User Manual Oracle FLEXCUBE Direct Banking Dashboard Widgets
Contents
1. 8 5 Inward Remittance Inquiry 11 6 Credit Line Utilizations 13 7 Reminders 15 8 Scheduled Transactions 17 Preface 3 1 Preface 1 1 Intended Audience This document is intended for the following audience Customers Partners 1 2 Documentation Accessibility For information about Oracle s commitment to accessibility visit the Oracle Accessibility Program website at http www oracle com pls topic lookup ctx acc amp id docacc 1 3 Access to OFSS Support https flexsupp oracle com 1 4 Structure This manual is organized into the following categories Preface gives information on the intended audience It also describes the overall structure of the User Manual Transaction Host Integration Matrix provides information on host integration requirements for the transactions covered in the User Manual Introduct2. widget respectively 2 Click the icon to open the Line Limit Details transaction in a new screen 15 7 Reminders The reminders widget enables business user to view registered reminders that are due on the current date All the reminders due on the current date will be displayed as a list with the option to dismiss the reminder available against each reminder Additionally this widget also displays a link on clicking on which will open the Reminder Schedule screen There will also be a Register New Reminder button provided on the Reminder widget which on being selected will open the Reminder Registration screen Reminders 1 Initially it shows Reminders for today tab showing today s reminders 2 Click the icons to refresh and minimize the widget respectively Reminders 16 3 Click the icon to open the Reminders Schedule transaction in a new screen 4 Click the Dismiss links in order to dismiss the reminder respectively The system shows below widget screen Reminders 5 Click on the Register New Reminder link to register new reminders The system displays Registration screen to register reminders 6 Click on the Reminder Schedule link The system displays Reminder Schedule screen 17 8 Scheduled Transactions This widget will display the transactions that will be executed on the users accounts in the future All future dated transactions will be displayed in this widget Wi
3. Oracle FLEXCUBE Direct Banking Dashboard Widgets Transfer Payments User Manual Release 12 0 2 0 0 Part No E50108 01 September 2013 vi Dashboard Widgets Transfer Payments User Manual September 2013 Oracle Financial Services Software Limited Oracle Park Off Western Express Highway Goregaon East Mumbai Maharashtra 400 063 India Worldwide Inquiries Phone 91 22 6718 3000 Fax 91 22 6718 3001 www oracle com financialservices Copyright 2008 2013 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
4. dget Scheduled Transactions 1 Click the Tomorrow This Week or Later Future tabs to view the transactions scheduled for tomorrow this week or future dated respectively 2 In the above screen tomorrow s scheduled transaction is shown Field Description Field Name Description Scheduled Transactions 18 Field Name Description Reference Number Display This column displays the host reference number of the transaction Source Account Display This column displays the source account number of the transaction Amount Display This column displays the amount of the transaction and the transaction currency Transfer Date Display This column displays the date on which the transfer will be executed 3 Click the icons to refresh and minimize the widget respectively 4 Click the icon The system will display Pending Transfers screen showing the pending or future transactions as shown in below screen Pending Transfers
5. ion provides brief information on the overall functionality covered in the User Manual Chapters post Introduction are dedicated to individual transactions and its details covered in the User Manual Preface 4 1 5 Related Information Sources For more information on Oracle FLEXCUBE Direct Banking Release 12 0 2 0 0 refer to the following documents Oracle FLEXCUBE Direct Banking Licensing Guide Oracle FLEXCUBE Direct Banking Installation Manuals Transaction Host Integration Matrix 5 2 Transaction Host Integration Matrix Legends NH No Host Interface Required Host Interface to be developed separately Pre integrated Host interface available Pre integrated Host interface not available Transaction Name FLEXCUBE UBS Third Party Host System Funds Transfer Inward Remittance Inquiry Credit Line Utilizations Reminders Scheduled Transfers Introduction Dashboard Widgets 6 3 Introduction Dashboard Widgets Widgets are smaller windows which show data in an optimized form In a contemporary UI version of FLEXCUBE Direct Banking application dashboard will have small widgets These widgets will show minimal data related to main transactions These widgets will also enable you to initiate transactions with minimal details Below Dashboard screen shows all the widgets displayed in it followed by the explanation of each
6. not developed or intended for use in any inherently dangerous applications including applications that may create a risk of personal injury If you use this software or hardware in dangerous applications then you shall be responsible to take all appropriate failsafe backup redundancy and other measures to ensure its safe use Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws Except as expressly permitted in your license agreement or allowed by law you may not use copy reproduce translate broadcast modify license transmit distribute exhibit perform publish or display any part in any form or by any means Reverse engineering disassembly or decompilation of this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is not warranted to be error free If you find any errors please report them to us in writing This software or hardware and documentation may provide access to or information on content products and services from third parties Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party conte
7. nt products and services Oracle Corporation and its affiliates will not be responsible for any loss costs or damages incurred due to your access to or use of third party content products or services vii Contents 1 Preface 3 1 1 Intended Audience 3 1 2 Documentation Accessibility 3 1 3 Access to OFSS Support 3 1 4 Structure 3 1 5 Related Information Sources 4 2 Transaction Host Integration Matrix 5 3 Introduction Dashboard Widgets 6 4 Funds Transfer
8. tem displays initial Funds Transfer screen 11 5 Inward Remittance Inquiry This widget displays the details of the inward remittances in a minimalistic form received by you Widget Inward Remittance Inquiry 1 Click the Account number shown under as From section The system displays Inward Remittance Details screen as shown below Inward Remittance Inquiry 12 Inward Remittance Details 2 Click the icons to refresh and minimize the widget respectively OR Click the icon The system displays the Inward Remittance Inquiry screen Inward Remittance Inquiry 3 Here you can view detailed remittance details by clicking any Transaction Ref No as encircled in above screen 13 6 Credit Line Utilizations This widget displays the minimal details of the line limits of the customer It will use transaction of the View Line Limits transaction Widget Credit Line Utilizations Field Description Field Name Description Line Reference ID Display This column displays the line reference id for the limits utilization Limit Amount Display This column displays the limits amount Credit Line Utilizations 14 Field Name Description Utilizations Display This column displays the utilized amount with the currency Outstanding Display This column displays the outstanding amount of the limit with the currency 1 Click the icons to refresh and minimize the
9. widget 7 Funds Transfer 8 4 Funds Transfer This widget displays the own account transfer transaction in a minimalistic form It will allow you to transfer funds between your own accounts Widget Funds Transfer Funds Transfer 9 Field Description Field Name Description From Mandatory Drop Down Select a source account from the dropdown list Click the button The system will automatically fetch and display the available balance for the selected From account To Mandatory Drop Down Select a destination account from the dropdown list Click the button The system will automatically fetch and display the available balance for the selected To account Amount Mandatory Numeric 15 Type the amount to be transferred Narrative Optional Alphanumeric 35 Type the transaction description as a narrative 1 Click the Initiate button The system displays Funds Transfer screen for verification OR Click the icons to refresh and minimize the widget respectively Funds Transfer Note In the above verification screen customer id allocated to you is also displayed along with the details entered in the first screen 2 Click the Confirm button The system displays Funds Transfer screen for confirmation with the status message OR Click the Change button to edit the entered details Funds Transfer 10 Funds Transfer 3 Click the Make New Payment button The sys
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