User Manual Oracle Banking Digital Experience Retail Customer

User Manual Oracle Banking Digital Experience Retail Customer
Oracle Banking Digital
Experience
Retail Customer Services Transaction Dashboard
User Manual
Release 15.1.0.0.0
Part No. E66313-01
October 2015
Retail Customer Services Transaction Dashboard User Manual
October 2015
Oracle Financial Services Software Limited
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India
Worldwide Inquiries:
Phone: +91 22 6718 3000
Fax:+91 22 6718 3001
www.oracle.com/financialservices/
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User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard
ii
Table of Contents
1.
2.
3.
4.
5.
6.
Preface .................................................................................................................................................4
Transaction Host Integration Matrix .................................................................................................5
Introduction .........................................................................................................................................6
View Initiated Transactions................................................................................................................7
View Drafts/ Templates.................................................................................................................... 10
Search Transactions ........................................................................................................................ 13
User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard
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Preface
1.
Preface
1.1
Intended Audience
This document is intended for the following audience:

Customers

Partners
1.2 Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility
Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.
1.3
Access to OFSS Support
https://support.us.oracle.com
1.4 Structure
This manual is organized into the following categories:
Preface gives information on the intended audience. It also describes the overall
structure of the User Manual.
Transaction Host Integration Matrix provides information on host integration requirements
for the transactions covered in the User Manual.
Introduction provides brief information on the overall functionality covered in the User
Manual.
The subsequent chapters provide information on transactions covered in the User
Manual.
Each transaction is explained in the following manner:

Introduction to the transaction

Screenshots of the transaction
The images of screens used in this user manual are for illustrative purpose only, to provide
improved understanding of the functionality; actual screens that appear in the application
may vary based on selected browser, theme, and mobile devices.

Procedure containing steps to complete the transaction- The mandatory and conditional
fields of the transaction are explained in the procedure.
If a transaction contains multiple procedures, each procedure is explained. If some
functionality is present in many transactions, this functionality is explained separately.
1.5 Related Information Sources
For more information on Oracle Banking Digital Experience Release 15.1.0.0.0, refer to
the following documents:

Oracle Banking Digital Experience Licensing Guide

Oracle Banking Digital Experience Installation Manuals
User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard
4
Transaction Host Integration Matrix
2.
Transaction Host Integration Matrix
Legends
NH
No Host Interface Required.

Host Interface to be developed separately.

Pre integrated Host interface available.

Pre integrated Host interface not available.
Transaction Name
Transaction Activities
FLEXCUBE UBS
Third Party Host System

User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard

5
Introduction
3.
Introduction
The dashboard of a retail business user displays all the transactions that have been
initiated or drafts and templates saved by the user in the application,
User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard
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View Initiated Transactions
4.
View Initiated Transactions
Using this option, you can view transactions that you have initiated in the application
along with the current status of the transactions and number of transaction count for each
type with specific status.
You can modify your transactions if the status of the transaction is Initiated or Sent Back
for Modification.
You can delete your transactions if the status of the transaction is Initiated or Draft.
To view initiated transactions
1.
From the Customer Services menu, select Transaction Activities, and then select
Transactions.
The View Initiated Transactions screen appears.
By default, the Initiated Transactions tab appears.
2.
From the View By list, select the appropriate option, if required.
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View Initiated Transactions
Initiated Transactions tab
Column Description
Column Name
Description
Initiated Transactions
Transaction Type
[Display]
Displays the type of initiated transactions.
Status
[Display, Hyperlink]
Displays the current status of the initiated transactions.
Displays the link to search initiated transactions.
This field appears if you select the Transaction Status
option from the View By list.
Amount
[Display]
Displays the cumulative amount of all initiated transactions
under a particular transaction type and for a particular
currency.
This field appears if you select the Transaction Currency
option from the View By list.
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View Initiated Transactions
Column Name
Description
Currency
[Display]
Displays the currency of initiated transactions.
Displays the link to search initiated transactions.
This field appears if you select the Transaction Currency
option from the View By list.
Count
[Display]
Displays the number of times the transaction has been
initiated.
Graph
[Display]
Displays the completion of the transaction as a percentage.
3.
Click the link in the Status field.
OR
Click the link in the Currency field.
The details of the selected transaction appear in the Search Initiated Transactions
screen.
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View Drafts/ Templates
5.
View Drafts/ Templates
Using this option, you can view transactions for which you have created templates or
drafts in the application along with the current status of the transactions and number of
transaction count for each type with specific status.
A draft in the application indicates that you have saved a transaction without entering its
complete details.
A template in the application indicates that you have saved a transaction after entering its
complete details.
You can view the details of the drafts and templates and use them to initiate the related
transaction.
To view transactions for which drafts or templates created
1.
From the Customer Services menu, select Transaction Activities, and then select
Transactions.
The View Initiated Transactions screen appears.
By default, the Initiated Transactions tab appears.
Field Description
Field Name
Description
View By
[Optional, Drop-Down]
Indicates the type of view for the initiated transactions.
The options are:

