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User Manual Oracle Banking Digital Experience Wallets

1. REGISTRATION 10 06 2015 08 56 18 GMT 0000 B OF M Subject Frequency X Select Start Date End Date E Description Cancel Register Note For more information about Reminders see Customer Services User Manual 6 6 Account Closure Using this option you can raise a request for 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 Account Closure ACCOUNT CLOSURE Account Select Reason Select Another Service Request Submit Field Description Field Name Description Account Mandatory Drop Down Indicates the account number 112 User Manual Oracle Banking Digital Experience Wallets Customer Services Field Name Description 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 9 Br Account 1 1 Balance Reason Back Confirm MESSAGES x amp Transaction will be stored in Release queue after final authorisation
2. REGISTER BILLER VERIFY 11 06 2015 10 18 00 GMT 0000 B O P Customer Name Biller Name CORPORATE Account Number with Biller Nick Name Amit 8 Click Confirm The Register Biller Confirm screen with the status message appears OR Click Change to navigate to the previous screen The Register Biller screen appears Register Biller Confirm REGISTER BILLER CONFIRM 11 06 2015 10 18 00 GMT 0000 O B Q Biller Registration Successful Customer Name Biller Name CORPORATE Account Number with Biller Nick Name Amit OK 9 Click OK The Biller Information screen appears 4 1 2 Pay Bills Using this option the business user can pay the bill to the registered biller The system will validate the stored biller information for the sufficient funds to pay bill payment amount To pay bill 1 Navigate through Bill Payments menu select Bill Payment The Pay Bills screen appears User Manual Oracle Banking Digital Experience Wallets 29 Pay Bills PAY BILLS Biller Details Select Customer Select a Biller Select Account Bill Number Bill Date Payment Amount Field Description Field Name Transfer and Payments 11 06 2015 10 51 21 GMT 0000 ew 000003171 OATS AUTO KYC R CORPORATE Amit 1 2666 gt 1040003171028 Balance 1266 25 02 2014 100 Submit
3. Change Confirm Submit 9 Click Confirm The Pay Bills Confirm screen with the status message appears OR Click Change to go to the previous screen and edit the entered data The Pay Bills Verify screen appears User Manual Oracle Banking Digital Experience Wallets 31 Pay Bills Confirm PAY BILLS CONFIRM Q Transaction with reference number 173504997442723 is in Accepted state EBanking Reference No Customer Name Biller Account Bill Number Bill Date Payment Amount Host Reference Number 10 Click OK 7223 723 000003171 OATS AUTO KYC R CORPORATE Amit 12666 1040003171028 1266 25 02 2014 100 GBP 104BPAT 14070B5F1 The Pay Bills screen appears 4 1 3 Delete Biller Using this option you can delete a biller available for bill payment To delete a biller Biller Information BILLER INFORMATION Customer Id 00008238 Customer Id 10410921 Customer Name AMI Customer Name Adi P User Manual Oracle Banking Digital Experience Wallets Registered On Nick Name 11 06 2015 15 48 40 Amit Registered On Nick Name 11 06 2015 15 50 50 SK Transfer and Payments 11 06 2015 10 42 47 GMT 0000 11 06 2015 10 20 51 GMT 0000 Biller Name Account Number CORPORATE 10000234 Biller Name Account Number AIRTEL INDIA P LTD 1000466778 Delete Add New Biller 32
4. Description Select Customer Select a Biller Select Account Bill Number Bill Date Payment Amount Mandatory Drop Down Indicates the customer Mandatory Drop Down Indicates the biller to which you will pay the bill Mandatory Drop Down Indicates the account number Note The account contains Account Type Account Nickname Currency Code Customer CASA Account Number If the customer has setup an account nick name it can be used instead of the account type Mandatory Alphanumeric 20 Indicates the bill number Mandatory Pick List Indicates the bill date Mandatory Numeric 20 Indicates the amount to be paid to the biller From the Select Customer list select the appropriate option From the Select a Biller list select the appropriate option User Manual Oracle Banking Digital Experience Wallets 30 From the Select Account list select the appropriate option In the Bill Number field enter the bill number In the Bill Date field select the bill date of the transaction In the Payment Amount field enter the bill amount Click Submit The Pay Bills Verify screen appears Soi Ur Pay Bills Verify Transfer and Payments Customer Name 71 OATS AUTO Biller RPORATE Amit 1 Account 1040003171028 Bill Number 1266 Bil Date 25 02 2014 Payment Amount 100 GBP PAY BILLS VERIFY 11 06 2015 10 42 47 GMT 0000 amp ORP x
5. Number Beneficiary Address 10 Park Street City London Beneficiary Email Beneficiary Bank Details Processing Mode RTGS IFSC Code UBINO562548 Bank Union Bank Of India Bank Address Hydernagar Branch Hyderabad City Hyderabad Payment Details Transfer Amount 12 000 00 Transfer Currency Indian Rupee Pay Now 11 03 2014 Other Details Purpose of Remittance Transaction is the payment of securities Narrative PayNowRTGSPayOverCounter m m Click Confirm The Domestic Funds Transfer Confirm screen with the status message appears OR Click Change to navigate to the previous screen The Domestic Funds Transfer screen appears User Manual Oracle Banking Digital Experience Wallets 58 Transfer and Payments Domestic Funds Transfer Confirm Host Reference Number User Reference Number Source Account Processing Mode IFSC Code Bank Name Bank Address City Payment Details Transfer Amount Transfer Currency Other Details Purpose of Remittance Narrative Pay Nov DOMESTIC FUNDS TRANSFER CONFIRM dy 05 06 2015 10 01 45 GMT 0000 Transaction with reference number 151947066381692 is in Accepted state UA INO562 1 Bank Of India dernagar Branch ndian Rupee OK E Receipt Note If the transaction contains any invalid value the system prompts the same through the messages The same transaction d
6. a If you select Existing Template option click to select the template The Template Search screen appears b If you select the Make New Payment option 1 From the Source Account list select the appropriate option ii From the Beneficiary Name list select the appropriate option iii From the Destination Account Type select the appropriate account type iv If you select Enter Account No from the Destination Account Type list In the Account Number field enter the account number V In the Beneficiary Address field enter the beneficiary address vi In the City field enter the city name vii From the Country list select the appropriate option viii In the Enter Beneficiary Bank Details field select the appropriate option ix Enter the appropriate details depending on the selected option X In the Transfer Amount field enter the amount that you want to transfer xi From the Transfer Currency list select the appropriate option Xii Select any one payment option in the Payment Details section For example select the Pay Now option xiii From the Correspondence Charges list select the appropriate option 3 Click Initiate The Internal Account Transfer Verify screen appears OR Click View Limits The utilized limits for the selected transaction appear OR Click Save as Template The Own Account Transfer Confirm screen appears and the fund transfer details are saved as a payment template OR Click Sa
7. Click Fund Now view the screen to transfer funds to the goal account Click Buy More to view the screen to buy mutual funds for the selected unit holder Click Redeem Funds to view the screen to redeem mutual funds for the selected unit holder Account Activity Using this option you can view the account activity of all your current and savings accounts in the application You can search the account activity based on period transaction date and amount or cheque range You can also download the account activity for a selected account in different file formats To view account activity From the Accounts menu select Savings and Current Accounts and then select Account Activity The Account Activity screen appears User Manual Oracle Banking Digital Experience Wallets 17 Account Inquiries Account Activity ACCOUNT ACTIVITY 04 06 2015 10 07 59 GMT 0000 5 O A x Select Account 10410879 1040410879010 CO v Go To Account Details Show Filters Filter Transactions so the list is more relevant Search By Current Period Clear All Filters Running balance would be displayed when searched on a date range for both debit and credit transactions only User Manual Oracle Banking Digital Experience Wallets 18 Account Activity Search Criteria Account Inquiries ACCOUNT ACTIVITY Select Account Show Filters Amount or Cheque Numbers Search By Transaction Type
8. The Sent Messages screen appears User Manual Oracle Banking Digital Experience Wallets r 99 Customer Services Mailbox MAILBOX 19 Jun 2015 06 26 20 0000 amp E Sent Messages L3 Inbox Interactions Alerts Message Id Subject To Customer Id Tasks Sent Messages 197482818552179 D Non Resident Account Related CRM Department 000003171 286737472552110 Credit Card CRM Department 10411080 286737472552110 Credit Card CRM Department 10411080 4 m D My Reply Message with attachment 4 Attached Files m Field Description Field Name Description Message Id 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 Note This icon 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 Wallets 100 Customer Services Field Name Description 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 Se
9. Transfer and Payments Field Description Field Name Description Customer ID Display Displays the customer id of the customer Customer Name Display Displays the name of the customer Registered On Display Displays the date and time on which the biller was registered Nick Name Display Displays the nick name Biller Name Display Displays the biller name Account Number Display Displays the account number 1 Select the check box of the customer to be deleted 2 Click Delete to delete a biller The Delete Biller Verify screen appears Delete Biller Verify DELETE BILLER VERIFY 11 06 2015 10 22 14 GMT 0000 B x Customer Id Customer Name Registered On Nick Name Biller Name Account Number 10410921 Adi P 11 06 2015 15 50 50 SK AIRTEL INDIA P LTD 1000466778 Back Confirm 3 Click Confirm The Delete Biller Confirm screen with the status message appears OR Click Back to go to the previous screen The Delete Biller screen appears User Manual Oracle Banking Digital Experience Wallets 33 Delete Biller Confirm DELETE BILLER CONFIRM Delete Biller Successful Transfer and Payments 11 06 2015 10 22 14 GMT 0000 B Y Customer Id Customer Name Nick Name Biller Name Account Number 10410921 Adi P 11 06 2015 15 50 50 SK AIRTEL INDIA P LTD 1000466778 OK 4 Click OK The Biller Information screen appears 4 2
10. ACCOUNT SUMMARY Overview Current Account amp Savings Account Conventional Islamic Current Account amp Savings Account Term Deposits Islamic Deposits 08 06 2015 03 59 41 GMT 0000 ee All Customers Total Balance GBP 1 Field Description Field Name Description Choice of Mandatory Drop Down Customers Indicates your Customer IDs in the application View Equivalent Mandatory Drop Down Balance in Indicates the currencies available for you in the application Currency Account Type Display Hyperlink Displays your account types in the application Displays the link to view the account summary for the account type Current Balance Display Displays the consolidated equivalent balance of all accounts for each account type along with the selected currency Total Balance Display Displays the total equivalent balance of all accounts for each account type along with the selected currency From the Choice of Customers list select the appropriate option From the View Equivalent Balance in Currency list select the appropriate option The account summary for the selected Customer ID and currency appears 4 Click the required Account Type link The account summary for the account type appears User Manual Oracle Banking Digital Experience Wallets Account Summary ACCOUNT SUMMARY Current Account amp Savings Account Conventional 000003171225 4 Bank Futura 000003171
11. 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 Account Closure Confirm ACCOUNT CLOSURE CONFIRM 27 Jul 2015 13 15 20 GMT 0000 amp Transaction submitted for Account Closure having reference 118150054959834 has been set to status Auto Authorized Account 0010003171608 Balance 11 890 00 GBI Reason Migrating to anothe Another Service Request OK User Manual Oracle Banking Digital Experience Wallets 113 6 7 Customer Services Click OK The Another Account Closure Service Request screen appears OR Click Another Service Request The New Service Request screen appears Alert Registration 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 Email SMS On Screen The alert types are Default Alerts The default alerts are sent by the system and are not available for the subscription Interactive Alerts The interactive alerts are sent from the system with the provision of the required options to complete the activity Subscribed Alerts The alerts that can be subscribed for and that are configured a
12. Dd Alerts 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 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 mm __ 4 2 6 5 Reminders This widget displays any reminders that you have created the system for the current day or for upcoming weeks or months This widget is present at the top right corner of the dashboard User Manual Oracle Banking Digital Experience Wallets 110 Customer Services Widget Reminders REMINDERS TODAY WEEK MONTH lt 24JUN 2015 WEDNESDAY gt Add Reminder To view the reminders 1 Click Today to view the unread reminders for the current day OR Click Week to view the unread reminders for the current week OR Click Month to view the unread reminders for the current month Click Dismiss to close a read reminder and then click OK Click Add Reminder to add a reminder from the widget The Registration screen to register for new reminders appears User Manual Oracle Banking Digital Experience Wallets 111 Customer Services Registration
13. Field Name Description It 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 Alphanumeric 20 Indicates the user ID To enable this field select the Existing Customer option Email Address Conditional Alphanumeric 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 Wallets 117 5 Customer Services Security 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 34373831060481 Enter One Time Password eeeeee Submit Resend OTP Field Description Field Name Description Reference Number Display Displays the reference number Enter One Time Mandatory Alphanumeric 50 Password Indicates the one time password that you receive on the registered mobile number Click Submit The Security Authorization screen appears Security Authorization Se
14. The details of the transaction appear User Manual Oracle Banking Digital Experience Wallets 24 Account Inquiries Account Activity Transaction Details ACCOUNT ACTIVITY 05 06 2015 11 34 14 GMT 0000 amp GO lm 30 06 2014 30 06 2014 Cheques Paid and Collected 001FTRQ141811021 30 06 2014 30 06 2014 Cheques Paid and Collected 001FTRQ141811020 30 06 2014 30 06 2014 Cheques Paid and Collected 001FTRQ141811011 30 06 2014 30 06 2014 Cheques Paid and Collected 001FTRQ141811009 30 06 2014 30 06 2014 Immediate Credit Cheques Paid and Collected 004MSCC141810017 30 00 30 06 2014 30 06 2014 Cheques Paid and Collected 004MSCC141810017 30 06 2014 30 06 2014 Immediate Credit Cheques Paid and Collected 004FTRQ141810506 15 00 30 06 2014 30 06 2014 Immediate Credit Cheques Paid and Collected 004FTRQ141810506 20 00 Payee name Abel Cheque Number Cheque Date Timestamp 30 06 2014 16 45 52 Transaction Description PRIMUM 000009171225 30 06 2014 30 06 2014 ACCOUNT TO ACCOUNT TRANSFER Cheques Paid and Collected 004FTRQ141810506 8 00 lt gt Records 1 to 10 of 20 Show Rows 10 4 gi E Page 17 of 2 n Column Description Column Name Description Payee Name Display Displays the name of the person to whom the check is paid Cheque Number Display Displays the cheque number used in the transaction Cheque Date Display Displays the issue date of the cheque used in the trans
