Process Framework User Manual
Contents
1. 3 3 9 2 IDSSHIDOSFOS deste cs iactum ake ee 3 4 COnIqguralioliS 4 1 INroduclioM tram 4 1 42 COMMOUMAG Landing ea e en oc s 4 1 065 UC ONMGUMNG QUCUCS cem 4 3 AA CONnTIGUANG SUDRASIAGES Hs eke ie tee 4 4 4 5 Checking Duplicate 4 6 4 5 Enabling Yser sesto hoo uc Eh nts ree cers vat Urbes lot doutes Uie durs 4 7 Function ID Glossary resur esee pe UE LAE 5 1 1 1 1 2 1 3 1 4 1 5 1 6 1 Preface Introduction This manual helps you get acquainted with the Process Framework module of Oracle FLEXCUBE Universal Banking system This manual explains the basic design of Oracle the process framework and the common operations that you will follow while using it Audience This manual is intended for the back end and front end staff who setup use Oracle FLEXCUBE Universal Banking process framework 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 Abbreviations The following abbreviations are used in this User Manual BPEL Business Process2. 4 5 ORACLE
3. Value Know Your Customer Lending Approval My Personalizations Productivity of the Day Amount Value Standard Reminder t Underwritting Currency demo 1 Search demo e Queue Status Y Value Comments Y Value Search Anti Money Laundering Checks Administrative Application Statuses Across Various Parameters Applications Count Across Conventional High 1 Ty Pent 2 Quick View Summary Dash Board Queue Name You can also choose to maintain additional fields for specific process flows When you maintain additional fields for search operation for a process flow the process flow is displayed under the Search main menu and all the fields pre defined and the additional ones maintained for the process flow become available for you to search on You can define the process flow specific additional fields in the Landing Page Configuration screen which you can invoke by typing SMDLNDPG the field at the top right corner of the Application tool bar and clicking the adjoining arrow button The following screen is displayed sed ORACLE Landing Page Configuration EX New E gt Enter Query Maintenance Details Process Code Maintenance Details 4 10r1 b Field Name Display Searchable Sequence Number Maker Date Time Checker Date Time Mod Ma Record Status Authorization Status Here you can capture the following
4. 4 Of 1 Sequence Number x Sub Stage Function 14 Sub Stage Name Outcome list RejectTo Stage Entry Rule Maker Date Time Checker Date Time Mod No Record Status Authorization Status You are required to maintain the following details in this screen Function ID Specify the Function ID associated with the human task for which you are defining sub stages The adjoining option list displays all valid function IDs available in the system You can select the appropriate one Seq No The system displays the sequence number for the current sub stage Sub Stage Function Id Specify the Function ID for the sub stage The adjoining option list displays all valid function IDs available in the system You can select the appropriate one The roles and the screen displayed for the sub stage are fetched accordingly This can be the same as the main Function ID for the task Sub Stage Name Specify a unique name for the sub stage Outcome List Specify the possible outcomes allowed for this sub stage You can have any of the following e MOVENXT If this is chosen the current Function ID screen will be closed and the process will move on to the next sub stage in sequential order e AUTOMOVENXT If this option is selected the task will go to the next stage The next sub stage will be acquired automatically provided the user has the relevant rights The Function ID of the next sub stage will be displayed in the screen e MOV
5. Conversation Date subject Original Request Customer Reply Details System displays the relevant details for the selected task in the queue Documents Under the Documents tab you can view the documents maintained for a particular task at each stage History Interactions Documents Advices Title Category Document Ref No Document Type Remarks View Click the View button to view the relevant documents for the selected task in the queue Advices Under the Advices tab you can view the advices generated for a particular task at each stage History Interactions Documents Advices Title Report Description Report Name Document Name Document Ref No View System displays the advices for the selected task in the queue Click the View button to view the advices generated for a particular task Scheduling Acquired Tasks Oracle FLEXCUBE allows you to schedule you acquired tasks for a specific day time based on your work structure by setting reminders for the acquired tasks in your task list Acquired Task List Stage Status Page 1 Of 1 Jump to page Transaction Creation Workflow Reference Title Assignee Group Amount Date From To Priority Reference Name R s ka 0S3 LoanApproval ALLROLES 001 ORIG 2012 10 26 Low Highlight Task ROLE 001 ROLESCM 10 50 33 IST SetReminder 001 Close yahAccount 115 IslamicMudarabahAccount ALLROLES 2012 10 26 000 ROLESCE 18 03 03 IST 000 ROLESCM 000
6. Count Across Conventional High 1 Count Across Conventional Low amp Count Across Conventional Medium Quick View gt Summary Dash Board Queue Name Count Initiated Reviewed Processed Cancelled Approved Funded o o o o o o You have the following options under tasks e Quick Search e Application e Dashboard e Queue e Quick View 2 3 Branch 000 Date 2011 01 04 Session Time 00 00 20 Help Logged User Default Admin User2 Sign Off a ORACLE 2 2 1 2 2 2 Quick Search If you know the application number you can quickly search for an application using the quick search feature ORACLE Branch 000 Date 2011 01 04 Session Time 02 64 03 Help LoggedUser DCO1 08 003 b Home Interactions Customer Workflow Tasks Preferences Search Search Results Quick Search Page 1 Of 1 Jump to page ss aee Transaction i Assignee Customer Creation a Originated Application 3 Workflow Reference Paranee Title ge Priority Channel By Status a cael enSavingsAccount2ee3 Receive And FAIZY1 2013 06 22 RECVNVF AE Verify 12 12 46 IST E Origination OpenSavingsAccount2735 Input savings 2013 06 24 Low RECVNVF Queue account 18 07 02 IST details Search RetailLending2836 Loan Approval Abel 2013 06 28 Low UNAPPR Administrative 10 33 50 IST Applications RetailLending2837 Loan Approval Abel 2013 06 28 Low UNAPPR Applications Processed Fo
