User Manual Oracle Banking Digital Experience Retail Customer
Contents
1. Displays the link to search transactions This field appears if you select the Transaction Status option from the View By list User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard 11 View Drafts Templates Column Name Description Amount Display Displays the cumulative amount as present in all drafts and templates under a particular transaction type and for a particular currency Displays the link to search transactions This field appears if you select the Transaction Currency option from the View By list Currency Display Displays the currency of transactions as present in all drafts and templates under a particular transaction type Displays the link to search transactions This field appears if you select the Transaction Currency option from the View By list Count Display Displays the number of times the draft or template has been created Graph Display Displays the completion of the template as a percentage 4 Click the link in the Status field OR Click the link in the Currency field The details of the selected transaction appear in the Search Transactions screen User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard 12 Search Transactions 6 Search Transactions You can view search transactions or drafts and templates that you have saved in the application To search transactions or drafts and templates2. You can view the details of the drafts and templates and use them to initiate the related transaction To view transactions for which drafts or templates created 1 From the Customer Services menu select Transaction Activities and then select Transactions The View Initiated Transactions screen appears By default the Initiated Transactions tab appears Field Description Field Name Description View By Optional Drop Down Indicates the type of view for the initiated transactions The options are e Transaction Status e Transaction Currency From the View By list select the appropriate option if required Click View Drafts Templates tab The View Drafts Templates screen appears User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard 10 View Drafts Templates View Drafts Templates tab VIEW DRAFTS TEMPLATES 11 06 2015 10 14 20 GMT 0000 yy View By Transaction Status Ev INITIATED TRANSACTIONS VIEW DRAFTS TEMPLATES View Drafts Templates Transaction Type Status Count Initiate BG Template 1 hn Open Term Deposit Draft 1 11 11 SEPA Card Payments Template 4 MN 44 44 UK Payments Template 3 ER s3 33 Column Description Column Name Description View Drafts Templates Transaction Type Display Displays the type of the transaction for the draft or template Status Display Displays whether the transaction is saved as a draft or template
3. 4 m Records 1 to 1 of 1 Page 1 of 1 User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard 13 Search Transactions Field Description Field Name Description Itis mandatory to select either E Banking Reference No or Other Search Criteria option E Banking Optional Option Alphanumeric Reference No Indicates that you want to search transactions using the e banking reference number and the e banking reference number of the transaction Other Search Optional Option Criteria Indicates that you want to search transactions using other search criteria The fields mentioned below are enabled when you select the Other Search Criteria option Transaction Type Mandatory Drop Down Indicates the type of the transaction Status Mandatory Drop Down Indicates the status of the transaction Customer Mandatory Drop Down Indicates your Customer ID in the application Account Number Optional Numeric Indicates the account number for which transaction is initiated User Reference Optional Numeric Number Indicates the reference number that you have entered for the initiated transaction Period Mandatory Drop Down Indicates the period in which the transaction is initiated The options are e Last 1 Day e Last 6 Months e Custom Date From Date Conditional Pick List Indicates the start date of the date range in which the transaction
4. amp id docacc 1 3 Access to OFSS Support https support us oracle com 1 4 Structure This manual is organized into the following categories Preface gives information on the intended audience It also describes the overall structure of the User Manual Transaction Host Integration Matrix provides information on host integration requirements for the transactions covered in the User Manual Introduction provides brief information on the overall functionality 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 e Introduction to the transaction e 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 e 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 1 5 Related Information Sources For more information on Oracle Banking Digital Experience Release 15 1 0 0 0 refer to the following documents e Oracle Banking Digital Experi
5. party content products and services Oracle Corporation and its affiliates will not be responsible for any loss costs or damages incurred due to your access to or use of third party content products or services User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard ii D URO Noa Table of Contents REN i TOA DOR E EE EE twa AE SEDE EEE ES E ES n E pe E E E T E 4 Transaction Host Integration Matrix s sssusnnennunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn nnmnnn nnmnnn nnna 5 INIFOUUCUON EA EEEE ke ae kwa ESE S E E E E E A E E ERE A as ee MENL 6 View Initiated TransSacti ONS cisselccccseeacsceseascecssesaccessvaccnaasncesuensscctnesueeesnasccasanecuesavaccdetevscesesasecsovaleeeges 7 View Drafts Templates v ice 2cccccectccscscceeccesceersscces cesetecesdzenecveeceadensdecnccd eegeGecntdeieecteesacertssteceteevececesis 10 Search Transactions koi cecese scsc2scesc onon snseaceadstacceeeecaatece cece sacvsudaee cobentsces edavSecetaaasuassdescadebectedssedeetecenae 13 User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard iii Preface 1 Preface 1 1 Intended Audience This document is intended for the following audience e Customers Partners 1 2 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