15. 000003171225 Request Cheque Book Manage Alerts 000003171258 4 Bank Futura 000003171 000003171258 Request Cheque Book Manage Alerts 000003171305 4 Bank Futura 000003171 000003171305 Request Cheque Book Manage Alerts 000003171360 4 Bank Futura 000003171 000003171360 Request Cheque Book Manage Alerts TDG003171013 4 BANK FOR TD 000003171 TDG003171013 Request Cheque Book Manage Alerts TDG003171024 4 BANK FOR TD 000003171 TDG003171024 Request Cheque Book Manage Alerts 706003171170 4 BANK FOR TD 000003171 TDG003171170 Request Cheque Book Manage Alerts 706003171308 4 BANK FOR TD 000003171 TDG003171308 Request Cheque Book Manage Alerts User Manual Oracle Banking Digital Experience Wallets Account Inquiries 08 06 2015 09 09 52 GMT 0000 Hue All Customers z GBP 506 867 35 Total Available Balance GBP 497 065 35 Make A Payment Make A Transfer Statement Download Adhoc Statement GBP 3 802 83 Make A Payment Total Available Balance GBP 3 734 83 Make A Transfer Statement Download Adhoc Statement USD 731 070 06 Make A Payment Equivalent GBP 490 651 09 Total Available Balance USD 730 757 42 Make A Transfer Statement Download Adhoc Statement GBP 0 00 Make A Payment Total Available Balance GBP 111 00 Make A Transfe Statement Download Adhoc Statement GBP 8 402 238 35 Make A Payment Total Available Balance GBP 8 402 238 35
16. Access Type Indicates mandatory fields Non Urgent Urgent Faster UK Payments Select Bank Sort Code Select Select Select Indicates mandatory if particular option is enabled Q View Balance Bank Details Q View Limits Save As Template Save As Draft Initiate Save And Submit m m User Manual Oracle Banking Digital Experience Wallets 61 Transfer and Payments Field Description Field Name Description Payment To It is mandatory to select either Existing Template or Make New Payment option Existing Template Optional Option Indicates that you are using an existing payment template for fund transfer Make New Optional Option Payment Indicates that you are making a new payment without using a payment template for fund transfer Type of Payments Mandatory Option Indicates the type of payment The options are Non Urgent e Urgent e Faster UK Payments User Reference Optional Alphanumeric 40 Number Indicates the reference number for future tracking Source Account Mandatory Drop Down Indicates the source account for the UK payment Click the View Balance link to view the account balance of the selected account Beneficiary Details To enable below fields select the Make New Payment option from the Payment To section Beneficiary Name Mandatory Alphanumeric 35 Indicates the beneficiary
17. Account Transfer Date Amount Within Bank Transfer 104OUPA14069A167 1040411069058 1040411069058 17 03 2014 00 00 00 17 00 GBP OK E Receipt 5 Click OK The Pending Transfer screen appears User Manual Oracle Banking Digital Experience Wallets 90 5 5 1 5 1 1 2 Originations Originations Applications Offers To open a account for prospect user In the Login screen in the Product and Offers section click the desired product Product amp Offers PRODUCTS amp OFFERS Current Accounts Insurance m Our Current Accounts are designed to help you Whether you looking for insurance to make a manage your transactions Find out more about our secure life for your future we have a perfect plan for different types of current accounts you View More View More Retail Loan Savings Accounts Our loans can help you put your plans 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 View More View More Credit Cards 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 Click View More The products available under the selected product category appear in the new screen User Manu
18. Applicable TD Open Alert Not Applicable TD Status Alert y Not Applicable Register De Register Column Description Column Name Description Alert Description Optional Check Box Indicates whether alert facility is available 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 9874563210 Push Notifications shall be made available on your linked device User Manual Oracle Banking Digital Experience Wallets 116 Customer Services Security 7T Customer Services Security 7 1 Change Password A user can reset a password using Forgot Password link available on the screen To reset the password 1 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 9 Registered User User ID Cancel Submit Field Description
19. BENEFICIARY CONFIRM 05 06 2015 09 46 29 GMT 0000 Beneficiary modified successfully Q Transaction with reference number 643809251380681 is in Accepted state Transaction Type Internal Account Transfer Beneficiary Id 176011 Beneficiary Aditya Beneficiary Bank Branch CORE COMB STMT Beneficiary Account No 1040008353022 Beneficiary Email aditya x patel oracle com Visibility Private OK 23 Click OK The initial Beneficiary Maintenance screen appears Deleting a Beneficiary 1 From the Payments menu select Beneficiary Maintenance The Beneficiary Maintenance screen appears 2 From the Transaction Type list select the appropriate option User Manual Oracle Banking Digital Experience Wallets 86 Transfer and Payments 3 Click Search The search result appears To delete a beneficiary select the check box Click Delete The Beneficiary Maintenance Delete Beneficiary Verify screen appears Beneficiary Maintenance Delete Beneficiary Verify DELETE BENEFICIARY VERIFY 05 06 2015 09 52 10 GMT 0000 Bw A Beneficiary Bank Beneficiary Bank Beneficiary 1 Beneficiary Name Beneficiary Account Number Code Wu 176011 Aditya 1040008353022 104 Back Confirm 6 Click Confirm The Beneficiary Maintenance Delete Beneficiary Confirm screen appears OR Click Back to navigate to the previous screen The Benefici
20. Beneficiary Bank Details field Payment Details Transfer Amount Mandatory Numeric 15 Indicates the transfer amount Transfer Currency Mandatory Drop Down Indicates the transfer currency from the list It is mandatory to select either Pay Now or Pay Later option Pay Now Optional Option Indicates immediate international account transfer Pay Later Optional Option Indicates to make the international account transfer on a future date Note The Transfer Date to be selected should lie between the Start Date and the End Date Start Date Current Date No of days 1 to 20 End Date Current Date 365 Days If the Transfer Date happens to be a non working day or a holiday then transaction is processed on the next working day Other Details Payment Details 1 Mandatory Drop Down Indicates the payments details Payment Details 2 3 4 Optional Alphanumeric 35 x 3 Indicates the payment details Other Details Correspondence Mandatory Drop Down Charges Indicates the correspondence charges Narrative Optional Alphanumeric 35 Indicates the brief narration about the international account transfer User Manual Oracle Banking Digital Experience Wallets 78 Transfer and Payments Field Name Description Template Access Type Optional Drop Down Indicates the template access type The options are e Public e Private 2 In the Payment To field select the appropriate option
21. Contact Preferences Do you want to receive alerts and offers from us ves o Email Preferred mode of contact Mobile Save m User Manual Oracle Banking Digital Experience Wallets 101 Customer Services Field Description 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 Display the last name that you have entered during account opening Mother s Maiden Optional Alphanumeric 50 Name Indicates the mother s maiden name Date of Birth Display Displays the date of birth Gender Optional Drop Down Indicates the gender Email Address Display Displays the email address Contact Details Phone Number Display Displays the phone number you have entered during account opening Mobile Number Display Displays the mobile number you have entered during account opening Interest and Contact Preferences User Manual Oracle Banking Digital Experience Wallets 102 Do you want to receive alerts and offers from us Preferred mode of contact Preferred Time for receiving call Customer Services Mandatory Option Indicates whether you wish to receive alerts and offers from the bank The options are e Yes e No Note The
22. Current Date 365 Days If the Transfer Date happens to be a non working day or a holiday then transaction is processed on the next working day Transfer Amount Mandatory Numeric 15 Indicates the amount to be transferred Currency Mandatory Drop Down Indicates the amount currency to be transferred 2 Click Submit The Move Money In Verify screen appears User Manual Oracle Banking Digital Experience Wallets 40 Move Money In Verify Transfer and Payments MOVE MONEY IN VERIFY Source Account GB21AKBKGB99PA11234567893 Bank BIC Code AKBKGB99PA1 Transfer Amount 1000 3 Click Confirm Destination Account Transfer Date Later Currency 22 Jun 2015 09 40 30 GMT 0000 B v OF A x PA10008524038 20 Mar 2014 US Dollar The Move Money In Confirm screen with the status message appears OR Click Back to navigate to the previous screen Move Money In Confirm Move Money In Confirm Back Confirm m SUCCESS Money has been successfully transferred Transaction submitted for Move Money In having reference 183328094464747 has been set to status Auto Authorized Transaction with reference number 183328094464747 is in Accepted state Host Reference Number DDI103365001754 Source Account 000000002222 Bank BIC Code 004APAC Transfer Amount 10000 Destination Account 001008109031 Transfer Date Now 10 03 2014 A Transaction will b
23. Details Beneficiary Name efggrg Beneficiary Account Beneficiary Email Beneficiary Bank Details Bank Sort Code TRBARKS2 Bank Name BARKLEYS BANK Bank Address City LIPOWA 4 Payment Details Transfer Amount 1 000 00 GBP Transfer Currency Pound Sterling Pay Later 31 03 2014 Other Details m Correspondence Charges Beneficiary BEN Narrative OK E Receipt 7 Click OK The UK Payments screen appears Click E Receipt to generate an e receipt for that particular transaction Refer to Additional Options sections for options like Save as Draft Templates Save and Submit and View Limits Note The Online Integration for this transaction with FLEXCUBE UBS is not available currently 4 10 SEPA Credits Using this option you can initiate SEPA credit transfer The credit transfer is an instruction from a customer to their bank authorizing the bank to debit amount from the customer s account and pass on the credit to his beneficiary account in another bank or financial institution User Manual Oracle Banking Digital Experience Wallets 68 Transfer and Payments To initiate SEPA credit transfer From the Payments menu select Within Country and then select SEPA Credit Transfer The SEPA Credit Transfer screen appears SEPA Credit Transfer A SEPA CREDIT TRANSFER 09 06 2015 12 29 52 0000 E Existing Template Q Make New Payment 9 User Referenc
24. Drop Down Type Indicates the template access type The options are e Public e Private 2 In the Payment To field select the appropriate option a If you select Existing Template option click a to select the template The Template Search screen appears b If you select the Make New Payment option 1 From the Source Account list select the appropriate option ii From the Beneficiary Id list select the appropriate option iii From the Name list select the appropriate option iv From the Beneficiary Account IBAN list select the appropriate option From the Beneficiary Bank Code BIC list select the appropriate option vi In the Amount field enter the amount to be transferred vii Select any one payment option in the Draft Details section For example select the Pay Now option 3 Click Initiate The SEPA Credit Transfer Verify screen appears OR User Manual Oracle Banking Digital Experience Wallets 71 Transfer and Payments Click View Limits The utilized limits for the selected transaction appear OR Click Save as Template The Demand Draft Pay Order Request Confirm screen appears and the demand draft details are saved as a draft template OR Click Save as Draft The SEPA Credit Transfer Confirm screen appears and the demand draft details are saved as a draft OR Click Save and Submit The Save and Submit screen for the selected transaction appears a In the Save and Submit scree
25. Make A Transfer Statement Download Adhoc Statement GBP 5 270 023 79 Make A Payment Total Available Balance GBP 5 270 023 79 Make A Transfer Statement Download Adhoc Statement GBP 740 00 Make A Payment Total Available Balance GBP 740 00 Make A Transfer Statement Download Adhoc Statement GBP 0 00 Make A Payment Total Available Balance GBP 0 00 Make A Transfer Statement Download Adhoc Statement Total Balance GBP 685 326 850 37 12 Account Inquiries Column Description Column Name Description Account Type Mandatory Drop Down Indicates your account types in the application Choice of Mandatory Drop Down Customers Indicates your Customer IDs in the application View Equivalent Mandatory Drop Down Balance in Indicates the currencies available for you in the application Currency Account Mandatory Alphanumeric 30 Nickname Indicates the nickname of the account The fields mentioned below appear according to the account type Account Number Display Displays the account number Current Balance Display Displays the current balance of the account along with account currency Equivalent Display Displays the equivalent balance in the selected currency for the account Available Display Displays the available balance in the account currency for the account Total Balance Display Displays the total equivalent balance of all accounts along with the selected cur
26. No Account Activity Field Name Description Account Details Name Display Opening Date Displays the name of the account holder Display Displays the account opening date User Manual Oracle Banking Digital Experience Wallets Account Inquiries Field Name Description Account Number Display Displays the account number Account Type Display Displays the account type The account type can be current and savings term deposit and loan Account Display Relationship Displays the account relationship of an account holder with the account Account Status Display Displays the status of the account Branch Display Displays the branch number of the bank in which the account is present Product Name Display Displays the product name associated with the account Account Currency Display Displays the base currency of the account Facilities Cheque Book Display Displays whether the cheque book facility is provided to the account holder or not Overdraft Allowed Display Displays whether the overdraft facility is provided to the account holder or not Balances Current Balance Display Displays the current balance in the account Amount on Hold Display Displays the earmarked amount or the amount on hold in the account User Manual Oracle Banking Digital Experience Wallets 9 Account Inquiries Field Name Description Uncleared Funds Display Displays the un cleared funds pertaining to
