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Viewing CASA Financial Account Information


The CASA-More Info View is used to display additional information for Oracle FLEXCUBE Universal Banking-specific financial accounts. This information is read-only in Siebel Finance. Financial accounts can be updated in Oracle FLEXCUBE Universal Banking only and updated record will be sent to Siebel Finance.

CASA account information is not stored in Siebel Finance. The following information is displayed using VBCs:

  • Standing instructions
  • Payment and collections
  • Authorized signatories
  • Account transactions

To view CASA financial account information

  1. Navigate to the Financial Accounts screen, then the Financial Accounts List view.
  2. In the Financial Accounts list, drill down on the financial account with Type as CASA.
  3. Click the CASA view tab and then the More Info link.

Refreshing CASA Financial Account Information

Use the following procedure to refresh CASA financial account information.

To refresh CASA financial account information

  1. Navigate to the Financial Accounts screen, then the Financial Accounts List view.
  2. In the Financial Accounts list, drill down on the financial account with Type as CASA.
  3. Click the CASA view tab and then the More Info link.
  4. Click the Refresh button.
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