Oracle FLEXCUBE Android Tablet Banking User Manual
Below you will find brief information for FLEXCUBE Direct Banking. This user manual helps you to perform transactions through FLEXCUBE Direct Banking system using Android Tablet, manage accounts, and access banking services.It covers logging in, account activity, beneficiary maintenance, and more.
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Oracle FLEXCUBE Direct Banking
Release 12.0.1.0.0
Oracle Android Tablet Application Based Banking
User Manual
Part No. E52306-01
Android Tablet Application Based Banking User Manual
Table of Contents
2
Android Tablet Application Based Banking User Manual
3
Transaction Host Integration Matrix
1. Transaction Host Integration Matrix
Legends
NH
Y
N
No Host Interface Required.
Host Interface to be developed separately.
Pre integrated Host interface available.
Pre integrated Host interface not available.
Yes
No
Transaction Name FLEXCUBE UBS
Log In
Log Out
Account Activity
Account Details
Account Summary
Ad-hoc Account
Statement Request
Stop /Unblock Cheque
Request
Cheque Status Inquiry
NH
NH
Third Party Host
System
NH
NH
4
Qualified with
Mobile Enabler
Y
Y
N
Y
Y
N
N
N
Transaction Name
Cheque Book Request
Loan Details
Mail Box
Exchange Rate Inquiry
Beneficiary Maintenance
Own Account Transfer
Internal Account
Transfer
Domestic Account
Transfer
Pay Bill
Register Biller
Delete Biller
Redeem Term Deposit
TD Details
Transactions to
Authorize
Change Password
Credit Card Details
Credit Card Statement
Force Change Password
Contract TD View
Buy Mutual Fund
Redeem Mutual Fund
Portfolio
Switch Mutual Fund
Order Status
Transaction Password
Behavior
FLEXCUBE UBS
NH
NH
NH
NH
NH
NH
NH
Transaction Host Integration Matrix
Third Party Host
System
NH
NH
NH
NH
NH
Qualified with
Mobile Enabler
N
N
N
N
N
Y
N
N
N
N
N
N
N
N
N
N
N
N
Y
N
N
Y
N
N
Y
5
Transaction Name
ATM / Branch Locator
Financing Details
Credit Card Payment
International Account
Transfer
My Scheduled Transfers
Open Term Deposit
FLEXCUBE UBS
NH
NA
Transaction Host Integration Matrix
Third Party Host
System
Qualified with
Mobile Enabler
N
N
N
N
N
N
6
Log In
2. Log In
This option allows you to perform the transaction through FLEXCUBE Direct Banking system using
Android Tablet.
To login into the Android Tablet Banking Application
1. Download the FCDB application on the Android Tablet. Click FCDB application icon. The system displays initial
Login
screen to login into the application.
7
Log In
Login
2. Type the user id and password provided to login.
3. Click the
Sign In
button. The system displays
Welcome
screen.
8
Log In
Welcome Screen
4. Select any transaction icon to proceed with that transaction.
Note: You can also view ATM Branch Locators, Offers available using options in lower panel of landing screen.
9
Logout
3. Logout
This option enables you to log off the application.
To log out of the Android Tablet Banking Application
1. Log on to the Android Tablet Banking Application.
2. Click the
Log Off
button located at the upper right corner of the screen.
10
Logout
Welcome Screen
3. The system displays initial
Login
screen.
11
Pre-Login Transactions
4. Pre-Login Transactions
These are the transactions that you can perform without logging into the application. These options are available on the Login screen as shown below.
12
Pre-Login Transactions
Pre - Login
1. As shown in above screen, you can perform below pre login transactions.
ATM Locator
: This enables user to search ATMs and bank branches across any location. It also displays maps along with the ATM Bank Branch address. Please refer ATM Branch Locator section for further details.
Offers And Coupons
: This option enables user to view various offers available. Please refer offers section for further details.
Help
: This option enables user to ask for any help and get in contact with bank officlas.
Contact Us
: Using this option, user can contact bank for any required information or queries.
13
5.
Setting any Transaction as Favorite
This option enables you to set any transaction as Favorite. That transaction will be available under the
Favorites tab for direct access without navigating through Menu and submenus.
To set any transaction as Favorite
1. Log on to the Android Tablet Banking application.
14
Setting any Transaction as Favorite
2. Click the Favorite icon transaction list.
to set the transaction as Favorite. The system will display favorite’s
3. As shown in above screen, no transaction has been set as favorite, hence No Favorites message is being shown.
4. Click the Edit button or area as highlighted in above screen. The system will display pop over screen showing transactions to be set as favorite, as shown below.
15
Favorite Transaction
Setting any Transaction as Favorite
5. Select the checkbox for the transaction which is to be set as favorite. As shown in above screen, four transaction checkboxes selected to be set as favorite.
Note: To remove any transaction from favorite, uncheck the previously checked transaction.
6. Click the Update button. The system will display confirmation pop over screen, as shown below.
16
Favorite Transaction - Confirm
Setting any Transaction as Favorite
7. Click OK.
8. Click favorite shown below.
icon. The system will display those transaction that are set as favorite, as
17
Favorite Transactions
Setting any Transaction as Favorite
9. Click any Favorite transaction icon to proceed with that transaction.
18
Dashboard/Landing screen
6. Dashboard/Landing screen
Dashboard screen mainly divided into three sections, Account Relationship, Notification and Service
Requests. You can perform and view various transactions available on dashboard screen.
19
Dashboard/Landing screen
6.1. Account Relationship
You can view list of various accounts mapped to the user. Account Relationship panel displays list of account like CASA, Islamic, Term Deposit accounts and respective amount available for that account.
1. Select any account type from
Account Relationship
panel. List of all accounts available under that account type will be displayed in right hand side panel with its details.
2. Click any account from
List of Account
panel displayed in right hind side panel. You can proceed for account related activities.
Note: You can view investment details and wealth management information only if Private
Wealth Management customer is mapped to user.
Account Relationship
3. Click button to view available accounts and their respective amounts in pie chart format as shown below.
20
Account Relationship
– Pie Chart
Dashboard/Landing screen
21
Dashboard/Landing screen
6.2. Notifications
You can view notifications /alerts in notification panel. Notifications displays
Reminders
Interaction
Bulletins
Alert
Tasks
Note: Notifications details are explained in Notification chapter.
22
Dashboard/Landing screen
6.3. Service Requests
You can view various service requests raised by user.
To view the Service Request details
1. Select any service request to be viewed in
Service Request
Panel. The System displays
Service
Request
Details Screen.
Service Request
2. Select any service request as highlighted in above screen. The system will display
Service
Request Details
in
Service Request
screen as shown below.
23
Service Request
Dashboard/Landing screen
Field Description
Field Name
Transaction
E-Banking
Reference No.
Status
Created By
Created On
Description
[Display]
Displays the name of the transaction.
[Display]
Displays the reference number generated when the service request of transaction was initiated.
[Display]
Displays the status of service request for that transaction.
[Display]
Displays the name of the user who has raised service request for that transaction.
[Display]
Displays the date and time on which the service request was imitated.
24
Dashboard/Landing screen
Field Name Description
Updated By
Updated On
[Display]
Displays the user id of the user who last updated the status of the service request.
[Display]
Displays the date and time on which the service request status of transaction was last updated
3. Click
Close
to close the screen.
25
Account Details
7. Account Activity
Using this option, you can get the account activity details for a selected account and a specified period.
To view the account activity details
1. Log on to the Android Tablet Banking application.
2. Select
Accounts Relationship > Account
from dashboard screen. The system displays
List Of
Account
screen on right hand side panel of the dashboard screen.
26
Account Details
Dashboard
3. Select the account from the list for viewing the details. The system displays Account Details and
Account Activity
also in single screen as shown below.
27
Account Details
Account Activity
4. Click the encircled button to hide account details in order to view only account activity, as shown below.
28
Account Details
5. Click the encircled search button to specify criteria for viewing account activity.
29
Account Details
6. Select search criteria and click the Search button to view the account activity as per search criteria.
Field Description
Field Name
Value Date
User Reference No.
Description
Description
[Display]
This field displays the Value date of the transaction.
[Display]
This field displays the transaction user reference number when transaction was initiated.
[Display]
This field displays the description of the transaction.
Transaction Amount
[Display]
This field displays the transaction amount for particular transaction.
7. Click account.
icon to perform transaction like Own Account Transfers, Pay Bills on selected
8. Click the
Close
button to close the screen.
30
Account Details
8. Account Details
This menu allows you to view the account details of the selected account.
To view the account details
1. Log on to the Android Tablet Banking application.
2. Select
Accounts Relationship > Account
from dashboard screen. The system displays
List Of
Account
screen on right hand side panel of the dashboard screen.
31
Account Details
Dashboard
3. Select the account from the list for viewing the details. The system displays
Account Details
screen.
32
Account Details
Account Details
Field Description
Field Name
Account Details
Name
Opening Date
Account Number
Account Type
Description
[Display]
This field displays the name of the account holder.
[Display]
This field displays the date on which the account is opened.
[Display]
This field displays the Account Number of the Customer’s account.
[Display]
This field displays the type of the account. For e.g. Current,
Saving, Term Deposit.
33
Account Details
Field Name Description
Account
Relationship
[Display]
This field displays the Account Ownership of the Customer’s account. For e.g. Sole Owner, Joint Account
Account Status
[Display]
This field displays the Status of the account.
Branch Number
Product Name
[Display]
This field displays the Bank Branch number in which account is operating.
[Display]
This field displays the name of the banking product to which account belongs.
Account Currency
[Display]
This field displays the account base currency.
Facilities
Cheque Book
.
[Display]
This field displays whether cheque book facility is provided for account.
Standing
Instruction
Allowed
Overdraft Allowed
[Display]
This field displays whether overdraft facility is provided for account.
Balances
Current Balance
[Display]
This field displays whether standing instructions are allowed for account.
[Display]
This field displays the current balance of the account along with the account currency.
Account On Hold
Uncleared Funds
Overdraft limit
[Display]
This field displays the amount on hold or earmarked amount in the account
[Display]
This field displays the funds in the account that are not cleared with the base currency in the account.
[Display]
This field displays the uncleared funds of the account.
34
Account Details
Field Name
Balance Available
Minimum Balance
Required
Description
[Display]
This field displays the available balance in account
[Display]
This field displays the minimum balance to be maintained in account
[Display]
This field displays the net available balance for withdrawal.
Net available balance for withdrawal
Others
ATM Daily withdrawal Limit
Eligible Advance against Un cleared funds limit
[Display]
This field displays the maximum possible withdrawal per day from
ATM
[Display]
This field displays the amount of eligible advance against the unclear funds.
4. Click account.
icon to perform transaction like Own Account Transfers, Pay Bills on selected
5. Click the
Close
button to close the screen.
35
My Accounts
9. My Accounts
Account summary provides a summarized view of all the accounts mapped to the customer id.
To view the account summary
1. Log on to the Android Tablet Banking application.
2. Select
Account Relationship > Account
from the dashboard screen.
