field Type the search string in the adjacent field For Example If you select the search criteria as Starts With and enter E in the adjacent field then the system displays all the customers last names starting with E User ID Optional Drop Down Alphanumeric 18 Select the appropriate option from the drop down list to indicate the position of the full partial characters being entered in the text box forming user ID of the user The options are Starts with e Ends with Equals Contains The Search clause helps in enhancing the search criteria by indicating the position of the characters entered in the adjacent field Type the Search string in the adjacent field For Example If you select the search criteria as Starts With and enter 1 in the adjacent field then the system displays the entire user IDs starting with 1 User Manual Oracle FLEXCUBE Direct Banking Core Help Desk User 8 Advance Search Field Name Description Email Optional Drop Down Alphanumeric 18 Select the appropriate option from the drop down list to indicate the position of the full partial characters being entered in the text box forming E mail ID of the user The options are
5. system retains a log of old passwords which cannot be repeated Note This field will be enabled only for password policy Mandatory Drop Down Select the password minimum expiry period from the drop down list Note This field will be enabled only for password policy Mandatory Drop Down Select the Password Maximum Expiry Periodin Years Month and Days from the drop down list The values are e Years 0 10 Months 0 11 e Days 0 30 Note The period set cannot be less than the minimum password expiry period User Manual Oracle FLEXCUBE Direct Banking Core Help Desk User 17 Manage Policies Field Name Description Password Mandatory Drop Down Hibernation Period Select the password Hibernation Period from the drop down list Note This field will be enabled only for Password Policy Forced Reset Of Mandatory Check Box RRA aa Select the Forced Reset Of Password With Change In Policy ange oey check box this forces the users to change password with each change in the password policy Note This field will be enabled only for password policy 6 Click the Modify button The system displays the Manage Password Policy Verify screen OR Click the Back button to return to the previous screen Manage Password Policy Verify Manage Password Policy Verify 07 42 2012 16 59 12 FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL U
6. Mobile Banking Channel Internet Mobile Browser Mobile Application Password Policy Login Password Policy Lowercase Alphabets Allowed Uppercase Alphabets Allowed Numbers Allowed Special Characters Allowed Minimum Length Maximum Length First Character In Password Manage Policies 07 12 2012 16 59 12 Mandatory Mandatory Mandatory Mandatory Maximum Number Of Repetitions Allowed Maximum No Of Successions Allowed Special characters Lower Case Upper Case Numbers Last Character in Password Special characters Lower Case Upper Case Numbers Number of Unsuccessful Attempts Allowed Password History Size Password Minimum Expiry Period Maximum Expiry Period Months Password Hibernation Period Months 8 Click the OK button The system displays the Manage Policy screen 5 2 Automatic Unlock of Transaction Password If a user enters the incorrect password consecutively for more than particular number of times the Transaction Password is then locked The system then unlocks the same after the specific time set during the configuration Note Please refer to the following example for easier understanding of the feature For Example The Transaction Password is can be locked in the following situation Scenario Result If a user enters the incorrect Transaction Password 5 times Default OR value set by the user consecutively within the same day The Transaction Password remains unlocked
7. ORACLE Oracle FLEXCUBE Direct Banking Core Help Desk User Manual Release 12 0 3 0 0 Part No E52543 01 April 2014 Core Help Desk User Manual April 2014 Oracle Financial Services Software Limited Oracle Park Off Western Express Highway Goregaon East Mumbai Maharashtra 400 063 India Worldwide Inquiries Phone 91 22 6718 3000 Fax 91 22 6718 3001 www oracle com financialservices Copyright O 2008 2014 Oracle and or its affiliates All rights reserved Oracle and Java are registered trademarks of Oracle and or its affiliates Other names may be trademarks of their respective owners U S GOVERNMENT END USERS Oracle programs including any operating system integrated software any programs installed on the hardware