Dashboard User Manual - Oracle Documentation
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1. 4 30 ORACLE CSSBULBD Bulletin Board Bulletin messages mapped to the required role and are active Order by Message Ref erence Number Relationship Manager CSSRM BOP Business Opportunities Relation ship pricing Open 8 Active scheme with active linkage to RP Cus tomer of the RM Order by Cust ID CSSRMBS Business done for the month self Arithmetic sum of contract amount TD Deposit Loan Amount Financed CASA Account CCY avail able balance grouped by Module Customer Prod uct and Currency CL LE MO CI TDs Normal Recurrent Deposit Auto Deposit CASA booked for customer attached with logged in RM for the cur rent branch and month Grouped by Module Customer Product and Currency and Order by Cust ID CSSRMBT Business done for the month Team Arithmetic sum of contract amount TD Deposit Loan Amount Financed CASA Account CCY avail able balance grouped by Module Customer Prod uct and Currency CL LE MO CI TDs Normal Recurrent Deposit Auto Deposit CASA booked for customer attached with logged in RM and subordi nate RM for the current branch and month Grouped by Module Customer Product and Currency and Order by Cust ID CSDRMCU Customer Upgrade Downgrade CREDIT_RATING modi fied on current date cur rent branch for the customer attached to logged in RM Order by Cust ID CSSRMTD Loan amp TD2. Business Opportunities more Customer Id Customer Name Scheme Scheme Description Scheme End Date Telephone N EH Mob 029004200 Damian COVENTIONAL_SAVINGS2 COVENTIONAL_SAVIN 2015 09 05 Tel 08022594245 3 DOE S Mob 029004300 Damian COVENTIONAL_SAVINGS1 COVENTIONAL_SAVIN 2015 09 05 Tel 08022584245 el03022384243 CAMARA MO A AS ee a A Mob 89774585784 029004301 LEWIS RPSCHEMECLDASH1 RP SCHEME CL DASH 2015 10 03 Tel 0805784874 gt i PR een Mob 39774585784 029004201 LEWIS COVENTIONAL_SAVINGS1 COVENTIONAL_SAVIN 2015 09 05 Tel 0005784874 029004202 LIVINGSTON COVENTIONAL_SAVINGS2 COVENTIONAL_SAVIN 2015 09 05 Mob Tel v lt gt A hyperlink is provided to the Customer ID and Scheme column Click Customer ID link to invoke the corresponding Customer Scheme Linkages screen Click Scheme link to invoke the corresponding Scheme Details screen Click More to invoke the Scheme Summary screen Watch List Accounts Bank Manager of the bank monitors the accounts with available amount less than the threshold amount and then informs the customer to maintain the minimum threshold amount in the account Both multi branch access and centralized role are supported for this Dashboard The Dashboard displays the following details based on the negative balance threshold parameter maintained at RM Report parameterization level after verifying the DFI mapped validating if the
3. For information about Oracle s commitment to accessibility visit the Oracle Accessibility Program website at http Avww oracle com pls topic lookup ctx acc amp id docacc Organization This manual is organized into the following chapters About this Manual gives information on the intended audience It also Chapter lists the various chapters covered in this User Manual An Overview gives an overview of the Dashboard facility in Oracle FLEX Chapter 2 CUBE Chanter 3 Dashboards gives detailed information on Dashboards assigned to each SES User Role and also about the organization of these Dashboards Chapter 4 Function ID Glossary has alphabetical listing of Function Screen ID s used in the module with page references for quick navigation t1 ORACLE 1 5 Acronyms and Abbreviations Abbreviatio ei A Description System Unless and otherwise specified it shall always refer to Oracle FLEXCUBE EOD End of Day DFI Dashboard Function ID 1 6 Related Documents You may need to e Procedures refer to any or all of the User Manuals while working on the XP module 1 7 Glossary of Icons This User Manual may refer to all or some of the following icons Icons Function ES Exit Add row Delete row x Option List Ve ORACLE 2 1 2 2 2 An Overview Introduction Dashboards are the tiny windo
4. Self Team Customer Upgrade Downgrade Loan amp TD Account Maturing Origination Dashboards Each User Role would not require all of the above hence the system enables grouping of these Dashboards based on the User Role The following sections explain in detail the features associated with each Dashboard the groups and the User Role associated with each group Loan Officer Maker Dashboard Loan Officer of a Bank generates loans for the bank and maintains complete details related to loan transactions Also monitors analyzes and assess the credit worthiness of the borrowers The following Dashboards are made available to assist a Loan Officers in their assignments My Transaction Event Status To view the status of the authorized and unauthorized loan transactions event wise Parked Loans To view the status of the loan applications put on hold for pending information EOD Exceptions To view the list of EOD exceptions of the loan accounts encountered for previous and current working day ORACLE 4 2 1 4 2 2 e Bulletin Board To view the list of Bulletin messages received e Watch List Accounts To keep watch on their overdue loan transactions e Wakala to Murabaha conversion To view the list of loan transactions which needs to be converted to Murabaha on the current date based on Wakala mature days configured at RM Report Parameterization level My Transa
5. Show Dashboard check box is checked and verifying the multi branch accessibility e Customer ID e Account Number CASA Account No e Account Description e Currency Account Currency e Amount Available balance Gs ORACLE 4 8 5 4 8 6 Watch List Accounts b E Customer Id Account Number Account Description Currency Amount 029004313 0290000000100 EVERETT Acc 1 GBP 1 070 00 029004264 0290000000103 ROB GBP 600 00 029004268 0290000000105 KLEBBA Acc 1 GBP 700 00 029004230 0290000000106 KIRBY GBP 740 00 029004269 0290000000112 KNAPP Acc 2 GBP 1 203 55 A hyperlink is provided to the Account Number column Click Account Number link to invoke the corresponding Account Maintenance screen Pending Authorization Contracts Bank Manager of the bank monitors the accounts which are pending for authorization The Dashboard displays the following details of loan CASA and TD accounts for the current branch which are pending for approval after verifying the DFl mapped and validating if the Show Dashboard check box is checked e Customer ID e Account Number Loan CASA TD e Currency e Amount e Module Code e Event Pending authorization transactions Customer ID Account Number Currency Amount Module Code Event 023000482 023MUDD 112480002 SBP 10000 CI DSBR 005000172 GBP 15000 CL DSBR 004000111 00400011102 GBP 5000 CO BOOK 026000297 1111111152 GBP o co BOOK WB2000722 Y 8200072201 GBP 50
6. e Adhoc or unplanned messages if any For further details on Bulletin Board Dashboard refer Bulletin Board section under Loan Officer Maker Dashboard section of this chapter Origination Dashboards Oracle FLEXCUBE allows you to configure dashboards with multiple queues count various queues and map dashboards to specific user roles or users ORACLE Branch 206 Date 2013 01 27 Session Tme 0 01 50 Halo Logged Jser Defaul Admin User Sian Ott Es Home interactions Customer Worktow IN Preferences see e Quick Search lt E ix gt 44 4 coroor11 P H Jumpto page gt lf le gt Go 1011 Jump to page gt DESEN EE roation Date Application wl CredilProposal13002 CrediProosal Initiation Entry aia kees me FromiToye Application 2013 02 05 CreaiProposal 2013 04 20 TermDepos F oreClosure9409VerityDetailsOmoreclosure CredtProposah3054 RecommendationRevew 19 08 301ST bai Origination 2013 04 20 2013 02 05 e TermDepositF oreCtosure94 10Venif DetallsOfForeciosure Dashboard Corporate ending 13065ApplicationEntry 49 07 28 IST 15 40 04 IST 2013 04 22 e a 2013 04 09 v porateLending12273 Loan Approval aay PS RetallLending13092 Application Verification SE 17 48 05 1ST a 13204 2013 04 09 Suncu RetallLending13093 Application Verification a pue gt CorporateLending12277 Calculate Ratio 18 10 49 IST gt Cancelled Applications gt Default DashBoard sb High Priority Tasks on Hold 0 Braer 2 Completed
