Dashboards and Alerts User Guide
Contents
1. NEW111 is about to expire NEWA4 is about to expire NEW3 is about to expire NEW2 is about to expire NEW is about to expire NEW111 is about to expire NEW4 is about to expire NEW 3 is about to expire NEW2 is about to expire Dismiss Y Apply This screen displays the details of the alerts in Notification screen In addition to that you can also view the reason for failure of actions performed on the notifications If the system fails to execute an action on an alert then the reason for failure is displayed under column Failed Reason against the respective alert 1 6 ORACLE 1 7 If an action is successfully executed on an alert then that alert will disappear from the list of alerts Viewing Notifications in Calendar In the landing page of Oracle FLEXCUBE you can view the calendar which displays the number of alerts task reminders day notes and aging tasks for a day From the landing page of Oracle FLEXCUBE go to Tasks and click Calendar in the left pane The system displays the calendar ORACLE Branch 000 Date 2011 01 04 Session Time 00 01 21 d Help Logged User Admin User ARU1 Sign Off gt Home Interactions Customer Workflow MESS Preferences E ns A Queue Monday Tuesday Wednesday Thursday Friday Saturday Sunday Search i 2 amp Administrative Priorit2. 1 1 5 3 Mapping Alerts to User Roles and User Profiles oooonnininninnnonncnnnnnnnnnncccccnos 1 2 5 4 Maintaining User Preferences for Alerts 0 cccccecceeeeeseeeeeeeeeeeeeeeeeteeeneeeeeeeeeaaees 1 3 5 5 Switching On Switching Off Alerts oooocoonnonccccnnnnoccccccnanancncconannncncnnnnnnccnnnnnnnnccnnnns 1 4 5 6 Alerts Notification is iinta eaei dha dea datada 1 5 5 6 1 Blown Up NotifiCatiONS ooooocncincinnnnonencconccnncnnnnnnnnnnnnnnnnn once nnnnnnnnnnnannnnes 1 6 5 7 Viewing Notifications in Calendar onnnnccccnnnnnnncccnnnnonccnnnnnnnrcccnnnnnnrn cana nnrccn nan 1 7 DAI Notes Fabi ia ee e eet 1 8 Of 2 Reminders TDi A t 1 8 Gro AGING Tasks Tab Dia ie 1 8 9 4 Extemal Alerts Tabo oia 1 9 5 87 Alerts Dashboard uc a o an id ca 1 9 6 Function ID Glossary acne ences 1 1 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 Enterprise Limits and Collateral Management 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
3. 1 5 1 6 Acronyms and Abbreviations Abbreviatio ar A Description System Unless and otherwise specified it shall always refer to Oracle FLEXCUBE Enterprise Limits and Collateral Management EOD End of Day DFI Dashboard Function ID Glossary of Icons This User Manual may refer to all or some of the following icons Icons Function ES Exit Add row Delete row a Option List Ve ORACLE 2 1 2 2 2 An Overview Introduction Dashboards are the tiny windows 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 Dashboard on the home page of the application provides a summary view of information that the user need to know You can view the dashboards if the Show Dashboard field value is maintained as Y in the User Settings field Mouse over the user name on the Home page and select User Settings from the menu User Settings Amount Format v Date Format M D YYYY Theme Default v Show Dashboards N Alerts On Home N Number Format Mask XXX XXX XXX XX XX XX XX XXX External Alerts Y v En Ex Dashboards provides comprehensive and consolidate snapshot in tiny windows to access information easily This helps the bank staff to analy
4. time You can use this information to act upon the note being created Subject Specify the subject of the note Remarks Specify the complete remarks for the note User Specify the user ID By default the system displays the user ID of the user currently logged in However you can change this and select any of the peers and assign the note Only those users who report to the same manager are available for selection Reminders Tab You can view the reminders in the Reminders tab You can click View button on this screen to view the details in the main screen Aging Tasks Tab You can view the aging tasks in the Aging Tasks tab e ORACLE You can click View button on this screen to view the details in the main screen 1 7 4 External Alerts Tab You can view the external alerts in the External Alerts tab 18 Alerts Dashboard Under Interactions tab you can view the alerts that require your attention Click Interactions tab on the Application Browser Unattended Alert Date Subject Remarks 2014 06 18 Aging Tasks Take a look of all aging 2014 06 Verification Verify all documents 2014 06 18 CorporateLending1688 Recomend to reject Attended Alert Date Subject Remarks 2014 06 18 Approval Approve all loans You can view the following alerts in the dashboard Alert Description Attended alerts Details of alerts on which some action is executed Unatt