and or documentation delivered to U S Government end users are commercial computer software pursuant to the applicable Federal Acquisition Regulation and agency specific supplemental regulations As such use duplication disclosure modification and adaptation of the programs including any operating system integrated software any programs installed on the hardware and or documentation shall be subject to license terms and license restrictions applicable to the programs No other rights are granted to the U S Government This software or hardware is developed for general use in a variety of information management applications It is not developed or intended for use in any inherently dangero
8. SER GOLD Channel Group Internet and Mobile Banking Channel Internet Mobile Browser Mobile Application Password Policy Login Password Policy Lowercase Alphabets Allowed Mandatory Uppercase Alphabets Allowed Mandatory Numbers Allowed Mandatory Special Characters Allowed Mandatory Minimum Length Maximum Number Of Repetitions Allowed Maximum Length Maximum No Of Successions Allowed First Character In Password Special characters Lower Case Upper Case Numbers Last Character In Password Special characters Lower Case Upper Case Numbers Number of Unsuccessful Attempts Allowed Password History Size Password Minimum Expiry Period Maximum Expiry Period Months Password Hibernation Period Months 7 Click the Confirm button The system displays the Manage Password Policy Confirm screen with the status message OR Click the Change button to go to the previous screen User Manual Oracle FLEXCUBE Direct Banking Core Help Desk User 18 Manage Password Policy Confirm Password policy will be modified successfully only after next restart Transaction submitted for Manage Policies having reference 547679023323703 has been Auto Authorized Manage Password Policy Confirm FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Channel Group Internet and Mobile Banking Channel Internet Mobile Browser Mobile Application Entity FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Channel Group Internet and
9. Starts with e Ends with Equals Contains The Search clause helps in enhancing the search criteria by indicating the position of the characters entered in the adjacent field Type the search string in the adjacent field For Example If you select the Search criteria as Starts With and enter L in the adjacent field then the system displays all the email IDs starting with L Customer Id Optional Drop Down Alphanumeric 20 Select the appropriate option from the drop down list to indicate the position of the full partial characters being entered in the text box forming customer ID of the user The options are Starts with e Ends with Equals Contains The Search clause helps in enhancing the search criteria by indicating the position of the characters entered in the adjacent field Type the search string in the adjacent field For Example If you select the Search criteria as Starts With and enter 1 in the adjacent field then the system displays all the users whose customer ID starts with 1 1 Enter the appropriate information in the relevant fields 2 Click the Search button The system displays the Advance Search screen with the search result User Manual Oracle FLEXCUBE Direct Banking Core Help Desk User 9 Advance Search User ID No Proxy User Name No Proxy Advance Search User Type Internet v First Name Starts With v User Id Starts With Customer I
10. al Oracle FLEXCUBE Direct Banking Core Help Desk User 12 Manage Policies Manage Policy Login Password Policy Manage Policy 07 12 2012 13 35 34 FLEXCUBE DIRECT BANKING 12 B1 User Type RETAIL USER GOLD Channel Group Internet and Mobile Banking Channel Internet Mobile Browser Mobile Application Policy Login Password Policy Lowercase Alphabets Allowed Yes v Mandatory 2 w Uppercase Alphabets Allowed v Mandatory 0 w Numbers Allowed Mandatory 2 V Special Characters Allowed Mandatory 0 w Minimum Length Maximum Number Of Repetitions Allowed 5 s Maximum Length Maximum No Of Successions Allowed 5 4 First Character Special characters 7 Lower Case Upper Case V Numbers Last Character Special characters 7 Lower Case Upper Case V Numbers Number of Unsuccessful Attempts Alowed 3 lt 7 Password History Size 7 m Password Minimum Expiry Period 0 Days Maximum Expiry Period 3 Vears 2 Months 2 Days Password Hibernation Period 0 Vi vears 6 Months 9 Days Forced Reset Of Password With Change In Policy Manage Policy User ID Policy Manage Policy Field Description Field Name Description Entity Display This column displays the Entity Name User Type Display This column displays the Type of the User Channel Group Display This column displays the Channel Group for which the