7. Status Module Product Code 001000123 001SGLC121850003 GBP 10 000 00 2012 07 03 A LC SGLC 001000123 001EUSD121850004 GBP 10 000 00 2012 07 03 001000118 001GUB121850003 GBP 10 000 00 2012 07 03 U LC GUIB A hyperlink is provided to the Reference Number column Click the link to invoke the corresponding contract detail screen EOD Exceptions EOD Exceptions Dashboard lists the EOD exceptions that Trade Maker has encountered for previous and current working day for a particular branch or based on Multibranch role mapping for that User For further details on EOD Exceptions Dashboard refer EOD Exceptions section under Loan Officer Maker Dashboard section of this chapter Bulletin Board Bulletin Board Dashboard lists all or any of the following bulletin messages configured to you across all branches e Public news or messages e Product information e Policies and Notices of the bank e System messages e Adhoc or unplanned messages if any For further details on Bulletin Board Dashboard refer Bulletin Board section under Loan Officer Maker Dashboard section of this chapter s ORACLE 4 6 4 6 1 4 6 2 Trade Authorizer Dashboard Trade Authorizer of a Bank approves trades for the bank and evaluates he contract details and checks the credit worthiness to decide on approving the contracts The following Dashboards are made available to assist a Loan Authorizer
8. Tasks 2 ir iter 5 iz DE Segog Jump to page lr 601011 Jump to page sp High Value A n H Ti FromiTo e Quick View Workflow Reference pe Creation Date FromiTo AECI Em casal Date Queue CredifProposal12934 CreditProposal Enty 2013 04 19 12 04 08 IST Receive And Verify 2013 02 12 11 52 53 CreditProposal12936 CreditProposal Enty 2013 04 19 12 07 57 IST OPeNRAtalTeMDEPOSO7A IS ocon n rid E Search CRPProcess12943 CRPProcess 2013 04 19 12 2220 1ST 2013 04 05 13 01 45 Administrative eb A RetailLending12183 Application Entry ps 3 Applications CreatProposatiz953 eu 2013 04 19 12 32 36 IST Priority CreaitProposal Initiation 2956 04 51619 OR CrediiProposal12955 Ery 2013 04 19 12 45 16 IST Standard OSC ez ze 5 dE Workflow Reterence Tite Creation Date FromiTo Sees SS Queue Name Count 13 04 19 03 44 3 s CorporateLending12908ApplicationVerification Pes eeng escalated o Escalated o 2013 04 19 10 41 38 Expired o Seen e CrociProposal12911 CreditProposal Entry ni e Aging 13 04 19 10 42 46 Aging o CredtProposal12912 CredtProposal Entry e n High o 13 04 19 10 43 43 pe e CreciProposal12913 CreditProposal Enty SE d KA TODAY H ODAY 0 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 Sear
9. 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 not be responsibl
10. pane Main Menu Specify the main menu name here Language Code Specify the language code of the dashboard Sequence Number Specify the sequence number 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 s ORACLE 3 2 1 e Count If you 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 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 mappe
11. 20610008 Test Message Revised interest rates OCORMBM12061000A Bonus for all Employes A hyperlink is provided to the Message ID column Click the link to invoke the Bulletin Detail screen SS ORACLE 4 2 5 Bulletin Message maintenance Ez New ES Enter Query Message Reference No Message Type Alert gt D Start Date Start Time 24HH MM 00 00 Expiry Date Expiry Time 24HH MM Message Status Open Concise Message Message Details Role Mapping Maker Date Time Mod No Checker Record Status Date Time Authorization Status For further details about Bulletin Board refer Bulletin Board User Manual Watch List Accounts A loan officer of the Bank will have a watch on loan transactions e To advise borrowers on the management of their finances if the loan becomes delinquent e To take action to collect outstanding amounts Watch List Accounts Dashboard displays this watch list of authorized loan accounts assigned to the Maker for the current date and latest event The Dashboard displays the following transaction details after verifying the DFl mapped and validating if the Show Dashboard check box is checked The system also validates if the current user has multi branch centralized access to display other branch accounts e Customer ID Customer Id of the loan borrower e Name Customer Name e Account Number Loan Account No or Reference No e Currency Currenc
12. 4 Customer Upgrade Downgrade oocooooocccininiccccnnnccconncnnonocnancncnnnnn nc cnc nana nn 4 22 4 9 5 Loans amp TDS Matug nn Aa a nr 4 23 4 9 6 Bulletin BOard so a a a a 4 24 Origination DashboardS incio dl aiiai 4 24 Organizing Dashboards eisenii a T nn n cnn nan n nr ran rra rra 4 25 1 1 1 2 1 3 1 4 1 Preface Introduction This document is designed to help acquaint you with the features of Dashboard which is the landing page of Oracle FLEXCUBE Information from multiple products is integrated and displayed as Dashboard on the home page of the application This manual explains the functionality of Dashboard facility and the various Dashboards present in the system Besides providing these details the manual also provides a list of Dashboards mapped to the role of the bank staff logged on to the system Audience This manual is intended for the following User User Roles Role Function Loan Trade Officers To view a summary of the transactions assigned to them messages and EOD exceptions if any Loan Trade Authorizers To view unauthorized transactions assigned to them mes sages and EOD exceptions if any Loan Trade Supervisors To view subordinate wise summary report of the transac tions messages and EOD exceptions if any Managers Branch Relationship To view details of the transactions completed by them and their team Documentation Accessibility
13. 62 76 CO BOOK ss mor A hyperlink is provided to the Account Number column Click Account Number link to invoke the corresponding Account Maintenance screen Bulletin Board Bulletin Board Dashboard lists all or any of the following bulletin messages configured to you across all branches e Public news or messages e Product information e Policies and Notices of the bank e System messages e Adhoc or unplanned messages if any 4 20 ORACLE 4 9 4 9 1 For further details on Bulletin Board Dashboard refer Bulletin Board section under Loan Officer Maker Dashboard section of this chapter Relationship Manager Dashboard Relationship Manager is the contact point for a customer within the bank They communicate among different groups of people for complaints and to resolve problems They also help the bank in improving trade by promoting the products services and solutions to the customers The following Dashboards are made available to assist Relationship Managers in their assignments e Business Opportunities To view list of RM customers who are eligible for the schemes e Business done for the month Self To view the details of the business done by the Relationship Manager for the month e Business done for the month Team To view the details of the business done by the their sub ordinates for the month e Customer Upgrade Downgrade To view the list of customers w
14. 94501411 E E DSBR A hyperlink is provided to the Account Number column Click the link to invoke the corresponding contract event screen or current event authorization screen Note Accounts with current event other than Book INIT are listed EOD Exceptions EOD Exceptions Dashboard lists the EOD exceptions of the loan accounts encountered for previous and current working day The system also validates if the current user has multi branch centralized access to display other branch accounts For further details on EOD Exceptions Dashboard refer EOD Exceptions section under Loan Officer Maker Dashboard section of this chapter Bulletin Board Bulletin Board Dashboard lists all or any of the following bulletin messages configured to you across all branches e Public news or messages e Product information e Policies and Notices of the bank e System messages e Adhoc or unplanned messages if any For further details on Bulletin Board Dashboard refer Bulletin Board section under Loan Officer Maker Dashboard section of this chapter Loan Supervisor Dashboard Loan Supervisor of a Bank manages the Loan Servicing Department of the bank Also directly supervisors the duties of department staff coordinates with the staff for coverage in ES ORACLE 4 4 1 related areas of the department The following Dashboards are made available to assist a Loan Supervisors in