27. Optional Option Indicates internal transfer at regular intervals e Periodic Payment Details e Following field appears if you select Pay Periodically option Payment Frequency Conditional Drop Down Indicates the payment frequency of internal transfer The options are Daily Weekly Fortnightly Monthly Bi Monthly Quarterly Half Yearly Yearly First Execution Date Conditional Pick List Indicates the first execution date of the internal transfer Expiry Date Conditional Pick List Indicates the last execution date of the internal transfer Other Details Narrative Optional Alpghanumeric 35 Indicates brief description about the internal transfer Template Access Optional Drop Down Type Indicates the template access type The options are e Public e Private Purpose of Optional Drop Down Remittance Indicates the purpose of remittance User Manual Oracle Banking Digital Experience Wallets 50 2 3 4 5 6 a b c 7 8 User Manual Oracle Banking Digital Experience Wallets From the Beneficiary Account list select the appropriate option From the Beneficiary Branch list select the appropriate option In the Transfer Amount field enter the amount to be transferred From the Transfer Currency list select the appropriate option Transfer and Payments In the Payment Details section select the appropriate payment option If you select Pay Periodically option Select
28. Pay Now to make immediate payment If you select Pay Later option select the payment date 1 In the Periodic Payment Details section select the payment frequency from the Payment Frequency list ii In the First Execution Date field select the start date for the internal transfer iii In the Expiry Date field select the end date for the internal transfer Click Initiate The Internal Transfer Verify screen appears Internal Transfer Verify User Reference Source Account Beneficiary Details Beneficiary Account Beneficiary Branch Beneficiary Email Payment Details Transfer Amount Transfer Currency Pay Now Other Details Narrative Purpose of Remittance INTERNAL TRANSFER VERIFY terling ansaction Is an intra company payment 08 06 2015 10 25 07 GMT 0000 8 v oF x Change Confirm The actual Debit Amount for Future Dated Cross Currency Transfers may differ based on the prevailing exchange rate on the value date Click Confirm The Internal Transfer Confirm screen with the status message appears OR Click Cancel to cancel the funds transfer 51 Transfer and Payments Internal Transfer Confirm Transaction with reference number 152226664398829 is in Accepted state Host Reference Number 104FCOK14070F5IF User Reference 12345 Source Account 1040410879010 104 1041 Beneficiary Details Beneficiary Account 1040410927022 Be
29. 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 Introduction to the transaction 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 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 separately 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 int
30. 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 Wallets 103 6 3 Customer Services Manage Profile Confirm MANAGE PROFILE 09 06 2015 09 26 40 GMT 0000 amp O B 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 m First Name DIPEN Middle Name Mother s Maiden LastName SHAH Gender Male z 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 ab
31. name Beneficiary Mandatory Numeric 12 Account Indicates the beneficiary account number Beneficiary Email Conditional Alpghanumeric 40 Indicates the beneficiary email To enable below fields select Non Urgent OR the Faster UK Payments option from the Type of Payment field User Manual Oracle Banking Digital Experience Wallets 62 Transfer and Payments Beneficiary Bank Details It is mandatory to select either Bank Sort Code or Bank Name option Beneficiary Bank Details Optional Option Indicates the beneficiary bank details The option are Bank Sort Code Bank Details Bank Sort Code Conditional Pick List Indicates the bank sort code To enable this field select the Bank Sort Code option Bank Name Conditional Alphanumeric 40 Type the bank name To enable this field select the Bank Details option Bank Address Conditional Alphanumeric 40 Indicates the bank address To enable this field select the Bank Details option City Conditional Alpghanumeric 40 Indicates the bank city name To enable this field select the Bank Details option To enable below fields select Urgent from the Type of Payment field SWIFT Code Mandatory Pick List Indicates the SWIFT code Bank Name Display Displays the bank name Bank Address Display Displays the bank address City Display Displays the name of the city Country Display Displays the name of the country Payment Details Tra
32. 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 User Manual Oracle Banking Digital Experience Wallets 121 Customer Services Security 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 0000 Channel User Id Channel Session Start Session ZRETA Q internet Banking 17 06 201 6 GMT 00 View Session Info ZRETA Q internet Banking 17 06 2015 05 55 47 GMT 000 View Session Info ZRE o View Session Info 4 ternet Banking 1 6 1 4 34 GM View Session Info ng View Session Info Note Please refer Dashboard Widget Management transaction to display the widget in the dashboard 2 Click 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 Session Summary User M
33. on first available business day To transfer funds to internal bank account 1 From the Receive Money menu select Move Money In The Move Money In screen appears Move Money In MOVE MONEY IN 22 Jun 2015 09 37 09 GMT 0000 amp x Source Account Select 7 Bank BIC Code Destination Account 000003171225 Transfer Money 9 Now Later Savings Plans First Start Date 11 Mar 2014 Transfer Amount Currency Select Z Submit The fields marked with are mandatory User Manual Oracle Banking Digital Experience Wallets 39 Transfer and Payments Field Description Field Name Description Source Account Mandatory Drop Down Indicates the source account number Bank BIC Code Display Displays the bank BIC code Destination Mandatory Drop Down Account Indicates the destination account number Transfer Money Mandatory Option Out Indicates the type of transfer money out The options are e Now Indicates immediate transfer of funds e Later Indicates transfer of funds at later date e Saving Plans Indicates transfer of funds as per the saving plan First Start Date Conditional Pick List Indicates the start date of the funds transfer To enable this field select Later or Saving Plan option Note The Transfer Date to be selected should lie between the Start Date and End Date Start Date Current Date No of days 1 to 20 End Date
34. on the next working day e Periodic Payment Details Following field appears if you select Pay Periodically option Payment Conditional Drop Down Frequenc quency Indicates the payment frequency The options are Daily Weekly Fortnightly Monthly Bi Monthly Quarterly Half Yearly Yearly First Execution Conditional Pick List Date Indicates the first execution date of domestic funds transfer Expiry Date Conditional Pick List Indicates the last execution date of the domestic funds transfer Other Details User Manual Oracle Banking Digital Experience Wallets 56 Transfer and Payments Field Name Description Purpose of Optional Drop Down Remittance Indicates the purpose of remittance Narrative Optional Alpghanumeric 35 Indicates brief description about the domestic funds transfer Template Access Optional Drop Down Type Indicates the template access type The options are e Public e Private 2 Click Initiate The Domestic Funds Transfer Verify screen appears User Manual Oracle Banking Digital Experience Wallets 57 Domestic Funds Transfer Verify Transfer and Payments User Reference Number Source Account Beneficiary Details Beneficiary Name Destination Account Type Identification Type DOMESTIC FUNDS TRANSFER VERIFY Ali Pay Over the Counter Passport Identification Reference 09 06 2015 08 36 05 GMT 0000 amp OF Px
35. the cheques and the clearing related to the account Overdraft Limit Display Displays the overdraft amount limit available for the account Available Balance Display Displays the available balance in the account Minimum Balance Display Required Displays the minimum balance to be maintained in the account Net Available Display MEE ue Displays the maximum current balance a customer can withdraw Lone from the account Others ATM Daily Display Withdrawal Cirit Displays the maximum amount that the account holder can withdraw per day Eligible Advance Display Against Displays the amount of eligible advance against the un cleared Funds Limit funds 4 Click Account Activity The Account Activity screen appears 3 2 Account Summary Using this option you can view a summary of all accounts that are available for your Customer IDs in the application You can view the total account balance for each account type in your base currency the grand total balance of all account types You can also view these details in different currencies that are available for you in the application You can view the account summary of a selected account for a selected account type To view account summary 1 From the Accounts menu select Overall View and then select Account Summary The Account Summary screen appears User Manual Oracle Banking Digital Experience Wallets 10 Account Summary Account Inquiries
36. the existing beneficiary details i e templates to make the payment The payment can be processed immediately or on a specific future date or you can set recurring instructions with the bank To initiate internal account transfer From the Payments menu select Within Bank and then select Internal Transfer The Internal Transfer screen appears Internal Transfer INTERNAL TRANSFER 08 06 2015 09 55 36 GMT 0000 B v P x Payment To n Existing Template Q Make New Payment User Reference Source Account Select Q View Balance m Beneficiary Details Beneficiary Account Q Beneficiary Branch Select gt Beneficiary Email Payment Details Transfer Amount Transfer Currency Select Now Pay Later Pay Periodically Other Details Narrative Template Access Type Select Purpose of Remittance Transaction is an intra company payment z m View Limits Save As Template Save As Draft Initiate Save And Submit User Manual Oracle Banking Digital Experience Wallets 48 Transfer and Payments Field Description Field Name Description Payment To It is mandatory to select either Existing Template or Make New Payment option Existing Template Optional Option Indicates that you are using an existing payment template for fund transfer Make New Optional Option Payment Indicates that yo
37. 3171094 104 000003171 BENEINTA Pay Over the Counter Account Number ADD MUMBAI INDIA National Clearing Codes National Clearing Codes CH123545 BESCGB2LXXX BANK IDENTIFIER CODE FROM SWIFT GB Country City 1000 Pound Sterling 11 03 2014 Payment through other bank Beneficiary BEN User Manual Oracle Banking Digital Experience Wallets 82 Transfer and Payments 5 Click e receipt to generate an e receipt for the completed transaction Click OK The International Account Transfer screen appears 4 12 Beneficiary Maintenance To maintain a beneficiary 1 From the Payments menu select Recurring Transfer and Payments and then select Beneficiary Maintenance The Beneficiary Maintenance screen appears Beneficiary Maintenance BENEFICIARY MAINTENANCE Transaction Type Select Beneficiary Id Beneficiary Account No Beneficiary Bank Name 05 06 2015 09 30 59 0000 amp E X Create Beneficiary Template Beneficiary Name Beneficiary Email Visibility All z Search Note You can create new beneficiaries template for various transaction types by selecting any transaction type and clicking the Create Beneficiary Template button Refer to the section Beneficiary Maintenance Internal Transfer onwards for beneficiary creation Field Description Field Name Description Transaction Type Mandato
38. 5 05 22 01 GMT 0000 amp yx O x User Reference 212776767 Source Account 1040411940059 104 10411940 Beneficiary Details Destination Account 0010003171585 001 000003171 Payment Details Transfer Amount 1 000 00 GBP PayLater 13 03 2014 Other Details Narrative Fund Transfer Change Confirm 3 Click Confirm The Own Account Transfer Confirm screen with the status message appears OR Click Change The Own Account Transfer screen appears Own Account Transfer Confirm OWN ACCOUNT TRANSFER CONFIRM 10 06 2015 05 22 01 GMT 0000 amp yy O B x Transaction with reference number 196998115416339 is in Accepted state Host Reference Number 104FCOK14070F5J0 User Reference 212776767 Source Account 1040411940059 104 10411940 Beneficiary Details Destination Account 0010003171585 001 000003171 Payment Details Transfer Amount 1 000 00 GBP Pay Later 13 03 2014 Other Details Narrative Fund Transfer OK E Receipt 4 Click E Receipt The e receipt for the completed transaction screen appears User Manual Oracle Banking Digital Experience Wallets 47 4 7 Transfer and Payments Click OK The Own Account Transfer screen appears Internal Transfers Using this option you can transfer funds within the bank i e you can transfer funds to any accounts of the same bank You can also create and save payment templates to be used later for funds transfer Such transfer can be done either by making a new payment transaction or using
39. Account Details screen appears Account Details Account Selection Select Account 10410879 1040410879010 CORE_COMB_STMT gt ACCOUNT DETAILS 04 06 2015 10 03 37 GMT 0000 8 O Submit Field Description Field Name Description Select Account Mandatory Drop Down Indicates the Current and Savings account for which you want the account details From the Select Account list select the appropriate option Click Submit The account details of the selected account appear in the Account Details screen User Manual Oracle Banking Digital Experience Wallets 7 Account Details ACCOUNT DETAILS Select Account Account Details Facilities Balances Uncleared Funds Others Field Description Name Account Number Account Relationship Branch Account Currency Cheque Book Current Balance Amount on Hold Overdraft Limit Minimum Balance Required Total Available Balance 000003171 000003171225 Bank Futura OATS AUTO KYC R 000003171225 Single Bank Futura 000 GBP n nn 0 00 0 00 0 00 0 00 ATM Daily Withdrawal po Limit Eligible Advance Against n nn Uncleared Funds Limit Account Inquiries 05 06 2015 11 36 58 GMT 0000 T x M Submit Opening Date 04 01 2011 Account Type Current and Savings Account Status Account Enabled Product Name SAVINGS ACCOUNT STAFF Overdraft Allowed
40. Auto Authorized User Reference Number OIN OIN Description Source Account Beneficiary Details Beneficiary Id Name Beneficiary Account IBAN Beneficiary Bank Details Beneficiary Bank Code BIC Payment Details Amount Currency 1040411271050 104 10411271 B1 Ben1 10411271 1040411271039 HDFC0000017 10000 EUR Transfer and Payments 2 Other Details Narrative N1 Purpose of Remittance Transaction is a general cash management instruction 6 Click OK The SEPA Credit Transfer screen appears 7 Refer to Additional Options sections for options like Save as Draft Templates Save and Submit and View Limits 4 11 International Transfers Using this option you can transfer funds globally i e you can transfer funds to any account in any bank across the globe Such transfer can be made either by using an existing template or as a new payment transaction The payment can be processed immediately or on a specific future date or as per your standing instructions with the bank To initiate international account transfer 1 From the Payments menu select Cross Border and then select International Account Transfer The International Account Transfer screen appears User Manual Oracle Banking Digital Experience Wallets 74 International Account Transfer Transfer and Payments Payment To Existing Template Make New Payment 9 User Reference Number Source Account Bene