7. Search window will be displayed on the right hand side Task List Search Workflow Reference Transaction Reference Title Assignee Group Originated By Status Comments Amount E E T E T H E T NC E T E Customer Name Creation Date From To Channel I Reminder E gt Currency E es ORACLE Here you need to input value for querying on the tasks You can provide values for any or all of the following criteria e Work Reference e Transaction Reference e itle e Assignee Group e Assignee Users e Customer Name e Creation Date From To e Priority e Channel Channel from which the origination is initiated In the search criteria you can specify values available COTMSOURTCE table of the Channel field These values are displayed in the Originated By field of all stages of workflow e Originated By Originator of the workflow e Status Status of the origination e Comments Click Search button to initiate the query Based on the details specified the system will display all tasks satisfying the search criteria If you select Standard View the system will display the number of records available in each of the task queues viz Acquired Assigned Completed Pending and Supervisor Click the links to view the respective details in the right pane The Pending List displays tasks which are not yet acquired by anyone O
8. You can select the fields and actions by clicking the Mapping Details button in the Origination Dashboard Maintenance screen This screen is used to select the action and columns that you want to perform on a particular frame of the dashboard Mapping Details 19 QUICKVIEW Sequence Number 1 Available Fields Selected Fields lt 10 List Description E Selected Description 7 ACQUIRED Acquired Tasks V ESCALATED Escalated Tasks ASSIGNED Assigned Tasks 5 EXPIRED Expired Tasks SUPERVISOR Supervisor Task AGING Aging Tasks PENDING Tasks on Hold 7 LOW Low Priority Tasks F COMPLETED Completed Tas 7 1 TODAY High Priority Tasks 7 RETAILLOAN RetailLoan cT S 0SInmanm ammi AAM Pnrnneatal an 1 p Available Actions x Selected Actions 10f1 lt 101 List Description Selected Description In this screen you can select the required fields and actions for the dashboard from the Available Fields and Available Actions Available fields displays all the queues maintained from SMDQUEMT screen if the option selected is Count in queue type Available action displays all the actions listed in the header of the task bar On clicking the right arrow button system moves the selected fields and actions to the Selected Fields and Selected Actions sections respectively Similarly to de select an action or a field click the left arrow button Available fi
9. Core Corporate Deposits Corporate Teller Customer Accounts Customers Dash Board Decbatop Main Menu EOC Operations EOD Operations Exchange Traded Derivatives Expense Processing FATCA Fixed Assets Foreign Exchange Ftcprjft Main Menu Funds Transfer Fxdlinkg Main Menu Gateway Generic Interface GL Balance Ibrpbcrp Main Menu Integrated Liquidity Management Interactions Interface Intermediaries Inventory Iscchqst Main Menu Islamic Accounts Islamic Asset Management Islamic Assets E E E E EJ EB E E E E amp M M amp amp n E E E EH E E EB E E E E EB EH E E E E EJ EB E E E E E amp amp EE The following options available to you in this screen e Menu e Interactions e Customer e Workflow e Tasks e Preferences 2 2 ORACLE Select Tasks tab to view the tasks ORACLE Home Interactions Customer Workflow Tasks Preferences Search Quick Search Application Application Origination Dashboard Acceptance Confirmation 8 Application VErification Application Verification Docuemnt Verification Document Verification 8 Know Your Customer Lending Approval amp My Personalizations Productivity of the Day amp Standard Underwritting amp demo 1 demo ap Queue 8 Search Administrative Application Statuses Across Various Parameters 8 Applications
10. Lead Enh 2013 06 28 12 52 42 IST Low NEWAPP OpenSavingsAccount2883 Input savings account details ORDLEADM11 2013 06 29 13 15 10 IST Low Internet 35258 INPUTDTLS Quick View History Interactions Documents Advices Check the Apply Filters box for a detailed search in a particular task in the queue System displays the following tabs in each queue e History e Interactions e Documents e Advices History Under the History tab system displays the audit trail for the selected task History Interactions Documents Advices Title Action Time Pick Up Time User ID User Name Action Code Action Description Branch Remarks View Receive And Verify Wed Aug 28 20 39 43 IST 2013 Wed Aug 28 20 38 42 IST 2013 fcatop FCATOP PROCEED PROCEED 002 Approve Account Opening Thu Aug 29 12 03 31 IST 2013 Wed Aug 28 20 39 46 IST 2013 m23403 Venkat Maker APPROVE APPROVE 002 Input savings account details Thu Aug 29 12 05 04 IST 2013 Thu Aug 29 12 03 31 IST 2013 m23403 Venkat Maker PROCEED PROCEED 002 Verify savings account details Thu Aug 29 12 05 21 IST 2013 Thu Aug 29 12 05 04 IST 2013 m23403 Venkat Maker APPROVED APPROVED 002 Click the View button to view the corresponding task screen 2s ORACLE 2 2 5 Interactions Under the Interactions tab system displays the customer interactions captured for a particular Application History Interactions Documents Advices Conversation ID Customer ID