15. Dashboard Oracle FLEXCUBE Universal Banking Release 12 0 3 0 0 Part No E53393 01 April 2014 ORACLE Dashboard User Guide 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 applications including
16. Maker LCSTMSTS My Transac LC BC Ll and IB Author Order by contract ref tion Event sta ised Unauthorised Event erence Number in tus wise contracts for the ascending order Event Maker Sequence Number in Based on branch access descending arder permissions Current branch Multi Branch Cen tralized LCSTMPAT Parked Trans LC BC LI and IB contracts Order by Last updated actions Put on hold for the maker date aged first Based on branch access permissions Current branch Multi Branch Cen tralized LCSEODTX EOD Excep LC BC LI and IB contracts Order by contract refer tions gone into EOD exception ence Number in from last working day to ascending order current branch date Based on branch access permis sions Current branch Multi Branch Centralized CSSBULBD Bulletin Board Bulletin messages mapped Order by Message Ref to the Trade maker role Active erence Number Trade Authorizer 4 28 ORACLE LCSTAPEN Pending new contracts LC BC LI IB contracts with BISS INIT BOOK BCFM BADV and BPRE triggered pending for authorization Based on branch access permissions Current branch Multi Branch Cen tralized and to the assigned user as per the operational hierarchy Order by contract refer ence Number in descending order LCSTAPLC Pending Life cycle events LC BC LI IB with Latest Event other than new con tracts pending for authori zation Base
17. ODEX EOD Excep tions CL LE MO Cl Commit ment Accounts gone into EOD exception from last working day to current branch date Based on branch access permissions Current branch Multi Branch Cen tralized Order by Account Number in ascending order CSSBULBD Bulletin Board Bulletin messages mapped to the required role and are active Order by Message Ref erence Number CLSLNWAT Watch list transactions CL LE MO Cl Commit ment Authorised Accounts of latest event for the Maker which has overdue of any components equal to or greater than one day Based on branch access permissions Current branch Multi Branch Cen tralized Order by Account Number in ascending order CLSLNWTM Wakala to Murabaha Cl Authorised Accounts of latest event for the Maker based on the Wakala expiry days set at RM Parameterisation Mainte nance includes from and to date Based on branch access permissions Current branch Multi Branch Cen tralized Order by Account Number in ascending order Loan Authorizer 4 26 ORACLE CLSLNPEN Pending New Loans CL LE MO Cl Commit ment Accounts of latest event wise to the assigned user as per the operational hierarchy Based on branch access permissions Current branch Multi Branch Cen tralized Order by Account Number in ascending order CLSPNLCE Pending Life cycle events CL LE MO Cl Commi
18. 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 For more details on Origination Dashboard Maintenance refer section titled Maintaining Origination Dashboard Details in chapter Maintenances in this User Manual Organizing Dashboards As mentioned earlier you can position and sequence individual dashboards based on DFI mapping The system facilitates filtering of Dashboards The function ID assigned to each dashboard and the criteria based on which each Dashboard is filtered is detailed in the following table Function ID Dashboard Filter Criteria Order Criteria name Loan Maker CLSLNTXS My Transac CL LE MO Cl Commit Order by Account tion Event sta ment Authorised Unauthor Number in ascending tus ised Event wise Accounts order Event Sequence for the Maker Number in descending order Based on branch access permissions Current branch Multi Branch Cen tralized Ron ORACLE CLSLNPKD Parked Loans CL LE MO Cl Commit ment On Hold Accounts for the Maker Based on branch access permissions Current branch Multi Branch Cen tralized Order by Last updated date aged one first CSSE
19. account matur ing CL LE MO Cl or TDs Normal Recurrent Deposit Auto Deposit get ting matured within next X days RM report parame ter including from and to date for the customer attached to logged in RM Order by Cust ID CSSBULBD Bulletin Board Bulletin messages mapped to the required role and are active Order by Message Ref erence Number 4 31 ORACLE
20. ashboard 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 list This list displays all valid user ids and roe ids maintained in the system You can select the appropriate one ORACLE Default Check this box to indicate that the dashboard should be included in the Quick View frame for a specific user or role 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 Se ORACLE 4 1 4 2 Introduction 4 Dashboards Oracle FLEXCUBE facilitates the availability of the following Dashboards based on the User Role you are mapped to My Transaction Event Status Parked Loan Transactions EOD Exceptions Bulletin Board Watch List Accounts Wakala To Murabaha Pending New Loans Contracts Pending Life Cycle Events TD s Maturing details Loan s Maturing Details Business Opportunities Watch List Accounts Pending Authorization transactions Loan Trade User Event Wise Report Trade Re assignment Business Done for the Month
21. ays all events initiated on that day On hold contracts are not listed My Transaction status e CustomerID Contract Reference Currency Amount Status Module Product Code Event Code GBP 10 000 00 U LC dese 15 000 00 A IB OSBB AJAND A hyperlink is provided to the Contract Reference Number column Click the link to invoke the corresponding contract detailed screen based on the module ofthe account and the event of the contract However e Ifyou click an unauthorized transaction the system will display the corresponding current event screen processed SH ORACLE 4 5 2 4 5 3 4 5 4 e Ifyou click an authorized transaction the system will display the module contract detail screen Parked Transactions Parked Loans Dashboard displays the trade transactions which are put on hold for pending information for the current date and latest event This Dashboard facilitates working on the pending information required in completing the transactions without any delay The Dashboard displays the following details of the transactions on hold after verifying the DFI mapped validating if the Show Dashboard check box is checked and verifying the multi branch accessibility e Customer ID e Contract Reference Trade reference No e Currency e Amount Trade amount e Last Updated e Status e Module e Product Code Parked Transactions D Customer ID Contract Reference Currency Amount Last Updated
22. ch 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 the 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 4 24 ORACLE 4 11 Note Each dashboard has minimum one to maximum six frames Following are the pre configured dashboards available in the system 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 Cancelled Applications This dashboard lists the cancelled Applications in Retail Lending Corporate Lending CASA and Trade High Priority This dashboard lists the high priority Applications in Retail Lending Corporate Lending CASA and Trade High Value This dashboard lists the high value Applications in Retail Lending Corporate Lending CASA and Trade 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
23. checks the number of contracts available with each User and can reassign the contracts to a different User if needed The Dashboard displays the following transaction details after verifying the DFI mapped and validating if the Show Dashboard check box is checked e User ld e Contract Reference e Account e Module e Currency e Amount e Product Trade Reassignment Ki UserID Contract Reference Account Module Currency Amount Product T35721M02 0011LNB121850010 001000123 Lc GBP 10 000 00 ILNB 735721M02 029SGLC121850006 029004260 LC GBP 10 000 00 SGLC A hyperlink is provided to the Contract Reference column Click the link to invoke the corresponding Trade Re assignment screen with the contract details processed by the user EE ORACLE 4 7 3 4 7 4 4 8 4 8 1 EOD Exceptions EOD Exceptions Dashboard lists the EOD exceptions that Trade Supervisor has encountered for previous and current working day for a particular branch or based on Multibranch role mapping for that User For further details on EOD Exceptions Dashboard refer EOD Exceptions section under Loan Officer Maker Dashboard section of this chapter Bulletin Board Bulletin Board Dashboard lists all or any of the following bulletin messages configured to you across all branches e Public news or messages e Product information e Policies and Notices of the bank e System messages e Adhoc or unplanned messages