41. Bank admin Bank admin Bank admin 13 Jul 2015 09 48 47 GMT 0000 A Y Word Wrap Customize Columns Dc Received 10 Mar 2014 18 30 00 GMT 0000 10 Mar 2014 18 30 00 GMT 0000 10 Mar 2014 18 30 00 GMT 0000 10 Mar 2014 18 30 00 GMT 0000 Expires 31 Aug 2014 18 29 59 31 Jan 2016 18 29 59 31 Dec 2014 18 29 59 30 Nov 2015 18 29 59 2 Click Inbox User Manual Oracle Banking Digital Experience Wallets 93 Customer Services 3 Click the Subject link to view the message Mailbox MAILBOX 13 Jul 2015 09 48 47 GMT 0000 8xU0l x Compose Message E Inbox gt Bulletins Inbox Interactions Word Wrap Cust Alerts 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 i 122 fdsahfj Bank admin 10 Mar 2014 18 30 00 GMT 0000 31 417 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 m D 10 Mar 2014 Sent by Bank admin Date 18 30 00 GMT 0000 F 3 30 Nov 2015 To John Smith Expires 18 29 59 GMT 0000 Subject Attach SRK Channel FCDB Tha rainbow ef unur intaraorct rator 4 Click the Reply link in order to reply to the current message User Manual Oracle Banking Digital Experience Wallets 94 Customer S
42. Displays the mobile number you have entered during account opening Interest and Contact Preferences Do you want to Mandatory Option ee alerte tom Indicates whether you wish to receive alerts and offers from the bank The options are e Yes e No ces 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 User Manual Oracle Banking Digital Experience Wallets 106 Customer Services Field Name Description Your Interests 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 Preferred mode of Optional Check Box contact Indicates the preferred mode of contact The options are e Email e Mobile Preferred Time for Conditional Drop Down receiving call 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 U
43. External Payment Interface 4 21 Online Merchant Payments Electronic Payments Interface EPI provides the facility of interfacing with the third party To perform EPI transactions a merchant URL will be provided Merchant can login through this URL using merchant details After that he can login to the application using his business user details and can carry out funds transfer To perform Internal Transfer transaction through EPI 1 Log on through the Merchant URL 2 Enter merchant details and click Submit Log on to the application by entering business user details The system displays Payment screen for internal transfer Payment Payment Details Debit Account Transaction Amount Service Charge Amount Total Debit Amount Transaction Date Narrative Merchant Details 10411069 1040411069038 CORE COMB STMT 2 00 USD 1 00 USD 3 00 USD 19 06 2014 Client Code IRCTCP2 Merchant Reference No Indicates mandatory fields User Manual Oracle Banking Digital Experience Wallets TEST 101 34 Transfer and Payments Field Description Field Name Description Debit Account Mandatory Drop Down Indicates the debit account Transaction Display Amount Displays the transaction amount Service Charge Display Amount Displays the service charge amount to be debited Total Debit Display Amount Displays the total debit amount Transaction Date Display Displays the transaction
44. From the Select Account list select the appropriate option Click Go to Account Details The Account Details screen appears OR Click Show Filters The search criteria available for account activity appear User Manual Oracle Banking Digital Experience Wallets 21 Account Inquiries 4 Select the required option to search account activity For example select the Search by option and from the Search by list select the appropriate option a f you select the Last n Days option 1 In the No of Days field enter the number of days for which you want to view the account activity 5 From the Transaction Type list select the appropriate option b If you select the and POS Purchase Transaction option i From the Select Debit Card list select the appropriate option 6 Click Submit The Account Activity screen appears with the search result OR Click Clear All Filters to remove all search criteria for account activity Account Activity Search Result ACCOUNT ACTIVITY 04 06 2015 10 45 45 0000 oB OF IR Select Account 10410879 1040410879010 CO v Go To Account Details Show Filters Filter Transactions so the list is more relevant Search 9 Current Period X Clear All Filters Submit m Running balance would be displayed when searched on a date range for both debit and credit transactions only Account Currency GBP Current Available B
45. In the Bank Name field enter the bank name viii In the Bank Address field enter the bank address User Manual Oracle Banking Digital Experience Wallets 65 Transfer and Payments the City Name field enter the city name d If you select the Urgent option 1 Repeat the steps from i to iii ii From the SWIFT Code select the appropriate SWIFT code iii In the Transfer Amount field enter the amount to be transferred iv From the Transfer Currency list select the appropriate currency V Select any one payment option in the Payment Details section For example select the Pay Now option From the Correspondence Charges list select the appropriate option Click Initiate The UK Payments Verify screen appears OR Click View Limits The utilized limits for the selected transaction appear OR Click Save as Template The UK Payments Confirm screen appears and the fund transfer details are saved as a payment template OR Click Save as Draft The UK Payments Confirm screen appears and the fund transfer details are saved as a draft OR Click Save and Submit The Save and Submit screen for the selected transaction appears a In the Save and Submit screen if you select the Template Details option 1 In the New Template field enter the name of the payment template ii From the Visibility list select the appropriate option b In the Save and Submit screen if you select the Draft Details option 1
46. In the New Draft field enter the name of the draft 5 In the Save and Submit screen click Submit The UK Payments Verify screen appears User Manual Oracle Banking Digital Experience Wallets 66 UK Payments Verify Transfer and Payments Type of Payment User Reference Number Source Account Beneficiary Details Beneficiary Name Beneficiary Account Beneficiary Email Beneficiary Bank Details Bank Sort Code Bank Name Bank Address City Payment Details Transfer Amount Transfer Currency UK PAYMENTS VERIFY Non Urgent efggrgr 1111 TRBARKS2 BARKLEYS BANK TRBARKS2 D E F EMALIA LIPOWA 4 1 000 00 GBP Pound Sterling 09 06 2015 13 01 20 GMT 0000 ex m Pay Later 31 03 2014 Other Details Correspondence Charges Beneficiary BEN Narrative Template Access Type Change Confirm 6 Click Confirm The UK Payments Confirm screen appears OR Click Cancel to navigate to the previous screen The UK Payments screen appears User Manual Oracle Banking Digital Experience Wallets 67 Transfer and Payments UK Payments Confirm UK PAYMENTS CONFIRM 09 06 2015 13 01 20 GMT 0000 B O M x Transaction with reference number 199356813414016 is in Accepted state Host Reference Number PPTDUMMYO00011 Type of Payment Non Urgent User Reference Number Source Account m Beneficiary
47. ORACLE Oracle Banking Digital Experience Wallets User Manual Release 15 1 0 0 0 Part No E66313 01 October 2015 Wallets 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 use in any inherently dangerous appl
48. Select Debit Card 10410879 1040410879010 Q 04 06 2015 10 08 29 0000 Go To Account Details Filter Transactions so the list is more relevant No of n X Last n Transactions Hransactions 20 Or Specify Transaction Period From w Both Debit and Credit Transactions All v Amount range v Clear All Filters Running balance would be displayed when searched on a date range for both debit and credit transactions only Account Currency GBP Current Available Balance 999 927 992 36 m m Word Wrap Customize Columns Download Print Transaction Date Value Date Description Transaction Type Reference Number Debit 62 11 03 2014 11 03 2014 10410410879283 NEW DEPOSIT Investment in Deposits 104DEBK1407016J4 5 000 C Qo 11 03 2014 11 03 2014 10410410879181 NEW DEPOSIT Investment in Deposits 104DEBK1407016J3 5 000 C 11 03 2014 11 03 2014 104104108790S8 NEW DEPOSIT Investment in Deposits 104DEBK1407016J2 5 000 C 11 03 2014 11 03 2014 PayNowCaseUSD Within Bank Transfer 104FCOK14070F5GA n 62 11 03 2014 11 03 2014 PayNowCaseUSD Other Payment Charges 104FCOK14070F5GA 10 C 11 03 2014 11 03 2014 ACCOUNT TO ACCOUNT TRANSFER Investment in Deposits 104CDP1140700117 2 500 C 11 03 2014 11 03 2014 ACCOUNT TO ACCOUNT TRANSFER Investment in Deposits 104CDP1140700116 2 000 C Field Descr
49. Source Account Mandatory Drop Down Indicates the source account number Click the View Balance link to view the account balance of the selected account Beneficiary Details Beneficiary ID Mandatory Alphanumeric 10 Indicates the beneficiary ID Name Mandatory Pick List Indicates the beneficiary name Beneficiary Account Mandatory Alphanumeric 35 IBAN Indicates the beneficiary IBAN number Beneficiary Bank Details Beneficiary Bank Mandatory Pick List Code BIC Indicates the beneficiary bank code Payment Details Amount Mandatory Numeric 15 Two Indicates the amount for the credit transfer Currency Display Displays the currency It is mandatory to select either Pay Now or Pay Later option User Manual Oracle Banking Digital Experience Wallets 70 Transfer and Payments Field Name Description Pay Now Optional Option Indicates immediate global payment of draft Pay Later Optional Option Indicates to make the SEPA credit transfer on a future date Note The Transfer Date to be selected should lie between the Start Date and End Date Start Date Current Date No of days 1 to 20 End Date Current Date 365 Days If the Transfer Date happens to be a non working day or a holiday then transaction is processed on the next working day Other Details Narrative Optional Alphanumeric 35 Indicates the brief description about the draft Template Access Optional
50. action Timestamp Display Displays the timestamp for the transaction Transaction Display Description Displays the brief description of the transaction User Manual Oracle Banking Digital Experience Wallets 25 Account Inquiries 8 Click next to the required transaction to hide the transaction details User Manual Oracle Banking Digital Experience Wallets 26 Transfer and Payments 4 Transfer and Payments 4 1 Bill Payments 4 1 1 Register Biller Using this option you can register more than one account with the same service provider for bill payment While paying bill you can select any of the registered billers to whom bill is needed to be paid Bill can only be paid to the registered billers To register a biller 1 From the Bill Payments menu select Register a Biller The Biller Information screen appears Biller Information BILLER INFORMATION 11 06 2015 10 20 51 GMT 0000 M Customer Id Customer Name Registered On Nick Name Biller Name Account Number 00008238 AMI 11 06 2015 15 48 40 Amit CORPORATE 10000234 Customer Id Customer Name Registered On Nick Name Biller Name Account Number 10410921 Adi P 11 06 2015 15 50 50 SK AIRTEL INDIA P LTD 1000466778 Delete Add New Biller Field Description Field Name Description Customer Id Display Displays the Id of the customer Customer Name Display Displays the name of the customer Registered On Display Displays
51. al Oracle Banking Digital Experience Wallets 91 Originations Product and Offers Savings Accounts Privilege Savings Account Salary Account A feature rich savings account that provides A savings account that gives you complete financial planning benefits and lifestyle banking solutions privileges Features Features Zero balance corporate salary account Dedicated relationship manager Overdraft facility Higher daily withdrawal limit Preferential pricing Exclusive discounts at premier stores Free access to ATM Anywhere Free access to ATM Anywhere Apply Now Apply Now Regular Savings Account Students Bank Account An online savings account that gives you a high easy way to save and manage your finances interest rate easy access to your money is 24 7 while you earn your degree online and rewards you for regularly saving Features Low minimum balance Interest calculated daily paid monthly Online Banking Service Interest rate 3 75 p a Interest Rate 3 2556 p a No minimum balance Free access to ATM Anywhere Easy online account management Apply Now Apply Now 3 Click Apply Now The Online Application Form screen appears OR Click Share on facebook to share this page with peers The facebook login screen appears User Manual Oracle Banking Digital Experience Wallets 92 6 Customer Services 6 1 Mailbox Customer Services Using this option you can communicate with the bank administrators throu
52. alance 10 009 00 Word Wrap Customize Columns Download Print Transaction Date Value Date Description Transaction Type Reference Number Debit a 11 03 2014 13 03 2014 PayNowBeneficiary Domestic Payments and collections 104DDSA140705509 9 989 00 Q 11 03 2014 13 03 2014 PayNowBeneficiary Domestic Payments and collections 104DDSA140705509 20 00 Records 1 to 2 of 2 Show Rows 10 v Page r of 1 EJ E User Manual Oracle Banking Digital Experience Wallets 22 Column Description Account Inquiries Column Name Description Selected Display Transaction Period Displays the selected transaction period Opening Balance Closing Balance Transaction Date Value Date Description Transaction Type Debit Card Number Debit Credit Balance This field appears if you select the Specify Transaction Period option and search account activity within specific transaction period Display Displays the opening balance of the account prior to the first transaction Display Displays the closing balance of the account after the last transaction Display Displays the date on which the transaction was processed Display Displays the value date of the transaction Display Displays the short description for the transaction Display Displays the type of transaction Display Displays the debit card number associated with the transaction Th
53. anual Oracle Banking Digital Experience Wallets 122 Customer Services Security SESSION SUMMARY 17 06 2015 06 06 48 GMT 0000 B Y Channel Use ZRETA Se n Start 17 06 2015 05 58 06 GMT 000 Transaction Name Status Transaction Date Log LG 2 Mailbox IMS Success 17 06 201 Mailbox IMS Success 17 06 9015 05 50 00 CMT 300 Preferences UPS Success 17 06 2015 05 58 GMT 00 Account Summary ASM Succe 17 06 201 Transactions VAT Success 17 06 2015 05 58 09 GMT 000 Transactions VAT 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 Wallets 123
54. ary Maintenance Delete Beneficiary Verify screen appears Beneficiary Maintenance Delete Beneficiary Confirm DELETE BENEFICIARY CONFIRM 05 06 2015 09 52 10 GMT 0000 3 Beneficiary deleted successfully Transaction with reference number 161191984380985 is in Accepted state Beneficiary Bank Beneficiary Bank Beneficiary Id Beneficiary Name Beneficiary Account Number Code Name 176011 Aditya 1040008353022 104 OK 7 Click OK The initial Beneficiary Maintenance screen appears 4 13 View Pending Transfers Using this option you can view the pending transfers whether it is move money in or move money out and group them for clarity purpose You can also cancel any pending transfers in the application To view pending transfers 1 From the Payments menu select Pending Transfers The Pending Transfers screen appears User Manual Oracle Banking Digital Experience Wallets 87 Transfer and Payments Pending Transfers PENDING TRANSFERS 10 06 2015 04 35 29 GMT 0000 amp OF RA Select Type All E 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 Tr ansfer Within Bank Transfer Own Account Transfer Internal Account Transfer Go Transfer Type Source Account Destination Accou