11. ORACLE 4 1 4 2 4 Configurations Introduction Oracle FLEXCUBE Process Framework allows you to configure Queues Landing and Sub stages in the workflow layer to suit your bank s requirements It also keeps track of duplication of transactions on the basis of the fields that you indicate Configuring Landing Page The page that is displayed on invoking the application is called as the Landing Page As mentioned above you can launch a search for a particular task on the basis of the fields displayed in the Task List pane under the All sub menu in the Search main menu item The fields under this sub menu All are pre defined in the system and represent all process flows The search fields under the All sub menu are displayed as shown in the screen below ORACLE Branch 000 Date 2011 01 04 Session Time 00 01 34 Logged User Default Admin User2 Sian Off Home Interactions Customer Workflow Tasks Preferences Search Task List Search Ses SEN Task List Search Workflow Reference Lom Y Value Transaction Reference Y Value Title Y Value Application Application Origination Assignee Group Y Value Dashboard Assignee Users Y Value Customer Name Y Value Creation Date From To Priority Y Value Acceptance Confirmation Application VErification Application Verification Docuemnt Verification Channel 7 Value 9 Document Verification Originated By
12. define the fields that need to be matched for duplication in the Function Description Maintenance screen You can invoke this screen by typing SMDFNDSC in the field at the top right corner of the Application tool bar and clicking the adjoining arrow button Function Description Maintenance E New 6 Enter Query Function Id Name Module List Type Form User Function Id Menu Head MODULE Type String Maintenance Available Tanking Required Automatic End of Day aware Dual Authorization Log Event Remarks Required Customer Access Excel Export Required Auto Authorization Multi Branch Access Head Office Function Field Log Required Duplicate task check HEW Control String for functions and reports Duplicate Check Fields Function Description 1 0f 1 1 Language Code Main Menu SubMenu1 SubMenu2 BalloonHelp Description Field Properties Maker Date Time Mod No Checker Record Status Date Time Authorization Status In this screen you are required to indicate the following details to facilitate checking for duplicate transactions Duplicate Check Check this box to ensure that a validation is carried out to track duplication of transactions ORACLE 4 6 Field Name Specify the field that should be the basis on which transaction duplication is checked Enabled Check the box against each field whose values you want the system to compare across transactions Enabling User Right
13. EPREV If this is chosen the task will be moved to the previous stage mentioned or to the sub stage sequence number specified in the Reject To Stage field To facilitate this configuration you need to map the first sub stage to the Function ID of the human task Also you will be allowed to select only the MOVEPREV option for the last sub stage you have defined ORACLE 4 5 Entry Rule Specify the conditions that need to be fulfilled for this sub stage to be initiated The specification is done in the same syntax as that for the queue configuration If the criteria specified are satisfied then the transaction comes to this sub stage If not it moves to the next sub stage Reject To Stage This is the sub stage to which a task is sent to in case the task is rejected at any point in the sub stage process If you do not specify any value for this a rejected task will be sent to the previous level Checking Duplicate Transactions During initiation of a process flow when you enter and save the data the system checks for duplicate transactions among all authorized and unauthorized tasks carried out on the same day This check is performed based on a list of fields maintained for every transaction type If duplicate transactions exist The system will display the overrides message with Workflow reference numbers of all the matching tasks You can however override the message and continue with the current process You can
14. Execution Language Organization This manual is organized as follows Preface gives information on the intended audience It also lists the vari Chapter 1 E ous chapters covered in this User Manual Getting Started with Oracle FLEXCUBE Process Framework explains the Chapter 2 features of Oracle FLEXCUBE process framework accessible from the landing page Chapter 3 Origination Dashboards provides the details of origination dashboards in P Oracle FLEXCUBE system Configurations explains the methods to configure Queues Landing and Chapter 4 Sub stages to suit your bank s requirements Function ID Glossary contains the function IDs mentioned in this user Chapter 5 Saal Related Documents e Security Management System user manual e Procedures user manual PI ORACLE 1 7 Glossary of Icons This User Manual may refer to all or some of the following icons Option List ve ORACLE 2 1 2 Getting Started with Oracle FLEXCUBE Process Framework Introduction This chapter explains the features of Oracle FLEXCUBE process framework accessible from the landing page Each transaction in workflow can be configured as a process At certain points in a process input from the user end is required The input could be in the form of data to initiate or enrich a transaction or to authorize an existing transaction To facilitate this human tasks are generated by the workflow engine as and when required during the pr