24. ction Event Status My Transaction Event Status Dashboard displays the event status of authorized and authorized transactions of CL LE Cl and MO accounts processed by the Maker for the current date and event wise The Dashboard displays the following transaction details after verifying the DFI mapped and validating if the Show Dashboard check box is checked The system also validates if the current user has multi branch centralized access to display other branch accounts e Customer ID e Account Number e Currency e Amount Amount Financed e Auth Status e Product Code e Module Code e Event Code My Transactions event status Customer ID Account Number Currency Amount Auth Status Product Code Module Code Event Code mz oO OO oO E CO o oO CO x Sp A hyperlink is provided to the Account Number column Click the link to invoke the corresponding contract detailed screen based on the module of the account and the event of the contract However e Ifyou click an unauthorized transaction the system will display the corresponding current event screen processed e Ifyou click an authorized transaction the system will display the module contract screen Parked Loans Parked Loans Dashboard displays the loan transactions of CL LE Cl and MO which are put on hold for pending information This Dashboard facilitates working on the pending information required in completing the transac
25. ctions to the Selected Fields and Selected Actions sections respectively Similarly to de select an action or a field click the left arrow button Available fields 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 system displays an error message as No field mappings available for selected queue criteria 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 ORDDSHRLU in the field at the top right corner of the Application tool bar and clicking the adjoining arrow button Origination Dashboard Role Maintenance Dashboard Id E Description 1 Of 1 v Map To User Role ld Default CA Role La 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 f you select this option then you can map the d
26. d check box is checked and verifying the multi branch accessibility e Customer ID e Account Number e Maturity Date e Currency e Amount e Maturity Date e Module Code e Description e Telephone Loans maturing details gt es Customer ID Account Number Currency Amount Maturity Date Module Code Description Telephone NormalBearing 0b Tel Branch Merger Mob Te 1 000 00 2013 08 03 CL 029004228 CL CL PDC TENOR PRC Mob Tel I I 029000115 00 2012 09 05 je Mudarabah Auto DSBR Mob Tel 029000115 100 000 00 2012 09 05 C Mudarabah Auto DSBR Mob Tel Musharaka Auto 029000115 029MSHR112480012 GBP 100 000 00 2012 12 01 C DSBR Normal Mob Tel Bearing lt gt A hyperlink is provided to the Account Number column Click the link to invoke the corresponding Loan Account screen The RM Report Parameters facilitates configuration of the Loan mature days 8 ORACLE 4 8 3 4 8 4 Business Opportunities Business Opportunities Dashboard displays list of customers who are eligible for the schemes in the current branch for the current date Both multi branch access and centralized role are supported for this Dashboard The Dashboard displays the following details after verifying the DFI mapped and validating if the Show Dashboard check box is checked e Customer ID e Customer Name e Scheme e Scheme Description e Scheme End Date e Telephone
27. d on branch access permissions Cur rent branch Multi Branch Centralized and to the assigned user as per the operational hierarchy Order by contract refer ence Number in descending order LCSEODTX EOD Excep tions LC BC LI and IB contracts gone into EOD exception from last working day to current branch date Based on branch access permis sions Current branch Multi Branch Centralized Order by contract refer ence Number in ascending order CSSBULBD Bulletin Board Bulletin messages mapped to the Trade Authoriser role Active Order by Message Ref erence Number Trade Supervisor CSSTRURP Trade User Event wise Count for the Order By User ID Event wise Submitted Authorised Report Parked LC BC LI IB con tracts of the Maker Author iser and Supervisor User Id Based on branch access permissions Current branch Multi Branch Cen tralized CSSTRRAS Trade Reas LC BC LI and IB contracts Order by contract refer signment Put on hold in the system ence Number in Based on branch access permissions Current branch Multi Branch Cen tralized and as per the operational hierarchy maintained ascending order 4 29 ORACLE LCSEODTX EOD Excep tions LC BC Ll and IB contracts gone into EOD exception from last working day to current branch date Based on branch access permissions Current branch Multi Branch Cen tralized Order by con
28. d to the main menu dashboard then system displays the error message Cannot map more than 6 Queues for a Dashboard Specifying the Mapping Details 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 Dashboardid DEFAULT Sequence Number 1 Available Fields 1 Of 1 Selected Fields 1 0f 1 fiil Aa ii E List Descriptior F Selected Description our REF HO EJTXN_REF_NO TITLE JASSIGNEEGROUPS JASSIGNEEUSERS ICUSTNAME m Available Actions 10f1 A List y ACQUIRE copy ESCALATE PJREASSIGN RELEASE 4 Split Transactio Prefix 1 Custamer Nam Description Acquires the Task Copys the Task a Escalates the Task Reassigns the Task Releases the Task J i m Selected Actions 10f1 gt fi 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 ORACLE 3 3 system moves the selected fields and a
29. ding Life Cycle Events Pending Life Cycle Events Dashboard displays a list of AMND Rollover AVAL Liquidation etc of trade contracts which are pending for authorization The Dashboard displays the following details of the transactions on hold after verifying the DFI mapped validating if the Show Dashboard check box is checked and verifying the multi branch accessibility e Customer ID Customer ID of the loan borrower e Contract Reference Trade Reference No ats ORACLE 4 6 3 4 6 4 4 7 e Currency Currency in which the trade contract is availed e Amount Trade Amount e Maker ID Trade Maker who booked e Module e Product Code e Event Code Pending Transcation Life Cycle events DI Customer ID Account Number Currenc Amount Branch Code Maker ID Product Code Module Code Event Code A hyperlink is provided to the Reference Number column Click the link to invoke the corresponding contract event screen or current event authorization screen EOD Exceptions EOD Exceptions Dashboard lists the EOD exceptions that Trade Authorizer has encountered for previous and current working day for a particular branch or based on Multibranch role mapping for that User For further details on EOD Exceptions Dashboard refer EOD Exceptions section under Loan Officer Maker Dashboard section of this chapter Bulletin Board Bulletin Board Dashboard lists al
30. e for any loss costs or damages incurred due to your access to or use of third party content products or services Contents o A o A A 1 1 TT tree Ter Le ET 1 1 12 tele 1 1 1 3 Documentation Accessibility naar rn rrnnnn rr 1 1 TA Orgaz tl 1 1 1 5 Acronyms and Abbreviattons nn nnr nano rca rrnnn rca 1 2 1 67 Related Documents is e 1 2 TL SGlossary O e EE 1 2 AM Overview Abee ee 2 1 ZN Jore CIO Id 2 1 2 2 Dashboard Organizator nono nn narran rra AEA 2 1 o EE 3 1 Sel Arte uer EE iria 3 1 3 2 Maintaining Origination Dashboard Details 3 1 3 2 1 Specifying the Mapping Details ooooooonninicinnnncicccnnnneorccccnnnrarnccnnnnancccnnnn 3 2 3 3 Maintaining Origination Dashboard Role Details 3 3 Re FE 4 1 E ENNEN tee Tele e DEE 4 1 4 2 Loan Officer Maker Dashboard ooocccconnnocccccinnnocccccconcnnnnccnnnoncnncnnnn cnn nn rana rca 4 1 4 2 1 My Transaction Event Status 4 2 O E NEE 4 2 SE WE ele ee 4 3 42 4 BUI BOAO ia ains 4 4 4 2 5 Watch List ACCOUNTS cimil dis 4 5 4 2 6 Wakala to Murabaha Conversion sssseeseeeeennnnnnnnnnnnnnneennennrnnrnnnnnneneene 4 6 4 3 Loan Authorizer Dasbboard entre nenen 4 6 4 3 1 Pending New LOA cinc 4 7 4 3 2 Pending Life Cycle Events 4 7 4 33 EOD EES eebe eebe tee SES ee edel 4 8 4 3 4 lt Bulletin Board EE 4 8 44 Loan Supervisor Dasbboard nanan n enen nn 4 8 4 4 1 Loan User Event Wise Henort ene 4 9 4 4 2 POD 01110 EE 4 10 4 4 3 ER GET 4 10 45 Trade Mak