36
My Accounts
Accounts
Field Description
Field Name
Account No
Customer Id
Current Balance
Description
[Display]
This field displays the account number selected from the pop over.
[Display]
This field displays the customer Id of the user
[Display]
This field displays the balance available in the account with currency.
37
Adhoc Statement
10. Adhoc Statement
This menu allows you to request for an account statement for the period specified.
To request the Adhoc Statement
1. Log on to the Android Tablet Banking application.
2. Select
Accounts Relationship > Account
from dashboard screen. The system displays
List Of
Account
screen on right hand side panel of the dashboard screen.
38
Adhoc Statement
Dashboard
3. Select the account from the list for viewing the details. The system displays
Account Details
screen.
39
Adhoc Statement
4. Click icon to perform transaction like Own Account Transfers, Pay Bills, Adhoc Statement on selected account.
5. Select Ad hoc Statement from the options pop over. The system displays Adhoc Account
Statement Request screen as shown below.
40
Adhoc Account Statement Request
Adhoc Statement
Field Description
Field Name Description
Account Type
Select Account
From Date
To Date
[Display]
This field will display the type of account for which you are requesting an ad hoc statement.
[Mandatory, Pop Over]
Select the Account number radio button from the list of accounts.
[Mandatory, Alphanumeric, 10]
Type the From date as start date for the Adhoc statement.
[Mandatory, Alphanumeric, 10]
Type the To date as end date for the Adhoc statement.
6. Click the
Submit
button. The system displays
Adhoc Account Statement Request Verify
screen.
OR
Click the
Back
button to return to the previous screen.
OR
Click the
Close
button to exit from the application.
41
Ad hoc Account Statement Request Verify
Adhoc Statement
7. Click the
Confirm
button. The system displays
Adhoc Account Statement Request Confirm
screen.
OR
Click the
Change
button to navigate to the previous screen.
OR
Click the
Close
button to close the window.
42
Adhoc Account Statement Request Confirm
Adhoc Statement
43
8. Click the
Close
button to close the screen.
OR
Click the
OK
button. The initial
Ad hoc Statement
screen is displayed.
Adhoc Statement
44
Stop Cheque
11. Stop Cheque
This menu allows you to stop unpaid cheque issued from the account or unblock a blocked/stopped cheque. You can stop/unblock a single cheque.
To stop cheque
1. Log on to the Android Tablet Banking application.
2. Select
Services > Stop Cheque
from the menu. The system displays
Stop Cheque
screen.
45
Stop Cheque
Stop Cheque
Field Description
Field Name
Select Action
Select Account
Search Type
Cheque Number
Cheque Range
Description
[Mandatory, Pop Over]
Select the action to be performed i.e. Stop or cancel from the list.
[Mandatory, Pop Over]
Select the account for which the request is being made from the list.
[Mandatory, Pop Over]
Select the search type as Cheque number or cheque range.
[Mandatory, Numeric, 20]
Input the Valid Cheque Number which has to be stopped or
Unblocked.
[Optional, Alphanumeric, 20]
Input the Starting cheque number and ending cheque number of the cheques to be stopped or unblocked.
46
Stop Cheque
Field Name Description
Reason
[Mandatory, Alphanumeric, 40]
Input the reason of Stop or Unblock Of cheque for reference.
This field displays is an optional field for Cancel stopped cheque.
3. Enter the relevant details.
4. Click the
Submit
button. The system displays
Stop Cheque Verify
screen.
OR
Click the
Close
button to close the screen.
Stop Cheque Verify
5. Click the
Confirm
button. The system displays
Stop Cheque Confirm
screen.
OR
Click the
Change
button to return to the previous screen.
OR
Click the
Close
button to close the screen.
47
Stop Cheque
Stop Cheque Confirm
6. Click the
OK
button to get back to previous screen.
OR
Click the
Close
button to close the screen.
48
12. Cheques
This menu enables you to view the status of a cheque issued.
To inquire the cheque status
1. Log on to the Android Tablet Banking application.
2. Select
Services > Cheques
from the menu. The system displays
Cheques
screen.
Cheques
49
Cheques
Cheques
Field Description
Field Name Description
Select Account
Status
[Mandatory, Pop over]
Select the account for which the cheque status is to be inquired.
[Mandatory, Pop over]
Select the status of cheque for which inquiry is to be made. The options are:
All
Used
Not Used
Stopped
Rejected
Cancelled
3. Click the
Submit
button. The system displays
My Cheques
screen with the cheque status details.
OR
50
Click the
Close
button to close the screen.
Cheques
Cheques
Field Description
Field Name Description
Account
Cheque Number
Cheque Status
Amount
[Display]
This field displays the account number.
[Display]
This field displays the cheque number.
[Display]
This field displays the cheque status.
[Display]
This field displays the cheque amount.
4. Click the
Back
button to navigate to the previous screen.
OR
Click the
Close
button to close the screen.
51
New Cheque Book
13. New Cheque Book
This menu enables you to place a request for a new cheque book to the bank.
To request the cheque book
1. Log on
to the Android Tablet
Banking application.
2. Select
Services > New Cheque Book
from the menu. The system displays
New Cheque Book
screen.
52
New Cheque Book
New Cheque Book
Field Description
Field Name Description
Select Account
[Mandatory, Pop Over]
Select the account for which new cheque book is to be issued.
Cheque Book Type
[Mandatory, Pop Over]
Select the cheque book option. The options are:
Cheque Book With 10 Leaves
Cheque Book With 50 Leaves
Cheque Book With 25 leaves
Mode of Delivery
No. Of Cheque
Books
[Mandatory, Pop Over]
Select the mode of delivery for the cheque book. The options are:
Branch
Courier
[Mandatory, Pop Over]
Select the number of cheque books required from the pop over.
53
New Cheque Book
Field Name Description
3. Click the
Submit
button. The system displays
New Cheque Book
– Verify
screen.
OR
Click the
Close
button to close the screen.
New Cheque Book
– Verify
4. Click the
Confirm
button. The system displays
New Cheque Book
– Confirm
screen.
OR
Click the
Change
button to navigate to the previous screen.
OR
Click the
Close
button to close the screen.
54
5. New Cheque Book
– Confirm
New Cheque Book
6. Click the
Close
button to close the screen.
OR
Click the
OK
button. The initial
New Cheque Book
screen is displayed.
55
Loan Details
14. Loan Details
This allows you to view all the relevant details of the loan accounts.
To view the loan details
1. Log on to the Android Tablet Banking application.
2. Select
Account Relationship > Loan
from the dashboard/Landing screen of Android Tablet. as shown below:
56
Loan Details
Loan
3. As you select Loan accounts from
Account Relationship
, list of all loan accounts will be displayed in right hand side panel of the dashboard screen.
4. Select loan account from
List Of Accounts.
The system will display Loan Details of selected account.
57
Loan Details
Loan Details
Field Description
Field Name
Account Details
Description
Account
Customer Id
Product Name
[Display]
This field displays the Account Number of the Customer for the
Loan amount.
[Display]
This field displays the customer id of the Customer
[Display]
This field displays the product name of the loan account.
Loan Details
Sanctioned Loan
Amount
[Display]
This field displays the Approved loan amount.
58
Loan Details
Field Name Description
Interest Rate
[Display]
This field displays the Rate of interest charged for the loan.
Maturity date
Disbursed Loan
Amount
[Display]
This field displays the Loan Maturity Date.
[Display]
This field displays the Loan amount disbursed till date.
Outstanding Loan details
Principal Balance
Next Installment
Date
[Display]
This field displays the principal balance from the loan account.
[Display]
This field displays the Date when the next installment has to be paid.
Next Installment
Amount
[Display]
This field displays the next installment amount that has to be paid.
Installment arrears
[Display]
This field displays the installment arrears for the loan account.
Loan outstanding
[Display]
This field displays the loan outstanding amount that has to be paid.
5. Click the
Close
button to close the screen.
59
Financing Details
15. Financing Details
This allows you to view all the relevant details of the Islamic finance accounts.
To view the financing details
1. Log on to the Android Tablet Banking application.
2. Select
Account Relationship > Islamic Current and Savings
from the dashboard/Landing screen of Android Tablet. as shown below:
60
Financing Details
Islamic Financing
3. As you select Islamic Finance accounts from
Account Relationship
, list of all Islamic accounts will be displayed in right hand side panel of the dashboard screen.
4. Select Islamic account from
List Of Accounts.
The system will display Financing Details of selected account.
61
Financing Account Details
Financing Details
62
Financing Details
Field Description
Field Name
Account Details
Description
Name
[Display]
This field displays the name of the account holder.
Account Number
Opening Date
Account Type
Account
Relationship
Account Status
[Display]
This field displays the account numbers under a particular customer ID.
[Display]
This field displays the opening date of the Islamic account.
[Display]
This field displays the type of the account.
[Display]
This field displays the account relationship.
[Display]
This field displays the status of the account as enabled or disabled.
Product Name
Account Currency
[Display]
This field displays the currency for the Islamic account.
Facilities
[Display]
This field displays the financing product name.
Cheque Book
Standing
Instruction
Allowed
Overdraft Allowed
[Display]
This field displays the availability of the cheque book for this account.
[Display]
This field displays whether Standing Instruction is allowed or not.
[Display]
This field displays whether overdraft is allowed or not.
Balance
63
Financing Details
Field Name Description
Current Balance
Amount on Hold
Uncleared Funds
Financing Limit
[Display]
This field displays the current balance of the Islamic account.
[Display]
This field displays the amount on hold of the financing account.
[Display]
This field displays the uncleared funds.
[Display]
This field displays the financing limit.
Balance Available
[Display]
This field displays the available balance.
Minimum Balance
Required
[Display]
This field displays the minimum balance required to be kept in the
Islamic financing account.
Net Available
Balance for withdrawal
Others
[Display]
This field displays the net available balance that can be withdrawn.
ATM Daily withdrawal Limit
Eligible Advance
Against Funds
Limit
[Display]
This field displays the daily ATM limit that can be withdrawn.
[Display]
This field displays the eligible advance fund against fund limit.
5. Click the
Close
button to close the screen.
64
16. Notification
You can view notifications /alerts in notification panel of the dashboard screen.
Notification
65
Notification
16.1. Reminders
The Reminder functionality enables business users to register for reminders. Once a reminder is registered the user can view the reminder under the Reminder schedule. The reminder schedule will display all registered reminders i.e. reminders that are due on the current date and also reminders that are due in the future. Once the reminder is due, it appears under the, ‘Reminders for Today’ screen section of the Reminder schedule. The system will enable the user to take action on the reminder.
To access the Reminders option
1. Log on to the Android Tablet Banking application.
2. Select
Notification >Reminders
on dashboard screen. List of reminders will be displayed.
3. Select the reminder to be viewed. You can modify, view or delete reminders.
Reminders
To Register reminders
4. Click icon to register reminder. The system displays
Register Reminder
screen.
66
Notification
Register Reminders
5. Click
Register
reminder. The system displays
Register Reminder Confirm
screen.