15. N CreateCorporateCustomer7382 Input Basic Details ALLROLES 2012 11 12 000 CORMROLE 17 47 46 IST 000 CRMROLE 000 You can set a reminder by clicking the Reminder button for a task System displays the following list of activities in the drop down list Es ORACLE 2 2 6 e Highlight Task Select this option to highlight the task e Set Reminder Select this option to schedule a reminder On selecting this option system invokes the Reminder screen In this screen you can select the reminder date time and remarks Depending on the scheduled reminder time system automatically sets the flag colour In case a reminder has already been set for a task on clicking the reminder flag you will get the following options e View Reminder Select this option to view the set reminders at any point of time On selecting this option system displays an information message with the reminder date or time and the remarks provided e Reset Reminder Select this option to change reset an existing reminder with a new date time and remarks e Dismiss Reminder Select this option to dismiss a reminder On setting a reminder system sets the reminder flag for the task Reminder flags are colour coded to differentiate between time spaced and time barred tasks When a task crosses the scheduled reminder date or time the flag turns from green to red tasks which that not cross the scheduled date or time will have green flags At any point
16. ORACLE Oracle FLEXCUBE Process Framework User Guide Oracle FLEXCUBE Universal Banking Release 12 0 3 0 0 Part No E53393 01 April 2014 April 2014 Oracle Financial Services Software Limited Oracle Park Off Western Express Highway Goregaon East Mumbai Maharashtra 400 063 India Worldwide Inquiries Phone 91 22 6718 3000 Fax 91 22 6718 3001 www oracle com financialservices Copyright 2007 2014 Oracle and or its affiliates All rights reserved Oracle and Java are registered trademarks of Oracle and or its affiliates Other names may be trademarks of their respective owners U S GOVERNMENT END USERS Oracle programs including any operating system integrated software any programs installed on the hardware and or documentation delivered to U S Government end users are commercial computer software pursuant to the applicable Federal Acquisition Regulation and agency specific supplemental regulations As such use duplication disclosure modification and adaptation of the programs including any operating system integrated software any programs installed on the hardware and or documentation shall be subject to license terms and license restrictions applicable to the programs No other rights are granted to the U S Government This software or hardware is developed for general use in a variety of information management applications It is not developed or intended for use in any inherently dangerous applic
17. T E F RetailLending8874 Application Entry 2013 01 26 22 09 59 IST RetailLending8913 Document Verification 2013 01 27 01 07 07 IST RetailLending8864 Application Entry 2013 01 26 22 11 31 IST RetailLending8922 Application Verification 2013 01 27 01 24 59 IST RetailLending8907 Underwriting 2013 01 27 00 30 57 IST RetailLending8923 Application Entry 2013 01 27 01 26 11 IST RetailLending8906 Application Entry 2013 01 27 00 32 49 IST ProcessAnalytics RetailLending8924 External Check 2013 01 27 01 41 06 IST RetailLending8910 Application Entry 2013 01 27 00 33 11 IST Standard s Cancelled Applications Default DashBoard High Priority Origination Dashboard Tasks on Hold 5 Writer Completed Tasks 0 lllr iter 8 s gt Go10f1 Jump to page 1 E 0 Quick View High Value 1 Workflow Reference Title Creation Date From To t E Workflow Reference Title Creation Date From To t r RetailLending8866 Application Entry 2013 01 26 21 04 35 IST RetailLending9290 Application Input 2013 02 01 14 08 51 IST Queue RetailLending8868 Application Entry 2013 01 26 21 12 31 IST RetailLending9298 Application Input 2013 02 01 15 26 25 IST RetailLending8875 Application Entry 2013 01 26 21 32 15 IST RetailLending9302 Application Input 2013 02 01 16 01 04 IST RetailL ending8872 Underwriting 2013 01 26 21 59 41 IST RetailL
18. ations 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 will
19. details Process Code Specify the function ID associated with the process work flow for which you are defining additional details Field Name Select the field name which should appear in the Task List pane when you carry out a search for a task under the process flow mentioned above Field Label Specify the name that should be displayed in the Task List pane Display Check this box if the value of the field specified should be displayed as part of task details when you click on a task This is applicable only when the Process Code field is specified as All Searchable Check this box to indicate that the field should be made available for searching tasks This facility is available for any Process Code Seq No Specify the order of display for the filed ORACLE 4 3 For instance if you have maintained the fields Currency and Product ID as an additional field for the Export LC process flow you can see these fields along with the ones available under the All sub menu when you click the Export LC queue under the Search main menu item Configuring Queues A queue represents a set of human tasks that are grouped on the basis of the common characteristics they share For instance you could have groups based on whether the tasks have been completed deleted or the type of transaction You can define the basis for grouping for each queue in the Queue Maintenance screen To in