11. ates 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 Core Help Desk User ii ROND Table of Contents Preface A E T E cuustnnut qnatcesassedasobtungeescenstnces ciassersesguneusduapeeneeantnccenuercesseeenaeeny 4 Transaction Host Integration MatriX srrrrnnnnvnnnnnnnvnnnnnnnvnnnnnnnvnnnnnnnvennnnnnnennnnnnnnnnnnnnnennnnnnnennnnnnnnnnnnnner 5 Inroddu CUO Iason ores ee oases E T E E T T 6 Advance Search 22 E EE T rene kebsndern erd eotneendne 7 Manage Policies oerna E E R secctuneteenduephecancuces cothepsecotenet coteepsssaccuerssacuersssatensees 12 User Manual Oracle FLEXCUBE Direct Banking Core Help Desk User iii 1 2 1 3 1 4 1 5 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 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
12. d Starts With Entity FLEXCUBE DIRECT BANKING User Type RETAIL USER GOLD Advance Search rap Ur A 10 08 2010 13 41 28 Last Name Starts With v Email Starts With User Id Name Email Channel ADITYAINT Mr ADITYA JOSHI SDFSD SADFS COM Internet RETADIB1 Mr ADITYA JOSHI aditya joshi oracle com Internet ADIMULI Mr ADITYA JOSHI aditya sdf sdfsd com Internet DRETAIL Mr DEVAL MEHTA deval mehta oracle com Internet AMEYRET Mr HITESH LEE fdgf2 ddddh gh Internet Retailjitu Mr JAYESH KASHIYA jayesh k kashiya oracle com Internet ritretail1 Mr RETAIL ONE ritwick x singh orace com Internet RBRETAIL Mr RETAILUSER RETAIL asf asf com Internet RUSER12 Mr RUSER12 RUSER12 ABHISHEK KESWANI ORACLE COM Internet SACHINRET Mr SACHIN RAJWADE sachin rajwade oracle com Internet SAGRETAIL Mr SAGAR RETAIL sp test4 com Internet TESTFCPR Mr SAGAR TESTRETAIL sp gmail3 com Internet SandyDude Mr SANDEEP MATHIAS sandeep e mathias oracle com Internet nishankcust1 Mr SHANK MAXER nishank bhatnagar oracle com Internet scretail Miss SHREYA CHAUDHARY shreya chaudhary oracle com Internet 4 retail Mr SQA SQA hfgjh lsdflkj com Internet F sgaretail Mr SQA SQA restinng gmail com Internet RestailCust3 Mr SUJITH RAJAN sujith rajan oracle com Internet TINARET Miss TINA RETAIL tina harpalani oracle com Internet VIDIMF1 Mr VIDIT RAJPUT vidit kumar rajput oracle com Internet VIDIME Mr VIDIT RAJPUT nehal joshi oracle c
13. et vi First Name Starts With vi Last Name Starts With v User Id Starts With x i E Email Starts With vi Customer Id Starts With v User Manual Oracle FLEXCUBE Direct Banking Core Help Desk User 11 Manage Policies Manage Policies The Bank Administrator can set User ID and Password Policy for different user types for available channels The parameters can be set up at each entity The Manage Policy option allows the Bank Administrator to select the User Type and Type of Policy which is to be set up To set a Password Policy Logon to the Internet Banking application Navigate through the menus to Maintenances gt Manage Policy The system displays the Manage Policy screen Manage Policy Manage Policy 07 12 2012 13 31 57 User Type Internet and Mobile Banking Select Policy type Login Password Policy Field Description Field Name Description User Type Mandatory Drop Down Select the User Type from the drop down list Select Policy Type Mandatory Drop Down Select the Password Policy from the drop down list The options are Login Password Policy e Transaction Password Policy User ID Policy Select the User Type and Login Password Policy from the drop down list Click the Get Details button The system displays the Manage Policy screen Select the appropriate Password Policy details Here details are shown for the Login Password Policy User Manu
14. om Internet v 3 Click the appropriate user id in the User Id column corresponding to the user The system displays the View User screen User Manual Oracle FLEXCUBE Direct Banking Core Help Desk User 10 Advance Search View User User ID CUSER15 User Name ABHI SHEK Wrap Up View User 10 08 2010 13 25 33 Entity FLEXCUBE DIRECT BANKING User Type CORPORATE USER User Profile Date of Birth 01 07 1981 Name Mr ABHI SHEK Address City State Country Phone Number Zip Postal Code Fax No Email ABHISHEKKESWANI YAHOO COM Channel Assigned To The User Channel Channel User Internet CUSER15 Mapped Customer Customer Id Customer Type Is Primary 333000028 Yes INC000645 No CDD001841 No 333000044 No 000000506 No 333000129 No PKM003341 No RT1000101 No User Details Last Success Login Last Failed Login Number Of Failed Logins 0 No Of Logins 0 Lock Status No Activation Status Yes 3 This will start the session on behalf of the user selected in the advanced search 4 The Help Desk User will able to access inquiry transactions on behalf of the selected user The Help Desk User needs to click on Wrap Up to close the session 5 Click the Wrap Up button shown at the upper right corner of the above screen The system displays the initial Advance Search screen Advance Search UserID No Proxy User Name No Proxy Advance Search 10 08 2010 13 27 53 User Type Intern