55. ate for fund transfer Make New Payment Optional Option Indicates that you are making a new payment without using a payment template for fund transfer User Reference Optional Alphanumeric 40 Number Indicates the reference number for future tracking Source Account Mandatory Drop Down Indicates the source account number Click the View Balance link to view the account balance of the selected account Beneficiary Details To enable below fields select the Make New Payment option from the Payment To section Beneficiary Name Conditional Alphanumeric 35 Indicates the beneficiary name Destination Account Conditional Drop Down Type Indicates the destination account The options are e Enter Account No e Pay Over The Counter Beneficiary Address Conditional Alphanumeric 35 x 2 Indicates the beneficiary address City Conditional Alphanumeric 35 Indicates the beneficiary city The beneficiary city will get automatically populated here after the selection of the beneficiary name Country Conditional Drop Down Indicates the beneficiary country User Manual Oracle Banking Digital Experience Wallets 76 Transfer and Payments Field Name Description Beneficiary Email Conditional Alphanumeric 40 Indicates the beneficiary email Account Number Conditional Alphanumeric 34 Indicates the beneficiary account number Beneficiary Bank Details To enable below fields select the Make New Payment op
56. 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 User Manual Oracle Banking Digital Experience Wallets 119 Customer Services Security 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 Itis 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 User ID KALPCORP User ID KALPCORP Enter Old Password New Password New Password Confirm New Confirm New Password We recommend using the virtual keyboard for the password field for security reasons amp g b x m i s k l 1 3 2 f y w u e q h g i 6 0 5 t n 2 9 8 7 Upper Delete Clear All Not Mixed 4 Field Description Field Name Description Change Login Password User ID Display Displays the user ld Existing Mandatory Alphanumeric 18 Password Indicates the old password User Manual Oracle Banking Digital Experie
57. curity 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 Submit In Answer field enter appropriate answer to the respective question Click Submit The Reset Password screen appears User Manual Oracle Banking Digital Experience Wallets 118 7 2 Customer Services Security Reset Password Reset Password 26 08 2015 16 06 45 UserID ADIRETAIL1 Change Option Login Password z New Password Confirm New Password Login Password Policy We recommend using the virtual keyboard for the password field for security reasons Delete Clear All Not Mixed Change 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 Alphanumeric 20 Indicates the new password Confirm New Mandatory Alphanumeric 20 Password Indicates to confirm the password Change Transaction Password New Password Mandatory Alphanumeric 20 Indicates the modified password Confirm New Mandatory Alphanumeric 20 Password Indicates to confirm the modified password Force Change Password During login a first time user should be forced to change the initial login password and the transaction password if
58. date Narrative Optional Alphanumeric 35 Indicates the brief description about the payment Merchant Details Client Code Display Displays the client code Merchant Display Reference No Displays the merchant reference number From the Debit Account list select the appropriate option Click Submit The Internal Transfer Verify screen appears OR Click Cancel to cancel the transfer The Internal Transfer screen appears Internal Transfer Verify Debit Account 1040411069038 Transaction Amount 2 00 USD Service Charge Amount 1 00 USD Total Debit Amount 3 00 USD Transaction Date 19 06 2014 Narrative Merchant Details Client Code IRCTCP2 Merchant Reference No TEST 101 User Manual Oracle Banking Digital Experience Wallets 35 6 Click Confirm The Internal Transfer Confirm screen appears OR Click Change to change the entered details The Internal Transfer screen appears Internal Transfer Confirm Transaction submitted for External Payment having reference 101513181172987 has been set to status Auto Authorized Transaction with reference number 101513181172987 is in Accepted state Debit Account 1040411069038 Transaction Amount 2 00 USD Service Charge Amount 1 00 USD Total Debit Amount 3 00 USD Transaction Date 19 06 2014 Narrative Merchant Details Client Code IRCTCP2 Merchant Reference No TEST 101 4 3 Linked Account Setup Transfer and Payments Using
59. e Counter ADD MUMBAI INDIA National Clearing Codes BENE NO BIC BANK VIENNA 1000 Pound Sterling 11 03 2014 Payment through other bank Beneficiary BEN 09 06 2015 09 31 56 GMT 0000 Account Number National Clearing Codes National Clearing Code Country City CH000000 BANK IDENTIFIER CODE FROM SWIFT Click Confirm The International Account Transfer Confirm screen appears OR Click Change to navigate to the previous screen The International Account Transfer screen appears User Manual Oracle Banking Digital Experience Wallets 81 Transfer and Payments International Account Transfer Confirm Host Reference Number Payment To User Reference Number Source Account Beneficiary Details Beneficiary Name Destination Account Type Beneficiary Address City Country Beneficiary Email Beneficiary Bank Details Enter Beneficiary Bank Details SWIFT Code Bank Name Bank Address ayment Details Transfer Amount Transfer Currency Pay Now Other Details Payment Details1 Payment Details2 Payment Details3 Payment Details4 Other Details Correspondence Charges Narrative INTERNATIONAL ACCOUNT TRANSFER CONFIRM 09 06 2015 09 38 13 GMT 0000 5 sv O B x Transaction with reference number 129187353408427 is in Accepted state 104FTOC14070C5LP Make New Payment 104000
60. e Number OIN OIN Description m Source Account Select Q View Balance Beneficiary Details Beneficiary Id Q Name Beneficiary Account IBAN Beneficiary Bank Details Beneficiary Bank Code BIC Q Payment Details Amount Currency EUR Pay Now Pay Later Other Details Narrative Template Access Type Select Purpose of Remittance Transaction is an intra company payment r View Limits Save As Draft Save As Template Initiate Save And Submit Indicates mandatory fields Indicates mandatory if particular option is enabled Field Description Field Name Description Payment To It is mandatory to select either Existing Template or Make New Payment option User Manual Oracle Banking Digital Experience Wallets 69 Transfer and Payments Field Name Description Existing Template Optional Option Indicates that you are using an existing payment template for fund transfer Make New Payment Optional Option Indicates that you are making a new payment without using a payment template for fund transfer User Reference Optional Alpghanumeric 40 Number Indicates the reference number for future tracking OIN Optional Alphanumeric 35 Indicates the originator identification number OIN Description Optional Alphanumeric 40 Indicates the originator identification number description
61. e Verify Random Deposit function to add this new linked ac ount Account Number 003171004003171168 Bank BIC Code HSBLGB99 OK 7 Click OK The initial Linked Account screen appears To transfer funds to the linked account 1 Click Confirm Random Deposit The Confirm Random Deposit screen appears Confirm Random Deposit Confirm Random Deposit 25 03 2015 10 07 32 GMT 0530 Please enter the exact amount deposited in your linked account Account Number 1040411228018 BIC Code AKBKGB99 Enter Random Deposit Amount Confirm Random Deposit Amount User Manual Oracle Banking Digital Experience Wallets 38 Transfer and Payments Field Description Field Name Description Account Number Display Displays the account number of the linked account Bank BIC Code Display Displays the BIC code of the bank in which the linked account is present Enter Random Mandatory Numeric Deposit Amount Indicates the Penny amount has to be entered for account verification Confirm Random Mandatory Numeric Deposit Amount Indicates the Penny amount has to be entered for account verification 2 Click Submit The Confirm Random Deposit Confirm screen appears 3 Click OK The Add Another Linked Account screen appears 4 4 Move Money In To Linked Accounts Using this option you can transfer funds from linked account to the internal bank account owned by you The transfer will get initiated
62. e processed with the next value date of 12 11 2011 4 Click OK The Move Money In screen appears 4 5 Move Money Out To Linked Accounts Using this option you can transfer funds from bank account to linked account mapped to you The transfer is initiated on first available business day To transfer funds from bank account to linked account 1 From the Payments menu select Move Money Out The Linked Account Transfer screen appears User Manual Oracle Banking Digital Experience Wallets Currency Indian Rupee 41 Transfer and Payments Linked Account Transfer LINKED ACCOUNT TRANSFER 22 Jun 2015 09 46 19 0000 B Source Account Select Destination Account Select zx Amount Transfer Date Ad hoc 9 Later E Submit Field Description Field Name Description Source Account Mandatory Drop Down Indicates the source account number Destination Account Mandatory Drop Down Indicates the destination account number Transfer Money Out It is mandatory to select either Now or Later option Now Optional Option Indicates immediate transfer of funds Later Optional Option Indicates transfer of funds at later date Note The Transfer Date to be selected should lie between the Start Date and the End Date Start Date Current Date No of days 1 to 20 End Date Current Date 365 Days If the Transfer Date happens to be a non working day
63. egrated Host interface available Pre integrated Host interface not available Transaction Name FLEXCUBE UBS Third Party Host System Account Details d Y Account Summary Y Account Activity Register Biller d Pay Bill Yi Delete Biller NH NH Business User Electronic Y Payments Interface Linked Account Setup Y Move Money In To Linked VY Accounts Move Money Out To Linked Accounts Own Account Transfer v Internal Transfer v Domestic Transfer v Domestic Transfers UK Payments SEPA Credit v International Account Transfer User Manual Oracle Banking Digital Experience Wallets 5 Transaction Host Integration Matrix Transaction Name FLEXCUBE UBS Third Party Host System Beneficiary Maintenance View Pending Transfers Applications Mailbox NH NH Manage Profile NH NH Notifications NH NH Reminders NH NH Account Closure NH NH Alert Registration x Force Change Password NH NH Session Summary NH NH User Manual Oracle Banking Digital Experience Wallets 6 Account Inquiries 3 Account Inquiries 3 4 Account Details Using this option you can view important details of a selected Current or Savings account Account details include account name product details and interest rate details To view account details 1 From the Accounts menu select Savings and Current Accounts and then select Account Details The
64. ervices Mailbox gt Compose Message ES Inbox records 1 to 3 or page 1 ot gt Interactions 1 Message id Subject Sender Customerid Received Expires Is Read Bulletins 191146570112028 42 Demand Draft and Cheques Accounts Department 006005884 04 12 2012 21 48 44 04 04 2013 00 00 00 N Tasks 660310307111331 Demand Draft and Cheques Accounts Department 006005884 04 12 2012 21 39 23 04 04 2013 00 00 00 N 660310307111331 Demand Draft and Cheques Accounts Department 006005884 30 11 2012 09 34 16 30 03 2013 00 00 00 Y gt Sent Messages Attached Files Sent by Accounts Department Date 04 12 2012 21 48 44 To RETAIL1 USER Expires 04 04 2013 00 00 00 Customer 006005884 Channel FCDB 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 5 In the Send a Message field enter the message to be sent 6 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 L Click Print to print the data OR Click Optimize Data ER optimize the data details displayed amo
65. fications 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 alerts and offers from us Yes Preferred mode of contact d Save Field Description 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 User Manual Oracle Banking Digital Experience Wallets 105 Customer Servi Field Name Description Last Name Display Display the last name that you have entered during account opening Mothers Maiden Optional Alphanumeric 50 Name Indicates the mother s maiden name Date of Birth Display Displays the date of birth Gender Display Displays the gender Email Address Display Displays the email address Contact Details Phone Number Display Displays the phone number you have entered during account opening Mobile Number Display
66. ficiary Ban Ali Ali APACGB61003 BANK FUTURA 4 Records 1 to 1 of 1 Page az of 1 Delete Modify 4 Click L3 or EST to navigate to the next or previous page in the list respectively 5 Click K or EJ to navigate to the first or last page in the list respectively User Manual Oracle Banking Digital Experience Wallets 84 10 11 12 13 14 15 16 17 18 19 20 21 User Manual Oracle Banking Digital Experience Wallets Transfer and Payments Select a record and click Download to download the complete statement The Beneficiary Maintenance Download screen appears Click Customize Columns to reorder the columns or select the columns that appear in the list Click Print to print the data To enable the word wrap in the columns select the Word Wrap check box From the File Format list select the appropriate file format to be downloaded Click Download The File Download screen appears OR Click Close to close the downloading Click Save File to save the file on your file system Click Open with to open the file OR Click Cancel to close the download complete screen and to view the file later Select a Beneficiary ID by selecting the respective checkbox from the Beneficiary Maintenance Search screen Click Modify to modify the selected beneficiary template The Modify Beneficiary screen appears Modify Beneficiary Transaction Type Bene
67. ficiary Details Beneficiary Name Destination Account Type Beneficiary Address City Country Beneficiary Email Beneficiary Bank Details Enter Beneficiary Bank Details SWIFT Code Bank Bank Address Payment Details Transfer Amount Transfer Currency Now amp Pay Later Other Details Payment Details1 Payment Details2 Payment Details3 Payment Details4 Other Details Correspondence Charges Narrative Template Access Type Indicates mandatory fields Select Select Select SWIFT Select Select Select INTERNATIONAL ACCOUNT TRANSFER 2 National Clearing Codes Q View Balance 09 06 2015 09 24 26 GMT 0000 B yy O B x Account Number Bank Details National Clearing Code m ax Select Z a Type National Clearing Codes Q Country City View Limits Save As Draft Save As Template Initiate Save And Submit Indicates mandatory if particular option is enabled User Manual Oracle Banking Digital Experience Wallets 75 Transfer and Payments Field Description Field Name Description Payment To It is mandatory to select either Existing Template or Make New Payment option Existing Template Optional Option Indicates that you are using an existing payment templ
