PeopleSoft Banking Transactions 9.1 PeopleBook

Getting Started with PeopleSoft Banking Transactions

This chapter provides an overview of PeopleSoft Banking Transactions and discusses:

PeopleSoft Banking Transactions business processes.
PeopleSoft Banking Transactions integrations.
PeopleSoft Banking Transactions implementation.

PeopleSoft Banking Transactions Overview

PeopleSoft Banking Transactions utilizes the power of PeopleSoft Customer Relationship Management and provides industry-specific functionality. PeopleSoft Banking Transactions enables you to provide full-featured support for all financial products and services that you offer to your customers.

PeopleSoft Banking Transactions Business Processes

PeopleSoft Banking Transactions provides the Account Management business process. We discuss this business process in the business process chapter of this PeopleBook.

Account Management Business Process

Account Management enables users to:

Update account information such as nickname or address.
Issue automated teller machine (ATM) cards.
Modify ATM cards by replacing the card, suspending the card, canceling or reactivating the card, changing linked accounts, changing limits, changing the card type, and enabling or disabling card features.
Review financial account details including general account information, account relationships, ATM cards, terms and conditions, fees, and account and bill payment history.
Perform banking transactions including setting up automatic fund transfers, initiating one-time fund transfers, reordering checkbooks, stopping check payment, paying bills, ordering copies of checks and account statements, ordering foreign currency, ordering cashier's checks, and ordering traveler's checks.

PeopleSoft Banking Transactions Integrations

PeopleSoft Banking Transactions integrates with the following PeopleSoft applications:

PeopleSoft Call Center applications.
PeopleSoft Support Self-Service.

We discuss integration considerations in the implementation chapters in this PeopleBook.

PeopleSoft Banking Transactions Implementation

PeopleSoft Setup Manager enables you to generate a list of setup tasks for your organization based on the features that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding PeopleBook documentation.

Other Sources of Information

In the planning phase of your implementation, take advantage of all PeopleSoft sources of information, including the installation guides, table-loading sequences, data models, and business process maps. A complete list of these resources appears in the preface in the PeopleSoft CRM 9.1 Application Fundamentals PeopleBook, and the PeopleSoft CRM 9.1 Industry Application Fundamentals PeopleBook with information about where to find the most current version of each.