31. ence order of DFIs at Dashboard Mapping level however you can specify the same at Role Mapping level If multiple roles are added and the sequence is not specified then the system will sort and display the DFls alphabetically If DFls are mapped to User then you can specify the display order for each DFI individually SS ORACLE 3 1 3 2 3 Maintenances Introduction As part of general maintenance required for the successful functioning of Dashboard you should maintain the following in the system e Origination Dashboard Maintenance e Origination Dashboard Role Maintenance 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 H Save Dashboard ld Main Menu Dashboard Description A Language Code laz EA EES Y Sequence Number Queue Type Queues Reportid Fields Actions Mapping Details a y EE laz al al Mabbina Details Mod No Record Status Date Time Authorization Status Date Time Maker Checker Specify the following details Dashboard Id Specify the dashboard id here Dashboard Description The system displays the dashboard description in the task
32. er Dasbboard tnt tt nnn nn Ennn nene 4 11 4 5 1 My Transaction Event Status 4 11 4 5 2 Parked Transactions Aessen 4 12 4 5 3 EOD Exceptions isin pete alada asides 4 12 454 Bulletin Ee otero aes 4 12 4 6 Trade Authorizer Dashboard sssesnesnsseseernrrtnnrennsntssretttrtrtnnnnnssnrertnnttnn rennene 4 13 4 6 1 Pending New CGontracts AOA E EEE E 4 13 4 6 2 Pending Life Cycle Events 4 13 4 6 3 EOD ENDRES 4 14 464 Bulletin poa tl A ade eee 4 14 4 7 4 8 4 9 4 10 4 11 Trade Supervisor Dashboard s nsnsnnnnnnnnnririnesesrssssnsnsnsnrnrnrnrrnnrrrersresesesesese nnn 4 14 4 7 1 Trade User Event Wise enort 4 15 4 1 2 Trade beieis 4 16 4153 EOD eeler 4 17 4 1 4 Bulletin BOS s sirena Bese Selene awed i i ea a ae eaa Eh 4 17 Branch Manager Dashboard occociccoocccccncoconcconononn conocio nano nc cnnn nar n cnn naar 4 17 4 8 1 TDs Maturing Details 4 17 4 8 2 Loans Maturing Details rra rra 4 18 4 8 3 BUSINESS Opportumites nr cnn nc 4 19 4 8 4 Wateh List Accounts 4 19 4 8 5 Pending Authorization Contracts oonnnoininnininininnnnnconnnrccccannnnrnnnnrnnnrnnnnn 4 20 4 6 6 Bulletin BOard EE 4 20 Relationship Manager Dashboard oocoocccccnnnncocccccnnccononcnnnonono canon nono o nana rnnnnnnnnr rra 4 21 4 9 1 Business Opportumites rn rn cnn 4 21 4 9 2 Business Done for the Month Seit iiiciiiiincccccicnccnnnnccccnnnnnnnncnrnnnnnnnnnn ns 4 22 4 9 3 Business Done for the Month Team 4 22 4 9
33. er of a Bank approves loans for the bank and evaluates credit records and payment histories of the customer to decide on approving the loans The following Dashboards are made available to assist a Loan Authorizers in their assignments e Pending New Loans To view the list of new loan transactions which are pending for approval for the current date o ORACLE 4 3 1 4 3 2 e Pending Life Cycle Events To view a list of VAMI Rollover Payment and Re Negotiation loan contracts which are pending for authorization e EOD Exceptions To view the list of EOD exceptions of the loan accounts encountered for previous and current working day e Bulletin Board To view the list of Bulletin messages received Pending New Loans Pending New Loans Dashboard displays the list of new CL Cl MO and LE loan transactions which are pending for approval assigned to the role The Dashboard displays the following transaction details after verifying the DFl mapped and validating if the Show Dashboard check box is checked The system also validates if the current user has multi branch centralized access to display other branch accounts e Customer ID Customer ID of the loan borrower e Account Number Loan Account No or Reference No e Currency Currency in which the loan is availed e Amount Loan Financed e Branch Code e Maker ID Loan Officer who booked e Product Code e Module Code e Event C
34. f Loans and TD accounts which will mature within the specified days based on the parameters maintained at RM Report Parameterization level It lists Loan and TD accounts in current branch for customers mapped to logged RM The Dashboard displays the following details for the CL MO Cl LE loan accounts and TD accounts for the current branch after verifying the DFl mapped and validating if the Show Dashboard check box is checked e Customer ID e Account No Loan TD account No e Module code e Maturity Date TD maturity date Loan Maturity date e Currency e Amount Loan Amount Financed TD amount e Maker ID TD amp Loan Accounts Maturing kr Customer ID Account No Module Code Maturity Date Currency Amount Maker ID 029000144 80002 CL 2012 09 05 GBP 100 000 00 SYSTEM 029000144 CL 2012 10 30 GBP 100 000 00 32840401 029 CL 2012 09 05 GBP 100 000 00 SYSTEM 029000144 028CORP112480006 CL 2012 09 05 GBP 100 000 00 SYSTEM 029000144 IF A2SCORP 112480007 CL 2012 09 05 GBP 100 000 00 SYSTEM Fuebrrnar TM A hyperlink is provided to the Account Number column Click the link to invoke the corresponding Loan TD Account Details screen RH ORACLE 4 9 6 4 10 Bulletin Board Bulletin Board Dashboard lists all or any of the following bulletin messages configured to you across all branches e Public news or messages e Product information e Policies and Notices of the bank e System messages
35. fying the DFI mapped validating if the Show Dashboard check box is checked and verifying the multi branch accessibility e Customer ID e Account No e Account Class alt ORACLE 4 8 2 e Maturity Date e Currency e Amount Maturity Amount e Telephone TDs maturing details Es more Customer ld Account No Account Class Maturity Date Currency Amount Telephone 2 029004227 0290000000013 TDA2 2012 11 01 GBP 25 874 94 029004227 0290000000014 TDA2 2012 11 01 GBP 25 874 94 ES CS SEA R ne o74 na Mob 9633 029004227 0290000000015 TDA2 2012 11 01 GBP 25 874 94 Tel 011 Kaes S mes Mob 963325 029004227 0290000000016 TDA2 2012 11 01 GBP 25 874 94 Tel 011 V e Mob 9633 029004227 0290000000017 TDA2 2012 11 01 GBP 25 874 94 aa a vM lt gt A hyperlink is provided to the Account Number column Click the link to invoke the corresponding TD Account screen The RM Report Parameters facilitates configuration of the TD mature days Loans Maturing Details Loans Maturing Details Dashboard displays a list of loans which are maturing in next X days based on the mature days maintained at RM Report Parameter level for the Branch manager role Both multi branch access and centralized role are supported for this Dashboard The Dashboard displays the following CL LE Cl COM and MO contract details after verifying the DFI mapped validating if the Show Dashboar
36. gement Auto Billing Cents Bank Parameters Billing Bills anc Collections Branch Parameters Bulletin Board Card Maintenance Cards eg ag hi User Alerts Next User Role Account Class Cicinapp_Main_Menu Cidinpen_Main_Menu UserID Sequence Number Role ld Account Class Ciaimprd_Main_Menu Ci inras_Main_lenu Cicints_Main_Uenu Cicinwat_ldain_Menu Cidpnice_Main_lMenu Clearing Cisdaau_Main_Menu gt Cistnapp_Main_Menu lain Menu User Roles Retesh more Module Dashboard Summary Beie Co Role Description Branches Allowed Account Class Mod id Module Descriptio Common Ente Compliance Checks orate Deposits uning End of Da Cscdoct_Main_Menu C oc_Main_Menu acmat_Main_Menu 5 Cicinwim_Main_Menu D D uss _Main_Menu eocex_Main_Menu Note If less than six Dashboards are mapped then the unfilled frames are blank The height and width of all Dashboards are fixed however the number of columns per Dashboard varies based on the size and name of the columns specified at Dashboard design level Since the height of each Dashboard is fixed only the first 5 records can be viewed ata time If the Dashboard contains more than 5 records then the following buttons and links at the top of each Dashboard aid in viewing them Button Link Functionality Previous Click the button to view the previous set of 5 records Next Click the butt