68. ficiary Id Beneficiary Name Beneficiary Bank Branch Beneficiary Account No Beneficiary Email Visibility MODIFY BENEFICIARY Internal Account Transfer 176011 Aditya CORE COMB STMT 1040008353022 aditya x patel oracle Privatel 05 06 2015 09 46 23 GMT 0000 In the Beneficiary Id field enter the beneficiary ID In the Beneficiary Name field enter the beneficiary name From the Beneficiary Bank Branch list select the appropriate beneficiary branch In the Beneficiary Account No field enter the beneficiary account number From the Visibility list select the appropriate option Click Modify to modify the selected beneficiary template The Modify Beneficiary Verify screen appears OR 85 Transfer and Payments Click Back to navigate to the previous screen The Modify Beneficiary screen appears Modify Beneficiary Verify MODIFY BENEFICIARY VERIFY 05 06 2015 09 46 29 0000 B C E Transaction Type Internal Account Transfer Beneficiary Id Beneficiary Name Aditya Beneficiary Bank Branch CORE COMB STMT Beneficiary Account No 1040008353 Beneficiary Email x patelgoracle com Visibility Private 22 Click Confirm The Modify Beneficiary Confirm screen appears OR Click Change to change the details The Modify Beneficiary Verify screen appears Modify Beneficiary Confirm MODIFY
69. gh 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 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 6 1 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 Compose Message Inbox Interactions Alerts Bulletins Tasks Sent Messages Inbox Bulletins Message Id Subject 418 Attachment testing 122 fdsahfj 417 Automation 420 Attach SRK Records 1 to 4 of 4 lt Sender Bank admin
70. he Search By list User Manual Oracle Banking Digital Experience Wallets es 20 Field Name No of Days Transaction Type Select Debit Card Amount or Cheque Numbers From Amount To Amount From Cheque Number To Cheque Number Description or Reference No Account Inquiries Description Conditional Numeric 15 Indicates the number of days for which you want to view the account activity This field appears if you select the Last n Days option from the Search By list Mandatory Drop Down Indicates the available transaction types for the account activity Conditional Drop Down Indicates the debit card to the selected account number This field appears if you select the ATM and POS Purchase Transaction option from the Transaction Type list Optional Drop Down Indicates the amount range or cheque range for the account activity The options are e Amount Range e Cheque Range Optional Numeric 15 Indicates the start amount of the amount range for the account activity Optional Numeric 15 Indicates the end amount of the amount range for the account activity Optional Alphanumeric 15 Indicates the start of the cheque range for the account activity Optional Alphanumeric 15 Indicates the end of the cheque range for the account activity Optional Alphanumeric 15 Indicates the narrative or transaction reference number for the account activity
71. he credit card mapped to the selected account Hotlist Card Hyperlink Displays the link to hotlist the credit card mapped to the selected account User Manual Oracle Banking Digital Experience Wallets 15 Account Inquiries Column Name Description Repayment Hyperlink Inquiry Displays the link to view repayment details mapped to the selected loan account Loan Schedule Hyperlink Displays the link to view loan schedule mapped to the selected loan account Request Top Up Hyperlink Displays the link to request top up amount for the selected loan account Financing Hyperlink Schedule Displays the link to view financing schedule mapped to the selected Islamic Financing account Goal Name Hyperlink Displays the link to view goal details mapped to the selected goal account Unit Holder Hyperlink Displays the link to view the mutual fund portfolio mapped to the selected account Switch Funds Hyperlink Displays the link to switch mutual funds mapped to the selected account View Fund Activity Hyperlink Displays the link to view the mutual fund activity mapped to the selected account View Dividend Info Hyperlink Displays the link to view the dividend information of the mutual funds mapped to the selected account Fixed Income Hyperlink Securities Displays the link to view the summary of fixed income securities mapped to the selected account Shares Hyperlink Displays the link to view the su
72. ications 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 affiliates wi
73. ift Bank Code Optional Pick List Indicates the swift bank code Bank Name Display Displays the beneficiary bank name Bank Address Display Displays the address of the beneficiary bank City Display Displays the city of the beneficiary bank Payment Details Transfer Amount Mandatory Numeric 15 Indicates the transfer amount Transfer Currency Mandatory Drop Down Indicates the transfer currency It is mandatory to select Pay Now Pay Later or Pay Periodically option Pay Now Optional Option Indicates immediate domestic funds transfer User Manual Oracle Banking Digital Experience Wallets 55 Transfer and Payments Field Name Description Pay Later Optional Option Indicates to make the domestic funds transfer on a future date Note The Transfer Date to be selected should lie between the Start Date and the End Date Start Date Current Date No of days 1 to 20 End Date Current Date 365 Days If the Transfer Date happens to be a non working day or a holiday then transaction is processed on the next working day Pay Periodically Optional Option Indicates domestic funds transfer at regular intervals Note The Transfer Date to be selected should lie between the Start Date and the End Date Start Date Current Date No of days 1 to 20 End Date Current Date 365 Days If the Transfer Date happens to be a non working day or a holiday then transaction is processed
74. iption Field Name Description Select Account Mandatory Drop Down Indicates your current and savings accounts for which you want to view the account activity It is mandatory to select either Search By or Specify Transaction Period option User Manual Oracle Banking Digital Experience Wallets 19 Field Name Search By Specify Transaction Period From To No of Transactions Account Inquiri Description Optional Option Drop Down Indicates the available search criteria for account activity The options are e Current Period e Previous Period e Today s Transaction e Yesterday s Transactions e Last n Days e Previous Fortnight e Previous Month e Previous Quarter e Previous 6 Months e Last n Transactions To enable this field select the Search By option Optional Option Indicates that you want to search account activity within specific transaction period Conditional Pick List Indicates the start date of the period used to search account activity To enable this field select the Specify Transaction Period option Conditional Pick List Indicates the end date of the period used to search account activity To enable this field select the Specify Transaction Period option Conditional Numeric 15 Indicates the number of transactions for which you want to view the account activity This field appears if you select the Last n Transactions option from t
75. is field appears if you select the ATM and POS Purchase Transaction option from the Transaction Type list Display Displays the debit amount of the transaction Display Displays the credit amount of the transaction Display Displays the running balance of the selected account The options mentioned below are applicable for records of transactions in the selected account User Manual Oracle Banking Digital Experience Wallets 23 Account Inquiries Column Name Description 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 transactions list Click Download to download all or selected columns in the transactions list You can download the list in PDF XLS QIF OFX and MT940 formats Click Print to print the transactions list and open the list as a PDF document Click to view the first page of the transactions list Click E to view the previous page of the transactions list Click i to view the next page of the transactions list Click EJ to view the last page of the transactions list From the Page list select the required page number of the transactions list From the Show Rows list select the number of rows to be displayed in the transactions list Click s next to the required column to sort the records of transactions in ascending or descending order 7 Click next to the required transaction
76. isplays the name of financial instrument type User Manual Oracle Banking Digital Experience Wallets 14 Account Inquiries Column Name Description Equivalent Display Displays the current value of the investment product in the selected currency which is used to calculate the equivalent balance Investment Display Displays the description of the investment product Total Investments Display in equivalent Displays the total of all the investment products under wealth management in the selected currency which is used to calculate the equivalent balance Account Number Hyperlink Displays the link to view account activity of the selected account Request Cheque Hyperlink Book Displays the link to view the Cheque Book Request transaction for the selected account Stop Cheque Hyperlink Payment Displays the link to view the Stop Cheque transaction for the selected account Manage Alerts Hyperlink Displays the link to view the Manage Alerts transaction for the selected account Statement Hyperlink Download Displays the link to view the Account Statement transaction for the selected account Adhoc Statement Hyperlink Displays the link to view the Ad hoc Statement Request transaction for the selected account Debit Card Details Hyperlink Displays the link to view details of the debit card mapped to the selected account Card Number Hyperlink Displays the link to view details of t
77. ll 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 Wallets ii Table of Contents IDEM Dc 4 2 Transaction Host Integration 5 EE InMSDIiImee R RR M 7 4 Transfer and Payments 112 cce niece cle c ccc ce Lecce nnmnnn annnm nnmnnn nnmnnn nnmnnn nnmnnn nnmnnn nannan nnn naa 27 LEO IDE i n 91 Biv CUSTOMER SOIVICOS EC 1 93 7 Customer Services Security 117 User Manual Oracle Banking Digital Experience Wallets iii 1 1 1 1 2 1 3 1 4 1 5 User Manual Oracle Banking Digital Experience Retail Transfer and 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 organized into the following categories Preface gives information on the intended audience It also
78. mmary of shares mapped to the selected account Options Long Hyperlink Positions Displays the link to view the summary of options long positions mapped to the selected account User Manual Oracle Banking Digital Experience Wallets 16 11 12 13 14 15 16 17 18 3 3 Account Inquiries Click the required Account Type link The account summary for the account type appears From the Choice of Customers list select the appropriate option From the View Equivalent Balance in Currency list select the appropriate option The account summary for the selected Customer ID and currency appears Click lin the required Account Nickname field In the required Account Nickname field enter the new nickname of the account Click Save to save the changes to the account nickname OR Click Cancel to discard the changes to the account nickname Click any link to view the relevant details Click Make a Payment to view the screen to make bill payments with the selected account Click Make a Transfer to view the screen to make an internal transfer of funds with the selected account Click Amend Deposit to view the screen to amend the selected deposit account Click Redeem Deposit to view the screen to redeem the selected deposit account Click Pay Due Bill to view the screen to pay the bill of the selected credit card Click Make a Settlement to view the screen to make a settlement for the selected loan account
79. n if you select the Template Details option 1 In the New Template field enter the name of the payment template ii From the Visibility list select the appropriate option b In the Save and Submit screen if you select the Draft Details option i In the New Draft field enter the name of the draft 4 In the Save and Submit screen click Submit The SEPA Credit Transfer Verify screen appears SEPA Credit Transfer Verify User Manual Oracle Banking Digital Experience Wallets 72 Transfer and Payments User Reference Number OIN OIN Description Source Account Beneficiary Details Beneficiary Id Name Beneficiary Account IBAN Beneficiary Bank Details Beneficiary Bank Code BIC Payment Details Amount Currency Pay Now Other Details Narrative Purpose of Remittance SEPA CREDIT TRANSFER VERIFY 19 Jun 2015 07 13 12 GMT 0000 amp wy O P 10404126 m HDFC0000017 4000 1 EUR 13 Mar 2014 Transaction is an intra company payment Esco 5 Click Confirm The SEPA Credit Transfer Confirm screen with the status message appears OR Click Change to navigate to the previous screen The SEPA Credit Transfer screen appears User Manual Oracle Banking Digit al Experience Wallets 73 SEPA Credit Transfer Confirm SEPA Credit Transfer Confirm Transaction submitted for SEPA Credit Transfer having reference 311414470755044 has been set to status
80. n 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 __ 4 n D 2 Click Compose Message The Compose Message screen appears Mailbox MAILBOX 10 06 2015 08 28 20 GMT 0000 amp O x 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 i Select the subject of Select from here 1 Tasks this message E Sent Messages Customer Select Enter your message below Messages are limited to approximately 2000 characters or 200 words of text Field Description Field Name Description Select the subject Mandatory Drop Down of this message Indicates the subject of the message to be sent User Manual Oracle Banking Digital Experience Wallets 97 Customer Services Field Name Description 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 jpg rar Click Browse to attach a file 6 Click At
81. nce Wallets 120 Customer Services Security Field Name Description 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 the new password to confirm Change Transaction Password User ID Display Displays the user ld 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 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 keyboard characters without clicking on any of the keys 2 In the Enter Old Password field enter the old password 3 In the New Password field enter the new password 4 In the Confirm New Password field re enter the new password to confirm 5 Repeat the steps from 2 to 4 for Change Transaction Password 6 Click Change The Home Landing screen OR Click Clear to clear the data in the fields 7 3 Session Summary This option allows the user to track activity details
82. nd a Message field enter the message content Click Send The Confirmation Message appears 6 2 Manage Profile Using this option you can update the details of your profile like email address and mobile numbers CD ooo 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 B O P 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 v 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 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 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