Transaction Status

Transaction Currency
2.
From the View By list, select the appropriate option, if required.
3.
Click View Drafts/Templates tab.
The View Drafts/Templates screen appears.
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View Drafts/ Templates
View Drafts/Templates tab
Column Description
Column Name
Description
View Drafts/Templates
Transaction Type
[Display]
Displays the type of the transaction for the draft or template.
Status
[Display]
Displays whether the transaction is saved as a draft or
template.
Displays the link to search transactions.
This field appears if you select the Transaction Status
option from the View By list.
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View Drafts/ Templates
Column Name
Description
Amount
[Display]
Displays the cumulative amount as present in all drafts and
templates under a particular transaction type and for a
particular currency.
Displays the link to search transactions.
This field appears if you select the Transaction Currency
option from the View By list.
Currency
[Display]
Displays the currency of transactions as present in all drafts
and templates under a particular transaction type.
Displays the link to search transactions.
This field appears if you select the Transaction Currency
option from the View By list.
Count
[Display]
Displays the number of times the draft or template has been
created.
Graph
[Display]
Displays the completion of the template as a percentage.
4.
Click the link in the Status field.
OR
Click the link in the Currency field.
The details of the selected transaction appear in the Search Transactions screen.
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Search Transactions
6.
Search Transactions
You can view search transactions or drafts and templates that you have saved in the
application.
To search transactions or drafts and templates
1.
From the Customer Services menu, select Transaction Activities, and then select
Transactions.
The View Initiated Transactions screen appears.
By default, the Initiated Transactions tab appears.
2.
Click an y other tab if required.
The required tab showing the details appears.
3.
Click the link in the Status field for the selected transaction or draft or template in the
Transactions screen.
OR
Click the link in the Currency field for the selected transaction or draft or template in the
Transactions screen.
For example, click link in the Status field for the selected transaction in the View
Initiated Transactions screen.
The details of the selected transaction appear in the Search Initiated Transactions
screen.
4.
Click
in the Click here to add more search criteria field.
The fields for entering search criteria for initiated transactions appear.
Search Initiated Transactions
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Search Transactions
Field Description
Field Name
Description
It is mandatory to select either E-Banking Reference No. or Other Search Criteria
option.
E-Banking
Reference No.
[Optional, Option, Alphanumeric]
Other Search
Criteria
[Optional, Option]
Indicates that you want to search transactions using the e-banking
reference number and the e-banking reference number of the
transaction.
Indicates that you want to search transactions using other search
criteria.
The fields mentioned below are enabled when you select the Other Search Criteria
option.
Transaction Type
[Mandatory, Drop-Down]
Indicates the type of the transaction.
Status
[Mandatory, Drop-Down]
Indicates the status of the transaction.
Customer
[Mandatory, Drop-Down]
Indicates your Customer ID in the application.
Account Number
[Optional, Numeric]
Indicates the account number for which transaction is initiated.
User Reference
Number
[Optional, Numeric]
Period
[Mandatory, Drop-Down]
Indicates the reference number that you have entered for the
initiated transaction.
Indicates the period in which the transaction is initiated.
The options are:
From Date