67
Register Reminders Confirm
Notification
6. Click the
OK
button.
68
16.2. Interaction
This option allows you to communicate with the bank administrator.
To access the Interaction option
1. Log on to the Android Tablet Banking application.
2. Select
Notification >Interaction
on dashboard screen.
MailBox
Notification
3. Click the Compose button to send mail. The system displays the
Mailbox
screen
.
69
Notification
Mailbox
4. Select the Subject.
5. You can enter your custom subject by selecting Custom Subject.
6. If you select
Select Subject
then it will show predefined subjects to be selected in a pop over screen, as shown below.
70
Notification
Mailbox
7. Select appropriate subject.
8. Click the Confirm button to send the message. The system will display confirmation screen of mail sent to bank administrator.
71
Notification
MailBox
9. Click the
Send
button to send reply to the sender. The system displays following screen:
To view sent mails:
10. Click
Sent
tab on
Notification
-
Interaction
panel. The system displays
Sent Messages
screen.
MailBox
– Sent Messages
72
Notification
11. Select mail to be viewed. The system will display that mail/message in Mailbox screen as shown below.
OR
Click
Close
to close the screen.
73
Mailbox
Notification
74
16.3. Compose Message
Notification
1. Click
Compose
tab as encircled in above Notifications screen. The system displays Compose screen as shown below.
75
Notification
MailBox - Compose
2. Select Subject and customer from pop over.
3. Below pop over screen is displayed when predefined subject is to be selected i.e when Select subject tab is clicked.
OR
You can also enter your own defined subject by clicking Custom Subject tab.
76
Notification
4. Select any subject from the pop over as shown above.
5. Click the
Add Attachment
button. The system shows below screen for selecting the image to be attached.
77
Notification
Note: Maximum number of images than can be attached is 5. Size of any image should not be greater than 1 MB & Overall size of all the attachments should not exceed 2 MB. Images with image type as
.PNG can only be attached.
Compose Message
– Add Attachment
6. Click the
Select Files
button from the pop over screen as shown above. The system displays below pop over for image selection.
78
Notification
7. Navigate to photo/image to be attached from the respective location like Gallery as shown in above screen.
8. Select any image by clicking it. The system will navigate to below screen.
79
Notification
9. Click the red encircled button to remove the selected image.
OR
Click the green encircled button to confirm the image selection. The system shows below pop over screen for image selection confirmation.
10. Click the
Done
button as encircled in above screen. The system returns to mailbox screen showing the attached image as shown below.
80
Notification
11. You can delete/remove the attached image from above screen also by clicking the encircled delete button.
OR
Click the
Confirm
button. The system displays confirmation screen for message sent as shown below.
81
Compose Message
– Confirmation
Notification
12. Click the
OK
button to return to the initial Mailbox screen.
82
16.4. Alerts
You can view alerts generated by bank administrators.
To access the alerts option
1. Log on to the Android Tablet Banking application.
2. Select
Notification >Alerts
on dashboard screen. List of alerts will be displayed.
3. Select the alerts to be viewed. The system displays the
Alert
screen
.
View Alert
Notification
4. Click on any alert as highlighted in above screen, to view that alert. The system will display alert in screen as shown below.
83
Notification
Alert
5. Click the
Close
button to close the screen.
0.
84
16.5. Bulletin
To access the Bulletin option
1. Log on to the Android Tablet Banking application.
2. Select
Notification >Bulletin
on dashboard screen. List of bulletin will be displayed.
3. Select the bulletin to be viewed. The system displays the
Bulletin
screen
.
View Bulletin
Notification
85
Notification
4. Click the
Close
button to close the screen.
0.
86
16.6. Tasks
To access the Task option
1. Log on to the Android Tablet Banking application.
2. Select
Notification >Tasks
on dashboard screen. List of tasks will be displayed.
3. Select the Task to be viewed. The system displays the
Task
screen
.
Notification
87
Forex Rates
17. Forex Rates
You can inquire the latest exchange rate for various foreign currencies. Exchange rates will be displayed against the base currency of FLEXCUBE Direct Banking.
To access forex rates
1. Log on to the Android Tablet Banking application.
2. Select
Services > Forex Rates
from the menu bar.
88
Forex Rates
Forex Rates
89
Forex Rates
Field Description
Field Name Description
From Currency
To Currency
[Display]
This field will display default currency of the entity you have logged in.
[Mandatory, Pop Over]
Select the To Currency against which forex rate is to be displayed.
3. Click the
Submit
button. The system displays forex rates in
Forex Rates
screen.
Forex Rates
4. Click the Back button to navigate to the previous screen.
90
Beneficiary Maintenance
18. Beneficiary Maintenance
A Business user having access to Beneficiary Maintenance can maintain Beneficiary. You can also specify if the Beneficiary template created is available to other users of the same primary customer id by specifying the template access level as public
If the Template is created with template access level as Private, it is available only to the User who has created it.
The search criteria allow searching the beneficiary templates created earlier. Beneficiary Maintenance is supported for following Transactions
Domestic Transfer
Internal Transfer
International Transfer
91
To add the beneficiary through do the beneficiary maintenance
1. Log on to the android tablet banking application.
Beneficiary Maintenance
2. Select
Transfers
>
Beneficiary Maintenance
from the menu as shown in above screen. The system displays
Beneficiary Maintenance
screen.
92
Beneficiary Maintenance
Beneficiary Maintenance
Field Description
Field Name Description
Transaction Type
[Mandatory, Pop over]
Select the transaction type, for which template is to be searched, from the Pop Over list.
3. Select any transaction type for which beneficiary is to be created. Below is shown for Domestic
Account Transfer beneficiary.
4. Click the
Create Beneficiary
button. The system displays next screen as shown below.
OR
Click the
View Beneficiary
button to view the existing beneficiary.
93
Beneficiary Maintenance
Field Description
Field Name Description
Beneficiary ID
[Mandatory, Alphanumeric, 10]
Type the beneficiary ID
Beneficiary Name
[Mandatory, Alphanumeric, 35]
Type the beneficiary name.
Account Type
[Mandatory, Pop over]
Select the account type.
5. Click the
Submit
button. The system will navigate to next screen as shown below.
94
Beneficiary Maintenance
Field Description
Field Name Description
Beneficiary Account
[Mandatory, Alphanumeric, 35]
No
Type the beneficiary account number.
Beneficiary Email
[Optional, Alphanumeric, 35]
Type the beneficiary email id.
National Clearing
Code Type
[Optional, Pop Over]
Select the national clearing code type from the Pop Over list.
National Clearing
Codes
Visibility
[Optional, Search, Lookup]
Click the Look Up icon to search the beneficiary bank/branch code.
[Mandatory, Pop Over]
Select the Beneficiary Access level from the Pop Over list.
The options are :
Public
Private
6. Click the
Look up
button for national clearing code, as shown below..
95
Beneficiary Maintenance
Beneficiary Maintenance
7. Select any code and click the
Submit
button. The system will return to below screen.
8.
Click the
Submit
button. The system displays confirmation message for beneficiary creation as shown below.
96
Beneficiary Maintenance - Confirm
Beneficiary Maintenance
9. Click the OK button to navigate to the initial Beneficiary Maintenance screen.
OR
Click the
Download PDF
button to download PDF containing beneficiary addition details.
97
19. Own Account Transfer
This menu enables you to initiate an own account transfer. Own account transfer can be done between any accounts owned by the same user I.e. the accounts that are under the customer ids mapped to the user.
To do the own account transfer
1. Log on to the android tablet banking application.
98
Own Account Transfer
2. Select
Transfers
>
Own Account Transfer
from the menu as shown in above screen. The system displays
Own Account Transfer
screen.
99
Own Account Transfer
Own Account Transfer
Field Description
Field Name
User Reference
Number
Source Account
Destination
Account
Amount
Description
[Mandatory, Numeric, 15]
Enter User reference number for transaction.
[Mandatory, Pop Over]
Select the From Account as the source account for the own account transfer.
[Mandatory, Pop Over]
Select the account that is to be debited for the transfer
[Mandatory, Numeric, 15]
Enter the amount to be transferred.
Payment Details
Pay Now
[Display]
Select this option to make transaction immediately.
100
Own Account Transfer
Field Name
Pay later
Setup Standing
Instruction
Sl Details
Description
[Conditional ,Pop Over]
Select this option to select the future date for transfer.
[Conditional ,Pop Over]
Select
Setup Standing Instruction
to set standing instructions for funds transfer for a period. The system auto transfers the fund on the specified date and frequency.
SI Execution
Frequency
First Execution
Date
Expiry Date
Narrative
[Conditional ,Pop Over]
Select the frequency of executing SI
[Conditional ,Data Picker]
Select the first day of standing instruction execution
[Data Picker, Conditional]
Select the final day of standing instruction execution
[Optional, Alphanumeric, 35]
Type the narrative for the transaction.
3. Below screen is shown when Pay later is selected.
101
Own Account Transfer
4. Select any Date as future on which payment is to be made and click the
Submit
button. The system displays
Own Account Transfer Verify
screen.
OR
Click the
Close
button to close the screen.
Own Account Transfer Verify
102
Own Account Transfer
5. Click the
Confirm
button. The system displays
Own Account Transfer Confirm
screen.
OR
Click the
Close
button to close the screen.
OR
Click the
Change
button to navigate to the previous screen.
103
Own Account Transfer Confirm
Own Account Transfer
6. Click the
Close
button to close the screen.
OR
104
Own Account Transfer
Click the
Ok
button. The initial
Own Account Transfer
screen is displayed.
105
Internal Transfer
20. Internal Transfer
This menu enables you to initiate an internal transfer. Internal Transfer is transfer of amount within different accounts of the same bank
To do the internal transfer
1. Log on to the android tablet banking application.
106
Internal Transfer
2. Select
Transfers > Internal Transfer
from the menu as shown in above screen. The system displays
Internal Transfer
screen.
107
Internal Transfer
Internal Transfer
Field Description
Field Name Description
Transfer To
Existing
Beneficiary
Make New
Payment
[Optional, Pop over]
Select
Existing Template
option button to select the existing Payment template for funds transfer
[Optional, Pop over]
Select
Make New Payment
option button to make a new funds transfer entry. The transfer can be done either by using
Existing Payment beneficiary
or
Make New Payment
.
3. Click the
Continue
button. Below is shown for Make New Payment.
108
Internal Transfer
109
Internal Transfer
Field Description
Field Name
From Account
To Account
Beneficiary
Branch
Beneficiary Email
Amount
Currency
Narrative
Pay now
Pay later
Description
[Mandatory, Pop Over]
Select the From Account as the source account for the internal transfer.
[Mandatory, Pop Over]
Select the account Number to which the funds will be transferred.
[Mandatory, Pop Over]
Select the branch of the destination account.
[Alphanumeric, Input Box]
Type beneficiary e mail address.
[Mandatory, Numeric, 15]
Enter the amount to be transferred.
[Mandatory, Pop Over]
Select the currency from the pop over.
[Optional, Alphanumeric, 35]
Type the narrative for the transaction.