83. neficiary Branch 104 CORE_COMB_STMT Beneficiary Email rahul x divekar oracle com Payment Details Transfer Amount 1 000 00 GBP Transfer Currency Pound Sterling Pay Now 11 03 2014 Narrative Purpose of Remittance Transaction is an intra company payment OK E Receipt The actual Debit Amount for Future Dated Cross Currency Transfers may differ based on the prevailing exchange rate on the value date Other Details INTERNAL TRANSFER CONFIRM 08 06 2015 10 25 07 GMT 0000 amp A m 9 Click e receipt to generate an e receipt for the completed transaction 10 Click OK The Internal Transfer screen appears 4 8 Domestic Transfers Using this option you can transfer funds to any account in another bank within the country The transfer is usually made through the local payments network The payment can be processed immediately or on a specific future date or you can set recurring instructions with the bank To view and initiate domestic funds transfer 1 From the Payments menu select Within Country and then select Domestic Funds Transfer The Domestic Funds Transfer screen appears User Manual Oracle Banking Digital Experience Wallets 52 Transfer and Payments Domestic Funds Transfer DOMESTIC FUNDS TRANSFER 09 06 2015 07 12 12 GMT 0000 Oo x gt Payment To Existing Template Q Make New Payment 9 m User Reference Number So
84. ng columns OR Click Download to download the attachments messages The download screen appears User Manual Oracle Banking Digital Experience Wallets 95 Customer Services Mailbox DOWNLOAD File Format Message Id Subject Sender Received Expires Download Close 9 From the Download Type list select the appropriate download type 10 Click Download to download the details 6 1 2 Compose Messages To communicate with the bank authorities the Mailbox offers a message 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 User Manual Oracle Banking Digital Experience Wallets 96 Customer Services Mailbox MAILBOX 13 Jul 2015 09 48 47 GMT 0000 29 Br Inbox gt Bulletins Inbox Interactions Word Wrap Customize Columns Dd Alerts Bulletins Message Id Subject Sender Received Expires Tasks Sent Messages 418 Attachment testing Bank admin 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 admi
85. nsfer Amount Mandatory Numeric 15 Indicates the amount for the credit transfer User Manual Oracle Banking Digital Experience Wallets 63 Transfer and Payments Transfer Currency Display Displays the transfer currency It is mandatory to select either Pay Now or Pay Later option Pay Now Optional Option Indicates immediate international account transfer Pay Later Optional Option Indicates to make the international account transfer on a future date Note The Transfer Date to be selected should lie between the Start Date and the End Date Start Date Current Date No of days 1 to 20 End Date Current Date 365 Days If the Transfer Date happens to be a non working day or a holiday then transaction is processed on the next working day Setup Standing Optional Option Select Setup Standing Instruction option for setting an instructions Note The Transfer Date to be selected should lie between the Start Date and the End Date Start Date Current Date No of days 1 to 20 End Date Current Date 365 Days If the Transfer Date happens to be a non working day or a holiday then transaction is processed on the next working day SI Execution Frequency Conditional Pick List Indicates the SI execution frequency The options are Daily Weekly Fortnightly Monthly Bi Monthly Quarterly Half Yearly Yearly To enable this field select Setup Standing Instruc
86. nt Template this field displays the User Reference Number of the selected payment template Source Account Mandatory Drop Down Indicates the source account number Beneficiary Name Mandatory Pick List Indicates the beneficiary name Destination Mandatory Drop Down Account Type Indicates the destination account type The options are e Account No e Pay Over Counter Beneficiary Display Account Displays the beneficiary account number Identification Drop Down Type Indicates the identification type Identification Optional Alphanumeric 35 Indicates the identification reference number for the selected umber Identification Type Beneficiary Display Address Displays the beneficiary address City Display Displays the beneficiary city User Manual Oracle Banking Digital Experience Wallets 54 Transfer and Payments Field Name Description Beneficiary Email Display Displays the beneficiary e mail Beneficiary Bank Details National Clearing Codes This section provides the National Clearing Code Look up icon to search the National Clearing Code Details The Look up icon allows you to view all the Clearing Codes Bank Name and the Address You can either type the National Clearing Code Details or select the same using the Look up function for maintaining the details Processing Mode Optional Option Indicates the processing mode The options are e IMPS e NEFT e RTGS Sw
87. nt Transfer Date Amount Status 31 03 2014 Within Bank Transfer 110040037 000003171305 000003171258 20 00 00 USD 1 510 00 Pending 31 03 2014 Within Bank Transfer OOOFTIN110040038 000003171258 000003171225 00008 GBP 1 000 00 Pending 31 03 2014 Within Bank Transfer OOOFTIN110040039 000003171225 000003171633 GBP 1 000 00 Pending 13 03 2014 Within Bank Transfer OOOFTIN110040061 000003171258 000003171225 2000 GBP 12 00 Pending 13 03 2014 Within Bank Transfer OOOFTIN110040062 000003171225 000003171407 00 00 00 GBP 200 00 Pending 13 03 2014 Within Bank Transfer OOOFTIN110040063 000003171225 000003171305 GBP 81 63 Pending 13 03 2014 Within Bank Transfer OOOFTIN110040064 000003171225 000003171258 O00 GBP 2 112 00 Pending Within Bank Transfer 104POUP14070B49G 1040411072010 GBP 26 00 Pending Within Bank Transfer 104POUP14070B49M 1040410879010 GBP 200 00 Pending Within Bank Transfer 104POUP14070B5F4 1040411072010 hui ae GBP 11 00 Pending Within Bank Transfer 104POUP14070B5F5 1040411072010 pnt qd GBP 33 00 Pending Within Bank Transfer 104POUP14070B5F6 1040411072010 33 00 Pending 13 03 2014 Within Bank Transfer 104POUP14070B5F7 1040411072010 00 00 00 GBP 34 00 Pending Field Description Field Name Description Transfer Type Display Displays the type of transfer Host Reference Display Number Displays the host reference number User Manual Oracle Banking Digital Experience Wallets 88 Tran
88. oes not get authorized during the Authorization process The E receipt feature is also not available for the same transaction 4 4 9 Initiate the same process again and make the required changes as suggested in the Messages Click OK The Domestic Funds Transfer screen appears Click e receipt to generate an e receipt for the completed transaction Refer to the Additional Options section for options like Save as Draft Templates Save and Submit View Limits Domestic Transfers UK Payments Using this option you can initiate the payment through payment networks available in UK User Manual Oracle Banking Digital Experience Wallets 59 Transfer and Payments To initiate the UK payments 1 From the Payments menu select Within Country and then select UK Payments The UK Payments screen appears User Manual Oracle Banking Digital Experience Wallets 60 Transfer and Payments UK Payments UK PAYMENTS 09 06 2015 12 53 34 GMT 0000 B wy Payment p Existing Template Make New Payment Type of Payment User Reference Number Source Account Beneficiary Details Beneficiary Name Beneficiary Account Beneficiary Email Beneficiary Bank Details Bank Sort Code Bank Name Bank Address City Payment Details Transfer Amount Transfer Currency Pay Now 9 Pay Later Pay Periodically Other Details Correspondence Charges Narrative Template
89. or a holiday then transaction is processed on the next working day Transfer Amount Mandatory Numeric 13 Two Indicates the amount to be transferred User Manual Oracle Banking Digital Experience Wallets 42 Transfer and Payments Field Name Description Currency Mandatory Drop Down Indicates the currency of the amount to be transferred 2 Click Submit The Linked Account Transfer screen appears Linked Account Transfer LINKED ACCOUNT TRANSFER VERIFY 22 Jun 2015 10 43 45 GMT 0000 Pj x Customer Id Source Account Balance 13 397 53 GBP Destination Account 1234567893 Balance 0 000000 Amount 100 00 GBP Transfer Date Ad hoc Change Confirm 3 Click Confirm The Linked Account Transfer Confirm screen with the status message appears OR Click Change to navigate to the previous screen Linked Account Transfer Confirm Linked Account Transfer Confirm SUCCESS Money has been successfully transferred Transaction submitted for Move Money Out having reference 685620914464946 has been set to status Auto Authorized Transaction with reference number 685620914464946 is in Accepted state Customer Id 000000001 Source Account 001008109031 Balance 1 000 00 INR Destination Account 000000002222 Balance 0 000000 Amount 10 000 00 INR Transfer Date Ad hoc Another Transfer E Receipt Messages N Transaction will be processed with the next
90. out 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 Vac Ma Manage Profile Using this option you can update the details of your profile like email address and mobile numbers To manage profile From the Customer Services menu select Manage Profile The Manage Profile screen appears User Manual Oracle Banking Digital Experience Wallets 104 Customer Services Manage Profile MANAGE PROFILE 06 Aug 2015 14 23 56 GMT 0530 O IR 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 Date of Birth 10 01 1985 Gender Female Email Address zartab x khalique orac Contact Details Please provide your Contact details We will use these contact details to contact you if we requires any clari
91. perience Wallets 45 Transfer and Payments Field Name Description Note The Transfer Date to be selected should lie between the Start Date and End Date Start Date Current Date No of days 1 to 20 End Date Current Date 365 Days If the Transfer Date happens to be a non working day or a holiday then transaction is processed on the next working day SI Execution Conditional Pick List Frequency Indicates the SI execution frequency The options are Daily Weekly Fortnightly Monthly Bi Monthly Quarterly Half Yearly Yearly To enable this field select Setup Standing Instruction option First Execution Date Conditional Pick List Indicates the first execution date This field appears if you select the Setup Standing Instruction option Expiry Date Conditional Pick List Indicates the Si expiry date This field appears if you select the Setup Standing Instruction option Narrative Optional Alphanumeric 35 Indicates the narration of the standing instruction Template Access Type Optional Drop Down Indicates the template access type For Retail Users template access type will be Private 2 Click Initiate The Own Account Transfer Verify screen appears User Manual Oracle Banking Digital Experience Wallets 46 Own Account Transfer Verify Transfer and Payments OWN ACCOUNT TRANSFER VERIFY 10 06 201
92. ransfer and Payments Field Description Field Name Description Payment To It is mandatory to select either Existing Template or Make New Payment option Existing Template Optional Option Indicates that you are using an existing payment template for fund transfer Make New Optional Option Payment Indicates that you are making a new payment without using a payment template for fund transfer User Reference Optional Alphanumeric 40 Indicates the reference number for future tracking Source Account Mandatory Drop Down Indicates the source account number Click the View Balance link to view the account balance of the selected account Destination Mandatory Drop Down Account Indicates the destination account Transfer Amount Mandatory Numeric 15 Indicates the amount to be transferred Pay Now Optional Option Indicates the payment to be made immediately Note The Transfer Date to be selected should lie between the Start Date and the End Date Start Date Current Date No of days 1 to 20 End Date Current Date 365 Days If the Transfer Date happens to be a non working day or a holiday then transaction is processed on the next working day Pay Later Optional Option Indicates the payment to be made at a future date Setup Standing Optional Option Instruction Indicates to setup a standing instruction for funds to be transferred for a period User Manual Oracle Banking Digital Ex
93. rency Principal Balance Display Displays principal balance of the deposit account along with account currency Maturity Amount Display Displays maturity amount of the deposit account along with account currency Maturity Date Display Displays maturity date of the deposit account User Manual Oracle Banking Digital Experience Wallets 13 Account Inquiries Column Name Description Card Number Display Displays the credit card number Utilized Amount Display Displays the utilized amount of the credit card along with card currency Available Credit Display Limi Displays the available credit limit of the credit card along with card currency Loan Outstanding Display Balanca Displays balance loan amount along with loan account currency Financing Display Account Number Displays the financing account number Finance Balance Display Displays balance financing amount along with financing account currency Goal Description Display Displays the goal name Goal Balance Display Displays the balance goal amount along with goal account currency Target Amount Display Displays the target goal amount along with goal account currency Target Date Display Displays the date of completion of the goal Unit Holder Name Display Displays the unit holder name for the mutual fund Customer Id Display Displays the Customer ID of the unit holder of the mutual fund Instrument Type Display D
94. ry Drop Down Indicates the transaction type for which template is to be searched Beneficiary ID Optional Alphanumeric 10 Indicates the beneficiary ID Beneficiary Name Optional Alphanumeric 35 Indicates the beneficiary name Beneficiary Account Optional Alphanumeric 35 No User Manual Oracle Banking Digital Experience Wallets Indicates the beneficiary account number 83 Transfer and Payments Field Name Description Beneficiary Email Optional Alphanumeric 35 Indicates the beneficiary email ID Beneficiary Bank Optional Alphanumeric 35 Name Indicates the beneficiary bank name Visibility Mandatory Drop Down Indicates the beneficiary access level The options are e All e Public e Private From the Transaction Type list select the appropriate option 3 Click Search The Beneficiary Maintenance screen appears with exiting templates that can be viewed deleted or modified Beneficiary Maintenance BENEFICIARY SEARCH 05 06 2015 10 54 40 GMT 0000 8 OF R x Transaction International Account Transfer Z Beneficiary Id Beneficiary Name Beneficiary Account No Beneficiary Email Beneficiary Bank Name Visibility All M Back Search Word Wrap Customize Columns Download Print Beneficiary Id Beneficiary Name Beneficiary Account Number Beneficiary Bank Code Beneficiary Bank City Bene
95. s 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 Alerts Customer Level Alerts Account Level Alerts To register for alerts From the Customer Services menu select Alerts The Alerts screen appears User Manual Oracle Banking Digital Experience Wallets 114 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 e Account Alerts Customer No Optional Drop Down Indicates the customer number Account Number Optional Drop Down Indicates the account number Alert Registration User Manual Oracle Banking Digital Experience Wallets 115 Customer Services Alert Description Email 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 Push Notification Parameters Beneficiary Alert Not Applicable Not Applicable Bill Pay Alert v Not