Last 1 Day

Last 6 Months

Custom Date
[Conditional, Pick List]
Indicates the start date of the date range in which the transaction is
initiated
This field appears if you select the Custom Date option from the
Period list.
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Search Transactions
Field Name
Description
To Date
[Conditional, Pick List]
Indicates the end date of the date range in which the transaction is
initiated
This field appears if you select the Custom Date option from the
Period list.
The fields mentioned below appear only for payment transactions.
Currency
[Optional, Drop-Down]
Indicates the currency of the initiated transaction.
From Amount
[Optional, Numeric]
Indicates the minimum amount of the amount range in which the
transaction is initiated.
To Amount
[Conditional, Numeric]
Indicates the maximum amount of the amount range in which the
transaction is initiated.
5.
Select the appropriate option to search initiated transactions:
a. If you select the E-Banking Reference No. option:
i.
In the E-Banking Reference No field, enter the E-Banking Reference number
of the transaction.
b. If you select the Other Search Criteria option:
i.
From the Transaction Type list, select the appropriate option.
ii.
From the Status list, select the appropriate option.
iii.
From the Customer list, select the appropriate option.
iv.
From the Period list, select the appropriate option and enter the date range in
which the transaction is initiated, if required.
6.
Click Search.
The details of initiated transactions as per the search criteria appear.
7.
Click Back.
The View Initiated Transactions screen appears.
Search Initiated Transactions - Search Result
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Search Transactions
Column Description
Column Name
Description
E-Banking
Reference No.
[Display, Hyperlink]
Displays the e-banking reference number of the transaction.
Displays the link to view details of the transaction.
Transaction Type
[Display]
Displays the type of the transaction.
Transaction
Status
[Display]
Created On
[Display]
Displays the status of the transaction.
Displays the date on which the transaction is created.
Updated On
[Display]
Displays the date on which the transaction is updated.
Created By
[Display]
Displays the name of the user who has created the transaction.
Updated By
[Display]
Displays the name of the user who has updated the transaction.
Version
[Display]
Displays the version number of the transaction.
The version number of the transaction increases when the
transaction is updated.
State Bit
[Display]
Displays the state bit number of the transaction.
User Reference
No.
[Display]
Account Number
[Display]
Displays the reference number that you have entered for the
transaction.
Displays the account number from which transaction is initiated.
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Search Transactions
Column Name
Description
Transaction
Amount
[Display]
Value Date
[Display]
Displays the amount of the transaction.
Displays the value date of the transaction.
Spot/Online Deal
[Display]
Displays whether the transaction involves any spot or online deal
booking.
Created On – My
Timezone
[Display]
Updated On – My
Timezone
[Display]
Displays the date as per your timezone on which the transaction is
created.
Displays the date as per your timezone on which the transaction is
updated.
The options mentioned below are applicable for records of transaction details.
To enable the word wrap in the columns, select the Word Wrap check box.
Click Customize Columns to reorder the columns or select the columns that appear in
the transaction details list.
Click Download to download all or selected columns in the transaction details list. You
can download the list in PDF, XLS, HTML and RTF formats.
Click Print to print the transaction details list and open the list as a PDF document.
Click
to view the first page of the transaction details list.
Click
to view the previous page of the transaction details list.
Click
to view the next page of the transaction details list.
Click
to view the last page of the transaction details list.
From the Page list, select the required page number of the transaction details list.
Click
next to the required column to sort the records of transaction details in ascending
or descending order.
8.
Click the link in E-Banking Reference No. field.
The details of initiated transaction appear in the View Initiated Transactions screen.
OR
Click Back.
The previous View Initiated Transactions screen appears.
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Search Transactions
View Initiated Transactions - Details
Field Description
Field Name
Description
Reference
Number
[Display]
Transaction Type
[Display]
Displays the e-banking reference number of the transaction.
Displays the type of the transaction.
Created On
[Display]
Displays the date on which the transaction is created.
Updated On
[Display]
Displays the date on which the transaction is updated.
Updated By
[Display]
Displays the name of the user who has updated the transaction.
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Search Transactions
Field Name
Description
Status
[Display]
Displays the status of the transaction.
Version
[Display]
Displays the version number of the transaction.
Value Date
[Display]
Displays the value date of the transaction.
Host Reference
No.
[Display]
Note
[Conditional, Alphanumeric]
Displays the host reference number of the transaction.
Indicates the remark or reason for modifying or deleting the
transaction.
This field is enabled only if the status of the transaction is Initiated.
Audit Details
[Display]
Displays all authorization details of the transaction.
9.
Click Back.
The Search Initiated Transactions screen appears.
User Manual Oracle Banking Digital Experience Retail Customer Services Transaction Dashboard
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