15. pecial characters as first character of the password Lower Case If this check box is selected then user can enter first character in lower case Upper Case If this check box is selected then user can enter first character in upper case Numbers If this check box is selected then user can enter first character as numeric User Manual Oracle FLEXCUBE Direct Banking Core Help Desk User 16 Field Name Manage Policies Description Last Character In Password Number of Unsuccessful Attempts Allowed Password History Size Password Minimum Expiry Period Maximum Expiry Period Mandatory Check Box Select the check box to select the last character of the password The options are Special Character If this check box is selected then user can enter special characters as last character of the password Lower Case If this check box is selected then user can enter last character in lower case e Upper Case If this check box is selected then user can enter last character in upper case Numbers If this check box is selected then user can enter last character as numeric Mandatory Drop Down Select the Number of Unsuccessful Attempts allowed from the drop down list The account will be locked after the specified number of attempts Note This field will be enabled only for password policy Mandatory Drop Down Select the Password History from the drop down list The
16. policy is being set Channel Display This column displays the Channel for which the policy is being set Policy Display This column displays the Password Policy set to the User Type User Manual Oracle FLEXCUBE Direct Banking Core Help Desk User 13 Manage Policies Field Name Description Lowercase Mandatory Drop Down Alphabets Allowed Select whether the lowercase alphabets are allowed in a password The options are e No Yes Mandatory Conditional Drop Down Select the number of lowercase characters allowed in a password from the drop down list The options are 0 1 2 3 4 e 5 Uppercase Mandatory Drop Down Alphabets Allowed Select whether the uppercase alphabets are allowed in a password from the dropdown list The options are No Yes Mandatory Conditional Drop Down Select the number of uppercase characters allowed in a password from the drop down list This drop down list is disabled if No is selected in Uppercase Alphabets Allowed The options are 0 1 User Manual Oracle FLEXCUBE Direct Banking Core Help Desk User 14 Field Name Manage Policies Description Numbers Allowed Mandatory Special Characters Allowed Mandatory Mandatory Drop Down Select numbers allowed from the drop down list to allow numeric values in the password The options are e No Yes Conditional Drop Down Select the number of n
17. umeric characters allowed in a password from the drop down list This drop down list is disabled if No is selected in Numbers Allowed The options are 0 1 2 3 4 5 Mandatory Drop Down Select Special Characters Allowed from the drop down list to allow special characters in the password The options are e No Yes Conditional Drop Down Select the number of special characters allowed in a password from the drop down list This drop down list is disabled if No is selected in Numbers Allowed User Manual Oracle FLEXCUBE Direct Banking Core Help Desk User 15 Field Name Manage Policies Description Minimum Length Maximum No of Repetitions Allowed Maximum Length Maximum No Of Successions Allowed First Character In Password Mandatory Drop Down Select the Minimum Password Length from the drop down list The options are Oo ON AA Ff 10 Mandatory Drop Down Select the Maximum Number of Repetitions allowed from the drop down list The options are 0 20 Mandatory Drop Down Select the Maximum Password Length from the drop down list Mandatory Drop Down Select the number of successful attempts allowed to enter a password from the drop down list Mandatory Check Box Select the check box to select the first character of the password The options are e Special Character If this check box is selected then user can enter s
18. us 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 Oracle Corporation and its affili
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