5. 0f1 Go el 3 v Map To User Role ld Map to Quick View SetAs Landing Page gt l E ELCs Date Time Checker Date Time Mod No Record Status Authorization Status Specify the following details Map to You can map user role to alert or dashboard Select the appropriate option e Alert or Dashboard from the option list Dashboard or Alert ID Specify the alert ID or dashboard ID that you need to map to user roles If you are mapping the user role to a dashboard then specify the dashboard ID If you are mapping the user role to an alert specify the alert code here You can select the appropriate one from the option list The option list will display all valid dashboard IDs or alerts IDs maintained in the system based on what is selected under Map to 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 dashboard user with specific roles e User If you select this option then you can map the dashboard to a user User Role Id Select the user id or role id based on the mapping type from the adjoining option list This list displays all valid user ids and roe ids maintained in the system You can select the appropriate one ORACLE Map to Quick View Ch
6. Name Parameter Types Param No a 7 1 Subject El Text if Actions 10f1 50 Ez E Action Action Label 7 A lt m r Date Time Date Time Record Status Authorization Status Specify the following details Alert Code Specify a unique alert code to identify the alert that you are maintaining Alert Description Specify a brief description of the alert Expiry Days Specify the number of days to pass for the alert to expire The alert will be active for the number of expiry days that you specify here 1 1 ORACLE 1 3 Subject Code Select the subject code from the option list The option list displays valid error codes maintained in the system Message Code Select the message code from the option list The option list displays valid error codes maintained in the system Parameters Sequence Number The system displays the sequence number of the parameter Subject Remarks Specify whether the parameter being defined is for the subject of the alert or for the message of the alert You can select one of the following options from the drop down list e Subject e Message Parameter Name Specify a name for the parameter Parameter Type Specify the type of parameter that you are defining You can select one of the following parameter types from the option list e Text e Number e Date Parameter Number Specify the parameter number You can select a number between 1 and 10 as the
7. ORACLE Dashboards and Alerts Oracle FLEXCUBE Enterprise Limits and Collateral Management Release 12 1 Part No E59502 01 December 2014 Dashboard User Guide December 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 O 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 inhe
8. Task EcopPY Copys the Task E FJ ESCALATE Escalates the Task 13 PH REASSIGN Reassigns the Task FJRELEASE Releases the Task Ch m TF In this screen you can select the required fields and actions for the dashboard from the Available Fields and Available Actions Available fields displays all the queues maintained from SMDQUEMT screen if the option selected is Count in queue type Available action displays all the actions listed in the header of the task bar On clicking the right arrow button system moves the selected fields and actions to the Selected Fields and Selected Actions sections respectively Similarly to de select an action or a field click the left arrow button Available 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 oe ORACLE 3 3 Mapping Dashboard and Alerts to User Roles 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 Dashboard or Alert Role H Save a MapTo Dashboard v Dashboard or Alert ld a Description a 1
9. ails enables the risk manager to supervise and take necessary actions to speed up the applications that are long pending with the subordinates You can view the following details for each application e Workflow reference number e Title e Assigned to e Creation date From To Applications from External Channels This dashboard displays applications initiated from external channels Based on the information available in this dashboard the risk manager can act swiftly on such applications You can view the following details for each application e Workflow reference number e Title e Creation date From To e Source ORACLE 1 1 1 2 1 Alerts Introduction This chapter discusses the user alerts feature of Oracle FLEXCUBE The alerts from the system and other sources such as BIP BAM and external sources are processed and dispatched to the users based on the subscriptions and filter criteria maintained Maintaining Alerts You can maintain the details pertaining to alerts using Alert Maintenance screen To invoke the screen type ORDALRTM in the field at the top right corner of the application toolbar and click the adjoining arrow button 4 Alerts X H save Alert Code Alert Description al Expiry Days Subject Code laz 2 Message Code Bel Parameters 10f1 o EE Y Sequence Number Subject Remarks Param