Click the Pay now button to process the funds transfer immediately.
The transfer can be done in any of the three modes: Pay now, Pay later or Pay Periodically by Setting up Standing Instruction.
Click the Pay later button to make the funds transfer on a future date.
Note: Pay later transactions are future dated transactions. Hence all the Pay later payments will be available under My Scheduled
Payment. Refer My Schedule Payment section for further details.
Click the Pay Periodically button to make the periodic payments by specifying start date and end date.
Pay Periodically
Setup Standing
Instruction
First Execution
Date
Last Execution
Date
[Conditional ,Data Picker]
Select the first day of standing instruction execution
[Data Picker, Conditional]
Select the final day of standing instruction execution
110
Internal Transfer
Field Name Description
Frequency
(Payment
Execution
Frequency when
Pay Periodically is selected)
Select the standing instruction execution frequency for the funds transfer from the pop over.
The options are:
Daily
Weekly
Fortnightly
Monthly
Bi-Monthly
Quarterly
Half -Yearly
Yearly
4. Below is shown for Pay Later option. The system asks for any future date to be entered.
111
Internal Transfer
– Pay Later
Internal Transfer
5. Select any future date and click the
Submit
button. The system displays
Internal Transfer
–
Verify
screen.
112
Internal Transfer
– Verify
Internal Transfer
113
Internal Transfer
6. Click the
Confirm
button. The system displays
Internal Transfer Confirm
screen.
OR
Click the
Close
button to close the screen.
OR
Click the
Change
button to navigate to the previous screen.
Internal Transfer Confirm
114
Internal Transfer
7. Click the
OK
button. The initial
Internal Transfer
screen is displayed.
OR
Click the
Download PDF
to download the PDF containing the Internal Transfer details.
115
Domestic Payment
21. Domestic Payment
This menu enables the user to initiate a domestic account transfer. Domestic Transfer is transfer of amount within different banks
To do the domestic account transfer
1. Log on to the android tablet banking application.
116
Domestic Payment
2. Select
Transfers > Domestic Payment
from the menu as shown in above screen. The system displays
Domestic Payment
screen.
117
Domestic Payment
Domestic Payment
Field Description
Field Name Description
Transfer To
Existing
Beneficiary
Make New
Payment
[Optional, Pop over]
Select
Existing Template
option button to select the existing Payment template for funds transfer
[Optional, Pop over]
Select
Make New Payment
option button to make a new funds transfer entry. The transfer can be done either by using
Existing Payment beneficiary
or
Make New Payment
.
3. Click the
Continue
button. Below is shown for Make New Payment.
118
Domestic Payment
Field Description
Field Name Description
Beneficiary Name
Fund Delivery Mode
[Mandatory, Alphanumeric, 35]
Enter the beneficiary name.
[Conditional, Pop over]
Select the fund delivery mode.
4. Click the
Continue
button. The system displays below Domestic Payment screen.
119
Domestic Payment
Domestic Payment
Field Description
Field Name Description
Beneficiary Email
[Optional, Alphanumeric, 35]
Type the beneficiary email id.
Beneficiary Account
[Mandatory, Alphanumeric, 35]
Type the beneficiary account number.
National Clearing
Code Type
[Optional, pop over]
Select the national clearing code type from the Pop Over list.
National Clearing
Codes
[Optional, Search, Lookup]
Click the Look Up button, to search the national clearing code. The system shows screen as shown below for national clearing code selection.
120
Domestic Payment
5. Click the
Submit
button. The system displays below screen.
121
Domestic Payment
Field Description
Field Name
From Account
Amount
Currency
Narrative
Pay now
Pay later
Pay Periodically / Setup
Standing Instruction
First Execution Date
Last Execution Date
Description
[Mandatory, Pop over]
Select the source account from which payment is to be made.
[Mandatory, Numeric, 15]
Type the transfer amount.
[Mandatory, pop over]
Select the transfer currency for the domestic payment from the pop over.
[Optional, Alphanumeric, 15]
Type the narrative for payment.
Click the Pay now button to process the funds transfer immediately.
The transfer can be done in any of the three modes: Pay now, Pay later or Pay Periodically by Setting up Standing
Instruction.
Click the Pay later button to make the funds transfer on a future date.
Note: Pay later transactions are future dated transactions.
Hence all the Pay later payments will be available under My
Scheduled Payment. Refer My Schedule Payment section for further details.
Click the Pay Periodically button to make the periodic payments by specifying start date and end date.
[Conditional ,Data Picker]
Select the first day of standing instruction execution
[Data Picker, Conditional]
Select the final day of standing instruction execution
122
Domestic Payment
Field Name Description
Frequency
(Payment Execution
Frequency when Pay
Periodically is selected)
Select the standing instruction execution frequency for the funds transfer from the pop over.
The options are:
Daily
Weekly
Fortnightly
Monthly
Bi-Monthly
Quarterly
Half -Yearly
Yearly
6. Below is shown when Pay later button us clicked.
123
Domestic Payment
– Pay Later
Domestic Payment
7. Select any future date and click the
Submit
button. The system displays
Domestic Payment
Verify
screen.
OR
Click the
Close
button to close the screen.
OR
Click the
Back
button to return to the previous screen.
124
Domestic Payment Verify
Domestic Payment
8. Click the
Confirm
button. The system displays
Domestic Payment Confirm
screen.
OR
125
Click the
Close
button to close the screen.
OR
Click the
Change
button to navigate to the previous screen.
Domestic Payment Confirm
Domestic Payment
126
Domestic Payment
9. Click the
Close
button to close the screen
OR
Click the
OK
button. The initial
Domestic Payment
screen is displayed.
OR
Click the
Download PDF
button to download the PDF containing Payment details.
127
International Account Transfer
22. International Account Transfer
Using the
International Transfer
option, you can transfer funds globally, i.e., you can transfer funds to any account in any bank across the globe. Such transfer can be made either by using an existing template or as a new payment transaction. The payment can be processed immediately, or on a specific future date.
To do the International account transfer
1. Log on to the android tablet banking application.
128
International Account Transfer
2. Select
Transfers > International Account Transfer
from the menu as shown in above screen.
The system displays
International Account Transfer
screen.
129
International Account Transfer
International Account Transfer
Field Description
Field Name Description
Transfer To
Existing
Beneficiary
[Optional]
Select
Existing Template
option button to select the existing Payment template for funds transfer
Make New
Payment
[Optional]
Select
Make New Payment
option button to make a new funds transfer entry. The transfer can be done either by using
Existing Payment beneficiary
or
Make New Payment
.
3. Click the
Continue
button. Below is shown for Make New Payment.
130
International Account Transfer
Field Description
Field Name
Beneficiary Name
Destination Account Type
Description
[Mandatory, Alphanumeric, 35]
Enter the beneficiary name.
[Conditional, Pop over]
Select the destination account from the Pop Over list.
The options are as follows:
Enter Account No
Pay Over The Counter
4. Click the
Continue
button. The system displays below screen.
131
International Account Transfer
International Account Transfer
Field Description
Field Name Description
Beneficiary
Address
Beneficiary
City
Beneficiary
Country
Beneficiary
[Conditional, Alphanumeric, 35 x 2]
Beneficiary address will get automatically populated here after the selection of beneficiary name. This field is editable when you select Pay
Over the Counter option from the Destination Account Type Pop Over
[Conditional, Alphanumeric, 35]
Beneficiary city will get automatically populated here after the selection of beneficiary name.
This field is enabled when you select Pay Over the Counter option from the Destination Account Type Pop Over
[Conditional, Pop Over]
Select the country of the beneficiary from the Pop Over list.
This field is enabled when you select Pay Over the Counter option from the Destination Account Type Pop Over
[Conditional, Alphanumeric, 40]
Type the beneficiary email address.
This field is enabled if you select the
Make New Payment
option
132
International Account Transfer
Field Name Description
Transfer
Mode
[Conditional, Pop over]
Select the transfer mode.
5. Below screen is shown when Bank Details is selected as Transfer mode.
133
International Account Transfer
6. Enter the bank details.
7. Click the
Submit
button. The system displays below screen.
134
International Account Transfer
International Account Transfer
Field Description
Field Name Description
135
International Account Transfer
Field Name Description
Source Account
[Mandatory, Pop Over]
Select the source account from the pop over.
Currency
[Mandatory, pop over]
Select the transfer currency for the international transfer from the
Pop Over list.
Amount
Payment Details
[Mandatory, Numeric, 15]
Type the transfer amount.
If a payment template is selected from the
Payment Template
Pop Over list, this field displays the transfer amount of the selected payment template.
[Optional, Alphanumeric, 50]
Enter the payment details.
Correspondence
Charges
Payment Mode
Pay Now
Pay Later
[Mandatory, pop over]
Select the correspondence charges from the pop over list.
[Conditional]
Select the Payment mode.
[Optional]
Select
Pay Now
to process the transaction immediately.
[Optional]
Select
Pay Later
to make the payment on future date.
Other Details
Enter Payment description.
8. Below screen is shown when Pay Later is selected as transfer mode.
136
International Account Transfer
9. Select and date as Future date and click the
Submit
button. The displays
International Account
Transfer
– Verify
screen.
137
International Account Transfer Verify
International Account Transfer
138
International Account Transfer
10. Click the Confirm button to navigate to confirm the payment. The system displays Confirmation screen.
International Account Transfer - Confirm
139
International Account Transfer
11. Click the
OK
button to navigate to the initial International Transfer screen.
OR
Click the
Download PDF
button to download the PDF containing payment details.
140
My Schedule Payment
23. My Schedule Payment
All the future dated transactions/payments can be viewed under My Schedule Payment option.
To view My Scheduled Payments
1. Log on to the android tablet banking application.
141
My Schedule Payment
2. Select
Transfers > My Schedule Transfer
from the menu as shown in above screen. The system displays
My Schedule Payment
screen.
My Schedule Payment
3. Select the source account for which scheduled payments are to be viewed.
4. Select the mode of transfer as Cross Border, within bank or Within country, as shown in below screen.
5. Click the
Submit
button. The system displays below screen.
142
My Schedule Payment
6. Click the select option tab to select the pending transfer to be viewed.
7. Click the
Get Details
button as encircled in above screen. The system displays those pending transfers’ details.
143
My Schedule Payment
My Schedule Payment
8. Click the
Cancel
button if you want to cancel this pending Transfer transaction. The system displays below screen.
144
My Schedule Payment
– Cancel Pending Transfer
My Schedule Payment
9. Click the
Yes
button if you want to confirm the cancellation of this pending transfer. The system displays below confirmation screen for cancellation.
145
My Schedule Payment
– Cancel Pending Transfer - Confirmation
My Schedule Payment
10. Click the
OK
button to navigate to the initial My Schedule Payment screen.
OR
Click the
Download PDF
button to download the PDF containing the pending transfer cancellation details.
146
24. Pay Bill
This menu enables you to pay the Utility Bills for the Registered Billers with the Bank.