6. 1 From the Customer Services menu select Transaction Activities and then select Transactions The View Initiated Transactions screen appears By default the Initiated Transactions tab appears 2 Click any other tab if required The required tab showing the details appears 3 Click the link in the Status field for the selected transaction or draft or template in the Transactions screen OR Click the link in the Currency field for the selected transaction or draft or template in the Transactions screen For example click link in the Status field for the selected transaction in the View Initiated Transactions screen The details of the selected transaction appear in the Search Initiated Transactions screen 4 Click vi in the Click here to add more search criteria field The fields for entering search criteria for initiated transactions appear Search Initiated Transactions SEARCH INITIATED TRANSACTIONS Br Bx Click here to add more search criteria EBanking Reference No Other Search Criteria e Transaction Type Ad hoc Account Statement Request z Status Accepted w Customer All X Account Number User Reference Number Period Select x Search Word Wrap Customize Columns Download Print None All EBanking Reference No Transaction Type Transaction Status Created On Update 117824783426734 Ad hoc Account Statement Request Accepted 10 06 2015 10 19 06 GMT 0000 10 06
7. ORACLE Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard User Manual Release 15 1 0 0 0 Part No E66313 01 October 2015 Retail Customer Services Transaction Dashboard 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 applica
8. ence Licensing Guide e Oracle Banking Digital Experience Installation Manuals User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard 4 Transaction Host Integration Matrix 2 Transaction Host Integration Matrix Legends NH No Host Interface Required Host Interface to be developed separately Pre integrated Host interface available x Pre integrated Host interface not available Transaction Name FLEXCUBE UBS Third Party Host System Transaction Activities v User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard 5 Introduction 3 Introduction The dashboard of a retail business user displays all the transactions that have been initiated or drafts and templates saved by the user in the application User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard 6 User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard View Initiated Transactions View Initiated Transactions Using this option you can view transactions that you have initiated in the application along with the current status of the transactions and number of transaction count for each type with specific status You can modify your transactions if the status of the transaction is Initiated or Sent Back for Modification You can delete your transactions if the status of the tra
9. iated transactions as per the search criteria appear 7 Click Back The View Initiated Transactions screen appears Search Initiated Transactions Search Result User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard 15 Search Transactions Column Description Column Name Description E Banking Display Hyperlink Reference No Displays the e banking reference number of the transaction Displays the link to view details of the transaction Transaction Type Display Displays the type of the transaction Transaction Display Status Displays the status of the transaction Created On Display Displays the date on which the transaction is created Updated On Display Displays the date on which the transaction is updated Created By Display Displays the name of the user who has created the transaction Updated By Display Displays the name of the user who has updated the transaction Version Display Displays the version number of the transaction The version number of the transaction increases when the transaction is updated State Bit Display Displays the state bit number of the transaction User Reference Display No Displays the reference number that you have entered for the transaction Account Number Display Displays the account number from which transaction is initiated User Manual Oracle Banking Digital Experience Retail Customer Services Transact
10. ion Dashboard 16 Search Transactions Column Name Description Transaction Display Amount Displays the amount of the transaction Value Date Display Displays the value date of the transaction Spot Online Deal Display Displays whether the transaction involves any spot or online deal booking Created On My Display Timezone Displays the date as per your timezone on which the transaction is created Updated On My Display Timezone Displays the date as per your timezone on which the transaction is updated The options mentioned below are applicable for records of transaction details 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 transaction details list Click Download to download all or selected columns in the transaction details list You can download the list in PDF XLS HTML and RTF formats Click Print to print the transaction details list and open the list as a PDF document Click Ki to view the first page of the transaction details list Click Ki to view the previous page of the transaction details list Click L to view the next page of the transaction details list Click EI to view the last page of the transaction details list From the Page list select the required page number of the transaction details list Click next to the required column to sort the records of
11. is initiated This field appears if you select the Custom Date option from the Period list User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard 14 Search Transactions Field Name Description To Date Conditional Pick List Indicates the end date of the date range in which the transaction is initiated This field appears if you select the Custom Date option from the Period list The fields mentioned below appear only for payment transactions Currency Optional Drop Down Indicates the currency of the initiated transaction From Amount Optional Numeric Indicates the minimum amount of the amount range in which the transaction is initiated To Amount Conditional Numeric Indicates the maximum amount of the amount range in which the transaction is initiated 5 Select the appropriate option to search initiated transactions a If you select the E Banking Reference No option i In the E Banking Reference No field enter the E Banking Reference number of the transaction b If you select the Other Search Criteria option i From the Transaction Type list select the appropriate option ii From the Status list select the appropriate option ili From the Customer list select the appropriate option iv From the Period list select the appropriate option and enter the date range in which the transaction is initiated if required 6 Click Search The details of init