20. elds displays blank if the queue type is selected queue and if the option is selected as Queue The mapping details are not allowed if the queue type is selected as BAM The TA ORACLE system displays an error message as No field mappings available for selected queue criteria 3 1 2 Maintaining Origination Dashboard Role Details You can define the role and user for each dashboard using the Origination Dashboard Role Maintenance screen You can invoke this screen by typing ORDDSHRL in the field at the top right corner of the Application tool bar and clicking the adjoining arrow button E Origination Dashboard Role Maintenance Dashboard Id Description amp 1084 Map To User Role Id Default y Role Maker Date Time Checker Date Time Mod No Record Status Authorization Status Specify the following details Dashboard Id Select the dashboard id from the adjoining option list This list displays all valid dashboard ids maintained in the system Description System displays the description for the selected dashboard id Map To Select the dashboard mapping from the adjoining drop down list This list displays the following values e Role you select this option then you can map the dashboard user with specific roles e User If you select this option then you can map the dashboard to a user User Role Id Select the user id or role id based on the mapping type from the adjoining option li
21. ending9304 Application Input 2013 02 01 17 01 58 IST RetailLending8871 Underwriting 2013 01 26 22 01 02 IST RetailLending9307 Application Input 2013 02 01 17 23 40 IST Search Administrative Applications Priority Standard Wrier 55 andar TN Supervisor gt e gt GoO0Of0 Jump to page gt 2 Workflow Reference Title Creation Date From To t 2013 04 19 03 44 32 Escalated CorporateLending12908ApplicationVerification IST 2013 04 19 10 41 38 Expired Coun F CreditProposal12911 CreditProposal Entry 2013 04 19 10 42 46 Aging IST 2013 04 19 10 43 43 EN TODAY E EH E E E EB Queue Name Count CreditProposal12912 CreditProposal Entry High CreditProposal12913 CreditProposal Entry Mouse over on an item on the dashboard to view the details in a pop up window Following are the features of Origination Dashboards e Blow Up On clicking the Blow Up button system gives a detailed view of the particular frame in the dashboard e Refresh On clicking the Refresh button system refreshes the particular frame in the dashboard e Filter Search On checking the Filter box system displays the filter criteria Using the filter option you can search a particular task in a particular queue dashboard as well as in all queue dashboards e Actions You can select task specific actions such as Acquire Copy Release Status Resume etc on t
22. for further operations Resume A task that has been suspended can be resumed when you click the Resume button in your task list You can then continue with the suspended task The system also gives you the option of carrying out the same action on many tasks simultaneously To do this you are required to select all the tasks that you want by checking the box at the beginning of each row The operations common to all the tasks are listed at the top of the Task Pane You can select the appropriate one The chosen action will be implemented for all the selected tasks For example after choosing the tasks that you require you can acquire all of them in bulk if the Acquire operation is allowed for all the tasks Copy A selected task can be copied by clicking on Copy button in your task list You can assign a task only if the task is assigned to your user role ID Escalate oystem allows you to escalate a task to a supervisor or a higher authority Follows are the types of escalations e Auto Escalation When a task remains acquired yet un attended at the end of the specified time span system automatically escalates the task to the user s supervisor If the supervisor does not take any action for the same time period then system escalates the task to the second level in the hierarchy This process goes on for a per defined number of levels e Manual Escalation In case a task requires an action from a higher authori
23. he dashboard queues e Tool Tip You can view the details of the task when you place the cursor on the Workflow Reference Number of a particular task in the queue frames of the dashboard Note Each dashboard has minimum one to maximum six frames Following are the pre configured dashboards available in the system ORACLE e Default Dashboard This dashboard lists the Assigned Acquired Pending Completed High Priority tasks along with the Action List which lists the Escalated Expired Aging High Priority and Today queue count e Cancelled Applications This dashboard lists the cancelled Applications in Retail Lending Corporate Lending CASA and Trade e High Priority This dashboard lists the high priority Applications in Retail Lending Corporate Lending CASA and Trade e High Value This dashboard lists the high value Applications in Retail Lending Corporate Lending CASA and Trade e Quick View This dashboard can be mapped to the Quick View frame It displays details such as task count in each category Escalated Expired Aging High Priority and Today queue count and Assigned Acquired and High Priority Queue Dashboard You can click on workflow reference number to launch the application The system launches the queue on click of the queue name in the count dashboards In addition to the pre configured dashboards you can create additional dashboards using the Origination Dashboard Maintenance screen
24. mber for the dashboard It is used to sequence the order in which the frames are displayed in dashboard Queue Type Select the queue type from the adjoining drop down list This list displays the following values e Queue If you select this option then system displays all valid queue ids in the Queue Id option list e Count Ifyou select this option then system displays the title for the frame selected This is used when you want to configure a summary dashboard having multiple queue and their corresponding count x ORACLE 3 1 1 1 Queue ID If the Queue Type is Queue then the adjoining option list displays all valid queue ids maintained in the system If the Queue Type is Count then the adjoining option list displays the title for the view Report Id Select the report id for the dashboard from the adjoining option list This list displays all valid report ids maintained in the system Fields system displays the fields of the dashboard here based on the fields selected from the Mapping Details screen Actions system displays the fields of the dashboard here based on the fields selected from the Mapping Details screen Note Each dashboard should have minimum one and maximum six frames If more than six dashboards are mapped to the main menu dashboard then system displays the error message Cannot map more than 6 Queues for a Dashboard Specifying the Mapping Details