To pay the bills
1. Log on to the Android Tablet Banking application.
2. Select
Transfers > Pay Bill
from the menu. The system displays
Pay Bills
screen.
OR
From any Account Details screen, Select the Pay Bill from the options pop over, that comes after clicking icon.
147
Pay Bill
Pay Bills
Field Description
Field Name Description
Select Biller
Bill Number
Bill Generation
Date
Payment Amount
Source Account
[Mandatory, Pop Over]
Select the Name of the Biller Radio button.
[Mandatory, Alphanumeric,15]
Type the Bill number for which payment is to be made
[Mandatory, Alphanumeric, 10]
Type the date on which the Bill payment is due.
[Mandatory, Alphanumeric,15]
Type the amount of payment being done.
[Mandatory, Pop Over]
Select the account number from which payment is to be done.
3. Click
Submit
button. The system displays
Pay Bill Verify
screen.
OR
Click the
Close
button to close the screen.
148
Pay Bill
Pay Bill Verify
4. Click the
Confirm
button. The system displays
Pay Bill Confirm
screen.
OR
Click the
Close
button to close the screen .
OR
Click the
Change
button to navigate to previous screen.
149
Pay Bill
Pay Bill Confirm
5. Click the
Close
button to close the screen.
OR
Click the
Ok
button. The initial
Pay Bill
screen is displayed.
150
Register Biller
25. Register Biller
This menu enables you to register a Biller to Pay the Utility Bills through the Bank.
To register the biller
1. Log on to the Android Tablet Banking application.
2. Select
Transfers > Register Biller
from the menu. The system displays
Biller Information
screen.
151
Register Biller
Biller Information
3. Click
Add Biller
button. The system displays
Register Biller
screen.
OR
Click the
Close
button to close the screen.
152
Register Biller
Register Biller
Field Description
Field Name
Register Biller
Description
Select Customer
Select Biller
[Mandatory, Pop Over]
Select the Customer for which the biller is to be registered.
[Mandatory, Pop Over]
Select the Biller from the list of the billers.
Service Account
Number
[Mandatory, Alphanumeric,15]
Type the Service account number.
Biller Nick Name
[Mandatory, Alphanumeric,15]
Type the Service account number.
4. Click
Submit
button. The system displays
Register Biller Verify
screen.
OR
153
Click the
Back
button to navigate to the previous screen.
OR
Click the
Close
button to close the screen.
Register Biller Verify
Register Biller
5. Click the
Confirm
button. The system displays
Register Biller Confirm
screen.
OR
Click the
Change
button to navigate to the previous screen.
OR
Click the
Close
button to exit from the application.
154
Register Biller Confirm
Register Biller
155
6. Click the
Close
button to close the screen.
OR
Click the
OK
button to navigate to the initial Biller Information screen.
Register Biller
156
Delete Biller
26. Delete Biller
This menu enables you to delete a already registered biller.
To delete the biller
1. Log on to the Android Tablet Banking application.
2. Select
Transfers > Delete Biller
from the menu. The system displays
Delete Biller
screen.
157
Delete Biller
Delete Biller
Field Description
Field Name
Biller Name
Description
[Mandatory, Pop Over]
Select the Biller from the list of the billers.
3. Click
Submit
button. The system displays
Delete Biller Verify
screen.
OR
Click the
Close
button to close the screen.
158
Delete Biller
Delete Biller Verify
Field Description
Field Name
Customer Id
Registered On
Biller
Service Account
Number
Biller Nick Name
Description
[Display]
This field displays the customer Id under which biller has been registered.
[Display]
This field displays the date and time on which the biller was registered as per entity time zone.
[Display]
This field displays the biller that has been registered.
[Display]
This field displays the user’s unique account number with the biller.
[Display]
This field displays the nick name for biller registration which is unique for the Customer.
159
4. Click the
Confirm
button. The system displays
Delete Biller Confirm
screen.
OR
Click the
Change
button to navigate to the previous screen.
OR
Click the
Close
button to close the screen.
Delete Biller Confirm
Delete Biller
160
Delete Biller
5. Click the
Close
button to close the screen.
OR
Click the
OK
button to navigate to the Delete Biller screen.
161
Open Term Deposit
27. Open Term Deposit
This option allows you to open a new term deposit account with the Bank.
1. Navigate through menus,
Accounts > Open Term Deposit
to access Open Term Deposit transaction.
162
Open Term Deposit
Open Term Deposit
2. Click the Open erm Deposit tab. The system displays below Open Term Deposit screen.
163
Open Term Deposit
Open Term Deposit
Field Description
Field Name
Customer Details
Holding Pattern
Joint Customer Id1
Description
[Mandatory, pop over]
Select the appropriate holding pattern.
Default value for the field 'Holding pattern' will be
“Single”.
The option are as follows:
Single: If this option is selected for the single term deposit account holder.
Joint: If this option is selected for the joint account holder.
[Conditional, Alphanumeric, 20]
Type the joint customer id1.
Note: This field is displayed only when holding pattern is selected as Joint.
164
Open Term Deposit
Field Name
Joint Customer Id2
Description
[Conditional, Alphanumeric, 20]
Type the joint customer id2.
Note: This field is displayed only when holding pattern is selected as Joint.
Note: Joint customer ID 2 cannot be same as customer id entered for first account holder.
Deposit Details
Deposit Product
From Account
Deposit Amount
[Mandatory, Pop Over]
Select the deposit product for which term deposit is to be opened.
[Mandatory, Pop Over]
Select the source account for the deposit from the pop over. Amount required to be deposited in the newly opened term deposit will be fetched from this account.
[Mandatory, Numeric, 15]
Type the amount to be deposited.
3. Click the
Continue
button. The system asks for Maturity date as shown in below screen.
165
Open Term Deposit
Field Description
Field Name
Payout Details
Maturity Date
Maturity Instructions
Description
[Mandatory, Pick List ]
Select the maturity date of the term deposit from the pick list.
Note: Maturity date cannot be less than or equal to the current business date. Maturity date cannot be less than the minimum period as specified by the bank for the selected product.
[Mandatory, Pop Over]
Select the maturity instruction for the deposit from the Pop
Over list.
By default, Maturity instruction value will be shown as
Close On Maturity.
The options for Conventional Deposit Products are as follows:
Close on Maturity (No Rollover)
Renew Principal and Interest
Renew principal and Payout the Interest
Renew Special Amount and Pay Out the remaining amount.
The options for Islamic Deposit Products are as follows
Close on Maturity (No Rollover)
Renew Principal and Profit
Renew principal and Payout the Profit
Renew Special Amount and Pay Out the remaining amount.
166
Open Term Deposit
Field Name
Transfer To (Account transfer options)
Account
Network Type
Beneficiary Name
Description
[Conditional, Pop Over]
Select the account to which the principal and interest are to be transferred from the Pop Over list.
By default, Transfer To value will be shown as Transfer through Domestic Clearing Network.
The options are as follows:
Transfer to users mapped accounts
Transfer to internal bank account
Transfer through domestic clearing network
This field is not displayed if the
Renew Principal and
Interest
option is selected from
the Maturity Instruction
Pop Over list for Conventional Products and if the
Renew
Principal and Profit
option is selected from
the Maturity
Instruction
Pop Over list for Islamic Product
[Conditional, Alphanumeric, 20]
Type the account number to which the interest and principal will be transferred.
This field is enabled if the following options are selected from the
Account Transfer options
Pop Over list.
Transfer to internal Bank account
Transfer through domestic clearing network
[Conditional, Pop Over]
Select the account to which the interest is to be transferred from the Pop Over list.
This field is a pop over list, if the
Transfer to users mapped accounts
options is selected from the Account
Transfer options pop over.
[Conditional, Pop Over]
Select the type of the network from the Pop Over list.
This field is enabled if the
Transfer through domestic clearing network
options is selected from the
Account
Transfer options
Pop Over list.
[Mandatory, Alphanumeric, 35]
Enter the beneficiary name.
This field is enabled if the
Transfer through domestic clearing network
options is selected from the
Account
Transfer options
Pop Over list.
Note: Beneficiary name can be Alphanumeric with Special
Characters - ? : ( ) . , ' + Space.
167
Open Term Deposit
Field Name
Bank Code
Bank Name
Bank Address
City
Rollover Amount
Description
[Conditional, Pop Over]
Select the bank code from the pick list.
This field is enabled if the
Transfer through domestic clearing network
options is selected from the
Account
Transfer options
Pop Over list.
[Display]
This field displays the bank name in the clearing network.
If you select Bank Code then this field will get populated automatically. This field will be displayed in Verification
Screen.
[Display]
This field displays the address of the bank.
If you select Bank Code then this field will get populated automatically. This field will be displayed in Verification
Screen.
[Display]
This field displays the city in which the bank belongs.
If you select Bank Code then this field will get populated automatically. This field will be displayed in Verification
Screen.
[Conditional, Numeric, 15]
Type the amount which will be renewed at maturity.
This field is enabled if the
Renew Special Amount
option is selected in the
Maturity Instruction
field. User Can input the rollover Amount less than Maturity Amount.
4. Click the Continue button. The system displays below screen.
168
Open Term Deposit
Open Term deposit
Field Description
Field Name
Account
Network Type
Description
[Mandatory, Pop over]
Select the account from the pop over. This account will be used as a source/funding account for opening a term deposit.
[Mandatory, Pop Over]
Select the network type from the pop over.
5. Click the
Continue
button. The system displays
Open Term Deposit
screen.
169
Open Term Deposit
Field Description
Field Name
Bank Code
Beneficiary Name
Description
[Mandatory, Pop over]
Select the bank code from the pop over.
[Mandatory, Alphanumeric, 35]
Type the beneficiary name. Allowed alphanumeric with
Special Characters - ? : ( ) . , ' + Space
6. Click the
Submit
button. The system displays
Open Term Deposit
–
Verify
screen.
170
Open Term Deposit
– Verify
Open Term Deposit
7. Click the
Confirm
button. The system displays the
Open Term Deposit Confirmation
screen.
OR
Click the
Back
button to change the details.
171
Open Term Deposit - Confirm
Open Term Deposit
8. Click the
OK
button. The system navigates to initial Open Term Deposit screen.
OR
172
Open Term Deposit
Click the
Print this page
button to print the current confirmation page.
OR
Click the
Download
button to download the PDF containing newly opened term deposit details.
173
28. Deposit Redemption
Redeem Term Deposit option allows you to Redeem your term Deposit details either partially or fully through Android Tablet Application Based Banking.
To redeem the term deposit
1. Log on to the Android Tablet Banking application.
2. Select
Accounts > Deposit Redemption
from the menu. The system displays
Deposit
Redemption
screen.
174
Deposit Redemption
Deposit Redemption
Field Description
Field Name Description
Select Deposit
[Mandatory, Pop Over]
Select the deposit for redemption.
3. Click
Submit
button. The system displays
Deposit Redemption
screen.
OR
Click the
Close
button to exit from the application.