10. als dashboard e Risk office 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 Relationship Manager Dashboard In the Relationship Manager Dashboard the relationship managers can analyse the in flight credit applications which are mapped to his her RM ID and track the current status of the applications Application Status Tracking 2 Gritter 5 Over Utilized Applications Lea ES s Page 0 0f0 Jump to page STATUS Workflow Reference Title Creation Date FromiTo Workflow reference Utilization Amount Requested Amount ocess 2014 03 03 16 48 19 IST CRPProcess6914 Credit appraisal enrichment CRPProcess6047 3800000000 800000000 2014 03 05 11 35 47 IST ORPProcess6924 Credit appraisal approval CRPProcess6953 3800000000 400000000 i Document Missing Applications 2 Gritter Applications Pending Acceptance 2 Gritter z KE ii v Page 00f0 Jump to page gt Page 0Of0 Jump to page gt Workflow Reference Title Creation Date From To t Workflow Reference Title Customer Name Creation Date FromiTo t CRPProcess 914 Credit appraisal enrichment 2014 03 03 16 48 19 IST CRPProcess6947 Customer Acceptence VodaponePic 2014 03 05 11 59 00 IST CRPProcess 944 Credit appraisal applicat
11. e returned with an outcome Documents Missing are listed in this dashboard Relationship managers can communicate the details of missing mandatory documents to the customers for applications associated with their RM ID You can view the following details for each application e Workflow reference number e Title e Creation date From To Applications Pending Acceptance This dashboard displays the applications pending for acceptance from customer Based on this information the relationship managers can act and get the customer responses for such applications You can view the following details for each application e Workflow reference number e Title e Customer name e Creation date From To Customer Portfolio This dashboard displays the customer specific split of applications along with the overall limit amount and requested amount In this dashboard you can view the following details 2 ORACLE 4 2 6 4 3 4 3 1 4 3 2 e Customer name e Sector e Sector description e Currency e Amount Relation Manager Dashboard on Monetary aspect The Total number of applications the RM has processed converted completed successfully for the current month for which he can claim monetary benefit will be displayed in this dashboard You can view the following details for each application e Workflow reference number e Title e Priority Covenant Renewals Dashboard In the Covenant Renewals Dashboa
12. eck this box to indicate that the dashboard should be included in the Quick View frame in the left corner of the Tasks tab of Oracle FLEXCUBE for a specific user or role Set as Landing Page Check this box to set this dashboard as the landing page dashboard If you check this option the user will see this as the default dashboard when navigated to the Tasks tab of Oracle FLEXCUBE 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 39 ORACLE 4 1 4 2 4 Dashboards Introduction The credit appraisal management dashboard provides various information to the relationship managers risk officers and bank management The key features of the dashboard are as follows e Easy access for relationship managers to the applications mapped to his her ID e Enhanced capability for risk officers to do risk analysis for the applications being processed e Access for bank managers to view logically categorized applications for easy analysis and processing You can view the following Dashboards based on the User Role you are mapped to e Relationship manager dashboards e Covenant renew
13. ended alerts Details of alerts on which actions are not executed My alerts Details of the alerts to which you current user have access rights Expired alerts Details of the alerts that are expired i ORACLE 1 Function ID Glossary O ORDDSHMT nooi 3 1 ORDALRTM oon 1 1 ORDDSHRL 4 4 5 3 4 1 2 ORDUSRPE o 1 3 ORACLE
14. he 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 Dashboard Menu Details Main Menu Specify the main menu name here Language Specify the language code of the dashboard Sub Menu Specify the name of the sub menu 2 ORACLE 3 2 1 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 Dashboard ld DEFAULT Sequence Number 1 Available Fields Selected Fields 10t1 Ez 101 E El List Descriptior E Selected Description Y WF_REF_NO 3 TXN_REF_NO Split Transactio 1 ETTE Prefix 4 a SJASSIGNEEGROUPS M ASSIGNEEUSERS pa ISTNAMF GusipnerNam TE Available Actions Selected Actions 10f1 El 10f1 A List Description ie E Selected Description VJACQUIRE Acquires the
15. 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 For information about Oracle s commitment to accessibility visit the Oracle Accessibility Program website at http Awww 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 chapters 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 P User Role and also about the organization of these Dashboards Alerts discusses the user alerts feature of Oracle FLEXCUBE Chapter 4 Chapter 5 Function ID Glossary has alphabetical listing of Function Screen ID s used in the module with page references for quick navigation 1 1 ORACLE
