Contents
1. Preface
1.1 Introduction
1.2 Audience
1.3 Documentation Accessibility
1.4 Organization
1.5 Glossary of Icons
2. Getting Started with Oracle FLEXCUBE
2.1 Logging into Oracle FLEXCUBE
2.2 Changing User Password
2.2.1 Procedure to Change Password
2.3 The Application Browser
2.4 Application Toolbar
2.4.1 Changing Branch
2.4.2 Current User Session
2.4.3 Window
2.4.4 Help
2.4.5 Executing User Actions
2.4.6 Sign off
2.5 Home
2.5.1 Menu
2.5.2 Function Search
2.5.3 Dashboard
2.6 Interactions
2.6.1 Alerts
2.6.2 Reminders
2.6.3 Conversations
2.7 Customer
2.7.1 Viewing Customer Details
2.7.2 Viewing Customer Account Details
2.8 Workflow
2.9 Tasks
2.9.1 Quick Search
2.9.2 Application
2.9.3 Dashboard
2.9.4 Queue
2.9.5 Scheduling Acquired Tasks
2.9.6 Quick View
2.9.7 Specifying the Reason for Origination Task Suspension
2.10 Preferences
2.10.1 Viewing User Details
2.10.2 Viewing User Dashboard
2.11 Toolbar in Oracle FLEXCUBE Screens
2.12 Some Common Icons and their Usage
2.12.1 Adding and Deleting Rows
2.12.2 The Save and Exit Icons
2.12.3 Fetching Values from List of Values (LOV)
2.13 Supported Date Formats
2.14 Supported Amount Formats
2.15 Minimizing Main Screens
2.16 Excel Export Monitor
2.16.1 Monitoring Excel Exports
2.16.2 Viewing Excel Export Summary
3. Keyboard Compatibility
3.1 Landing Page – Keyboard Compatibility
3.1.1 Navigating through Side Bar
3.1.2 Navigating through Toolbar
3.2 Custom Window – Keyboard Compatibility
3.2.1 Detail Screen Navigation
3.2.2 Summary Screen Navigation
4. Common Operations
4.1 Product Group ID
4.1.1 Creating a Product Group ID
4.1.2 Modifying or Amending the Group ID Description
4.1.3 Deleting a Product Group ID
4.1.4 Closing a Product Group ID
4.1.5 Authorizing a Product Group ID
4.1.6 Creating a New Product
4.1.7 Deleting a Product
4.1.8 Copying a Product
4.1.9 Closing a Product
4.1.10 Amending an Existing Product
4.1.11 Authorizing a Product
4.1.12 Retrieving Information about a Product
4.1.13 Summary View of a Product
4.1.14 Detailed View of a Product
4.2 Entering a New Contract
4.2.1 Unlocking a Contract
4.2.2 Amending a Contract
4.2.3 Deleting a Contract
4.2.4 Copying the Details of a Contract
4.2.5 Placing a Contract on Hold
4.2.6 Removing the Hold Status on a Contract
4.2.7 Reversing a Contract
4.2.8 Saving a Contract
4.2.9 Authorizing a Contract
4.3 Automatic Authorization
4.4 Dual Authorization
4.5 Multilevel Authorization of Contract
4.5.1 Authorize All Button
4.5.2 Role Details Button
4.6 Retrieving Information
4.6.1 Contract Detailed View
4.6.2 Viewing the Summary of a Contract
4.6.3 Confirming a Contract
4.6.4 Viewing the Different Versions of a Contract
4.6.5 Reassigning a Contract to Another User
4.7 Static Data
4.7.1 Maintaining Static Data
4.7.2 Types of Fields
4.7.3 Adding a New Record in a Table
4.7.4 Deleting a Record in a Table
4.7.5 Copying the Details of a Record
4.7.6 Authorizing a Record in a Table
4.7.7 Modifying a Record in a Table
4.7.8 Closing a Record in a Table
4.7.9 Viewing the Details of a Record
4.7.10 Maker and Authorizer Details
4.7.11 Printing the Details of a Record
4.8 Copying Parameterization Data
4.9 Performing Multi Branch Operations
4.9.1 Multi Branch Operational Functions
4.10 Other Operations
4.10.1 Changing the Branch of Operation
4.10.2 Making a Query
4.10.3 The Procedure, with Example
4.10.4 Making a Query Based on More than One Criterion
4.10.5 Selecting the Same Criterion to Apply One or More Conditions
4.10.6 Ordering
4.10.7 Using Wildcards to Make a Query
4.10.8 Viewing Errors and Overrides
4.10.9 Viewing Customer Account Balance
4.10.10 Viewing Customer Signature
5. Function ID Glossary