37. ho had a change in the credit rating on the current date e Loans 8 TD s maturing To view the list of Loans and TD accounts which will mature within the specified days e Bulletin Board To view the list of Bulletin messages received Business Opportunities Business Opportunities Dashboard displays list of RM customers who are eligible for the schemas in the current branch for the current date The Dashboard displays the following details after verifying the DFI mapped and validating if the Show Dashboard check box is checked e Customer ID e Customer Name e Scheme ID e Scheme Description e Scheme End Date e Telephone Business Opportunities Es more Customer Id Customer Name Scheme Scheme Description Scheme End Date Telephone N Be Mob 029004300 Damian COVENTIONAL_SAVINGS2 COVENTIONAL_SAVINt 2015 09 05 Tel 08022584245 E e SA Mob 029004300 Damian COVENTIONAL_SAVINGS1 COVENTIONAL_SAVIN 2015 09 05 029004301 LEWIS RPSCHEMECLDASH1 RP SCHEME CL DASH 2015 10 03 AER A SS at a x E Mob 89774585784 029004301 LEWIS IONAL_SAVINGS1 COVENTIONAL_SAVIN 2015 09 05 Tel 0805784874 029004302 LIVINGSTON ONAL_SAVINGS2 COVENTIONAL_SAVIN 2015 09 05 Mob Tel v lt gt A hyperlink is provided to the Customer ID and Scheme column Click Customer ID link to invoke the corresponding Customer Scheme Linkages screen Click Scheme link to invoke the corresponding Scheme Detail
38. if any For further details on Bulletin Board Dashboard refer Bulletin Board section under Loan Officer Maker Dashboard section of this chapter Branch Manager Dashboard Branch Manager supervises the daily operations of the Bank Also directs the bank branches and department resolves the customer issues and ensures maintenance of service standards The following Dashboards are made available to assist Branch Managers in their assignments e TDs maturing details To view list of TDs which are maturing in next X days based on the mature days e Loans maturing details To view list of loans which are maturing in next X days based on the mature days e Business Opportunities To view list of customers who are eligible for the schemes in the current branch e Watch list accounts To keep watch on the accounts with available amount less than the threshold amount e Pending Authorization contracts To monitor the transactions which are pending for authorization e Bulletin board To view the list of Bulletin messages received TDs Maturing Details TDs Maturing Details Dashboard displays a list of TDs which are maturing in next X days based on the mature days maintained at RM Report Parameter level for the Branch manager role Both multi branch access and centralized role are supported for this Dashboard The Dashboard displays the following transaction details after veri
39. k box is checked e User ID User list based on the supervisor mapped at User Maintenance level e Authorized Provides count of authorized contracts initiated and modified for the current date e Submitted Provides count of contracts processed by the current User for the current date e Parked Provides count of contracts on hold initiated and modified Trade User wise report User ID Authorized Parked Submitted T35721M01 0 0 1 N A hyperlink is provided to the User ID column Click the link to invoke the corresponding New Trade Transaction Query Status screen with the contract details processed by the user The following details are displayed e Contract Reference No e Account Number e Module e CCY e Amount e Product e Event Code e ESN e Status CA U H o gt ORACLE Trade Transaction Query status E New Enter Query UserID Authorized Contracts 10f1 Contract Reference No Account Module Currency Amount Product Event Code B Parked Contracts 10f1 Contract Reference No Account Module Currency Amount Product B Submitted Contracts 1 Of 1 Contract Reference No Account Module Currency Amount Product Event Code m 4 7 2 Trade Re assignment Trade Re assignment Dashboard displays the list of trade contracts which are on hold The Trade Supervisor of the bank can
40. l or any of the following bulletin messages configured to you across all branches e Public news or messages e Product information e Policies and Notices of the bank e System messages e Adhoc or unplanned messages if any For further details on Bulletin Board Dashboard refer Bulletin Board section under Loan Officer Maker Dashboard section of this chapter Trade Supervisor Dashboard Trade Supervisor of a Bank manages the Trade Servicing Department of the bank Also directly supervisors the duties of department staff coordinates with the staff for coverage in related areas of the department The following Dashboards are made available to assist a Trade Officers in their assignments e Trade User Event Wise Report To view the user event wise report for the trade transactions e Re assignment To view the list of contracts which are on hold aM ORACLE 4 7 1 e EOD Exceptions To view the list of EOD exceptions that Trade Supervisor has encountered for previous and current working day e Bulletin Board To view the list of Bulletin messages received Trade User Event Wise Report Trade User Event Wise Report Dashboard displays the user event wise report for the trade transactions which are unauthorized authorized or on hold for the current date The Dashboard displays the following transaction details after verifying the DFl mapped and validating if the Show Dashboard chec
41. llowing details for the loan CASA and TD accounts after verifying the DFI mapped and validating if the Show Dashboard check box is checked e Module Code e Customer ID e Product Code Transaction product code e Currency e Amount Transaction Amount Loan Amount Financed TD amount deposited CASA Available balance e Maker ld RM s sub ordinate s ID Business Done for month Team EZ Module Code Customer ID Product Code Currency Amount Maker ID TD 029004194 TDA2 GBP 10 000 00 31642RM03 TD 029004195 TDA2 GBP 10 000 00 31642RM03 TD 029004228 TDA2 GBP 20 000 00 31642RM01 TD 029004229 TDA2 GBP 10 000 00 31642RM01 co 029004230 SAVIN GBP 0 00 31642RM01 4 9 4 Customer Upgrade Downgrade Customer Upgrade Downgrade Dashboard displays list of customers who had a change in the credit rating on the current date It lists the current local branch customers mapped to RM a ORACLE This Dashboard lists customers mapped to logged RM whose credit rating changed as on the current date The Dashboard displays the following after verifying the DFl mapped and validating if the Show Dashboard check box is checked e Customer Id e Previous Credit Rating e Latest Credit Rating Customer Upgrade Downgrade Customer No Previous Credit Rating Latest Credit Rating 001004121 5 6 001004122 7 8 001004123 9 10 more 4 9 5 Loans amp TDs Maturing Loans amp TD s Maturing Dashboard displays list o
42. n Query Status screen with the contract details processed by the user The following details are displayed e Account Number e Module e CCY e Amount e Product e Event Code e ESN e Status A UH EN ORACLE 4 4 2 4 4 3 Loan Transaction Query Status Ej New Enter Query UserID Authorized Loans 10f1 Account Module Currency Amount Product Event Code ESN P 4 m H Parked Loans 1 Of 1 Account Module Currency Amount Product P Submitted Loans 1 061 Account Module Currency Amount Product Event Code ESN m 4 m Y EOD Exceptions EOD Exceptions Dashboard lists the EOD exceptions of the loan accounts encountered for previous and current working day The system also validates if the current user has multi branch centralized access to display other branch accounts For further details on EOD Exceptions Dashboard refer EOD Exceptions section under Loan Officer Maker Dashboard section of this chapter Bulletin Board Bulletin Board Dashboard lists all or any of the following bulletin messages configured to you across all branches Public news or messages Product information Policies and Notices of the bank System messages Adhoc or unplanned messages if any For further details on Bulletin Board Dashboard refer Bulletin Board section under Loan Officer Maker Dashboard section of this chap
