Contents
1. Preface
1.1 Introduction
1.2 Audience
1.3 Documentation Accessibility
1.4 Organization
1.5 Related Documents
1.6 Glossary of Icons
2. Interactions in Oracle FLEXCUBE
2.1 Preferences for Interactions
2.1.1 Setting Preferences for Interactions
2.1.2 Conversation Preferences Tab
2.1.3 Spend Analysis Preferences Tab
2.1.4 .Viewing Preferences for Interactions
3. Alerts
3.1 Alert Selection Criteria
3.1.1 Defining Alert Selection Criteria
3.1.2 Viewing Alert Criteria Definition Summary
3.2 Alerts
3.2.1 Defining Alerts
3.2.2 Preferences Tab
3.2.3 Target Tab
3.2.4 Message Tab
3.2.5 Viewing Alert Definition Summary
3.2.6 Viewing Alert Dashboard
4. Spend Analysis
4.1 Spend Analysis
4.1.1 Spend Analysis in Oracle FLEXCUBE
4.1.2 Classification of Entries
4.1.3 Classification of Reversal Entries
4.2 Spend Class by a Bank User
4.2.1 Maintaining Spend Class by a Bank User
4.2.2 Viewing Class Code Summary
4.3 Spend Classes for Channel User
4.3.1 Maintaining Spend Classes for Channel User
4.3.2 Viewing Spend Class Summary
4.4 Spend Rules
4.4.1 Defining Spend Rules
4.4.2 Creating Conditions with Expressions
4.4.3 Viewing Customer Spend Analysis Details
4.4.4 Reclassification of Spend Classes
4.4.5 Deletion of Spend Class
4.4.6 Deletion of Sub Class Code
4.4.7 Splitting a Transaction
5. Conversations
5.1 Conversations in Oracle FLEXCUBE
5.2 Create Conversations
5.2.1 Creating Conversations
5.2.2 Uploading Documents
5.2.3 Viewing Conversation Summary
5.2.4 Viewing Conversations on User Dashboard
6. Reminders
6.1 Reminders in Oracle FLEXCUBE
6.2 Create Reminders
6.2.1 Creating Reminders
6.2.2 Viewing Reminders on User Dashboard
6.2.3 Viewing Reminders Summary
7. Instructions
7.1 Instructions in Oracle FLEXCUBE
7.2 Maintain Instructions
7.2.1 Maintaining Instructions
7.2.2 Viewing Customer Instructions
7.2.3 Viewing Instructions Summary
8. Function ID Glossary