User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets
Contents
1. Payment Amount Click here to Add New Biler Transfer Funds From Select EI Te Select ORACLE a d Total Position 3 Total Position The total position widget displays separate graphs for assets and liabilities These will be classified by account type A legend will be displayed below the graphs with account balances in the base currency for every account type Total of assets and liabilities will also be displayed All the accounts will be grouped by customer Id in a particular account type 6 ORACLE Widget Total Position E Saving and Current Account 100 Liabilities ES Loans 100 1 Click the any account type to see it s details Below is shown when Saving and Current Account is clicked 7 ORACLE Account Type Saving and Current Account 00400164102 Bank Futura Neeth 46 840 03 GBP 00400164101 Bank Futura Neeth 26 305 34 GBP Total Assets E Saving and Current Account 100 Account Type Outstanding Balance Loans 19 860 50 GBP Total Liabilities 19 860 50 GBP ES Loans 100 2 Click the E icons to refresh and minimize the widget respectively 3 Click the icon The system displays Consolidated View screen Consolidated View Consolidated View 25 04 2012 20 41 58 GMT 0530 Customer 004001641 CL_OLL_1 4 Select the customer id for which details are to be viewed from the displayed customer ids 5 Click the View button The sys2. Current Balance 1 089 643 20 GBP Amount on Hold 0 00 GBP Uncleared Funds 0 00 GBP Overdraft Limit 0 00 GBP Available Balance 0 00 GBP Minimum Balance 0 00 GBP Last Updated On 13 00 PM a 18 ORACLE Account Balance 1 Select the account number from the drop down list for which account details are to be displayed 2 Click the button The system displays mini statement for the selected account Field Description Field Name Description Current Balance Available Balance Uncleared Funds Amount on Hold Overdraft Limit Minimum Balance Display This field displays the current balance of the selected the account Display This field displays the available balance of the selected the account Display This field displays the funds expected to get credited to account due to clearing instruments Display This field displays the amount on hold Display This field displays the overdraft limit Display This field displays the minimum balance that has to be kept in the account 3 Click the icon to minimize the widget 4 Click the icon The system displays detailed Account Details screen 19 ORACLE Account Balance Account Details Account Details 15 04 2011 13 00 00 GMT 0530 Select Account 8H4001885 BH400188501 Branch Hierarchy 4 wi Name Opening Date 31 12 2007 Account Number BH400188501 Account Type Current and Savings Account Relation
3. GBP 133 00 GBP 4 48 GBP 511 00 GBP Last Updated On 16 14 PM Amount Transfer Date 963 00 GBP 30 11 2012 973 00 GBP 30 11 2012 123 00 GBP 30 11 2012 850 00 GBP 30 11 2012 500 00 GBP 30 11 2012 360 00 GBP 30 11 2012 450 00 GBP 30 11 2012 259 00 GBP 30 11 2012 210 00 GBP 30 11 2012 744 00 GBP 30 11 2012 gn 196 948 23 GBP Balance in GBP 195 846 23 GBP 591 00 GBP 511 00 GBP Mini Statement Mini Statement Mini Statement 123 00 GBP m Account Transfer Reminder Request Status Reference Ho Service Requested Status 161100393078956 Reissue Transa Pending Last 10 Used Cheques No Records Found Quick Tasks Pay Bils Now Request for a Cheque Book Foreign Exchange Rate Download Statement Now Transter Funds Now Order Demand Draft Outward Remittance Inquiry Stop Payment Request Session Summary 08 04 2013 16 13 23 la 08 04 2013 18 11 15 C 08 04 2013 12 22 36 C 05 04 2013 19 03 08 E 05 04 2013 15 21 51 Blackout Next 7 Days Last Updated on 16 13 PM fe H i Is This tt by Bloomberg Apr 05 2013 Bitcoin Boom Is This the New Safe Havt Bloomberg Convergex Group Chief Strategist Nick Colas Jobs and the Labor Force Where s the Real Decline Bitcoin Boom Is This the New Safe Haven Millionaires Collected 80M in Jobless Benefits Durin Pay Bills Select a Biller Bill Humber Bil Number Bill Date out Payment Amount dd MM yyyy