43. ode Pending Transaction New Loans Li Customer ID Account Number Currence Amount Branch Code Maker ID Product Code Module Code Event Code 02SCLPL122060008 GBP 100 000 00 029 294601111 CLPL CL BOOK lt A hyperlink is provided to the Account Number column Click the link to invoke the corresponding contract detailed screen based on the module of the account and the event of the contract Note Accounts with current event as Book INIT are listed Pending Life Cycle Events Pending Life Cycle Events Dashboard displays a list of VAMI Rollover Payment and Re Nego loan contracts of CL Cl MO and LE which are pending for authorization The Dashboard displays the following details of the transactions on hold after verifying the DFI mapped and validating if the Show Dashboard check box is checked The system also validates if the current user has multi branch centralized access to display other branch accounts e Customer ID Customer ID of the loan borrower e Account Number Loan Account No or Reference No Si ORACLE 4 3 3 4 3 4 4 4 e Currency Currency in which the loan is availed e Amount Loan Amount e Branch Code e Maker ID Loan Officer who booked e Product Code e Module Code e Event Code Pending Transcation Life Cycle events II Customer ID Kee e Amount Branch Code Maker ID Product Code Module Code Event Code 0 R oi CLPL CL REVP 100 000 00 029 2
44. on to view the next set of records However if there are more than 5 entries then only the next five can be viewed Refresh Click the button to manually refresh and view the first five records More Click this link to launch a screen with more information similar to that of the current Dashboard The following hyperlink facilities are also available in each Dashboard e Column wise link Each column in the Dashboard can be mapped to a different Function ID to provide column wise hyperlinks Click the hyperlink in a particular column to launch the corresponding Function ID A link to a particular column is limited only to that column ee ORACLE e Row wise link Each row in the Dashboard can be mapped to a different Function ID to provide row wise hyperlinks Click the hyperlink in a particular row to launch the corresponding Function ID A link to a particular row is the same across all fields in that row Note Hyperlinked rows and columns are highlighted to distinguish them from others When a row column link is clicked the clicked row column gets highlighted respec tively You can map any number of Dashboard function IDs DFI to a specific Role or User at Role Mapping and Dashboard Mapping level If DFls are mapped at Dashboard Mapping level then to enable Dashboards you need to map the corresponding functions assigned roles at Role Mapping level You can also specify sequ
45. r Loan Account No or Reference No e Processing Date Date on which the exception is logged e Operation Event for which the exception occurred e Maker ID EOD Exceptions Log b E Account Humber Processing Date Operation Maker ID 029M044121850003 30 AUG 12 STCH 29460A03 029MOAA121850002 31 AUG 12 STCH 29460A03 O291F1J112480017 01 SEP 12 RCAL 32847A02 001CL22112730002 01 NOV 12 PENL 32601A02 001CL22112730002 03 OCT 12 PENL 32601A02 A hyperlink is provided to the account number column Click the link to invoke the EOD Exception Query screen ES ORACLE EOD Exception Query EX New 3 Enter Query Contract Reference 10f1 E Contract Reference Branch Module Processing Date Event Code Mess P This screen displays the following EOD message and event details for the contract event screen e Contract Reference e Branch e Module e Event Code e Message 4 2 4 Bulletin Board Bulletin Board Dashboard lists all or any of the following bulletin messages configured to you across all branches e Public news or messages e Product information e Policies and Notices of the bank e System messages e Adhoc or unplanned messages if any The following details of the message are displayed in the Dashboard e Reference Number Bulletin Reference No e Message Description Bulletin concise description Bulletin Board E Reference Number Message Description OOORMBM1
46. s screen Click More to invoke the Scheme Summary screen 421 ORACLE 4 9 2 Business Done for the Month Self Business Done for the Month Self Dashboard displays the details of the business done by the relationship manager for the month lt also lists the current local branch customers mapped to RM the active accounts and the sum of amount grouped based on the module customer product and currency The Dashboard displays the following details for the loan CASA and TD accounts after verifying the DFI mapped and validating if the Show Dashboard check box is checked e Module Code e Customer ID e Product Code Transaction product code e Currency e Amount Transaction Amount Loan Amount Financed TD amount deposited CASA Available balance Business Done for month Self b Er Module Code Customer ID Product Code Currency Amount TD 029004228 TDA2 GBP 20 000 00 TD 029004229 TDA2 GBP 10 000 00 CO 029004230 SAVIN GBP 0 00 MO 029004260 MOAA GBP 100 000 00 CL 029004260 CLP1 GBP 100 000 00 4 9 3 Business Done for the Month Team Business Done for the Month Team Dashboard displays the details of the business done by the RM and their sub ordinates for the month It also lists the current local branch customers mapped to RM s sub ordinates the active accounts and the sum of amount grouped based on the module customer product currency and maker ID The Dashboard displays the fo
47. s in their assignments e Pending New Contracts To view the list of new contract transactions which are pending for approval for the current date e Pending Life Cycle Events To view a list of AMND Rollover AVAL and Liquidation etc of trade contracts which are pending for authorization e EOD Exceptions To view the list of EOD exceptions that Trade Authorizer has encountered for previous and current working day e Bulletin Board To view the list of Bulletin messages received Pending New Contracts Pending New Contracts Dashboard displays the list of new Trade transactions which are pending for approval assigned to the role The Dashboard displays the following transaction details after verifying the DFI mapped validating if the Show Dashboard check box is checked and verifying the multi branch accessibility e Customer ID Customer ID of the loan borrower e Contract Reference Trade Reference No e Currency Currency in which the loan is availed e Amount Trade amount e Maker ID Trade Officer who booked e Module e Product Code e Event Code Pending new contracts D Customer ID Contract Reference Currency Amount Maker ID Module Product Code Event Code 0000 T35721M01 LC up BISS 029004260 Capo GBP 5000 T35721M02 LC up Biss lt 5 A hyperlink is provided to the Reference Number column Click the link to invoke the corresponding contract detailed screen Pen
48. t ment Accounts of latest event wise to the assigned user as per the operational hierarchy Based on branch access permissions Current branch Multi Branch Cen tralized All events other than BOOK and INIT Order by Account Number in ascending order CSSEODEX EOD Excep tions CL LE MO Cl Commit ment Accounts gone into EOD exception from last working day to current branch date Based on branch access permissions Current branch Multi Branch Cen tralized Order by Account Number in ascending order CSSBULBD Bulletin Board Bulletin messages mapped to the required role and are active Order by Message Ref erence Number Loan Supervisor CLSLNURP Loan User Event wise Count of the Order by User ID Event Wise Submitted Authorised Dashboard Parked CL LE MO Cl and Commitment Accounts of the Maker Authoriser and Supervisor User Id Based on branch access permissions Current branch Multi Branch Cen tralized 4 27 ORACLE CSSEODEX EOD Excep tions CL LE MO Cl Commit ment Accounts gone into EOD exception from last working day to current branch date Based on branch access permissions Current branch Multi Branch Cen tralized Order by Account Number in ascending order CSSBULBD Bulletin Board Bulletin messages mapped to the required role and are active Order by Message Ref erence Number Trade
