Contents

1. Preface

  • 1.1 Introduction
  • 1.2 Audience
  • 1.3 Documentation Accessibility
  • 1.4 Organization
  • 1.5 Glossary of Icons

    • 2. Getting Started with Oracle FLEXCUBE

  • 2.1 Logging into Oracle FLEXCUBE
  • 2.1.1 Multi Entity Enabled Oracle FLEXCUBE
  • 2.2 Changing User Password
  • 2.2.1 Procedure to Change Password
  • 2.3 The Application Browser
  • 2.4 Application Toolbar
  • 2.4.1 Changing Branch
  • 2.4.2 Current User Session
  • 2.4.3 Window
  • 2.4.4 Default User
  • 2.4.5 Executing User Actions
  • 2.4.6 Sign off
  • 2.5 Home
  • 2.5.1 Menu
  • 2.5.2 Function Search
  • 2.5.3 Dashboard
  • 2.6 Interactions
  • 2.6.1 Alerts
  • 2.6.2 Reminders
  • 2.6.3 Interactions
  • 2.7 Customer
  • 2.7.1 Viewing Customer Details
  • 2.7.2 Viewing Customer Account Details
  • 2.8 Workflow
  • 2.9 Preferences
  • 2.9.1 Viewing User Details
  • 2.9.2 Viewing User Dashboard
  • 2.10 Toolbar in Oracle FLEXCUBE Screens
  • 2.11 Some Common Icons and their Usage
  • 2.11.1 Adding and Deleting Rows
  • 2.11.2 The Save and Exit Icons
  • 2.11.3 Fetching Values from List of Values (LOV)
  • 2.12 Supported Date Formats
  • 2.13 Supported Amount Formats
  • 2.14 Minimizing Main Screens
  • 2.15 Excel Export Monitor
  • 2.15.1 Monitoring Excel Exports
  • 2.15.2 Viewing Excel Export Summary

    • 3. Keyboard Compatibility

  • 3.1 Landing Page – Keyboard Compatibility
  • 3.1.1 Navigating through Side Bar
  • 3.1.2 Navigating through Toolbar
  • 3.2 Custom Window – Keyboard Compatibility
  • 3.2.1 Detail Screen Navigation
  • 3.2.2 Summary Screen Navigation

    • 4. Common Operations

  • 4.1 Product Group ID
  • 4.1.1 Creating a Product Group ID
  • 4.1.2 Modifying or Amending the Group ID Description
  • 4.1.3 Deleting a Product Group ID
  • 4.1.4 Closing a Product Group ID
  • 4.1.5 Authorizing a Product Group ID
  • 4.1.6 Creating a New Product
  • 4.1.7 Deleting a Product
  • 4.1.8 Copying a Product
  • 4.1.9 Closing a Product
  • 4.1.10 Amending an Existing Product
  • 4.1.11 Authorizing a Product
  • 4.1.12 Retrieving Information about a Product
  • 4.1.13 Summary View of a Product
  • 4.1.14 Detailed View of a Product
  • 4.2 Entering a New Contract
  • 4.2.1 Unlocking a Contract
  • 4.2.2 Amending a Contract
  • 4.2.3 Deleting a Contract
  • 4.2.4 Copying the Details of a Contract
  • 4.2.5 Placing a Contract on Hold
  • 4.2.6 Removing the Hold Status on a Contract
  • 4.2.7 Reversing a Contract
  • 4.2.8 Saving a Contract
  • 4.2.9 Authorizing a Contract
  • 4.3 Automatic Authorization
  • 4.4 Dual Authorization
  • 4.5 Multilevel Authorization of Contract
  • 4.5.1 Authorize All Button
  • 4.5.2 Role Details Button
  • 4.6 Retrieving Information
  • 4.6.1 Contract Detailed View
  • 4.6.2 Viewing the Summary of a Contract
  • 4.6.3 Confirming a Contract
  • 4.6.4 Viewing the Different Versions of a Contract
  • 4.6.5 Reassigning a Contract to Another User
  • 4.7 Static Data
  • 4.7.1 Maintaining Static Data
  • 4.7.2 Types of Fields
  • 4.7.3 Adding a New Record in a Table
  • 4.7.4 Deleting a Record in a Table
  • 4.7.5 Copying the Details of a Record
  • 4.7.6 Authorizing a Record in a Table
  • 4.7.7 Modifying a Record in a Table
  • 4.7.8 Closing a Record in a Table
  • 4.7.9 Viewing the Details of a Record
  • 4.7.10 Maker and Authorizer Details
  • 4.7.11 Printing the Details of a Record
  • 4.8 Copying Parameterization Data
  • 4.9 Performing Multi Branch Operations
  • 4.9.1 Multi Branch Operational Functions
  • 4.10 Other Operations
  • 4.10.1 Changing the Branch of Operation
  • 4.10.2 Making a Query
  • 4.10.3 The Procedure, with Example
  • 4.10.4 Making a Query Based on More than One Criterion
  • 4.10.5 Selecting the Same Criterion to Apply One or More Conditions
  • 4.10.6 Ordering
  • 4.10.7 Using Wildcards to Make a Query
  • 4.10.8 Viewing Errors and Overrides
  • 4.10.9 Viewing Customer Account Balance
  • 4.10.10 Viewing Customer Signature

    • 5. Function ID Glossary