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## Preface

- Purpose
- Audience
- Documentation Accessibility
- Diversity and Inclusion
- Conventions
- Related Resources
- Acronyms and Abbreviations
- Screenshot Disclaimer
- Basic Actions
- Symbols and Icons

### Purpose

This user guide provides you detailed information about the Loan Service module of Oracle Banking Branch.

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### Audience

This guide is intended for the Loan Servicing Officers, Branch Tellers, and Branch Supervisors to provide quick and efficient services to the customers of the bank.

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### 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.

Access to Oracle Support

Oracle customer access to and use of Oracle support services will be pursuant to the terms and conditions specified in their Oracle order for the applicable services.

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### Diversity and Inclusion

Oracle is fully committed to diversity and inclusion. Oracle respects and values having a diverse workforce that increases thought leadership and innovation. As part of our initiative to build a more inclusive culture that positively impacts our employees, customers, and partners, we are working to remove insensitive terms from our products and documentation. We are also mindful of the necessity to maintain compatibility with our customers' existing technologies and the need to ensure continuity of service as Oracle's offerings and industry standards evolve. Because of these technical constraints, our effort to remove insensitive terms is ongoing and will take time and external cooperation.

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### Conventions

The following text conventions are used in this document:

Convention | Meaning
--- | ---
boldface | Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary.
italic | Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values.
`monospace` | Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter.

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### Related Resources

For more information, see these Oracle resources:

- Getting Started User Guide
- Teller User Guide

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### Acronyms and Abbreviations

The list of the acronyms and abbreviations used in this guide are as follows:

Table -1 List of Acronyms and Abbreviations

Abbreviation | Description
--- | ---
CASA | Current Account Savings Account
GL | General Ledger
LCY | Local Currency
FCY | Foreign Currency

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### Screenshot Disclaimer

Personal information used in the interface or documents is dummy and does not exist in the real world. It is only for reference purposes.

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### Basic Actions

Most of the screens contain buttons to perform all or few of the basic actions.