16. ion entry 2014 03 05 16 16 28 IST CRPProcess6963 Customer Acceptence VodaponePle 2014 03 05 11 59 00 IST Customer Portfolio Gitte F Relation Manager Dashboard on Monetary aspect 2 Fitter ga Customer Name Sector Sector Description Currency Amount ES j Page00f0 Jump to page VodaponePlc mvae Private Sector GBP 400000000000 Workflow Reference Title Priority CRPProcess6914 Credit appraisal enrichment 2014 03 03 16 48 19 IST CRPProcess6924 Credit appraisal approval 2014 03 05 11 35 47 IST Various dashboards for relationship managers are discussed under the following headings ORACLE 4 2 1 4 2 2 4 2 3 4 2 4 4 2 5 Application Status Tracking In this dashboard the Relationship Manager can view and track the stage by stage flow of the applications which are mapped to his her RM ID In this dashboard you can view the following details of each application e Workflow reference number e Title e Creation date From To This dashboard has an action Status using which you can track the current status of an application Over Utilized Applications This dashboard displays the applications which have reached the threshold limit An application is listed under this head when the utilization amount has crossed the overall limit You can view the following details for each application e Application reference number e Utilization amount e Requested amount Document Missing Applications Applications which ar
17. iption Partition Per Page 6 Dashboard Mapping Details 1011 Y Sequence Number Queue Type Report Id i Mapping Details a C E o mmm ishboard Menu Details 1 Of 1 Language Main Menu Sub Menu kzl laz Date Time Mod No Date Time Record Status Authorization Status Specify the following details Dashboard Id Specify the dashboard id here Description Specify a brief description of the dashboard Partition Per Page Specify the maximum number of partitions to be displayed in each dashboard page This should be a number between 1 and 6 The minimum partition required is one and the maximum partitions allowed are 6 I ORACLE Dashboard Mapping Details Sequence Number Specify the sequence number for the dashboard Itis used to sequence the order in which the frames are displayed in dashboard Queue Type Select the queue type from the adjoining drop down list This list displays the following values e Queue If you select this option then system displays all valid queue ids in the Queue Id option list e Count 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 Queues If the Queue Type is Queue then the adjoining option list displays all valid queue ids maintained in the system If t
18. lete button Filter Criteria The system display specific alerts to the user if certain conditions are satisfied You can maintain the conditions and the alerts to be displayed on fulfilling such conditions under Filter Criteria Alert Code Specify the alert code to which the filter criteria will be applied The system will display this alert to the user of fulfilling the condition defined Priority Specify the priority of the alert You can select one of the following priority options e High e Medium e Low Filter Criteria Specify the condition to be fulfilled for displaying the alert to the user You can also define the condition using Condition Builder screen Click the Filter Criteria button to invoke the Condition Builder screen Once you have captured all the details save the preferences by clicking Save button Switching On Switching Off Alerts You can enable or disable the display of alerts subscribed by you from the landing page of Oracle FLEXCUBE In the landing page mouse over on your user name and select User Settings The system displays the user settings window User Settings Amount Format Date Format M D YYYY Theme Default Y Show Dashboards N Alerts On Home N Number Format Mask XXX XXX XXX XXX XX XX XX XX XXX External Alerts Y v En En 14 ORACLE 1 6 External Alerts Specify whether you want to be notified of the alerts that come fr
19. nd 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 Contents PROTA ia 1 1 To Introduction ldit leticia iadiaMaliba 1 1 4 27 A di i ii dia At bi 1 1 1 3 Documentation AccesSibility ooonnnocicnnnnnnniccnn nnnocccnnnncccnncnnnnann cnc nano Ni EEEa 1 1 1 4 OrgaMizatiON aid daa ad 1 1 1 5 Acronyms and AbbreviatiONS ooooocninnnniccnnnnncccccnnonnnnnnnnnnnnnnn cnn nr rnnnn orar rnnnn nr 1 2 1 6 Glossary O CONS a 1 2 AN OVOCTVICW scroll atadas 2 1 24 Introduction se A A ae ee aak AE 2 1 2 2 Dashboard OrganizatiQN oooonnncccnnnn nncccccnnnnocccccnnnnrrnc cinco nar r cc cnn rra 2 1 Majn eNA OG o cias 3 1 SM O 3 1 3 2 Maintaining Origination Dashboard Details oooonnnniiiiinnnnnincnnnnnacocconnnnccccnnnnnnnnncnnnns 3 1 3 2 1 Specifying the Mapping Details ooooonniiicnnnnninncccnnnnnoncccccnnaanncccn nan ncccnna 3 3 3 3 Mapping Dashboard and Alerts to User Roles oooooccinicnoncocconcccccnnccnnnnncnnannncnnnos 3 4 DD a is 4 1 A o A tek ies iat then Ratton acaee ten Ge E a eo E ENE 4 1 4 2 Relationship Manager Dashboard oocconnnccccccnnnccnccccnnacnncnccnnno cnn cnc nano nc cnn cnnn nn cnn 4 1 4 2 1 Application Status TraCkiNQ ooooocnccininininnconnconcncccncnnnnnnnnnnn nc n nn cn nnnnnnnnnnnnas 4 2 4 2 2 Over Utilized ApplicatiONS ooooooocincinicnncnoconcccccnnncnnnnnnnnnnnnnnnnnnnncnn