175
Deposit Redemption
Deposit Redemption
176
Deposit Redemption
Field Description
Field Name
Deposit Details
Description
Deposit Account
Deposit Product
Deposit Amount
Maturity Date
Interest Rate
Redemption
[Display]
This field displays the deposit account.
[Display]
This field displays the deposit product.
[Display]
This field displays the deposit amount.
[Display]
This field displays the maturity date of the deposit.
[Display]
This field displays the interest rate.
Redemption Type
[Mandatory, Pop Over]
Select the redemption type. The options are:
Partial Redemption
Full Redemption
Amount
Transfer To
[Conditional, Numeric, 15]
This field displays the Amount to be redeem.
[Mandatory, Pop Over]
Select the destination account from the pop over where the amount after redemption will be transferred.
4. Click
Redeem
. The system displays
Deposit Redemption Verify
screen.
OR
Click the
Back
button to navigate to the previous screen.
OR
Click the
Close
button to close the screen.
177
Deposit Redemption Verify
Deposit Redemption
5. Click the
Confirm
button. The system displays
Deposit Redemption Confirm
screen.
OR
Click the
Change
button to navigate to the previous screen.
OR
Click the
Close
button to close the screen.
178
Deposit Redemption Confirm
Deposit Redemption
6. Click the
Close
button to close the screen.
OR
Click the
OK
button to return to the Deposit redemption initial screen.
179
Deposit Details
29. Deposit Details
Term Deposit Details displays the list of all Term Deposit accounts with details, under a ll the customer id’s linked to your user id.
To view the TD Details
1. Log on to the Android Tablet Banking application.
2. Select
Account Relationship > Term Deposits
from the dashboard/Landing screen of Android
Tablet. as shown below:
180
Deposit Details
Term Deposit
3. As you select Term Deposit accounts from
Account Relationship
, list of all Term Deposit accounts will be displayed in right hand side panel of the dashboard screen.
4. Select Term Deposit account from
List Of Accounts.
The system will display
Deposit Details
of selected account.
181
Deposit Details
Deposit Details
Field Description
Field Name
Account Details
Description
Customer Id
Deposit Account
Product Name
Current Balance
[Display]
This field displays the Customer Id of the Customer.
[Display]
This field displays the Term deposit account number registered for
Mobile banking under the customer ID
[Display]
This field displays the Product name of the term deposit product.
[Display]
This field displays the Balance in the Term deposit account.
Deposit Details
182
Deposit Details
Field Name Description
Deposit Date
Maturity Date
Interest Rate
Maturity Instructions
[Display]
This field displays the date of deposit in the Term deposit.
[Display]
This field displays the Maturity date of the Term deposit.
[Display]
This field displays the interest rate of the Term deposit.
This field is applicable only for the conventional term deposit.
Rollover
Instructions
Payout Details
Payout Type
Percentage
[Display]
This field displays the rollover instruction.
[Display]
This field displays the payout type.
[Display]
This field displays the percentage for payout.
5. Click button.You will able to view more transaction options like Adhoc Statement Request and Reedem Term Deposit, for selected Term Deposit account.
6. Click the
Close
button to close the screen.
183
Transaction Activities
30. Transaction Activities
Using this option, you can get transaction activities details. You can view all the activities done for particular transaction and its status, transaction initiation details
To view the transaction activity details
1. Log on to the Android Tablet Banking application.
2. Select Transaction Activities > Transaction activities from menu. The system displays the View transaction screen.
184
View Transactions
Transaction Activities
Field Description
Field Name Description
Description
Count
Status
[Display]
Displays the name of the transaction.
[Display]
Displays the number of transaction activities done for particular transaction.
[Display]
Displays the status of transaction.
3. Click on any transaction to be viewed in
View Transaction
screen. The system displays list of transactions activities.
185
View Transactions- Transaction List
Transaction Activities
Field Description
Field Name Description
Reference No.
[Display]
Displays the reference number generated when the transaction was initiated.
Created By
[Display]
Displays the name of the user by whom transaction was initiated.
Status Description
[Display]
Displays the status of transaction.
4. Click on any transaction to view further details of that transaction. The system displays Service
Details screen.
186
Transaction Activities
Service Details
Field Description
Field Name
Transaction
E-Banking
Reference No.
Status
Created By
Created On
Updated By
Description
[Display]
Displays the name of the transaction.
[Display]
Displays the reference number generated when the transaction was initiated.
[Display]
Displays the status of transaction.
[Display]
Displays the name of the user by whom transaction has been done.
[Display]
Displays the date on which the transaction was initiated
[Display]
Displays the user id of the user who last updated the status of the transaction
187
Transaction Activities
Field Name Description
Updated On
Host Reference
Number
[Display]
Displays the date on which the transaction status was last updated
Display]
Displays the reference number generated by host
5. Click the
Back
button to navigate to the previous screen.
188
Transactions to Authorize
31. Transactions to Authorize
Transaction to authorize displays all the transactions with their status as Pending, Semi Authorized or
Initiated for the user.
To view the transactions for authorization
1. Log on to the Android Tablet Banking application.
2. Select Transaction Activities > Authorization from the menu. The system displays Authorization screen
189
Authorization
Transactions to Authorize
Field Description
Field Name
Description
Count
Status
Description
[Display]
This field displays the name of the transaction
[Display]
Displays the number of transaction activities done for particular transaction.
[Display]
Displays the status of transaction.
3. Click any of the transaction to be authorized as shown in above screen. The system will display detailed transaction as shown in below screen.
190
Authorization
Transactions to Authorize
Field Description
Field Name Description
Reference No.
[Display]
Displays the reference number generated when the transaction was initiated.
Status Description
[Display]
Displays the status of transaction.
Created By
[Display]
Displays the name of the user by whom transaction has been done.
4. Click the transaction. The system will show pop up as shown in above screen.
5. Click the
Authorization
option to authorize the transaction. The system will display
Pending
Transactions
– Verify
screen.
OR
Click the Reject/Send to Modify to reject the transaction or to be sent for modification respectively.
6.
191
Pending Transactions - Verify
Transactions to Authorize
Field Description
Field Name Description
Authorization
Action
Transaction
E banking
Reference Number
[Optional, Alphanumeric] reference number of the transaction
Status
[Display]
Displays the action taken by the authorizer.
[Display]
This field displays the name of the transaction
Created By
[Optional, Pop Over]
Select the status of the transaction to be searched.
[Display]
Displays the user id of the user who created the transaction.
Created On
[Display]
This field displays the date on which the transaction was initiated
192
Transactions to Authorize
Field Name Description
Updated On
Updated By
[Display]
This field displays the date on which the transaction status was last updated
[Display]
This field displays the user id of the user who last updated the status of the transaction
7. Click
Confirm
button to authorize pending transactions. The system displays
Pending
Authorization
details Screen.
Pending Transactions - Confirm
8. Click
Close
button to close the screen.
193
Change Password
32. Change Password
The Change password allows you to change the password for a Mobile User.
To change the password
1. Log on to the android tablet banking application.
2. Select
Services > Change Password
from the menu. The system displays
Change Password
screen.
194
Change Password
Change Password
Field Description
Field Name Description
User Id
Password Type
[Display]
This field displays the User Id of the user.
[Mandatory, Pop Over]
Select the password type radio button from the two types of password types available.
The options available are
Login Password
Transaction password
3. Click
Submit
button. The system displays
Change Password
screen.
OR
Click the
Close
button to close the screen.
195
Change Password
Change Password
Field Description
Field Name Description
User Id
Password Type
[Display]
This field displays the User Id of the user.
[Display]
This field displays the password type selected.
Existing password
[Mandatory, Alphanumeric,20]
Type the Existing password of the user.
New Password
Confirm New password
[Mandatory, Alphanumeric,20]
Type the New password for the user.
[Mandatory, Alphanumeric,20]
Type the new password again to confirm for the user.
4. Click
Change
button. The syste
m disp
l
ays Verify Change Password
screen.
OR
Click the
Close
button to close the screen.
OR
Click the
Back
button to return to the previous screen.
Note: New password has to be as per the Password Policy displayed below the text fields.
196
Verify Change Password
Change Password
5. Click
Yes
button. The system displays
Confirm Change Password
screen.
OR
Click the
Close
button to close the screen.
OR
Click the
Back
button to return to the previous screen.
197
Confirm Change Password
Change Password
6. Click the
Close
button to close the screen.
OR
Click the
OK
button. The initial
Change Password
screen is displayed.
198
Change Password
Note: If the user has been provided access to multiple channels under the main group through channel grouping then the changed/new password will be applied to all the channels of the group. The system will display di sclaimer as “The new password will be applicable for channels of group also”.
199
Credit Card Details
33. Credit Card Details
This menu enables you to view the details of the Credit Card.
To view the credit card details
1. Log on to the Android Tablet Banking application.
2. Select
Account Relationship > Credit Card
from the dashboard/Landing screen of Android
Tablet. as shown below:
200
Credit Card Details
Credit Card
3. As you select
Credit Card
accounts from
Account Relationship
, list of all credit card accounts will be displayed in right hand side panel of the dashboard screen.
4. Select credit card account from
List Of Accounts.
The system will display Credit Card Details of selected account.
201
Credit Card Details
Credit Card Details
Field Description
Field Name
Card Number
Product Name
Expiry Date
Reward Points
Available
Total Credit Limit
Available Credit
Limit
Description
[Display]
This field displays the credit card number for which the details are displayed.
[Display]
This field displays the product name.
[Display]
This field displays the expiry date.
[Display]
This field displays the reward points available.
[Display]
This field displays the total credit limit.
[Display]
This field displays the credit limit available to you.
202
Credit Card Details
Field Name Description
Total Cash Limit
Available Cash limit
Total Unbilled
Amount
[Display]
This field displays the available cash limit.
[Display]
This field displays the total unbilled amount.
Last Payment Date
[Display]
This field displays the last payment date.
Last Payment
Amount
[Display]
This field displays the total cash limit.
[Display]
This field displays the last payment amount.
Payment Due Details
Statement Date
Total Billed
Amount
[Display]
This field displays the statement date.
[Display]
This field displays the total billed amount.
Payment Due Date
[Display]
This field displays the last payment due date.
Minimum Amount
Due
[Display]
This field displays the minimum amount due.
.
5. Click the
Close
button to close the screen
Credit Card Details Screen also contains Credit Card Statements. Credit Card Statement is explained in
Credit Card Statement section.
203
Credit Card Statement
34. Credit Card Statement
This menu enables you to View the Statement of the Credit Card.
To view the credit card statement
1. Log on to the Android Tablet Banking application.
2. Select
Account Relationship > Credit Card
from the dashboard/Landing screen of Android
Tablet. as shown below:
204
Credit Card Statement
Credit Card
3. As you select
Credit Card
accounts from
Account Relationship
, list of all credit card accounts will be displayed in right hand side panel of the dashboard screen.
4. Select credit card account from
List Of Accounts.
The system will display Credit Card Statement of the selected credit card in the lower half part of the screen as shown below.
205
Credit Card Statement
Credit Card Statement
Field Description
Field Name Description
Date
[Display]
This field displays the transaction date.
