Setting Up Banking Services

This chapter provides an overview of banking service locations and discusses how to:

Set up banking services.
Work with the Service Location Finder.

Understanding Banking Service Locations

This section lists common elements and discusses banking service locations.

Common Elements Used in This Chapter

Primary	Click to view profile, status, and currency information for the service location, together with the primary name, address, telephone, and email information. The system displays this view by default when you access the Service Location page.
Name	Click to view and update the names associated with the service location.
Address	Click to view and update address information associated with the service location.
Phone	Click to view telephone information associated with the service location.
Email	Click to view email information associated with the service location.
Pager	Click to view pager information associated with the service location.

Banking Service Locations

In PeopleSoft Enterprise Banking Transactions, a service location is a place where a business contact can obtain authorized financial services. A service location is not restricted to a physical building owned by the financial institution. For example, an automated teller machine (ATM) could be housed in a grocery store, and an auto shop can perform insurance estimates.

A record for each service location is created in the RD_SITE table. An extension table, RDFSITE, stores additional information for service location information.

Note. The RD_SITE table stores site records and service locations. It is distinguished by an indicator field in the RDFSITE extension table.

The difference between a site and a service location is an important distinction. A site is used for an external customer to define places where it conducts business. A service location is a site that the internal company uses to provide services. Usually service locations are associated with the same internal company. For example, your company has five branches or places to provide financial services and you have 100 business contacts that are companies. In this scenario, you create five service locations for your own company as the customer on service location setup page. In addition, you set up the 100 company business contacts, and create sites for each.

A service is an object that is maintained on the RBF_SERVICE table. For each service location in your system you can associate services that are available. The associated records are stored in RDFSITE_SERVICE, a child table of RD_SITE. You can also define the hours of operation for the location. Records for hours of operation are maintained on RDFSITE_OPERATE, a child table of site.

You can also define the service location's contacts — the people who participate in business transactions at the location. Records for contacts are maintained in the person table (RD_PERSON). When you associate a person with a service location, the person is assigned a role type of Contact, and a record is created in the Business Object Relationship table (BO_REL) to capture the representation relationship between the person and service location (RD_SITE).

Setting Up Banking Services

You set up standard services that can be applied to any service location.

This section discusses how to:

Define a banking service.
Link the banking service with service locations.

Pages Used to Set Up Banking Services

Page Name	Object Name	Navigation	Usage
Service	RBF_SERVICE	Financial Services, Service	Add and maintain services that are offered by your organization.
Service Locations	RBF_SERVICE_SITE	Financial Services, Search Service Location	View locations that currently offer a particular service. Service locations appear by default from the Service Locations component.

Defining a Banking Service

Access the Service page.

Service Type

Select the service type. Delivered values are: Banking, Business Banking, Insurance, Loan Service, Mortgage, Personal Banking, and Wealth Management. Additional service types can be added to suit your organization's requirements.

Service name

Enter the name of the service offered.

Description

Describe the service offered.

Linking the Banking Service with Service Locations

Access the Service Locations page.

The system displays the locations that currently offer a particular service. Click the Edit button on the location row to access the Service Location component, on which you can view and update the service location record.

Working with the Service Location Finder

The Service Location Finder can be accessed without entering personal or account information.

Customers and employees can search by service name or by any address element.

Note. The service location finder search returns record based on exact match not based on distance or vicinity of an address.

Service locations with a valid status such as Open or Target for Closure are included in search results.
Service locations with valid address of physical location purpose type are included in search results.
Services associated with the service location with current start-date and end-date range is neither back-dated nor in the future.

When a banking employee clicks the Location link, the system displays the Service Locations component.

When the customer clicks the Location link, the system displays a Service Location page, which includes information about the location, services, hours of operation, and contacts.

The system displays a grid with all service locations that meet the search criteria. Click the Location link to view Service Location details.

See Setting Up Sites and Service Locations.

Service Type	Select the service type. Delivered values are: Banking, Business Banking, Insurance, Loan Service, Mortgage, Personal Banking, and Wealth Management. Additional service types can be added to suit your organization's requirements.
Service name	Enter the name of the service offered.
Description	Describe the service offered.