Table -2 Basic Actions

Action | Applicable Stages | Description
--- | --- | ---
Next | Initiation, Approval and Hand off Retry | On completion of input of all parameters for a particular stage, you can click Next to navigate to the next tab.
Back | Initiation, Approval and Hand off Retry | In case you missed to specify or need to modify the details in the previous tab, click to navigate to the previous tab.
Save & Close | Initiation | On click of Save & Close, the input details are saved, and the transaction screen is closed. In case a transaction must be closed midway due to a lack of sufficient information, the maker of the transaction can choose this option. The saved transaction details will be available in My Task. You can select the transaction from My Task and proceed with the transaction or delete it.
Cancel | Initiation, Approval and Hand off Retry | On click of Cancel, the transaction input is cancelled midway without saving any data. You are alerted that the input data would be lost before confirming the cancellation.
Submit | Initiation | After submitting the initiation stage, the system validates the transaction with the host and displays the errors or overrides if any. In case of an error, you can modify and resubmit or cancel the transaction. In case of an override, you can modify and resubmit or proceed with the transaction by accepting the overrides.
Approve | Approval | The system displays a section where approval remarks if any can be input. Click OK to submit. The transaction is sent to the Host system through OBRH. The Host system validates the transaction again and the transaction is created if all the validations are successful. If the transaction fails, the system displays an error message, and the transaction is moved to Hand-off retry stage. In this stage, the authorizer can retry or reject the transaction. On reject, the transaction is sent back to the maker to modify or delete it.
Reject | Approval and Hand off Retry | On click of Reject, a transaction is rejected is by the authorizer. The system displays a pop-up screen to capture the Rejection remarks if any. Click OK for the transaction to be routed back to the initiation stage. Subsequently, the maker can modify or delete the transaction details.
Minimize | Initiation, Approval and Hand-off Retry | On click of Minimize, the transaction input screen is minimized. When the screen is minimized, it appears as to a separate tab within the same web page.
Maximize | Initiation, Approval and Hand off Retry | On click of Maximize, the transaction input screen is maximized. You can proceed with the required action on the screen.
Reset | Hand off Retry | The Reset button clears all the details previously modified by you and populates the fields with default values.
Remarks | Initiation, Approval and Hand-off Retry | Remarks can be used either by the maker or the authorizer of the transaction to optionally capture useful information about the transaction.
Host Error | Hand Off Retry | Hand off Retry comes into use whenever a transaction input from the mid-office system fails authorization due to Host System rejection. The authorizer of the transaction can view the reason for Host rejection and take appropriate action.
Overrides | Initiation, Approval and Hand-off Retry | If override messages had appeared during initiation stage and they were accepted by the maker during submission, the Overrides button appears in the Initiation screen if the transaction is subsequently rejected by the authorizer. On the Override Details section, click Decline to go back to the transaction screen to modify or cancel it, or click Accept to complete the initiation stage and move the transaction to the approval stage. The Overrides button is displayed in the Approval and Hand-off retry stage if there were any override messages generated during initiation and accepted by the maker. When the Overrides button is clicked, the system displays the overrides accepted by the maker. After verifying the transaction and override details, the authorizer can either approve or reject the transaction. The existing Approve Transaction section is modified to display the overrides, if any overrides are raised during the initiation submits.
Document | Initiation, Approval and Hand-off Retry | The maker of the transaction can click Document to upload documents that are relevant to the transaction. Once uploaded, the documents are available for viewing during authorization or by the maker.
Change Log | Approval | When the authorizer clicks Change Log button, the system displays the changes made to the transaction in a pop-up window. By default, the change log is set to display only modified values. The Change Log button has two options, they are, All and Updated. The All button displays both modified and non-modified fields and the Updated button displays only the modified fields. The old and new values are displayed so that the authorizer can compare or verify the values and decide on further action. Also, the new values appear is red for easy recognition.
Delete | Initiation | The Delete button is applicable only for the Maker screen and that too when the screen is opened from the Task list. In other words, only saved tasks opened in editable mode have delete functionality.
Advices | Initiation | The Advices button helps the Maker to generate a pre-advice or acknowledgement to get a confirmation from his customer.
Multi-Level Authorization | Initiation | The auto authorization can be configured for the branch servicing screens by creating a Rule based on life cycle code. The steps to create the Auto authorization as follows: Create the fact value as LIFECYCLECODE. Create Rule to enable Auto authorization for any servicing screen and add the expression in Rule for that screen's lifecycle code. While creating a Rule the product processor should be given as LOAN and fact should be selected as LIFECYCLECODE. For example: IF ( LIFECYCLECODE == LNRDCH ) output Section1 LEVEL:0 Create or modify a Rule Group with Name ApprovalRuleGroup and map the Rule(s) created in the step (2). Note: You can define one single Rule for all the screens and add the expression for the life cycle code or you can define individual Rule for each screen and map to the Rule group. For more information, refer to the Oracle Banking Common Core User Guide to create Fact, Rule and Rule Group. Multi-Level Authorization Initiation Multi-level authorization can be configured for the branch servicing screens by creating a Rule based on life cycle code. You can define one single Rule for all the screens and add the expression for the life cycle code or you can define individual Rule for each screen and map to the Rule group. Note:For more information, refer to the Oracle Banking Common Core User Guide to create Fact, Rule and Rule Group
Multi-Level Authorization | Initiation | The multi-level authorization can be configured for the branch servicing screens by creating a Rule based on life cycle code. The steps to create the Multi-level authorization as follows: Create the fact value as LIFECYCLECODE. Create Rule to enable Multi-level authorization for any servicing screen and add the expression in the Rule for that screen's lifecycle code. While creating a Rule the product processor should be given as LOAN and fact should be selected as LIFECYCLECODE. For Example: IF ( LIFECYCLECODE == LNRDCH ) output Section1 LEVEL:1~LSR_FA_LNRDCH_AUTH, LEVEL:2~LSR_FA_LNRDCH_AUTH Note: If customer wants to use separate Functional Activity Code for each Level then Rule output need to be define like LVELE:1~<FUNCTIONAL_ACTIVITY_CODE1>, LVELE:2~<FUNCTIONAL_ACTIVITY_CODE2> . Create or modify a Rule Group with name ApprovalRuleGroup and map the rule(s) created in the step (2). You can define one single rule for all the screens and add the expression for the life cycle code or you can define individual rule for each screen and map to the rule group. The maker checker validation will be provided if the same maker tries to authorize the single or multi-level approval tranaction.

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### Symbols and Icons

The lists of symbols, buttons and shortcut key that are used in the application to perform various tasks are covered in this topic.

Symbols and Icons

Table -3 Symbols and Icons

Symbols and Icons | Description
--- | ---
| Click to refresh details in a screen.
| Click to minimize a screen.
| Click to maximize a screen.
| Click to close a screen.
| Click to navigate to first page.
| Click to navigate to next page.
| Click to navigate to previous page.
| Click to navigate to last page.
| Click to perform a search.
| Click to edit a record.
| Click to delete a record.
| Click to select a date, month and year from a calendar.
OK | Click to confirm the details specified.
Back | Click to navigate to the previous tab.
Next | Click to navigate to the next tab.
Save and Close | Click to save the details specified and exist from the screen. The task appears in my pending task, from where you can take the task ahead on your next login.
Cancel | Click to cancel the action performed and exist the screen.
Submit | Click to submit the transaction for approval.
Audit | Click to view the audit details of a particular screen.
Remarks | Click to add or view remarks related to a screen.

Parent topic: Preface