Reference Number
[Display]
This field displays the reference number.
Description
[Display]
This field displays the description of the credit card.
Amount
[Display]
This field displays the credit amount.
5. Click the
Close
button to exit from the application.
206
Credit Card Payment
35. Credit Card Payment
This menu enables you to pay out the credit card balances.
To do the credit card payment
1. Log on to the android tablet banking application.
207
Credit Card Payment
2. Select
Accounts
>
Credit Card Payment
from the menu as shown in above screen. The system displays
Credit Card Payment
screen.
Credit Card Payment
Field Description
Field Name
Select Card
Credit Card
Number
Description
[Mandatory, Pop Over]
Select the option as Select Card OR New Card.
[Mandatory, Pop Over]
Select the credit card number from the pop over, for which payment is to be made.
3. Click the
Continue
button. The system displays below screen for
Step2 - Credit Card Payment
.
208
Credit Card Payment
– Step2
Credit Card Payment
209
Credit Card Payment
Field Description
Field Name Description
From Account
Credit Card
Number
[Mandatory, Pop Over]
Select the from account from the pop over. This account will be used as source account for credit card payment.
[Display]
This field displays the selected credit card number for which payment is to be made.
Payment
Instruction
[Mandatory, Pop Over]
Select payment instruction as Transfer full due amount OR minimum due amount OR Amount and enter any specific amount for payment.
Payment Due Date
[Display]
This field displays the payment due date.
4. Click the
Submit
button. The system display
Credit Card Payment
– Verify
screen.
210
Credit Card Payment
– Verify
Credit Card Payment
5. Click the
Confirm
button. The system displays
Credit Card Payment
– Confirm
screen.
211
Credit Card Payment
– Confirm
Credit Card Payment
6. Click the
OK
button to navigate to the initial Credit Card Payment screen.
OR
Click the
Download PDF
button to download the PDF containing credit card payment details.
212
OR
Click the Print this page button to print the current page.
Credit Card Payment
213
36. Force Change Password
This option forces you to mandatorily change your password. Force Change Password screen comes in following scenarios.
If you are login for the first time.
If you have reset your password.
If your password has expired.
To perform the forced change password
1. Log on to the android tablet banking application in the case of above scenarios. The system forces to change the password by displaying
Change Login Password
screen.
214
Change Login Password
Force Change Password
2. Click the Close button on the pop up. The system displays screen for new password details.
215
Force Change Password
Field Description
Field Name Description
User ID
Existing Password
[Mandatory]
Type your existing password.
New Password
[Display]
This field displays your user id.
[Mandatory]
Type the new password.
Note: This new password should be as per Password Policy (displayed below the text fields in the above screen) set by the bank.
Confirm New
Password
[Mandatory]
Retype the new password for confirmation.
3. Click the
Change
button. The system displays the Confirmation message for
Login password change
as shown in below screen.
216
Change Login Password
– Confirm
Force Change Password
4. Click the
OK
button. The system logs off the current session. You have to login again with the new password.
217
Force Change Password
5. Login again into the application. The system asks for transaction password change, as shown in below screen.
Change Password
– Transaction Password Change
6. Click the Close button on the pop up. The system displays screen for new password details.
218
Force Change Password
Field Description
Field Name Description
User ID
Existing Password
[Mandatory]
Type your existing password.
New Password
[Display]
This field displays your user id.
[Mandatory]
Type the new password.
Note: This new password should be as per Password Policy (displayed below the text fields in the above screen) set by the bank.
Confirm New
Password
[Mandatory]
Retype the new password for confirmation.
7. Click the
Change
button. The system displays the Confirmation message for
Transaction
Password change
as shown in below screen.
Change Transaction Password
– Confirm
219
Force Change Password
8. Click the
OK
button. The system logs off the current session. You have to login again with the new password.
Note: If the user has been provided access to multiple channels under the main group through channel grouping then the changed/new password will be applied to all the channels of the group. The system will display disclaimer as “The new password will be applicable for channels of group also”.
220
37. Contract Deposits
This option allows you to view the contract term deposit details.
To view the contract Deposit details
1. Log on to the Android Tablet Banking application.
2. Select
Account Relationship > Contract TD
from the dashboard/Landing screen of Android
Tablet. as shown below:
221
Contract Deposits
Contract Deposits
3. As you select
Contract TD
accounts from
Account Relationship
, list of all Contract Term
Deposit accounts will be displayed in right hand side panel of the dashboard screen.
4. Select Contract Term Deposit account from List of Accounts. The system will display Contract
Deposit Details of selected account.
222
Contract Deposits
Contract Deposits
Field Description
Field Name
Customer Id
Contract Deposit
Product Name
Current Balance
Description
[Display]
This field displays the user id.
[Display]
This field displays the contract deposit number.
[Display]
This field displays the product name.
[Display]
This field displays the balance of the term deposit.
Deposit Details
Deposit Date
Maturity Date
[Display]
This field displays the deposit date.
[Display]
This field displays the date on which deposit matures.
223
Contract Deposits
Field Name Description
Interest Rate
Interest Accrued
Till Date
[Display]
This field displays the interest rate on the term deposit.
Interest Instructions and Maturity Instructions are also displayed below this field.
[Display]
This field displays the accrued interest till date.
Interest Instructions and Maturity Instructions are also displayed below this field.
Interest
Instructions
Instructions
Maturity Instructions
[Display]
This field displays the interest instructions.
Rollover
Instructions
Rollover Amount
[Display]
This field displays the roll over instructions.
[Display]
This field displays the rollover amount.
5. Click the
Close
button to exit from the application.
224
Buy Funds
38. Buy Funds
This option allows you to buy the mutual funds.
The fund is open for purchase if:
The fund is in the Initial Public Offering (IPO) stage
The fund is allowed for subscriptions in the given period.
This information is available as part of fund rules definition.
An investor can select for subscription of a fund.
One Time Single Fund Purchase
To buy mutual fund
1. Log on to the Android Tablet Banking application.
2. Select
Mutual Funds > Buy Funds
from the menu. The system displays
Buy Funds
screen.
225
Buy Funds
Buy Funds
Field Description
Field Name Description
Unit Holder
Fund AMC
[Mandatory, Pop Over]
Select the unit holder.
[Mandatory, Pop Over]
Select the Fund AMC for buying the funds.
3. Click the
Submit
button. The system displays
Buy Funds
screen.
OR
Click the
Close
button to close the screen.
226
Buy Funds
Buy Funds
Field Description
Field Name Description
Fund Name
[Mandatory, Pop Over]
Select the fund name.
4. Click the
Fund Details
button. The system displays
Buy Funds
screen.
OR
Click the
Back
button to navigate to the previous screen.
OR
Click the
Close
button to close the screen.
227
Buy Funds
Buy Funds
Field Description
Field Name
Investment Type
Amount or Unit
Dividend Re-
Investment
Description
[Mandatory, Pop Over]
Select the invest type. The options are:
Amount
Units
[Mandatory, Numeric, 15]
Enter the amount or number of units as per the selected investment type.
[Mandatory, Pop Over]
Select the dividend re-investment options. The options are:
Yes
No
Fund Information
Unit Holder
[Display]
This field displays the unit holder id.
228
Buy Funds
Field Name Description
Fund AMC
[Display]
This field displays the fund AMC.
Fund Name
[Display]
This field displays the fund name.
Minimum Amount
[Display]
This field displays the minimum amount required to buy the funds.
Minimum Units
[Display]
This field displays the minimum units of which funds can be purchased.
5. Click the
Place Order
button. The system displays
Buy Funds
– Verify
screen.
OR
Click the
Back
button to navigate to the previous screen.
OR
Click the
Close
button to close the screen.
Buy Funds
– Verify
6. Click the
Confirm
button. The system displays
Buy Funds - Confirm
screen.
OR
Click the
Close
button to close the screen.
OR
Click the
Change
button to navigate to the previous screen.
229
Buy Funds
Buy Funds
– Confirm
7. Click the
Close
button to close the screen.
OR
Click the
OK
button to navigate to the Buy Funds screen.
230
Redeem Funds
39. Redeem Funds
This option allows you to redeem mutual fund holdings. You may select to redeem full/part of the investment made in mutual fund by this option. The fund should be open for redemption.
A fund is open for redemption if:
The fund is allowed for redemption in the given period. This information is available as part of fund prospectus.
The fund is not in book closure.
The redemption process comprises of the following stages:
Indicating the fund unit holder and the fund to be redeemed.
Specifying redemption details including product, redemption type, transaction currency and payout mode.
Verifying the details where user can confirm the information specified.
To redeem mutual fund
1. Log on to the Android Tablet Banking application.
2. Select
Mutual Funds > Redeem Funds
from the menu. The system displays
Redeem
Funds
screen.
231
Redeem Funds
Redeem Funds
Field Description
Field Name Description
Unit Holder
[Mandatory, Pop Over ]
Select the Unit holder from the unit holders available.
3. Click the
View Holdings
button. The system displays
Redeem Funds
screen.
OR
Click the
Home
button to navigate to the menu screen.
OR
Click the
Close
button to exit from the application.
232
Redeem Funds
Redeem Funds
Field Description
Field Name Description
Fund Name
[Mandatory, Pop Over ]
Select the fund name from the funds available for the unit holder.
4. Click the
Place order
button. The system displays
Redeem Funds
screen.
OR
Click the
Back
button to navigate to the previous screen.
OR
Click the
Home
button to navigate to the menu screen.
OR
Click the
Close
button to exit from the application.
233
Redeem Funds
Redeem Funds
Field Description
Field Name
Unit Holder
Fund Name
Units Held
Amount
Place Order
Redeem type
Description
[Display]
This field displays the unit holder of the fund.
[Display]
This field displays the fund name selected.
[Display]
This field displays the units held.
[Display]
This field displays the fund name selected.
[Mandatory, Pop Over ]
Select the type of redemption to be done. Options are:
Amount
Units
234
Redeem Funds
Field Name Description
Amount or Units
[Mandatory, Numeric, 15]
Type the amount or units as per the selection criteria.
5. Click the
Place Order button
. The system displays
Redeem Funds - Verify
screen.
OR
Click the
Back
button to navigate to the previous screen.
OR
Click the
Home
button to navigate to the menu screen.
OR
Click the
Close
button to exit from the application.
Redeem Funds
– Verify
6. Click the
Confirm
button. The system displays
Redeem Funds - Confirm
screen.
OR
Click the
Back
button to navigate to the previous screen.
OR
Click the
Close
button to exit from the application.
OR
Click the
Home
button to navigate to the menu screen.
OR
Click the
Menu
button to return to the sub menu screen.
235
Redeem Funds
– Confirm
Redeem Funds
7. Click the
Home
button to get back to the
Menu
screen.
OR
Click the
Close
button to exit from the application.
OR
Click the
View Messages
button to view the messages.
OR
Click the
OK
button to navigate to the Redeem Funds screen.
OR
Click the
Menu
button to return to the sub menu screen.
236
Portfolio
40. Portfolio
This option allows you to view the details of all the mutual fund holdings.