20. nked 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 sequence 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 DFIs alphabetically If DFls are mapped to User then you can specify the display order for each DFI individually ee 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 Dashboard H Save Dashboard Id Descr
21. nnnnnnnnns 4 2 4 2 3 Document Missing Applications 22 22 c cccccccccecceceeeeteeteeneneecaeeeeeeeeeettetnees 4 2 4 2 4 Applications Pending Acceptance 2 ccccccceceeeeeteesentenneeeeeeseeeeeetteetnes 4 2 4 2 9 Customer Poro O a tai ta aed 4 2 4 2 6 Relation Manager Dashboard on Monetary aSpect 0 ccccceesesteeneeeees 4 3 43 Covenant Renewals Dashboard cccccceceeeeeeeeeceecenecaeeeeeeeeeeeeeseesecesiceeseeeeeeess 4 3 4 3 1 Facility Covenant Renewal oiiiiniininiicnnnnniccccnnnnnerccnnnn nn 4 3 4 3 2 Collateral Covenant Renewal ooooooooccccciccnnoconconconccnncnnnnnnnnnnnnnnnnnnnncnncnnnnnnn 4 3 44 Risk Officer Dashboard 02 0 0 ccccceeeeeeeeeceeeeceeeeeeeeeeeeeeeeceaeaaeaaeeeeeeeeeeeeeteeeeeeennaeees 4 4 4 4 1 Applications to be Approved ooooooococciccccoccccoooonconcconcnnccnnnnnnnannn nc o nnnnncnnnnnnnns 4 4 4 4 2 Potential Applications for ApproVal ooooooconionincnnconccinnnnccccconnnannannonccnncnnnnnnnns 4 4 44 3 Escalated Applications ooooooocicccnnnnnicininincnnnconconnonccnncnnnnnnnnnnnnnnnnnn nc nnnnnnnn 4 4 4 4 4 Application Status TraCkiNQ ooooociccininnninnconncnncnnncnncnnnnnnnnnnan nn nccnnnnnnnnnnnnnas 4 5 4 4 5 Productivity Dashboard sssrini naair 4 5 4 4 6 Applications from External Chann lS oooooooconnnnnccnninnconcoononcconcnnnnnncnnnnnnnannnos 4 5 Alerts aeisi iaraa aa eaaa a a aAa Ea aa aae Ea ana ae iaaa EEEa 1 1 5 A O aa a 1 1 9 2 Maintaining Alerts cues da dd
22. ocess6914 Credit appraisal enrichment 2014 03 06 12 35 36 IST CRPProcess6953 Credit appraisal risk evaluation 2014 03 06 18 50 21 IST Escalated Applications 2 Application Status Tracking 2 E v gt Page00f0 Jumpto page El Page00f0 Jumpto page gt Workflow Reference Title Creation Date From To t Workflow Reference Title Creation Date FromiTo CRPProcess6925 Credit appraisal review 2014 03 06 12 38 36 IST CRPProcess6924 Credit appraisal approval 2014 03 06 17 07 06 IST CRPProcess8927 Credit appraisal review 2014 03 06 15 26 39 IST CRPProcess8947 Credit appraisal approval 2014 03 06 18 50 21 IST Productivity Dashboard 2 Griter Ez Applications from External Agencies 1 Gritter z ll gt Page 0010 Jump to page El gt Page 0010 Jump to page gt Workflow Reference Tite Assigned To Creation Date FromiTo Workflow Reference Title Creation Date FromiTo Source CRPProcess8953 Credit appraisal enrichment ofss user 1 2014 03 03 16 48 19 IST CRPProcess6944 Credit appraisal application entry 2014 03 06 18 50 2118T FCAT CRPProcess6929 Creditappraisal enrichment ofss user 2 2014 03 03 16 48 19 IST Various dashboards for risk officers are discussed under the following headings Applications to be Approved The applications pending in risk evaluation stage are listed in this dashboard The Risk Manager can analyse the applications and approve the ones that he she thinks fit You can view the following details for each applica
23. om external sources You can select one of the following options e Yes select Yes to get notified of new alerts e No select No if you do not wish to get notified After changing the settings click Save button to apply the changes Alerts Notification At specific intervals maintained in the User Preferences for Alerts Maintenance screen the system pops up a notification window the consolidated alert messages from various sources gt Notifications 10 ow 11 55 02 RetailLending338 Check if manager has reviewed Low 11 55 02 NEW4111 is aboutto NEWO is aboutto expire expire Dismiss_ Appi You can view the following details of each alert message Priority The system displays the priority of the alert message that is high medium or low Time The system displays the time at which the alert message was generated Application Number Subject The system displays the subject line of the alert In case of reminder alerts this may be the application number If you have sufficient rights you can click the application number to invoke the Application screen Message The system displays the message of the alert Actions on Alerts You can indicate an action to be performed on the alert and click Apply button to execute the action You can perform the following actions on alerts from the Notifications screen Action Description Dismiss Dismisse