25. n acquiring the task goes to the Assigned List From the Assigned List you can capture the task and input the action Then the transaction goes to Completed stage The following queues are available on this screen e Standard this is the standard queue which displays acquired assigned pending and completed applications e Administrative this queue displays the list of staled applications e Applications this queue lists the applications in each process e Priority this queue lists the applications with respect to their priority SLA this queue lists the aging and expired applications e Supervisor this queue displays the applications escalated by the sub ordinates and the list of acquired tasks 2 2 4 1 Operations under Standard Queue The workflow actions that you can perform for a task are Acquire Release After a task is assigned to a group you as a user can further process the task only if you acquire it Select the transaction and click Acquire button The task will then be moved from the group queue to your task list You can release the task that has already been acquired by clicking Release button ORACLE Reassign A task can be re assigned only by a supervisor to any of his subordinates If you have the requisite rights you can select the transaction and click Reassign button in your task list This is done when a contract is transferred from the maker of the contract to another user
26. not be responsible for any loss costs or damages incurred due to your access to or use of third party content products or services Contents T 1 1 je ME legere lenior rrr ce TN 1 1 SRUGICNGC re 1 1 1 3 Documentation CCOSSIDIIIL iore ute ta sees ences tee EE une eh eases 1 1 SADE V INSTR T ms 1 1 OV OAIMZA AMON as eden dti erac ML MIC uU AR ICE cute ind 1 1 AO HINGIALCCNOGUIMEGINS 52 5 TE T TEE 1 1 TF Cola Eo een ER UL c 1 2 Getting Started with Oracle FLEXCUBE Process Framework 2 1 2 1 tuc ueste ie dudo Luke enin sd daha aoa us 2 1 2 2 AGS Gast ces M cip Ee PU Uu ee mts 2 2 224 QUK EIE LL S E 2 4 22a PD PINCAUOR PPP 2 4 VAIO MEE B ior ecole 2 5 DO MERO T 2 5 2 2 5 Scheduling Acquired 2 9 220 2 10 22 2 11 2 9 da Uu o 2 11 Origination 3 1 SM Maintenan eSenior 3 1 3 1 1 Maintaining Origination Dashboard 3 1 3 1 2 Maintaining Origination Dashboard Role
27. ns ue 8 Search Administrative 9 Applications amp Count Across Stages Priorities Categories High Alert My Islamic Tasks My Loan Tasks My Reminders 9 Pending Tasks amp Priority Quick View Detail Home Interactions Customer Workflow REELS Application Statuses Across Various Parameters Preferences Retail Loan Applications 0 Branch 000 Date 2011 01 04 Session Time 00 00 34 Window Help Logged User DCO1 Sign Off gt WFiiter 5 Corporate Loan Applications 0 218 Page 00f0 Jump to page gt ad Page00f0 Jump to page gt F Workflow Reference Title Creation Date From To t r Workflow Reference Title Creation Date From To t CASA Applications 0 3n EZA Trade Applications 0 zx S gt Page 0Of0 Jump to page El nd Page 0 Of0 Jump to page A Workflow Reference Title Creation Date From To t E Workflow Reference Title Creation Date From To t You can expand the menu items and invoke the dashboards Queue The Queue menu displays the tasks under various queues You can expand the menu and view the number of tasks under each queue Queue Search Administrative Applications High Alert My Islamic Tasks My Loan Tasks My Reminders Pending Tasks Priority SLA Standard Supervisor Today Underwriting Verification Pending If you select Search and then click All the Task List
28. ocess These human tasks are associated with a Function ID When a user initiates a task the different user roles associated to the Function ID are assigned to the task Also each process transaction passes through the workflow layer in stages Access to each stage is restricted to users who have the requisite rights Once a task has been initiated or completed for a particular stage it is placed in the relevant queue or task list explained later To proceed further with the process a user with relevant rights needs to acquire it under his her user ID Note Oracle FLEXCUBE supports the co existence of multiple composite versions of BPMN Business Process Models and Notations and BPEL process models In BPMN process es you can query the first task of a process by querying with the conversation id You can customise the BPMN process using the BPM Composer 2 ORACLE 2 2 Tasks When you log into the application the Landing Page as shown below is displayed ORACLE Branch 000 Date 2011 01 04 Session Time 00 00 20 Help Logged User DCO1 Sign Off ape nr Interactions Customer Workflow Tasks Preferences Search gt Messages Payments and Collections Accounting amp Mis Accounting and MIS Asset Management Auto Billing Clients Bank Parameters Billing Bills and Collections Branch Parameters Card Maintenance Cards Cfcpdtch Main Menu Clearing Collections Common Entity Compliance Checks