4. the widgets displayed in it followed by the explanation of each widget 4 ORACLE WELCOME SHAIENDRA CORPAUTOAUTH Currency Wise Position oon Assets Liabilities 617 284 75 Currency GBP Total Assets om 617 284 75 GBP Total Liabilitie 0 GBP Pending for Authorization op No Record found Inward Remittance Inquiry on No records found to search again please amend your inputs Account Balances Total Position Assets Saving and Current Account Total Assets I Saving and Current Account 100 Liabilities Account Type Saving and Current Account Total Liabilities BB Saving and Current Account 100 Mini Statement 14111111335 006 006005934 v 1111111335 006 006005934 5j Cur 195 846 23 GBP Amount on Hold 0 00 GBP Uncleared Funds 0 00 GBP Overdraft Limit nt Balance 0 00 GBP Available Balance 195 845 23 GBP Minimum Balance 1 000 00 GBP Last Updated On 16 14 PM Loan Rates gt Long Term Loans With Moratorium gt Advance with Auto DSBR Exchange Rates 1 GBP is equivalent ZAR EUR 10 280000 1 046000 1 567000 0 188000 0 326000 66 810000 1 420000 2 025000 2590000 130 000000 10 880000 Recent Activity 05 04 2013 Domestic Account Transfer 05 04 203 Own Account Transfer 25 03 31 10 GBP 2013 Pay Bil 25 03 10 01 GBP 2013 Pay Bill 25 03 91 72 GBP 2013 Pay Bil Last Updated on 16 13 PM M
5. Hold Uncleared Funds Overdraft Limit Balance Available Minimum Balance Required Net Available Balance For Withdrawal Others ATM Daily Withdrawal Limit Eligible Advance Against Uncleared Funds Limit 006005934 1111111335 Bank Futura Branch 006 4111111335 Single Bank Futura Branch 006 006 GBP 195 846 23 0 00 0 00 0 00 195 846 23 1 000 00 194 846 23 0 00 0 00 12 Opening Date Account Type Account Status Product Name Overdraft Allowed 16 10 2012 Current and Savings Account Enabled SAVINGS ACCOUNT Account Summary INDIVIDUALS ORACLE Mini Statement 5 Mini Statement This widget displays account activity in a minimalistic form by displaying last n transactions Widget Mini Statement Mini Statement 0000001234567 000 000000361 vO 01 11 2012 DGHRHD 2 580 00 GBP 23 04 2012 REDEMPTION 50 147 54 GBP Note C Credit D Debit Last Updated On 23 19 PM 1 Select the account number from the drop down list for which mini statement is to be displayed 2 Click the button The system displays mini statement for the selected account 5 ORACLE Mini Statement Field Description Field Name Description Date Display This field displays the transaction value date Description Display This field displays the transactions description Amount Display This field displays the transaction amount in local currency 3 Click the
6. Oracle FLEXCUBE Direct Banking Release 12 0 1 0 0 Dashboard Widgets Inquiries User Manual ORACLE FINANCIAL SERVICES Part No E52306 01 ORACLE Dashboard Widgets User Manual Table of Contents 1 Transaction Host Integration Ua 3 2 Introduction Dashboard Widgets ccsecccceceeeceeeeeeeeeeeeenseeeeneeseeeeneeseeesneesesenneesesenneesesenaeseseseenseeeenees 4 3 Total Posion soscas 6 A EH DEER eege 10 S TEE INE sss ss eos tars E 13 E Accont E 15 EE BMN E ua 18 Bs Gurroncy Wise Posio sasssa aaa aiaiai aaa 21 9 Spending eranen A EAE 23 laf a 24 ORACLE Transaction Host Integration Matrix 1 Transaction Host Integration Matrix Legends NH No Host Interface Required Host Interface to be developed separately Pre integrated Host interface available x Pre integrated Host interface not available Transaction Name FLEXCUBE UBS Third Party Host System Total Position v NH Account Summary v Mini Statement y Account Balance y 3 ORACLE Introduction Dashboard Widgets 2 Introduction Dashboard Widgets Widgets are smaller windows which show data in an optimized form In a contemporary UI version of FLEXCUBE Direct Banking application dashboard will have small widgets These widgets will show minimal data related to main transactions These widgets will also enable you to initiate transactions with minimal details Below Dashboard screen shows all
7. he account Display This field displays current Balance of Account in account Currency This field displays current balance of the account in selected currency Display This field displays the mini statement Last n transactions from the account activity of the selected the account Display This field displays the transaction value date Display This field displays the transactions description Display This field displays the debited or credited transaction details Display This field displays the transaction amount in local currency Display This field displays the maturity date of the term deposit Display This field displays the next due date of the loan installment Display This field displays the sanctioned loan amount for user Display This field displays the due date of the credit card payment 16 ORACLE Account Summary Field Name Description Allocation Display This field displays investment category of the investment product Note This filed will be enabled only If wealth Management customer id is mapped to the user 3 Click the l icons to refresh and minimize the widget respectively 17 ORACLE 7 Account Balance Account Balance This widget displays account details in a minimalistic form by displaying important balances of the current and savings accounts Widget Account Balance Account Balance BH400188501 8H4 BH4001885 O