24. parameter number This will be the column name in which the value of the parameter name will be processed and inserted Actions Action You can assign multiple actions for the alert being defined Specify the action supported for the alert Select the appropriate one from the option list Action Label Specify the label applicable to the selected action Once you have captured the above details save the maintenance Mapping Alerts to User Roles and User Profiles You can map alerts and dashboards to specific user roles and user profiles using Dashboard or Alert Role screen To invoke this screen type ORDDSHRL in the field at the top right corner of the application toolbar and click the adjoining arrow button For further details on this screen refer to the section Mapping Dashboard and Alerts to User Roles in chapter Maintenances in this user manual 12 ORACLE 1 4 Maintaining User Preferences for Alerts You can maintain the user preferences for alerts using User Preferences for Alerts Maintenance screen To invoke the screen type ORDUSRPF in the field at the top right corner of the application toolbar and click the adjoining arrow button User Preference for Alerts Maintenance User ID ARU2 Alert Interval Time Min Alerts tobe Allowed Populate Disallowed Alert Code ARUALERT Filter Criteria 1 Of 1 Alert Code Priority Filter Crite
25. rd you can view the following dashboards e Facility covenant renewal e Collateral covenant renewal Facility Covenant Renewal In this dashboard you can view the set of facility covenants that are nearing revision date For each facility covenant the following details are displayed in the dashboard e Liability number e Line code e Serial number e Covenant name e Covenant description e Covenant reference number e Revision date Collateral Covenant Renewal In this dashboard you can view the list of collateral covenants that are nearing revision date and need to be renewed For each collateral covenant you can view the following details e Collateral code e Liability number e Covenant reference number e Covenant name e Description e Revision date a ORACLE 4 4 4 4 1 4 4 2 4 4 3 Risk Officer Dashboard The risk officer dashboards provide the details of applications that helps the risk officers of the bank to swiftly act upon potential risks This dashboard enables risk officers to perform a credit analysis and evaluate the risks involved in each incoming application Applications to be approved 2 WFiter 7 Future Dated Applications 1 WFiter g7 _ 1 Page 00f0 Jump to page El vi Page00f0 Jump to page gt Workflow Reference Tite Creation Date FromiTo Workflow Reference Title Creation Date FromiTo CRPProcess6929 Credit appraisal risk evaluation 2014 03 08 17 07 06 IST CRPPr
26. rently dangerous applications including applications that may create a risk of personal injury If you use this software or hardware in dangerous applications then you shall be responsible to take all appropriate failsafe backup redundancy and other measures to ensure its safe use Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws Except as expressly permitted in your license agreement or allowed by law you may not use copy reproduce translate broadcast modify license transmit distribute exhibit perform publish or display any part in any form or by any means Reverse engineering disassembly or decompilation of this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is not warranted to be error free If you find any errors please report them to us in writing This software or hardware and documentation may provide access to or information on content products and services from third parties Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content products and services Oracle Corporation a
27. ria Filter Criteria 7 ARUALERT2 az High gt NUMBER gt 2000 Maker Date Time Checker Date Time Mod No Record Status Authorization Status Specify the following details User ID The system displays the user ID of the user logged in to the current session Alerts to be Specify whether you need to allow or disallow the alert for the selected user Select the appropriate radio button from the following e Allowed e Disallowed Alert Interval Time Min Specify the interval time for displaying consolidated alert messages to the user This interval time should be maintained in minutes By default this is set to two minutes However you can change this Once you have specified the above details click Populate button to populate the alert codes The system populates the alerts that the selected user has access to vs ORACLE 1 5 Alerts Alert Code You can maintain a list of alerts that are allowed or disallowed for the user based on the option selected under Alerts to be If you have selected Allowed under Alerts to be then you can maintain the alerts that should be made available to the user If you have selected Disallowed under Alerts to be then you can maintain the alerts that will not be made available to the user You can click add button to add more rows to the list You can delete an existing alert code from the list by clicking de