49. ter SH ORACLE 4 5 4 5 1 Trade Maker Dashboard Trade Maker of a Bank generates Trade contracts for the bank and maintains complete details related to Trade transactions Also monitors analyzes and assess the credit worthiness of the transactions The following Dashboards are made available to assist a Trade Makers in their assignments e My Transaction Event Status To view the status of the authorized and unauthorized trade transactions e Parked Transactions To view the status of the trade applications put on hold for pending information e EOD Exceptions To view the list of EOD exceptions that Trade Maker has encountered for previous and current working day transactions e Bulletin Board To view the list of Bulletin messages received My Transaction Event Status My Transaction Event Status Dashboard displays the status of authorized and unauthorized Trade transactions assigned to the role for the current date and event wise processed by the User The Dashboard displays the following transaction details after verifying the DFI mapped validating if the Show Dashboard check box is checked and verifying the multi branch accessibility e Customer ID e Contract Reference Trade reference No e Currency e Amount Trade amount e Auth Status e Module e Product Code e Event code Note If more than one event is initiated on a single stage then the system displ
50. their assignments e Loan User Event Wise Report To view the user event wise report for the loan transactions e EOD Exceptions To view the list of EOD exceptions of the loan accounts encountered for previous and current working day e Bulletin Board To view the list of Bulletin messages received Loan User Event Wise Report Loan User Event Wise Report Dashboard displays the user event wise report for unauthorized and authorized loan transactions of the current date and all on hold loan transactions of the Users The Dashboard displays the following transaction details after verifying the DFl mapped and validating if the Show Dashboard check box is checked The system also validates if the current user has multi branch centralized access to display other branch accounts e User ID User list based on the supervisor mapped at User Maintenance level e Authorized Provides count of event wise accounts authorized by the current User for the current date e Submitted Provides count of event wise accounts processed by the current User for the current date e Parked This provides count of accounts on hold by the current User Loan User wise report E UserID Authorized Submitted Parked 29460501 0 1 294650104 0 0 4 29450403 R 0 0 29460M03 1 0 7 29450M02 3 0 8 A hyperlink is provided to the User ID column Click the link to invoke the corresponding Loan Transactio
51. tions without any delay The Dashboard displays the following details of the transactions on hold after verifying the DFl mapped and validating if the Show Dashboard check box is checked The system also validates if the current user has multi branch centralized access to display other branch accounts e Customer ID e Account Number ORACLE e Currency e Amount Amount Financed e Last Updated Date e Product Code e Module code My Parked Loans b ft Customer ID Account Number Currency Amount Last Updated Date Product Code Module Code 000000168 029C0M1122160004 GBP 100 000 00 2012 08 03 14 38 46 COM1 CL 029004260 0298TAW121850002 GBP 10 000 00 2012 07 03 14 57 28 BTAW Cl 029004420 029CLR1121850002 USD 10 000 00 2012 07 03 14 09 12 CLR1 CL 029004260 029MUU1121850002 GBP 10 000 00 2012 07 03 14 55 32 MUU1 Cl 029004420 029M0AA121850001 USD 10 000 00 2012 07 03 14 35 17 MOAA MO A hyperlink is provided to the Account Number column Click the link to invoke the corresponding contract detail screen 4 2 3 EOD Exceptions EOD Exceptions Dashboard lists the EOD exceptions of the loan accounts encountered for previous and current working day The Dashboard displays the following details after verifying the DFl mapped and validating if the Show Dashboard check box is checked The system also validates if the current user has multi branch centralized access to display other branch accounts e Account Numbe
52. tract refer ence Number in ascending order CSSBULBD Bulletin Board Bulletin messages mapped to the Trade Supervisor role Active Order by Message Ref erence Number Branch Mana ger CLSBTDMD TD s Maturing Details All TDs Normal Recurrent Deposit Auto Deposit that are getting matured in next X days RM Param includ ing from and to date Based on branch access permissions Current branch Multi Branch Cen tralized Nearest Maturity first CLSBLNMD Loan s Matur ing Details All Loans CL LE MO Cl COM Active accounts that are getting matured in next X days RM Param including from and to date Based on branch access permissions Current branch Multi Branch Cen tralized Nearest Maturity first CLSBBOPP Business Opportunities Relation ship pricing Open amp Active scheme with active linkage to RP Cus tomer for logged in branch Order by Cust ID CLSBWLST Watch List Accounts Accounts having account currency available bal ance below negative threshold balance set at RM Param Based on branch access permissions Current branch Multi Branch Cen tralized Order by account num ber CLSBPNAU Pending Authorization transactions Pending auth transactions of CASA TD Normal Recurrent Deposit Auto Deposit Loans CL LE MO Cl accounts for the Current branch Group by module code order by customer ID
53. ws displayed on the landing page of the Application Dashboard renders quick and crisp information of specific transactions or tasks mapped to the User Role of the Bank staff who logs on to the system Dashboard Organization Oracle FLEXCUBE facilitates integration of Information from multiple products and displays it as Dashboard on the home page also called the landing page of the application however you can view these dashboards only if the Show Dashboard field value is maintained as Y at the User Settings level Amount Format v Date Format YYYY MM DD Theme Default Show Dashboards Y w Alerts On Home N w Oracle FLEXCUBE organizes Dashboards to provide comprehensive and consolidate snapshot in tiny windows to access information easily Thus helping the bank staff to analyze monitor and make better decisions which in turn help save time and cost Landing page is designed to display six Dashboards distributed in three rows with two Dashboards per row without vertical scroll bar a ORACLE gt INFRA3 001 000 Oracle FLEXCUBE UBS 12 0 Chennai Dev DB gt FC12DBDEV KD1 2NEW ENG 3 1 1 Windows Internet Explorer use wteraceons Customer Wortiow Preferences Change Branch Options Help Signos Menu Reports A Current Users Summary Next Retresh more Function Description Refresh more e Eno a ers User id Home Branch Current Branch Funcion ld o Description asset Mana
54. y in which the loan is availed e Overdue Amount Overdue Amount of all the components e RM ID Relationship Manager Id e Product Code Loan Product e Module Code e Event Code ORACLE 4 2 6 4 3 Watch list Transactions EZ Customer D Name Account Number Currency Overdue Amount RMID Product Code Module Code Event Code A hyperlink is provided to the account number column Click the link to invoke the corresponding contract detailed screen Wakala to Murabaha Conversion Wakala to Murabaha Conversion Dashboard displays a list of Wakala transaction to be converted to Murabaha on the current day based on Wakala mature days configured at RM Report Parameterization level The Dashboard displays the following transaction details after verifying the DFI mapped and validating if the Show Dashboard check box is checked The system also validates if the current user has multi branch centralized access to display other branch accounts e Customer ID Customer Id of the loan borrower e Account No Loan Account No e CCY Currency in which the loan is availed e Amount Loan Amount Wakala to Murabaha Customer ID Name Account Number Currency Amount 029005317 RM LOAN1 029WAK1123060006 GBP 100 000 00 lt gt A hyperlink is provided to the account number column Click the link to invoke the corresponding Wakala Contract Detailed screen Loan Authorizer Dashboard Loan Authoriz
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