29. of time you can view the reminder date time and remarks if any System allows you to set reminders for multiple tasks together Select the tasks for which you want to set reminders and then select the appropriate option Holding a Task You can hold a task from processing using Hold button When you withhold a task for some purpose you can add a comment stating the reason for holding the task Comments Reason Code CO 5111 FH Remarks Serer maintenance down time opecify the reason code for holding the task When you pick up the held task again from the Pending queue the system will remind you of the hold and display the reason and remarks as an information message 2us ORACLE 2 2 7 2 3 Quick View You can view the configured quick access dashboards in the Quick View This frame consists of crisp and precise task related information Queue Name Retailloans CorporateLoans IslamicLoans Trade CASA You can configure a dashboard for quick access by checking the Default box in the Origination Dashboard Role Maintenance screen Viewing Stage Status In BPMN processes the system allows you to view the flow diagram and the current stage of a particular task On clicking the Stage Status button in the task list system displays the flow diagram for the selected task in a separate window PROCEED PROCEED CreditProposal CreditProposal Entry Initiation Entry CreditPr
30. oposalEntry NOT REQUIRED PROCEED ose 88 Op Q9 REQUIRED CP Approval CreditPfoposal CP Review A CreditProposal j roval status Recommendation CreditApprovalRule en Approval R APPROVE 5 a 6 a eo CP Customer i Acceptance Fulfillment amp FLA Generation Customer CustomerAcceptance Note System supports the Stage Status image only for BPMN Processes 211 ORACLE 3 1 3 Origination Dashboards Maintenances Maintaining Origination Dashboard Details You can maintain dashboard related information using the Origination Dashboard Maintenance screen You can invoke this screen by tying ORDDSHMT in the field at the top right corner of the Application tool bar and clicking the adjoining arrow button Origination Dashboard Maintenance p Save Dashboard Id Main Menu Dashboard Description Language Code HEHE 4 Sequence Number Queue Type Queues Report Id Fields Actions Mapping Details v Y E asl Il Mappina Details Maker Date Time Mod No Checker Record Status Date Time Authorization Status Specify the following details Dashboard Id Specify the dashboard id here Dashboard Description The system displays the dashboard description in the task pane Main Menu Specify the main menu name here Language Code Specify the language code of the dashboard Sequence Number Specify the sequence nu
31. queues by specifying them here If you do so only those Function IDs that have been associated can be accessed by the user If there is no such association in the criteria all Function IDs will be made available for the queue Filter Column Indicate the basis for filtering the tasks Operator Indicate the operator Filter Value opecify the value to be considered for filtering Others If Filter Value chosen is Others you can specify the value here Language Code Indicate the language code to be used for the queue ID Main Menu Indicate the name of the group under which the queue should be placed Sub Menu opecify the name for the queue This will appear under the Main Menu Description opecify a relevant description that will be displayed when you point the mouse on the Sub Menu Workflow places the tasks that meet the criteria specified for each queue Configuring Sub Stages In the BPEL workflow layer there are several points at which human tasks are generated These tasks can be further divided into sub stages which have entry conditions exit outcomes etc You can capture these details in the Task Sub Stage Maintenance screen T4 ORACLE You can invoke this screen by typing SMDSUBST in the field at the top right corner of the Application tool bar and clicking the adjoining arrow button The following screen is displayed Task Sub Stage Maintenance E New E gt Enter Query Function 19
32. r the Day 10 47 36 IST High Alert OpenSavingsAccount2883 Input savings ORDLEADM11 2013 06 29 Low Internet 35258AA INPUTDTL My Islamic Tasks account 13 15 10 IST My Loan Tasks details My Reminders Pending Tasks Priority SLA Standard Supervisor Today Underwriting Verification Pending Quick View Specify the application number and click the adjoining search button You can also specify a part of the application number If the application number of any record has the number you have specified as a part of it then the system will fetch that record Click any record to view the details Application Under Application section you can view the menu to access the Oracle FLEXCUBE Origination screens ORACLE Branch 000 Date 2011 01 04 Session Time 00 00 58 Help Logged User Default Admin User2 Sign Off ORDSDNMN S Home Interactions Customer Workflow Tasks Preferences Search gt Quick Search Application Application Origination Maintenance Operations Reports Templates View Queue You can expand the menu items and invoke the Origination screens 6 ORACLE 2 2 3 2 2 4 Dashboard Under Dashboard section you can view the list of the maintained and configured dashboards along with the default dashboards ORACLE Search s gt Quick Search Application a Application Origination Dashboard 5 Standard Cancelled Applicatio
33. rameters Product Wise Applications 0 Applications 8 Count Across Stages Priorities Categories Low Task List E High Alert Page 1 012 P bb Jumpto page Escalated Applications 0 8 My Islamic Tasks 8 My Loan Tasks E My Reminders Time Barred Applications 0 Time Spaced Applications 0 Pending Tasks High Priority 0 A gt Low Priority 0 Medium Priority 0 Priority High 0 Low 17 gt Medium 0 8 Quick View Detail 8 SLA Standard 8 Supervisor 8 TEST 8 Today E Creation Date From To Title Priority Assignee Users Channel n m Workflow Reference Transaction Reference Title Assignee Users Customer Name Creation Date FromiTo t Priority Channel Originated By Status OpenSavingsAccount2683 Receive And Verify FAIZY1 2013 06 22 12 12 46 IST Low RECVNVFY OpenSavingsAccount2735 Input savings account details 2013 06 24 18 07 02 IST Low RECVNVFY OpenSavingsAccount2779 Check Available Balance 2013 06 26 08 47 15 IST Low SAVEACCOUNT OpenSavingsAccount2782 Input savings account details 2013 06 26 09 01 11 IST Low RECVNVFY OpenSavingsAccount2811 Receive And Verify 2013 06 27 15 18 16 IST Low RECVNVFY OpenSavingsAccount2812 Input savings account details 2013 06 27 15 20 14 IST Low RECVNVFY RetailLending2836 Loan Approval Abel 2013 06 28 10 33 50 IST Low UNAPPR RetailLending2837 Loan Approval Abel 2013 06 28 10 47 36 IST Low UNAPPR IslamiclstisnaAccount2846 Application Entry Retail Customer