8. icon to minimize the widget 14 ORACLE Account Summary 6 Account Summary This widget displays account summary details by displaying account numbers and the current balances of the available accounts to the user Widget Account Summary Account Summary Account Description Current Balance Equivalent Balance a 0000001234567 000 0 00 GBP 0 00 GBP 0021234123412 002 59 829 36 GBP 59 829 36 GBP 000000361 0021234123412 Bank Futura 4th Street Branch Londo Mini Statement 03 10 2012 DEBIT INTEREST D 224 40 GBP 03 09 2012 Ghhj D 55 555 00 GBP 03 09 2012 Credit card due D 8 000 00 GBP 03 09 2012 MISCELLANEOUS D 5 000 00 GBP 03 09 2012 DEBIT INTEREST D 14 96 GBP Note C Credit D Debit Last Updated On 22 09PM 1 Select the account number from the list for which account details are to be displayed The system displays Account Details screen for selected account 2 Click the Mini Statement button The system displays mini statement for the selected account Field Description 15 ORACLE Field Name Account Summary Description Link on Account Number Current Balance Equivalent Balance Mini Statement Mini Statement Details Date Description Debited Credited Amount Fixed Deposits Details Maturity Date Loans Next Due Date Sanctioned Loan Amount Credit Card Details Payment Due Date Investment Details Display This field displays the account details of the selected t
9. mmary for the respective account type 10 ORACLE Account Summary 2 In Above example only Current amp Savings and Term Deposit accounts are available for user Out of which details are shown for Current and Savings account type Field Description Field Name Description Account Description Display Sanctioned Loan Amount Current Balance Amount Financed This field displays the account description Display This field displays the sanctioned loan amount for the respective account Above widget is displaying details for Loans account type Note This field is displayed only for the Loans account type Display This field displays the current balance of the respective account Note This field is displayed for the Current and Savings Term Deposits Contract Term Deposits Islamic current and savings Islamic Contract term Deposits account types Display This field displays the Amount Financed for the respective account Note This field is displayed only for the Islamic Finance account type 3 Click the El icons to refresh and minimize the widget respectively OR Click any of the account link The displays details for that account in Account Details screen 11 ORACLE Account Details Account Details Select Account Account Details Name Account Number Account Relationship Branch Account Currency Cheque Book Balances Current Balance Amount on
10. ng Analysis 9 Spending Analysis This widget displays spending analysis and its graphical representation User can view and analyze their spending patterns Widget Spending Analysis Spending Analysis I Clearing1 ES Clearing1 E Standing Instruction 1 Click the icon to minimize the widget 2 Click the icon The system displays detailed Spending Analysis screen 23 ORACLE Offers 10 Offers You can view personalized offers on dashboard screen Select any offers to view offer details Offers Dashboard 24 ORACLE Register New Reminder ME RETAIL USER H Clearing1 B Jewellery I Health and Fitness I Other Expenses2 KE GER p got GEI GER e Reminder Schedule minder Schedule Ithewatchshopi 92 OFF Rs 1000 B Last Six Months Amount in GBP P Clearing1 10 60 10 00 D 9 40 8 80 Se My Transactions Loan Rates Pay Bill Credit Card Dee Get 8 cash bont on movies telephone bit b vey bas dier nh 25 oo GER Get PER OF Chang Request Status Quick Task Pay Bills Now Download Statement Now Request for a Cheque Book Transfer Funds Now View Credit Card Statement Tools My Deposits MyLoans My Payments Bill Payments Collection and Remittances Islamic Finance Offers n on Select Last 10 Used Cheques gt 101111111154 Last Updated on 23 00 PM Blackout Next 7 Days Session Summary RSS Feed
11. r 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 26 ORACLE Offers 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 par