28. s the alert 19 ORACLE 1 6 1 Action Description whom the alert should be forwarded You can only view and select the users who report to your manager Notify Invokes a separate Notification screen using which you can route the notification to the customer with subject remarks and mode of notifica tion Reset Invokes a screen using which you can reset the alert by setting a differ ent reminder date and time Forward Invokes a screen where you can select the user ID of your peer to If an action is successfully executed on an alert then that alert will disappear from the list of alerts in the Notification screen You can view the status of the actions performed in the blown up notifications screen Blown Up Notifications You can blow up the notification window to a full screen with enhanced view using the blow up button The blow up button is the large square box provided at the top left corner of the Notifications window notifications 10 Time 11 55 02 11 55 02 11 55 02 11 55 02 11 55 02 11 55 02 11 53 23 11 53 23 11 53 23 11 53 23 NEW0 is about to expire NEW111 is about to expire NEW4 is about to expire NEW 3 is about to expire NEW2 is about to expire NEW is about to expire NEW111 is about to expire NEW4 is about to expire NEW 3 is about to expire NEW2 is about to expire Application No Subject NEW0 is about to expire
29. tion e Workflow reference number e Title e Creation date From To Potential Applications for Approval Applications in the previous stage of the risk evaluation will be listed in this dashboard Risk managers can view the stage by stage flow of these applications You can view the following details for each application e Workflow reference number e Title e Creation date From To Escalated Applications This dashboard displays all applications that are escalated to the risk manager The risk manager can analyse the applications and act upon them ii ORACLE 4 4 4 4 4 5 4 4 6 Applications are either manually escalated using Escalate button in the Task List dashboard or pre configured to get escalated automatically after a specific period You can view the following details for each application e Workflow reference number e Title e Creation date From To Application Status Tracking In this dashboard the risk manager can track the stage by stage flow of the applications that are analysed and approved previously You can view the following details for each application e Workflow reference number e Title e Creation date From To This dashboard has an action Status using which you can track the current status of an application Productivity Dashboard In this dashboard the risk manager can view the details of applications and users who are subordinates of the risk manager Such det
30. y SLA Standard Supervisor ye pa today 3 5 6 7 8 9 fa Calender Task Reminders 1 E snar2n 1 Day Notes 5 Mon Tue Wed Thu Fri Sat Sur 1 28 10 12 13 14 15 16 3 EM e I 7 s gt 40 11 12 13 14 15 36 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 2 17 18 19 20 21 22 23 i Quick View Queue Name Count 24 25 26 27 28 29 30 Escalated 0 Expired 21 lAging 974 High 33 Today 0 V For a date the system displays the number of task reminders day notes alerts and aging tasks Click a date to view the details The system displays a screen that contains the details of the alerts 4 2014 06 02 NES Reminders Aging Tasks External Alerts Notes 1 Of 1 F Time Subject Remarks User For a selected date you can view the following details on this screen e Notes i ORACLE 1 7 1 1 7 2 1 7 3 e Reminders e Aging tasks e External alerts Notes Tab In the Notes tab you can view the notes captured for that date and also create new notes Click Notes tab 2014 06 02 NOE Reminders Aging Tasks External Alerts Notes 1 Of 1 Time Subject Remarks User You can view the details of the existing notes in the Notes frame For creating new notes click add button The system displays an additional row You can specify the following details in the new row Time Specify the
31. ze monitor and make better decisions which in turn help save time and cost 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 The following buttons and links at the top of each Dashboard aid in viewing the additional records in a dashboard Button Link Functionality Previous Click the button to view the previous set of 5 records Next Click the button 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 hyperlinks are also available in each Dashboard el ORACLE 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 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 Hyperli
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