34. s As mentioned earlier each human task has a Function ID and the roles assigned to the Function ID are inherited by the task when it is initiated A user with access rights to the Function ID for the task can either view the details of the task or perform edit operations on it You can define these rights in the Process Stage Rights screen To invoke this screen type SMDROLDF in the field at the top right corner of the Application tool bar and click the adjoining arrow button In the Role Maintenance screen that is displayed click Process Rights button The following screen is displayed Process Stage Rights Process 107 IE ReleFundion Editable Specify the following details in the screen Role Function Specify the Function ID for which you wish to define rights The adjoining option list displays all valid function IDs available in the system You can select the appropriate one Editable Check this box if you wish to allow editing of data for this task Function ID If you do not check this box the user can only view details for the role function specified earlier You can therefore use this screen to allow only editing or only modifying rights for a user for different role functions Ser ORACLE O ORDDSHMT ORDDSHRL S SMDFNDSC 5 1 5 Function ID Glossary SMDLNDPOG 4 1 SMDQUEMT 4 3 SMDROLDF 4 7 SMDSUBST
35. st This list displays all valid user ids and roe ids maintained in the system You can select the appropriate one Default Check this box to indicate that the dashboard should be included in the Quick View frame for a specific user or role s ORACLE 3 2 If a dashboard is mapped as default for a role or user id then you cannot map another dashboard as default The system displays an error as User Role already has default dashboard in such case If there are different dashboards mapped to role and user id having the same role then dashboard mapped to the user id will take precedence over the dashboard mapped as default for the role Dashboards Oracle FLEXCUBE allows you to configure dashboards with multiple queues count various queues and map dashboards to specific user roles or users ORACLC Branch 000 Date 2013 01 27 Session Time 0 01 50 Help Logged Jser Default Admin User1 Sign Off Home Interactions Customer Workflow ERN Preferences mn T Assigned Tasks 75 Writer FF f Acquired Tasks 6 Writer 22 Quick Search E gt Go10tg P P Jump to page gt gt Go10f1 Jump to page 1 a a aesti Reference Title Creation Date From To t Fj Workflow Reference Title Creation Date From To t COPY Wi srarus Actions Application Enty 2013 01 27 00 33 59 IST RetailLending8867 Application Entry 2013 01 26 21 09 06 IST Application RetailLending8916 Underwriting 2013 01 27 00 46 13 IS
36. ty you can manually escalate a task to the user s supervisor by clicking the Escalate button in the task list A task can be escalated only if it is acquired On clicking the Escalate button the system invokes the Comments screen Comments Reason Code 3ST SAVE 086 EH Remarks Customer Address could not be confirmed The system prompts to enter the following details Reason Code Select the reason code from the adjoining option list This list displays all valid reason codes maintained as Common at ORACLE Remarks Specify the reason for escalation here On escalation the task appears under the Escalated option in the Supervisor queue When the supervisor opens the escalated task system displays the reason of escalation and remarks as an information message 2 2 4 2 Opening Multiple Queues You can open multiple queues as tabs and perform the required tasks in each queue ORACLE Branch 000 Date 2011 01 04 Session Time 00 13 56 Window Help LoggedUser DCO1 Sign Off LZ Home Interactions Customer Workflow ERIS Preferences Search x Product Wise Applications x Conventional High Time Barred Applications x Time Spaced Applications x Low x Apply Filters 8 Search Filters 9 Administrative Workflow Reference 4 Customer Originated 8 E status s Staled 1 Transaction Reference 5 Application Statuses Across Various Pa
37. voke this screen type SMDQUEMT in the field at the top right corner of the Application tool bar and click the adjoining arrow button The following screen is displayed Queue Maintenance E New 5 Enter Query Queue Id Queue Type Normal Queue Criteria Filter Column Operator Filter Value Others 1 Of 1 E Language Code Main Menu SubMenu Description Maker Date Time Mod No Checker Record Status Date Time Authorization Status In this screen you are required to specify the following details Queue ID Specify a unique identification code for the queue Queue Type Indicate the type of tasks that should be displayed for the queue you are defining Select one of the following values from the adjoining drop down list e Editable tasks Tasks where the user will be allowed to modify existing data e Read only Tasks Tasks where the user can only view existing information e Normal Tasks All the tasks for which the user has rights editable read only e Supervisor All tasks pertaining to the all the subordinates of the user e Current stage The current stage of a process instance in which the user has performed at least one task Queue Criteria Specify the criteria to be used to filter all tasks The criteria specified here and the queue type you have indicated earlier determine the tasks that are displayed under each queue ORACLE 4 4 You can also associate Function IDs to
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