12. s the cae ze Air Aaen o oF oF ot ORACLE ORACLE Oracle FLEXCUBE Direct Banking Dashboard Widgets Inquiries User Manual October 2012 Version Number 12 0 1 0 0 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 2012 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 o
13. ship Single Account Status Account Enabled Branch Branch Hierarchy 4 BH4 Product Name CURRENT ACCOUNT CORPORATES QT Account Currency GBP Cheque Book Yes Overdraft Allowed Yes Current Balance 1 089 643 20 Amount on Hold 0 00 Uncleared Funds 0 00 Overdraft Limit 0 00 Balance Available 0 00 Minimum Balance Required 0 00 Net Available Balance For 0 00 Withdrawal ATM Daily Withdrawal Limit 0 00 Eligible Advance Against 0 00 Uncleared Funds Limit 20 ORACLE 8 Currency Wise Position This widget displays the currency wise position of the customer Total of the assets and liabilities held by the user in every currency will be displayed in this widget 21 ORACLE Currency Wise Position Widget Currency Wise Position Currency Wise Position oo Assets Field Description Field Name Description Currency Display This field displays the currency Assets Display This field displays the asset amount for the corresponding currency Liabilities Display This field displays the liability amount for the corresponding currency Total Assets Display This field displays Total of all the assets in the base currency Total Liabilities Display This field displays the Total of all the liabilities in the base currency 5 Click the icon to minimize the widget 6 Click the icon The system displays detailed Account Overiew screen 22 ORACLE Spendi
14. tem displays details in the same Consolidated View screen Consolidated View 8 ORACLE Consolidated View 25 04 2012 20 42 53 GMT 053 POF Format EN Be Assets Amount GBP of Assets Assets Liquid Current and Savings Account 73145 JS mmm Contract Term Deposits 0 00 Term its 0 00 Assets Financial Instruments Fixed income Securities Shares QOptions Long Positions Total Assets Liabilities of Liabilities Current and Savings Account Debit Balance Options Short Positions Total Liabilities Positions Amount GBP Net Position D Graph Title Total Position E Assets 100 PR casa 100 E Loans 100 J Liabiities 100 Trade Finance Amount GBP Import LC Export LC import Bills Export Bills Qutward Guarantee Total 9 ORACLE Account Summary 4 Account Summary This widget displays account summary in minimal form Widget Account Summary Account Summary o Current and Savings 196 948 23 GBP Term Deposits 123 00 GBP Account Summary OI wi Current and Savings 196 948 23 GBP Account Description Current Balance Balance in GBP 1111111335 006 195 846 23 GBP 195 846 23 GBP Mini Statement 4111111405 006 591 00 GBP 591 00 GBP 1111111407 006 511 00 GBP 511 00 GBP Term Deposits 123 00 GBP 1 Click the Current and Savings Term Deposits Contract Term deposits Islamic Term Deposits Islamic Current and savings Islamic Finance or Loans The system displays account su
15. ty 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 Hardware and Software Engineered to Work Together 27 ORACLE
16. y Transactions be 1 200 00 GBP Own Account Transter 08 04 2013 e 05 04 2013 Domestic Account Transfer 100 00 Own Account Transter 05 04 2013 Pay Bill 25 03 2013 Pay Bil 25 03 2013 Last Updated On 16 14 PM aged In Users Mr CORP AUTH MAUTH Mr CORP INT MINIT Mr Ram Suri Ram Suri m oe USER MICORP Last Updated On 16 13 PM Reminders pe Register New Reminder Reminder Schedule 29 11 2012 29 11 2012 29 11 2012 29 11 2012 ir FTCHGRULE1 INTERNAL FUND TRANSFER FTCHGRULE1 paylaterinternalFT Note Cr Credit Dr Debit 29 11 2012 Scheduled Transactions Tomorrow 10 Reference lumber O08FTIN 23250068 Source Account 4411111335 OO6FTIN1232501 006FTIN123340016 41411111335 4411111335 006FTOC123250052 41411111335 006FTOC123340071 006FTOC123340074 41411111335 14411111335 006FTOC123340075 006FTOC123340090 4411111335 4411111335 006FTOC123340091 4411111335 006FTOC123340092 4111111335 This Week 1 Later Future Credit Line Utilisations No records found to search again please amend your inputs Foreign Exchange Deals Record not Found Account Summary Current and Savings Account Description 1411111335 006 Current Balance 195 846 23 GBP 591 00 GBP 511 00 GBP 14111111405 006 14111111407 008 Term Deposits o Current Balance 935 855 72 GBP 935 855 72 GBP Outstanding Balance 1 025 37 GBP 1 025 37 GBP 67 00 GBP 4 48
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