To view the portfolio
1. Log on to the Android Tablet Banking application.
2. Select
Mutual Funds > Portfolio
from the menu. The system displays
Portfolio
screen.
237
Portfolio
Portfolio
Filed Description
Field Name Description
Unit Holder
[Mandatory, Pop Over]
Select the unit holder from the list of unit holders available.
3. Click
View Holdings
button. The system displays
Portfolio Details
screen.
OR
Click the
Home
button to navigate to the menu screen.
OR
Click the
Close
button to exit from the application.
238
Portfolio
Portfolio Details
Filed Description
Field Name
Portfolio Details
Description
Unit Holder
Holding Fund Details
[Display]
This field displays the name of the unit’s holder.
Fund Name
Fund Type
Fund Currency
Units Held
[Display]
This field displays the fund name.
[Display]
This field displays the fund type.
[Display]
This field displays the fund currency.
[Display]
This field displays the number of units held.
239
Field Name Description
Amount in Fund
Currency
[Display]
This field displays the amount in fund currency.
4. Click the
Home
button to get back to the
Menu
screen.
OR
Click the
Back
button to navigate to the previous screen.
OR
Click the
Close
button to exit from the application.
Portfolio
240
Switch Funds
41. Switch Funds
This option allows you to switch investment in one mutual fund to another type of mutual fund using mobile banking. You can switch only a part or the entire investment made in the selected fund.
A fund is open for switch if
Fund is allowed for switch in the given period. Current date is between switch start date and switch close date. This information is available as part of Fund Rule definition.
Fund is not in book closure.
To switch mutual fund
1. Log on to the Android Tablet Banking application.
2. Select
Mutual Funds > Switch Funds
from the menu. The system displays
Switch
Funds
screen.
241
Switch Funds
Switch Funds
Filed Description
Field Name Description
Unit Holder
[Mandatory, Pop Over]
Select the unit holder from the list of unit holders available.
3. Click the
View Holdings
button. The system displays
Switch Funds
screen.
OR
Click the
Home
button to navigate to the menu screen.
OR
Click the
Close
button to Close the screen.
242
Switch Funds
Switch Funds
Filed Description
Field Name Description
Unit Holder
Fund Name
[Display]
This field displays the selected unit holder.
[Mandatory, Pop Over]
Select the fund name from the list.
4. Click the
Place Order
button. The system displays
Switch Funds
screen.
OR
Click
Back
button to navigate to the previous screen.
OR
Click the
Home
button to navigate to the menu screen.
OR
Click the
Close
button to Close the screen.
243
Switch Funds
Switch Funds
Filed Description
Field Name
Switch Type
Amount Or Units
Fund Name
Description
[Mandatory, Pop Over]
Select the Switch type. Options are:
Switch Amount
Switch Units
[Mandatory, Numeric, 15]
Type the amount or units to be switched.
[Mandatory, Pop Over]
Select the fund name from the list.
244
Switch Funds
5. Click the
Place Order
button. The system displays
Switch Funds - Verify
screen.
OR
Click
Back
button to navigate to the previous screen.
OR
Click the
Home
button to navigate to the menu screen.
OR
Click the
Close
button to close the screen.
Switch Funds
– Verify
6. Click
Confirm
button. The system displays
Switch Funds - Confirm
screen.
OR
Click
Change
button to navigate to the previous screen.
OR
Click the
Close
button to close the screen.
OR
Click the
Home
button to navigate to the menu screen.
245
Switch Funds
– Confirm
Switch Funds
7. Click the
Home
button to get back to the
Menu
screen.
OR
Click the
Close
button to close the screen.
OR
Click the
View Messages
button to view the messages.
OR
Click the
Ok
button. The initial
Switch Funds
screen is displayed.
OR
Click the
Menu
button to return to the sub menu screen
246
Order Status
42. Order Status
You may place several purchase orders across various AMCs. An order goes through various stages of transfer i.e. placement, processing, allotment, authorization etc. This option displays the status details of the placed order.
To view the order status
1. Log on to the Android Tablet Banking application.
2. Select
Mutual Funds > Order Status
from the menu. The system displays
Order Status
screen.
247
Order Status
Order Status
Filed Description
Field Name Description
Unit Holder
Transaction Ref.
No.
Status
[Mandatory, Pop Over]
Select the unit holder from the list.
[Mandatory, Alphanumeric, 16]
Type the transaction reference number for which order status is to be viewed.
[Mandatory, Pop Over]
Select the status. Options are:
Allotted
Completed
Processed
Unprocessed
Authorized
Unauthorized
3. Click
Submit
button. The system displays order status details in the
Order Status
screen.
248
OR
Click the
Close
button to close the screen.
Order Status
Order Status
Filed Description
Field Name
Requested
Received On
Transaction Details
Description
[Display]
This field displays the date and time of the request received.
Unit Holder
Fund Id
[Display]
This field displays the name of the unit holder.
[Display]
This field displays the fund id.
Transaction Mode
[Display]
This field displays the transaction mode.
Transaction Type
[Display]
This field displays the transaction type.
249
Field Name
Transaction
Amount
Payment Details
Description
[Display]
This field displays the transaction amount.
Payment Type
Payment Mode
Transfer Branch
Transfer Account
Payment Amount
Drawee Bank
[Display]
This field displays the payment type.
[Display]
This field displays the payment mode.
[Display]
This field displays the bank branch.
[Display]
This field displays the account number used for transfer.
[Display]
This field displays the amount of payment.
[Display]
This field displays the drawee bank.
4. Click the
Back
button to navigate to the previous screen.
OR
Click the
Close
button to close the screen.
Order Status
250
Transaction Password Behavior
43. Transaction Password Behavior
Transaction password is added security measure in mobile banking required for safer execution of any transaction. When transaction password is configured for any transaction, then while accessing that transaction, after selecting Confirm option on the verification screen, the system asks for transaction password.
Following two kind of the transaction password can be configured for Mobile Banking as per requirement:
Random Transaction Password
Transaction password
To perform the transaction for which transaction password is configured
1. Log on to the Android Tablet Banking application.
2. Access any transaction for which transaction password is configured. (Below shown is for Pay
Bills transaction).
3. Select
Transfers > Pay Bill
from the menu. The system displays
Pay Bills
screen.
251
Pay Bills
Transaction Password Behavior
Field Description
Field Name Description
Select Biller
Bill Number
Bill Generation
Date
Payment Amount
Source Account
[Mandatory, Pop Over]
Select the Name of the Biller Radio button.
[Mandatory, Alphanumeric,15]
Type the Bill number for which payment is to be made
[Mandatory, Alphanumeric, 10]
Type the date on which the Bill payment is due.
[Mandatory, Alphanumeric,15]
Type the amount of payment being done.
[Mandatory, Pop Over]
Select the account number from which payment is to be done.
4. Click
Submit
button. The system displays
Pay Bill Verify
screen.
OR
Click the
Close
button to close the screen.
252
Pay Bill Verify
Transaction Password Behavior
5. Click the
Confirm
button. The system displays
Transaction Initiation Authorization
screen for the transaction password to be entered.
OR
Click the
Close
button to close the screen.
OR
Click the
Change
button to navigate to previous screen.
253
Transaction Initiation Authorization
Transaction Password Behavior
6. Enter the Transaction Pin provided.
7. Click the
Submit
button. The system displays
Pay Bills Confirm
screen.
OR
Click the
Close
button to close the
Transaction Initiation Authorization
pop up screen
.
254
Pay Bill Confirm
Transaction Password Behavior
8. Click the
Close
button to close the screen.
OR
Click the
Ok
button. The initial
Pay Bill
screen is displayed.
255
ATM Branch Locator
44. ATM Branch Locator
This transaction allows you to view the address and the location of ATM/ branch location.
To view the location and address of the ATM and branch
1. Log on to the Android Tablet Banking application.
2. Select Services >ATM Branch Locator from the menu. The system displays ATM Branch Locator map.
256
Branch/ATM Locator Map
ATM Branch Locator
3. Click the
Street View / Satellite
View to view the map in respective type.
4. Click on any bank/ATM address tab as highlighted to view detailed address.
5. Click the
Close
button to close the Map screen.
257
Offers
45. Offers
Location Based Offers:
Business user will be able to receive the offers from the bank based on their physical location. Business user while on move will be able to get the offers available in the specific geo location.
The system will be able to identify the user’s geo location using the GPS option available in the Android
Tablet. Location will be maintained in terms of latitude and longitude. Based on the location identified, the offers available in the area will be identified and displayed to the user.
The offers received can have hyperlinks to display more data. On clicking on an offer that has more details, a separate screen external to the user’s login window / application will be opened to display the details.
To access the Offers options
1. Select Offers And Coupos option from the initial Login screen as shown below.
258
Offers
Offers
2. After clicking
Offers And Coupons
, system displays available offers as shown in below screen.
259
Offers
Offers
3. Click any of the offers to view offer details.
You can view personalized or Targeted offers on lower panel of dashboard/main screen that comes after login.
260
Live Help
46. Live Help
Using this option, you can request for a call by the Oracle ATG agents for online assistance.
This feature provides the options to the business users for interactions with bank officials / call centre executives.
You can only interact through call.
1. Below is shown for Deposit Redemption transaction. This option will be available for various transactions.
261
Deposit Redemption
– Live Help
Live Help
2. Click the button/icon as encircled in above screen. It will open a new screen showing the option to call, as shown in below screen.
262
Live Help
Live Help
3. You can interact with an agent on call, by clicking Call Me option as encircled in above screen. It will direct a call to an Agent, which then will direct the agent to call you.
4. Below screen is shown, when Call Me option is clicked.
263
Live Help
Live Help
5.
6. Select the Country.
7. Enter your number.
8. Select Call me option from the drop down as shown below.
264
Live Help
9. Click the Talk By Phone button. You will receive a call.
265
Live Help
Oracle FLEXCUBE Direct Banking
User Manual Android Tablet Application Based Banking
January 2013
Version Number: 12.0.1.0.0
Oracle Financial Services Software Limited
Oracle Park
Off Western Express Highway
Goregaon (East)
Mumbai, Maharashtra 400 063
India
Worldwide Inquiries:
Phone: +91 22 6718 3000
Fax:+91 22 6718 3001 www.oracle.com/financialservices/
Copyright © 2008, 2012, Oracle and/or its affiliates. All rights reserved.
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.
U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are
“commercial computer software” pursuant to the applicable Federal Acquisition Regulation and agencyspecific 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 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
266
Live Help 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 responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.
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Key features
Account Management
Transaction Authorization
Beneficiary Maintenance
Funds Transfer
Bill Payment
Service Request Management
Forex Rate Inquiry
Frequently asked questions
Download the FCDB application, type your user ID and password, and click the Sign In button.
Select Accounts Relationship > Account from dashboard screen, select the account and click the encircled button.
Select Services > New Cheque Book from the menu, select the account, cheque book type, and mode of delivery, then click Submit.
Select Services > Stop Cheque from the menu, select the action, account and specify cheque number or range.