12. nsaction Type Display Displays the type of the transaction Created On Display Displays the date on which the transaction is created Updated On Display Displays the date on which the transaction is updated Updated By Display Displays the name of the user who has updated the transaction User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard 18 Search Transactions Field Name Description Status Display Displays the status of the transaction Version Display Displays the version number of the transaction Value Date Display Displays the value date of the transaction Host Reference Display ck Displays the host reference number of the transaction Note Conditional Alphanumeric Indicates the remark or reason for modifying or deleting the transaction This field is enabled only if the status of the transaction is Initiated Audit Details Display Displays all authorization details of the transaction 9 Click Back The Search Initiated Transactions screen appears User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard 19
13. nsaction is Initiated or Draft To view initiated transactions From the Customer Services menu select Transaction Activities and then select Transactions The View Initiated Transactions screen appears By default the Initiated Transactions tab appears From the View By list select the appropriate option if required View Initiated Transactions Initiated Transactions tab VIEW INITIATED TRANSACTIONS 05 06 2015 09 22 31 GMT 0000 B wy O P x View By Transaction Status v INITIATED TRANSACTIONS VIEW DRAFTS TEMPLATES Initiated Transactions Transaction Type Status Count Bene Maintenance Delete Accepted 52 m 16 72 Cancel Pending Transfers Accepted 20 M643x Contract Term Deposit Under a 1 1 32 Initiate Process Demand Draft Request Accepted 4 11 29 Demand Draft Request Accepted 3 J 96 Beneficiary Domestic Funds Transfer Rejected 2 1 64 g Accepted 6 11 93 Under n Process 1 32 Domestic Transfer Accepted 12 H386 Beneficiary Column Description Column Name Description Initiated Transactions Transaction Type Display Displays the type of initiated transactions Status Display Hyperlink Displays the current status of the initiated transactions Displays the link to search initiated transactions This field appears if you select the Transaction Status option from the View By list Amount Display Displays the cumulative amount of all initiated transac
14. tions It is not developed or intended for use in any inherently dangerous applications including applications that may create a risk of personal injury If you use this software or hardware in dangerous applications then you shall be responsible to take all appropriate failsafe backup redundancy and other measures to ensure its safe use Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws Except as expressly permitted in your license agreement or allowed by law you may not use copy reproduce translate broadcast modify license transmit distribute exhibit perform publish or display any part in any form or by any means Reverse engineering disassembly or decompilation of this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is not warranted to be error free If you find any errors please report them to us in writing This software or hardware and documentation may provide access to or information on content products and services from third parties Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third
15. tions under a particular transaction type and for a particular currency This field appears if you select the Transaction Currency option from the View By list User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard 8 View Initiated Transactions Column Name Description Currency Display Displays the currency of initiated transactions Displays the link to search initiated transactions This field appears if you select the Transaction Currency option from the View By list Count Display Displays the number of times the transaction has been initiated Graph Display Displays the completion of the transaction as a percentage 3 Click the link in the Status field OR Click the link in the Currency field The details of the selected transaction appear in the Search Initiated Transactions screen User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard 9 View Drafts Templates 5 View Drafts Templates Using this option you can view transactions for which you have created templates or drafts in the application along with the current status of the transactions and number of transaction count for each type with specific status A draft in the application indicates that you have saved a transaction without entering its complete details A template in the application indicates that you have saved a transaction after entering its complete details
16. transaction details in ascending or descending order 8 Click the link in E Banking Reference No field The details of initiated transaction appear in the View Initiated Transactions screen OR Click Back The previous View Initiated Transactions screen appears User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard 17 Search Transactions View Initiated Transactions Details VIEW INITIATED TRANSACTIONS Bvt FB Bx Reference Transaction Updated Host Reference Number Type Created On By Updated On Status Version Value Date MADE prone 10 06 2015 10 06 2015 117824783426734 ccoun 10 19 06 GMT ZRETAIL 10 19 07 GMT Accepted 5 1 11 03 2014 000MSOG11004067Z Statement 0000 0000 Request Ad hoc Statement Request Account Type Current and Savings Account Number 000003171225 Date From dd mm yyyy 01 02 2014 Date To dd mm yyyy 28 02 2014 GW STMTO13 Statement Generated Successfully Note Audit Detail Authorizer s Authorized On Status Value Date Amount Note 10 06 2015 10 19 07 ZRETAIL Accepted 5 11 Mar 2014 6 GMT 0000 p BI GW STMTO13 ac 10 06 2015 10 19 07 ki p 9 ZRETAIL GMT 0000 25 11 Mar 2014 10 06 2015 10 19 06 ZRETAIL G an 3 11 Mar 2014 Back Note In case of modification notes will be ignored Field Description Field Name Description Dt Reference Display Number Displays the e banking reference number of the transaction Tra
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