96. s that are generated for the user These widgets are present at the top right corner of the dashboard The widgets for notifications include Inbox This widget displays Mails and Bulletins Alerts This widget displays Alerts amp Tasks There are links provided on the subject title of each Alert Message and Bulletin On clicking on a link the mailbox will be displayed with details of that alert message or bulletin Widget Inbox To view mail notifications Click Mails to view the unread mails OR Click Bulletins to view the unread bulletins User Manual Oracle Banking Digital Experience Wallets 108 Customer Services Inbox v INBOX MAILS BULLETINS gi CUSTOM MAR 11 FDSAHFJ CUSTOM MAR 11 AUTOMATION CUSTOM MAR 11 ATTACH SRK CUSTOM MAR 11 2 Click any unread mail or bulletin in the Inbox widget The mail or bulletin in Mailbox screen appears Widget Alerts To view alert notifications 3 Click Alerts to view the unread alerts OR Click Tasks to view the unread tasks 4 Click any unread alert or task in the Alerts widget The alert or task in Mailbox screen appears User Manual Oracle Banking Digital Experience Wallets 109 Customer Services Mailbox MAILBOX 13 Jul 2015 09 48 47 GMT 0000 29 Br zd Inbox gt Bulletins Inbox Interactions Word Wrap Customize Columns
97. ser Manual Oracle Banking Digital Experience Wallets 107 6 4 Customer Services Manage Profile Confirm MANAGE PROFILE 06 Aug 2015 14 41 23 GMT 0530 B O B 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 First Name John Middle Name Mother s Maiden LastName Smith Name Gender Femaiel 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 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 alerts and offers from us Email Preferred mode of contact Mobile Save Notifications This group of widgets displays notification
98. sfer and Payments Field Name Description Source Account Display Displays the desired source account for the transaction Destination Display Account Displays the destination account for the transaction Transfer Date Display Displays the transfer date for the transaction Amount Display Displays the amount of the transaction Status Display Displays the reason due to which the transfer is pending In the Transfer Type column select the appropriate option Click Cancel Transfer The Cancel Pending Transfer Verify screen appears Pending Transfers View Cancel Verify CANCEL PENDING TRANSFER VERIFY 10 06 2015 10 08 12 x Customer Id 10411069 Host Reference Number PA14069A1 7 Source Account 40411069058 Destination Account 104041106905 Transfer Date 17 03 2014 Amount BF Change Confirm 4 Click Confirm The Pending Transfer Cancel Confirm screen appears OR Click Change to change the entered details The Cancel Pending Transfer screen appears User Manual Oracle Banking Digital Experience Wallets 89 Pending Transfers Cancel Confirm Transfer and Payments CANCEL PENDING TRANSFER CONFIRM Cancellation Done Transaction with reference number 162001120415559 is in Accepted state 10 06 2015 04 38 12 GMT 0000 wv x Transfer Type Host Reference Number Source Account Destination
99. tach The attachment successfully added screen appears fi 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 Wallets 98 Customer Services Mailbox Message Compose Confirmation MAILBOX 13 Jul 2015 16 21 27 GMT 0530 Bra Bx Compose Message E Your mail has been sent to Loans Department The Message Id is 113867151835390 Inbox Interactions Alerts Bulletins Tasks Sent Messages 4 6 1 3 Sent Messages To view sent messages 1 From the Customer Services menu select Mailbox The Messages screen appears Mailbox MAILBOX 13 Jul 2015 09 48 47 GMT 0000 9 Br x Compose Message zd Inbox Bulletins Inbox Interactions Word Wrap Customize Columns Dd Alerts 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 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 mm __ _ m 2 Click the Sent Messages link
100. the date and time on which the biller was registered Nick Name Display Displays nick name of the customer Biller Name Display Displays the biller name User Manual Oracle Banking Digital Experience Wallets 27 Field Name Transfer and Payments Description Account Number Display Displays the account number 2 Click Add New Biller to register a new biller The Register Biller screen appears Register Biller REGISTER BILLER 11 06 2015 10 16 21 GMT 0000 e Imi Select Customer 00008238 AMIT Select a Biller CORPORATE Account Number with Biller 10000234 Nick Name Amit Back Submit Field Description Field Name Description Select Customer Mandatory Drop Down Indicates the customer Select a Biller Mandatory Drop Down Indicates the biller Account Number Mandatory Alphanumeric 20 with Biller Indicates the account number or consumer number with the biller Nick Name Mandatory Alphanumeric 20 Indicates the nick name 3 From the Select Customer list select the appropriate option 4 From the Select a Biller list select the appropriate option 5 In the Account Number with Biller field enter the account number 6 In the Nick Name field enter the nick name of the biller 7 Click Submit The Register Biller Verify screen appears User Manual Oracle Banking Digital Experience Wallets 28 Transfer and Payments Register Biller Verify
101. this option you can add a new account and link it to the existing account The Linked account is an account from which the money can be moved in or out of the existing account To view existing linked accounts 1 From the Customer Services menu select Linked Accounts The Linked Account screen appears Linked Account Linked Account Maintenance Account Number BIC LINKED ACCOUNT 16 06 2015 12 11 55 GMT 0000 8 Status Confirm Random Deposit Add Another Linked Account Field Description Field Name Description Account Number Display Displays the account number of the existing linked account BIC Display Displays the BIC number of the bank in which the linked account is present User Manual Oracle Banking Digital Experience Wallets 36 Transfer and Payments Field Name Description Status Display Displays the status of the existing linked account To link account to an existing account 2 Click Add Another Linked Account The Add Another Linked Account screen appears Add Another Linked Account ADD ANOTHER LINKED ACCOUNT 16 06 2015 17 43 15 Enter the Linked Account IBAN and the BIC of the bank where you hold the account if you have the information Account Number Bank BIC Code Q ex Back Submit Field Description Field Name Description Account Number Mandatory Numeric 20 Indicates the account n
102. tion from the Payment To section Enter Beneficiary Bank Conditional Option Details Indicates the beneficiary bank details The options are e SWIFT e National Clearing Codes e Bank Details SWIFT Code Conditional Pick List Indicates the swift code Bank Name Conditional Alphanumeric 150 Indicates the beneficiary bank details To enable this field select the Bank Details option from the Enter Beneficiary Bank Details field Bank Address Conditional Alphanumeric 70 Type the bank address To enable this field select the Bank Details option from the Enter Beneficiary Bank Details field National Clearing Code Pick List Indicates the national clearing codes To enable this field select the National Clearing Codes option from the Enter Beneficiary Bank Details field National Clearing Code Conditional Drop Down Type Indicates the national clearing code type To enable this field select the National Clearing Codes option from the Enter Beneficiary Bank Details field Country Conditional Alphanumeric 35 Indicates the beneficiary country name To enable this field select the Bank Details option from the Enter Beneficiary Bank Details field User Manual Oracle Banking Digital Experience Wallets 77 Transfer and Payments Field Name Description City Conditional Alphanumeric 26 Indicates the city name To enable this field select the Bank Details option from the Enter
103. tion option User Manual Oracle Banking Digital Experience Wallets 64 First Execution Date Expiry Date Other Details Correspondence Charges Narrative Template Access Type Transfer and Payments Conditional Pick List Indicates the first execution date This field appears if you select the Setup Standing Instruction option Conditional Pick List Indicates the Si expiry date This field appears if you select the Setup Standing Instruction option Optional Drop Down Indicates the correspondence charges The options are e Beneficiary BEN e Remitter REM e Shared SHA Optional Alphanumeric 35 Indicates the brief narration about the amount transfer Optional Drop Down Indicates the template access type The options are e Public e Private 2 In the Payment To field select the appropriate option a lf you select Existing Template option click aJ to select the template The Template Search screen appears b If you select the Make New Payment option If you select the Non Urgent or Faster UK Payments option i From the Source Account list select the appropriate option ii From the Beneficiary Name list select the appropriate option iii In the Beneficiary Account field enter the beneficiary account number iv If you select the Bank Sort Code option From the Bank Sort Code select the appropriate bank code vi If you select the Bank Details option vii
104. u are making a new payment without using a payment template for fund transfer User Reference Optional Alphanumeric 40 Indicates the reference number for future tracking Source Account Mandatory Drop Down Indicates the source account number Click the View Balance link to view the account balance of the selected account Beneficiary Details Beneficiary Mandatory Pick List Account Indicates the beneficiary account number Beneficiary Mandatory Drop Down Branch Indicates the beneficiary branch Beneficiary Email Display Displays the beneficiary email ID Transfer Amount Mandatory Numeric 15 Indicates the transfer amount for the internal transfer Transfer Currency Mandatory Drop Down Indicates the transfer currency for the internal transfer It is mandatory to select Pay Now Pay Later or Pay Periodically option Pay Now Optional Option Indicates the immediate internal transfer Pay Later Optional Option Indicates to make the internal transfer on a future date User Manual Oracle Banking Digital Experience Wallets 49 Transfer and Payments Field Name Description Note The transfer date to be selected should lie between the Start Date and End Date Start Date Current Date No of days 1 to 20 End Date Current Date 365 Days If the Transfer Date happens to be a non working day or a holiday then transaction is processed on the next working day Pay Periodically
105. umber that you want to link Bank BIC Code Mandatory Lookup Click ia to search to select the BIC code of the bank in which the account is present Note Select the correct BIC code of the bank otherwise the addition of linked account will be rejected In the Account Number field enter the account number From the Bank BIC Code list select the appropriate option Click Submit The Add Another Linked Account Verify screen appears OR Click Back to navigate to the previous screen User Manual Oracle Banking Digital Experience Wallets 37 Transfer and Payments Add Another Linked Account Verify ADD ANOTHER LINKED ACCOUNT VERIFY x 1 Account has been request ded The Random Deposit has been generated and sent to your Linked Account below Please rt amount he Verify Random sit function to add this new linked account MTAN will be delivered to you via e mail or SMS Account Number 003171004003171168 Bank BIC Code HSBLGB99 Back Confirm 6 Click Confirm The Add Another Linked Account Confirm screen appears OR Click Back to navigate to the previous screen Add Another Linked Account Confirm ADD ANOTHER LINKED ACCOUNT CONFIRM x Linked Account Details The fol ng Linked Account has been requested to be added The Random Deposit has been generated and sent to your Linked Account below Please confirm the amount using th
106. urce Account Select Q View Balance Beneficiary Details Beneficiary Name Q Destination Account Select x Beneficiary Account Identification Select Identification Number Beneficiary Address City Beneficiary Email Beneficiary Bank Details Processing IMPS NEFT RTGS IFSC Code Q Bank Name Bank Address City Payment Details Transfer Amount Transfer Currency Indian Rupee Now 9 Pay Later A Pay Periodically Other Details Purpose of Remittance Select Narrative Template Access Type Select View Limits Save As Draft Save As Template Initiate Save And Submit 3 Indicates mandatory fields Indicates mandatory if particular option is enabled User Manual Oracle Banking Digital Experience Wallets 53 Transfer and Payments Field Description Field Name Description Payment To It is mandatory to select either Existing Template or Make New Payment option Existing Template Optional Option Indicates the existing template for funds transfer Make New Optional Option Payment Indicates the make new payment to make a new funds transfer entry User Reference Optional Alphanumeric 40 Number Indicates the user reference number that you want to use to identify this transaction If a payment template is selected from the Payme
107. value date of 12 11 2011 4 Click OK The Linked Account Transfer screen appears User Manual Oracle Banking Digital Experience Wallets 43 4 6 Own Account Transfers Using this option you can initiate funds transfer between any of your accounts i e the accounts that are under the customer IDs mapped to you Such transfer can be done either by making a new payment transaction or by using the Existing Beneficiary Details i e templates to make the payment The payment can be processed immediately or on a specific future date or you can set recurring instructions with the bank To initiate own account transfer Own Account Transfer Transfer and Payments From the Payments menu select Within Bank and then select Own Account Transfer The Own Account Transfer screen appears OWN ACCOUNT TRANSFER Payment To Existing Template Make New Payment User Reference Source Account Beneficiary Details Destination Account Payment Details Transfer Amount Pay Now Pay Later Pay Periodically Other Details Narrative Template Access Type Select Select 11 03 2014 00 00 00 Select 7 10 06 2015 04 42 01 GMT 0000 8 O P W Q v Q View Balance v Q View Balance View Limits Save As Template Save As Draft Initiate Save And Submit m m User Manual Oracle Banking Digital Experience Wallets 44 T
108. ve as Draft The Own Account Transfer Confirm screen appears and the fund transfer details are saved as a draft OR User Manual Oracle Banking Digital Experience Wallets 79 Transfer and Payments Click Save and Submit The Save and Submit screen for the selected transaction appears a In the Save and Submit screen if you select the Template Details option 1 In the New Template field enter the name of the payment template ii From the Visibility list select the appropriate option b In the Save and Submit screen if you select the Draft Details option i In the New Draft field enter the name of the draft c Inthe Save and Submit screen click Submit The International Account Transfer Verify screen appears User Manual Oracle Banking Digital Experience Wallets 80 International Account Transfer Verify Transfer and Payments INTERNATIONAL ACCOUNT TRANSFER VERIFY Payment To User Reference Number Source Account Beneficiary Details Beneficiary Name Destination Account Type Beneficiary Address City Country Beneficiary Email Beneficiary Bank Details Enter Beneficiary Bank Details SWIFT Code Bank Name Bank Address Payment Details i Transfer Amount Transfer Currency Pay Now Other Details Payment Details1 Payment Details2 Payment Details3 Payment Details4 Other Details Correspondence Charges Narrative Make New Payment BENEINTA2 Pay Over th

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